Legal First Name *

Legal Last Name *

Email *

✅ Everyone: Driver's License

Everyone uploads this. A clear photo or scan works.

✅ Everyone: Social Security Card

Everyone uploads this.

✅ Everyone: Bank Statements, last 2 months

All pages, for the account you're using for this purchase or refinance.

💼 W-2 Employees: W-2s, last 2 years

Only if you're paid a W-2 salary, including if you pay yourself one.

💼 W-2 Employees: Pay Stubs, last 30 days

Only if you're paid a W-2 salary, including if you pay yourself one.

📊 Self-Employed: Personal Tax Returns, last 2 years

Only if you're self-employed or own a business. All pages. In business 5+ years? Upload what you have and Steve will confirm what's needed.

📊 Self-Employed: Business Tax Returns, last 2 years

Only if you're self-employed or own a business. All pages.

📊 Self-Employed: CPA Profit and Loss Letter

Only if your most recent taxes aren't filed yet.

🎖️ VA Loans Only: DD-214

For veterans and active duty using a VA loan.

🎖️ VA Loans Only: Certificate of Eligibility (COE)

Don't have your COE? No problem. We can request it for you as part of your application.

📎 Anything Else: Other documents we requested

Click to upload

All done? Scroll down and click Submit. Your files are not sent until you do.

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(Optional) By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others. from Summit Crest Home Loans at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.