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Rates and products offered may differ from state to state. To see the rate and offering available to you, please select the state where you bank. (Your privacy is important to us—see our Privacy Notice)
IMPORTANT: California Bank & Trust will be making security upgrades to our digital systems on Tuesday, June 23, 2020. To see how you can be prepared for this update, please click here.
Mortgage Checklist
The following information is usually required during the loan process[cite::56::cite][cite::58::cite]:
Your Social Security number
Current pay stubs or, if self-employed, your tax returns for the past two years
Bank statements for the past two months
Investment account statements for the past two months
Retirement account statements for the past two months