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:
- 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
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QSR-07292025-6302310.1.1
LRC-0124
