Thank you for choosing Kaiser Financial Services, Inc. for your personalized home loan. If you prefer not to fill out the secure application online, you may call Roger directly and he'll take your information over the phone (TEL 760-383-1293); or you may print out the following PDF's (Loan Application; Borrower Credit Application), fill them out, and either fax them back to us (FAX 760-482-1293) or scan and email them to Roger@KaiserFinance.com.
KAISERFINANCE.COM
Personalized Home Loans
Thank you!
We've received your credit authorization!
(And if you provided an email address, check your INBOX for a copy!)
Finally, we'll need a few essential documents
to be able to correctly process your full application.
Please upload, email or mail us CLEAR copies of the following:
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Driver's License(s)
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Social Security Card(s)
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Last 2 Months Bank Statements (all pages, both sides)
...and if you are Employed as W-2 Employee:
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Last 2 Years W-2's (all employers)
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Last 2 Years Employment History (Start & End Dates, all employers & explanation for any major stretches of time not employed)
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Current Job Title at Current Employer
...or if you are Self Employed (1099-Misc):
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Last 2 Years PERSONAL Federal Tax Returns (all schedules including 1040's and Schedule C's)
...or if you are Self Employed & Own <25% of the Company:
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Last 2 Years PERSONAL Federal Tax Returns (all schedules including 1040's and Schedule C's)
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Last 2 Years CORPORATE Federal Tax Returns (all schedules including 1120-S or 1120-C and Schedule K1's)
...or if you are Retired:
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Last 2 Years IRS Form 1099-R
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Retirement Awards Letter or Social Security Benefits Letter
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Last 2 Years SSI (Disability) Income (if your receive disability)
...and if you have Rental Income:
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Last 2 Years PERSONAL Federal Tax Returns (all schedules including 1040's and Schedule E's)