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Personal Credit Application Checklist

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

Note: We only accept online or phone applications for a Personal Loan or Line of Credit from customers who have an existing account with us. If you do not have an existing account with us, please visit a Wells Fargo branch to speak to a personal banker about your credit options.

Personal contact information

  • Social Security Number or Individual Tax Identification Number (ITIN)
  • Date of birth
  • Citizenship status (For unsecured products, all applicants must be a US Citizen or Permanent Resident Alien. For secured products, there are no citizenship requirements.)
  • 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: