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The following information is usually required during the loan process: - Your Social Security number
- Current pay stubs
- W-2 forms - past two years
- If self employed, your tax returns for the past two years
- Bank statements for the past two months
- Investment account statements for the past two months
- Retirement account statements - last quarterly statement
- Personal loan account information
If you currently own Real Estate: - Mortgage coupons - all mortgages
- Home insurance policy information
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Jeff Uding, Account Manager Primary Partners Financial
4041 MacArthur Boulevard, Suite 230,
Newport Beach,
CA
92660
Direct: (949) 296-2510
Toll Free: (800) 963-9638 Ext. 2510 Fax: (949) 296-2511 J.Uding@Primary-Partners.com
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