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Most of those who own stocks get a monthly or quarterly
statement from their brokerage. You will need to supply statements
for the most recent sixty or ninety days in order to document
these assets.
Though it is rare nowadays, some people actually have stock
certificates instead of having a brokerage account. When
this is the situation, make copies of the certificates and
provide those copies to your lender. You might also want
to supply tax records to indicate you have owned these stocks
for some time.
If part of your down payment will come from the sale of
stocks and investments, you will need to keep all documentation
that applies to the sale. Keep a copy of the check or
wire used to deliver the funds to you, and a deposit receipt
for wherever you deposit the funds.
Provide these copies to your lender.
 When
Your Down Payment is a Gift
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copyright 2000 by Terry Light and
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