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I am in need of a reverse mortgage loan. What kinds of documents are needed?

by w.harriaon414 from Rainier, Washington. Sep 16th 2016 Reply


Sara Deere (Mortgagequeen2)
#15 ranked lender in Missouri - 608 contributions

Due to the changes within the last couple years, everything needed for a forward loan is needed for a reverse mortgage too. 2 forms of identification (driver's license or state ID along with Medicare/Social Security Card), 2 months of bank statements -- all pages even if the last one is blank, 2 years of Federal tax returns including all forms and schedules along with the 1099's, W2's, and/or 1098's, 2 years of home owner's insurance payment information, 2 months of current income history, and if applicable current mortgage statement along with last year property tax information.

Sep 19th 2016
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