A | Dependent on your personal situation, below is a list of documents we may ask you for. We may need copies of the following:
- Past 2 years most current signed Federal Tax Returns
- Past 2 years most current signed Business Tax Returns (if you own a business and file business tax returns)
- Past 2 years most current W2’s and/or 1099r’s
- Past 2 most recent paystubs
- Retirement/Annuity/Social Security Benefit Letters (if retired)
- Mortgage Statements for the property being secured and any rental properties
- Homeowners, Hurricane, Flood, and/or Master Condo insurance for the property being secured and any rental properties
- Property Tax Assessment for Rental Properties not located on the island of Oahu
- Maintenance Fees for the property being secured and any rental properties
- Association Dues for the property being secured and any rental properties
- Rental Agreement and GE License if rental income is new or has never previously been reported on tax returns
- Long-Form Trust Agreement and any Amendments made to the Trust