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Personal Loans Application Checklist

Get started by checking your rates and apply when you’re ready. To complete a loan application, please gather the following information.

Important information. We only offer personal loans to existing Wells Fargo customers. For more information about becoming a customer, make an appointment to visit a location near you.

To be eligible for a personal loan, you are required to have an open Wells Fargo account for at least 12 months.

Personal contact information

  • Social Security Number or Individual Tax Identification Number (ITIN)
  • Date of birth
  • Citizenship status
  • Marital status (Wisconsin only)
  • Email address
  • Primary telephone number
  • Permanent physical 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)
  • Monthly mortgage or rent payment amount

Personal Loan information

  • Loan purpose
  • Desired term
  • Loan amount
  • Preferred payment due date

Additional documents (requested as necessary)

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