Quick & Easy!
Reverse Mortgage Paperwork
When you apply for a reverse mortgage, we will need the following paperwork to process your application.
Please Click Here for a printable version of this list.
- Copy of Social Security # Identification (SS Card, Medicare Card, W-2, Ect.) ***Driver’s License not acceptable
- Copy of Date of Birth Verification (Driver’s License, Passport, or Birth Certificate)
- Copy of Deed
- Copy of most recent Tax Bill
- Copy of Homeowner’s Insurance Policy (Agent Contact Information Acceptable)
- HUD Reverse Mortgage Counseling Certificate (Must Be Original)
- Copy of Mortgage Statements (Mortgages and/or Home Equity Loans/Lines)
- Copy of Death Certificate for any deceased property owners
- Copy of Power of Attorney, if applicable
- Copy of Trust, if applicable
With Senior Equity Financial, your needs come first. To have one of our Reverse Mortgage Advisors assist you today call us at (800) 261-8507.