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The following information is usually required during the loan process:
- Copy of your Social Security card
- Copy of your drivers license
- Current pay stubs for 1 full month
- Tax returns (federal only) for the past two years
- Bank statements for the past three months
- Assets - stocks, bonds, 401k, IRA, etc. - last quarterly statement
- Personal loan account information
If you currently own Real Estate:
- Mortgage account information
- Home equity account information (if applicable)
- Home insurance policy information
- Home owners association information (if applicable)
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Primary Partners Financial
4041 MacArthur Boulevard, Suite 230,
Newport Beach,
CA
92660
Toll Free: (800) 963-9638
Office: (949) 296-2500 Fax: (949) 296-2501 Info@Primary-Partners.com
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