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Documentation Checklist

Below is a list of information you will need to provide to your loan officer to help expedite your mortgage application.

Please forward the following to your loan officer:

  • Two years most recent W-2’s and/or 1099’s
  • Two of the most recent paystubs
  • If self-employed, the last two years of tax returns, all schedules and K-1’s
  • Two months most recent asset statements for any accounts not with Bank of Sun Prairie (such as checking, savings, money market, retirement and investment accounts)
Additional information may be required based on individual situation.