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
Kaiser Financial Services, Inc. NMLS 110855
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 email or mail us CLEAR copies of the following:
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Driver's license(s) or Gov't issued I.D.'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 a W-2 employee:
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Last 2 years' W-2s (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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Last 30 days' paystubs
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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 1040s 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 1040s and Schedule Cs)
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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 letters and/or Social Security benefits letters
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Last 2 years' SSI (disability) income (if you receive disability)
...and if you have rental income:
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Last 2 years' PERSONAL Federal Tax returns (all schedules including 1040s and Schedule E's)