For any pension income, provide all of the following:

• Pension award letter that includes the benefit amount. The letter must state that the benefit will continue at least three years from the date of the new mortgage.
• Bank statements for the most recent two months showing receipt of pension income.
• Miscellaneous Income Form (IRS Form 1099) for the pension income for the two most recent tax years.

If you receive Social Security income, provide all of the following:

• Social Security Benefit Statement (Form SSA-1099) for the most recent tax year.
• Bank statements for the most recent two months proving receipt of Social Security benefit.

If you receive Social Security Disability Income, provide all of the following:

• Social Security Disability award letter confirming income will continue for at least three years after the date of the mortgage application. If no award letter is available, we will accept a letter from a physician confirming the disability is permanent.
• Bank statements for the most recent two months proving receipt of Social Security Disability Income.
• Social Security Benefit Statement (Form SSA-1099) for the disability income for two most recent tax years.