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Mortgage Checklist

Government-issued ID
 

W2s

  • Most recent 2 years
     

Tax Returns

  • Most recent 2 years, with all schedules
     
  • Personal and Business, if applicable, including 1099 and/or K-1s, if applicable
     

Profit/Loss Statement 

  • YTD if self-employed
     

Paystubs 

  • Most recent 30 days
     

Mortgage Statement

  • Most recent, for all residential properties owned, including rental agreements, if applicable
     

HOA Billing Statement
 

Bank Statements and/or Retirement Statements (Other than First Interstate Bank)

  • Most recent 2 months or quarterly statement, if applicable 
     

Homeowner’s Insurance Annual Billing Statement

  • Most recent, for all residential properties owned
     

Additional Documentation as Required

  • All documentation must include all pages and no alterations
     

For purchase transactions:
 

  • Purchase Agreement - Fully executed, including all addendums
     
  • Earnest Money Check – Cancelled check copy
     
  • Gift Letter and Documentation (If applicable)
     

Quick-to-close documents are not required as a condition of receiving a Loan Estimate from First Interstate Bank.


Apply now for a better mortgage experience through First Interstate Bank

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P rivacy Policy    |    Contact Us    |     About Us    |    Locations

 

Notification of Error & Requests for Information

Please Note: If you wish to contact us in writing to assert an error or make an information request, you must use the address below. 

First Interstate Bank, Attention Loan Operations
P.O. Box 2345 
Sioux Falls, SD 57101

 

First Intersate Bank Member of FDIC, Equal Housing Lender.

P rivacy Policy    |    Contact Us    |     About Us    |    Locations

 

Notification of Error & Requests for Information

Please Note: If you wish to contact us in writing to assert an error or make an information request, you must use the address below. 

First Interstate Bank, Attention Loan Operations
P.O. Box 2345 
Sioux Falls, SD 57101

 

First Intersate Bank Member of FDIC, Equal Housing Lender.