Mortgage Application Checklist Copy of your Purchase & Sale Agreement. Your present mortgage information. Two year history of employment and verification of all income sources. If self-employed, copies of past two years Federal Income Tax Returns. Information about your checking, savings and credit card accounts. Name, account number and outstanding balance of each of your debts. Application deposits. Information about any assets. Information regarding any other assets that will be used as funds to close. If FHA - Copy of Social Security card and photo ID. If VA - Certificate of Eligibility or DD214. If Employee Relocation Client - include relocation information and copy of offer, promissory note and copy of check on bridge loan.