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Housing Expenses

If applicable, review your monthly first and second mortgage payments, home equity line of credit payments and rental property mortgage payments. Also, if you have lived at your current address for less than 2 years, be sure to have your previous address handy.

Other Monthly Expenses

Know how much your monthly payments are for your credit and department store cards, car loans and leases, student loans and any other bills and loan payments you repay monthly. Keep in mind your alimony and child support payments for this section as well.

Employment

If you have worked with your current employer for less than 2 years, be sure to have the name and address of your previous employer ready.

Income

Determine your monthly gross (before taxes) income by looking at your pay stub or tax returns. You'll also want to include any bonuses, rental income, dividends, interest, alimony and/or child support payments you may receive when completing this section.

Boat Information

Please have the following information available:

  • Boat brand (ex: Sea Ray)
  • Boat model (ex: 280)
  • Boat engines (Single or twin, manufacturer and horsepower)
  • Hull ID number (important)
  • Hull material
  • Trailer information (if applicable)

RV Information

Please have the following information available:

  • RV brand
  • RV model
  • RV Year





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