PITTSFORD FEDERAL CREDIT UNION
MORTGAGE APPLICATION CHECKLIST
Please use the following as a checklist of important information that you will need for your mortgage
Applicant’s Social Security #: Co-Applicant #:
• Refinances: Survey and Abstract
• Purchases: Purchase Offer, fully executed
• Check for $275.00 (appraisal fee)
• Most recent paystub for all applicants.
• Most recent W-2 Form, for all applicants.
• Other income: RETIRED; SELF-EMPLOYED or if commissions exceed 25% of income
Signed copy of most recent tax return including all schedules.
• Most recent bank statement for any depository accounts (not required for PFCU accounts).
• Most recent quarterly statement for any investment and retirement accounts.
Mortgage & Property Information
• Please provide a copy of your most recent mortgage statement.
• Mortgage Creditor: Account #
• Principal Balance: $
• Payment: Principal & Interest $ ; Escrow $ (incl.: taxes/insurance/PMI)
• Property Taxes: Town/County $
• Homeowner’s Insurance Annual Premium: $
• House value: $
• Call 585-381-3885 to schedule an appointment
• Apply online