Heritage Mortgage Title

Documentation

1. Primary Forms of Identification (Provide 1 item from this list)

  • State issued Driver’s License
  • State issued Identification Card
  • Military Identification Card
  • U.S. Alien Registration Card (Green Card)

2. Secondary Forms of Identification (Provide 1 item from this list)

  • Copy of your Social Security Card
  • Letter or Statement from Social Security Administration with full social security number
  • Medicare Card with any of the following codes: A, J1, J2, J3, J4, LM, M, M1, T, TA
  • W-2 Form
  • IRS Form 1098 or 1099
  • Military ID2
  • Current pay stub

*** The two types of identification combined must include your name, address, date of birth, and social security number. ***

Additional Package Requirements (Provide all, if applicable)

  • Hazard Insurance Policy
  • Flood Insurance (if applicable)
  • Recent Mortgage Statement(s)
  • Copies of Trust, POA, Guardian/Conservator (if applicable)
  • Counseling Certificate (when received after counseling) – Loan processing cannot begin until we receive this document.

If you are unable to provide any of the requested documents, please contact your Loan Officer for assistance with alternative documentation.