VEEDU · Immobilien Schweiz
Financing checklist

Tick off all available documents and have them ready for the financing review.

Name: ______________________________
Property: ______________________________
Date: ______________________________

1. Personal documents
[ ] Valid identification document
[ ] Current extract from the debt collection register
[ ] Salary and income statements
[ ] Most recent detailed tax return
[ ] Overview of ongoing financial commitments

2. Equity
[ ] Current bank statements
[ ] Pillar 3a statements
[ ] Current pension fund statement
[ ] Document gifts or advances on inheritance
[ ] Allow for purchase-related costs and a reserve

3. Property documents
[ ] Draft purchase agreement or reservation agreement
[ ] Property sales brochure
[ ] Floor plans
[ ] Current land register extract
[ ] Photographs of the property
[ ] Building insurance certificate (GVA)
[ ] Building insurance

Notes
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Depending on your circumstances and the property, the bank may request additional documents.