The following is a list of documents that will be required to complete a reverse mortgage application.

1. Original counseling certificate provided by third party reverse mortgage counselor.

2. Photocopies of driver’s license, social security card and birth certificate, if available.

3. Copy of recent property tax statement and homeowner’s insurance bill.

4. Original death certificate of spouse if a widow(er). This is needed only if deceased spouse has not been removed from title to property.

5. Names, addresses and account numbers for mortgage debt.

6. If the property is held in a trust please provide us with a copy of the trust agreement.

7. If the person signing has Power of Attorney for the borrower, please provide us with a copy of the Durable Power of Attorney.

8. If the property previously had a mortgage balance that was paid off in full, please provide us with a copy of the Satisfaction of Mortgage.


Learn about the different mortgages available in our Reverse Loan Types section.