Personal Loans Application Checklist

Get started by checking your rates and apply when you’re ready. To complete a loan application, please gather the following information.

Important information. We only offer personal loans to existing Wells Fargo customers. For more information about becoming a customer, make an appointment to visit a location near you .

To be eligible for a personal loan, you are required to have an open Wells Fargo account for at least 12 months.

Personal contact information

• Social Security Number or Individual Tax Identification Number (ITIN)
• Date of birth
• Citizenship status
• Marital status (Wisconsin only)
• Email address
• Primary telephone number
• Permanent physical address

Employment and income information

• Employment Status
• Work phone number
• Employer name
• Gross monthly income amount and source(s) of income (all sources you want considered for your loan)
• Monthly mortgage or rent payment amount

Personal Loan information

• Loan purpose
• Desired term
• Loan amount
• Preferred payment due date

Additional documents (requested as necessary)

Once your application is reviewed, we may request additional information from you, such as:

• Recent pay stubs, W2s, or tax returns
• Utility bills (to verify address)
• Copy of driver’s license or Social Security card
• Information to payoff current accounts
• Power of Attorney (PDF)
• Applicant employment and income authorization form (PDF)