Income you’re receiving from accounts such as:
- 401(k)
- IRA
- Annuity
- Profit-sharing
- Pension
- Disability plan
- Trust
- Other retirement plans
You may be asked to provide proof of distributions as part of the income verification process.
Acceptable proof of these distributions include:
- Statements
- 1099-Rs
- Award letters
Tips for a smoother application process
- Make sure documents are clear and legible.
- Don't alter any pages (no strikethroughs, cross-outs, etc.).
- Send all pages, even the blank ones.
