Primary residence loan 401k
[DOC File]APPENDIX G (PAGE 1 OF 5)
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( Primary Residence ( Second Home ( Investment ... (401K, pension funds, annuities, IRAs, Keogh plans, etc.) Total (Gross Income) {25} $ Total Debt / Expenses {36} $ Total Assets {46} $ INCOME MUST BE DOCUMENTED ... Your loan number on your mortgage loan statement. {2} Your loan “Servicer” is the financial institution that collects your ...
[DOCX File]PLP Tax Services
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401k, IRA, Roth or SEP)? ☐Did you . receive. a distribution from a pension? ... Do you have any Student Loan interest? ☐ Yes ☐ No If yes, please provide the 1098 – E (s) Child. c. are Expenses. Provider. ... Primary residence mortgage interest on form 1098. 2nd …
[DOC File]First Name:
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401K account balance and the name of the bank (if applicable): IRA account balance and the name of the bank (if applicable): Trading account balance and the name of the bank (if applicable): Purchasing property - information (please fill out what is known at this point): Type of property (house, condo, duplex): Address of the property (only if ...
[DOC File]CHAPTER 2
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2. An individual signing the loan application must not be otherwise ineligible for participation. (See paragraph 2-5). 3. Unless otherwise exempted (e.g., military service with overseas assignments, U.S. citizens living abroad), any non-occupying co-borrowers or co-signers must have a principal residence in the United States.
[DOC File]Distributions from Qualified Plans
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Generally, loan amounts are limited to the lesser of $50,000 or 50% of the participant’s vested account balance, reduced by the amount of the highest outstanding loan balance during the one-year period beginning on the date a loan is made, IRC §72(p)(2). A plan may limit the minimum loan amount to a minimum of $1,000, Labor Regs. §2550.408 ...
[DOCX File]BPFCU - Home
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BP FEDERAL CREDIT UNION. P.O. BOX 941749 : HOUSTON, TX 77094-8749. Pam Henry Direct Line: 281-966-6052. Pam Henry Email: pamh@bpfcu.org MORTGAGE PRE-QUALIFICATION WORKSHEET
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