Mortgage Documentation Checklist

The following items must be provided by all borrowers who will be listed on the mortgage prior to Penn Home Ownership Service’s issuance of an introductory letter and/or conditional approval:

• Most Recent Pay stub Reflecting 30 Day’s YTD
• 2 Year’s Most Recent W2s or 1099s
• 2 Year’s Most Recent Tax Returns (self employed/interest income)
• Lease Agreements (rental income)
• Agreement of Sale (if selling previous residence)
• Misc. Income Documents
• 2 Month’s Bank Statements