- Copies of your most recent pay-stubs covering a one-month period
- Copies of your W2 forms for the most recent two-year period
- If income is derived from retirement accounts, the most recent awards letter verifying the monthly retirement income
- Copies of your complete (including all schedules) IRS Tax Form 1040 for the most recent two-year period
- If you are self-employed, Corporate Returns for the most recent two-year period will be required
- Copies of three months of asset statements (all pages) for any and all accounts, including savings, checking and retirement accounts
- Copies of a government issued ID and Social Security card
- If your loan request is for a refinance transaction, a copy of your most recent mortgage statement
- If your loan request is for a home purchase, a copy of the fully-executed, signed purchase contract
- Name and phone number of your homeowners insurance agent and/or condo association (if applicable)
The above documentation can be submitted to any PFCU office or you can fax to the following number:
Fax# 847.675.6847
Attention: Mortgage Department
