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Pension, Retirement, or Social Security Income

Income you receive from sources other than employment — like pensions, retirement accounts, or Social Security accounts.

You may be asked to provide verification that you receive these funds if they will be used to qualify for a loan. Survivor benefits must be verified and pensions must be expected to continue for at least 3 years.

Examples of the acceptable documentation from non-employment sources include:

  • Tax returns
  • Copies of retirement or Social Security award letters
  • 2 most recent bank statements showing deposits of pension, retirement, or Social Security income
  • IRS 1099 forms

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.