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SLFCU branches and Contact Center are closed, and online, mobile, and automated phone banking are currently unavailable due to our transactional system upgrade. All systems will be available and we will resume regular hours on Tuesday, November 13. Learn more.

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Refinancing a mortgage?

Documents you'll need to provide to your SLFCU loan advisor

  • Most recent pay stubs covering 30 days of earnings
  • W-2s from most recent year
  • 2 months of most recent bank statements (excluding SLFCU accounts)
  • Current Homeowner's Insurance Policy declaration page
  • Warranty Deed or Owner's Title Policy & Survey
  • Current Mortgage Holder Statement
  • Most recent Property Tax Bill

PENSION OR SOCIAL SECURITY INCOME

  • Letter of Benefits from Social Security
  • Pension Award Letter or any pay stub from the company issuing your pension check
  • 1099Rs from the most recent year

SELF-EMPLOYMENT OR COMMISSION INCOME

  • 2 years of federal income tax returns for both individual and business, with all schedules
  • Year to date Profit & Loss statement, signed and dated

ADDITIONAL DOCUMENTS MAY INCLUDE

  • Trust Agreement
  • Divorce Decree (Child Support and Marital Settlement Statement)
  • For Rental Property Income, last two years of tax returns with all schedules and a current lease agreement
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