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Retirement Account Statement

Verifies the value of a retirement account.

The statement may be requested to confirm:

  • The amount or percentage vested (how much you have full rights to receive)
  • Outstanding loan balances
  • The account balance as of the statement date
  • Conditions allowing withdrawals or loans

If retirement funds will be used for a down payment or closing costs, the statements may also confirm:

  • Asset ownership
  • Asset value when sold or liquidated
  • Actual receipt of funds from the sale or liquidation
  • Available funds to cover any related account penalties

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.