What documents do I need for a loan?

Make sure you have the right documents to get approved for your next loan.

Whether you’re applying for a mortgage, a personal loan, an auto loan, or a student loan, there’s a long list of documents you’ll need to have ready. While applying for a loan may feel like mountains of paperwork, comprehensive financial documentation helps show your lender that you're a trustworthy borrower. Learn more about how to prepare for your next loan.

Your document checklist.

Depending on the type of loan you want, your lender may request additional information. This can include a credit check, your tax returns, or your renting history (if you’re applying for a mortgage) – just to name a few.

Come prepared with the following basics to be ready for a productive conversation with your lender.

Organize your forms.

Explore how you can use Acrobat Pro with e-sign to easily sign, store, and organize all your financial paperwork.