Skip to content
Two investors reviewing resources on a laptop

Get industry-leading resources — for free

Unlock resources for every investing strategy and stage with a free account.

By continuing, you agree to BiggerPockets LLC's Terms of Use and Privacy Policy

Followed Discussions Followed Categories Followed People Followed Locations
Private Lending & Conventional Mortgage Advice
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback
Account Closed
  • La Place, LA
12
Votes |
18
Posts

Broker requesting 401k statement for a mortgage loan.

Account Closed
  • La Place, LA
Posted

I applied for a mortgage loan through a local broker that was referred by my realtor and was instantly Pre-approved because I have pretty good credit. I now have to provide the routine documents  (W-2s, pay stubs,  tax returns ect...) I was also asked to provide a copy of my most recent quarter 401k statement  (no big deal, this will be apart of my asset) but then he asked me to also provide a copy of the directions on how to take money out of my 401k if I needed to take money out.  This has me a little uneasy.  Is this a normal request from a broker for a mortgage loan?

Loading replies...