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The following information is usually required during the loan process: - Your Social Security number
- Current pay stubs or, if self employed, your tax returns for the past two years
- Bank statements for the past two months
- Investment account statements for the past two months
- Life insurance policy
- Retirement account statements for the past two months
- Make and model of vehicles you own and their resale value
- Credit card account information
- Auto loan account information
- Personal loan account information
If you currently own Real Estate: - Mortgage account information
- Home equity account information (if applicable)
- Home insurance policy information
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Laurence Kwong Primary Partners Financial
4041 MacArthur Boulevard, Suite 230,
Newport Beach,
CA
92660
Direct: (949) 296-2522
Toll Free: (800) 963-9638 Ext. 2522
Fax: (949) 296-2523
L.Kwong@Primary-Partners.com
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