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Personal Credit Application Checklist

To complete a loan or line of credit application, please gather the following information. Please note that this will be needed for both applicants if you are submitting a joint application.

Personal contact information

  • Social Security Number
  • Date of birth
  • Citizenship status (Applicants must be a US Citizen or a resident alien to be approved for a personal loan or personal line of credit)
  • Marital status (Wisconsin only)
  • Email address
  • Primary telephone number
  • Permanent address

Employment and income information

  • Employment Status
  • Work phone number
  • Employer name
  • Gross monthly income amount and source(s) of income (all sources you want considered for your loan or line of credit)
  • Monthly mortgage or rent payment amount

Loan and Line information

  • Type of loan or line of credit you are applying for
  • Desired term (if you’re applying for a loan)
  • Loan or line of credit amount
  • Preferred payment due date

Additional documents (requested as necessary)

Once your application is reviewed, we may request additional information from you, such as:

  • Recent pay stubs, W2s, or tax returns
  • Utility bills (to verify address)
  • Copy of driver’s license or Social Security card
  • Information to payoff current accounts
  • IRS Form 4506T (Request for Transcript of Tax Return)