DOCUMENTS REQUIRED TO APPLY FOR A
REVERSE MORTGAGE 

(Citizens or Legal Residents)

• Valid State Issued Photo ID 
• Social Security Card-Signed.
• Last 2 years Social Security Benefit Letter.
• Last 2 Months Bank Statements ALL Accounts (ALL PAGES).
• Last 2 Years Tax Returns (ALL PAGES).
  
• Last 2 Annual W2 or 1099.
• Evidence of ALL Income:
• Any Pension or Retirement Plan. 
• Salary Check Stubs for the last 30 Days. 
• Last Mortgage and Liens Statements From all properties.
• Copy of 4 First Pages of ALL Insurance Policies.
• Copy of 4 First Pages of Title Insurance Policy
• HO Association Contact (if any)>
• Survey 
• Green Card: Copy of both sides.

Condominiums

• Current Condo Budget
• Current Balance Sheet
• Copy of Master Insurance Policy, Including Flood (if applicable)
• HO Dues payment History for last 24 months.
• Other documents may be required.

OTHERS: __________________________________________________________________

q ALTERNATIVE CREDIT: Utilities and Personal Loans: Last Statements from: a) electricity,  b) Water/sewer  c) Telephone.  d) Personal Loans: Last Statement AND last 12 cancelled checks.

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