- Real Estate TaxesProvide a copy of the current real estate tax bill, statement of special assessments, or balance owed on anything, i.e. sewer, water, etc.
- Income TaxCompleted and signed Federal Partnership (1065) and/or Corporate Income Tax Returns (1120) including all schedules, statements and addenda for the last two years. (Required only if your ownership position is 25% or greater.)
- Bonds
- Money Market Funds
- Reverse MortgagesI want to give a BIG shoutout to Lucy for helping my parents through their Reverse Mortgage process. She is a one of a kind loan officer. And she is very diligent when it comes to getting things done. Thank You Lucy for helping my family.