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