Required Documents

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


6080 Center Drive
6th Fl.
Los Angeles, CA 90045



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Disclaimer-My Reverse Options/ is a licensed California Mortgage Broker. We provide information to the public and establish relationships. All loans initiated on this site are processed under NMLS license # 1928866. Our preferred lending partners are American Advisors Group (AAG),  Finance of America (FAR) and Mutual of Omaha Mortgage.