Required Documents

Below are the preliminary items needed to go forward with the Reverse Mortgage process:

•  Current Mortgage Statement(s) (if applicable)
•  Copy of Homeowners Insurance
• Statements for any payoffs
• Social Security Award Letter (if applicable)
• Income and Asset Statements.  1099, W-2, 401k, etc. (all pages)
• Bank Statement(s) (if applicable, all pages of latest 2 consecutive months)
• Full copy of Trust, POA and Conservatorship document (if applicable)
• Copy of Driver’s License
• Copy of Social Security Card
• *Verify Hot Water Heater is double-strapped
• *Verify Carbon Monoxide/Smoke Detectors are installed
• Note: During the underwriting process, underwriter may request additional documents