Refinance Checklist

When you refinance, certain documents and information will help the process move forward more quickly. Below are listed some of the more common documents needed to refinance. The more information you have on-hand, the faster your refinancing will go.


You are likely to need Employment Information

  • Income tax returns for the past 2 years (all pages, all schedules)
  • W-2 forms and/or 1099's for the past 2 years
  • 2 most recent pay stubs

Assets & Obligations Information

  • 2 months full bank statements
  • A recent mortgage statement

Insurance Information

  • Homeowners insurance declarations page

Additional Refinance Information

Home Refinance

Millennial Mortgage
(NMLS# 1211572)

5505 W Chandler Blvd # 3, Chandler, Arizona 85226
Phone: 480-426-1636 | Toll Free: 800-402-8884 | Fax: 855-883-1938

Proudly serving Arizona, California and Washington.

Millennial Mortgage, Inc. is licensed by the Arizona Department of Financial Institutions (License AZ MB 0930862), the California Department of Business Oversight (License #60DBO59183) and the Washington Department of Financial Institutions (License WA 1211572).

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