Consumer Loan Application Checklist

The following items will be needed when you apply for a Consumer Loan with York Traditons Bank:

Employment / Income
  • Last two years of W2’s (or 1099’s) for each borrower
  • Most recent paystub with year-to-date earnings for each borrower
  • Last two years of federal tax returns and all schedules (only needed if self-employed)
  • For borrowers who are retired or on Social Security — two months of bank statements showing direct deposit of Social Security funds and one of the following: Social Security awards letter, current tax returns, or current 1099
Assets
  • Last month statement(s) for all checking and savings accounts listed on application
Identification / Other Documents
  • Copy of driver’s license(s) for each borrower (or other state or federally issued IDs)
  • Homeowners insurance agent information or copy of the homeowner’s insurance declaration page
  • Copy of the signed sales contract (only needed if a property purchase)
  • Current real estate tax bills and copy of insurance with premium amount (only needed if a swing loan or lot loan)

Additional documentation may be required.

Printable Form

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