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What Information Do I Need for a Loan Application?

When applying for a mortgage with AAFMAA Mortgage Services LLC, a borrower will need to provide the following documents for the mortgage loan application to be completed. Use this checklist to get started:


  • Copy of DD-214 (If not on Active Duty)
  • 2 Current Forms of ID (Driver’s license/Military ID/Passport/Birth Certificate)
  • Complete copies of most recent two month’s bank statements (not account histories) from all checking and savings accounts you’d wish to have considered. Please provide all pages of each statement.
  • Paystubs covering the last 30 days (2 if paid bi-weekly, 4 if paid weekly, 1 if paid monthly)
  • W2s from the last 2 years
  • Complete copy of 1040 tax returns for last two years including Schedule E (if self-employed or have rental properties). If self-employed, will also need business tax returns.
  • Most recent retirement monthly statement/pension award letter (if applicable)
  • Divorce Decree/Alimony docs/Child support court order (if applicable)
  • Name/address/phone/relationship of nearest living relative not living with you
  • Contact info for real estate agent
  • Contact info for closing attorney/title company
  • Complete copy of ratified contract once you receive it
If you have other properties:
  • Copy of mortgage statement for the rental property
  • Copy of insurance bill for rental property
  • Proof of real estate taxes for rental property