Bank Statement Basics for A Kentucky Mortgage Loan Approval for USDA, KHC, FHA, VA, Fannie Mae and Rural Housing Mortgage Loans
Assets:
- Assets are not required; however, any assets disclosed must be supported with appropriate documentation
- Satisfactory explanation and documentation should be provided for large deposits or increases in liquid assets
- Cash on hand is not acceptable
- Bank accounts require Verification of Deposit with average 2 month balance, or 2 consecutive months statements dated within 45 days of loan application
- Earnest money deposit may be considered an asset if deposit is not already reflected in liquid assets
- Asset amount of retirement accounts is 60% of the vested account balance
- Gifts must be documented through gift donor letter and establish that gift does not have to be repaid
- For sale proceeds of real property, provide HUD-1 or equivalent closing statement to indicate the actual amount of cash proceeds realized by the borrower
- Stocks and bonds must be documented by a statement provide by stockbroker or financial institution managing the portfolio
- Households with…
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