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Documents You Must Bring

Create your customized document list. Take a moment to tell us about your situation and get a personalized list of documents you will need.
Document Checklist

In order for us to understand your circumstances and determine which home loan assistance programs may be available to you, you'll need to bring the following documents with you to the event.

You will need to have specific documents with you when speaking with a specialist about your situation. This information will help us understand your circumstances so that we can determine which assistance programs may be available to you. The sections below will help you quickly determine what is required.

You have received a packet with the specific documents to bring with you when speaking with a specialist about your situation. This information will help us understand your circumstances so that we can determine which assistance programs may be available to you. The sections below will help you check that you have all the right documents that you are required to bring

Tell us about your situation

We will give you a customized list of the documents you will need to bring with you.

I want to talk about:

Print and fill out

All the documents listed below need to be filled out, printed and signed by everyone listed on the loan.
There may be additional documents for you to complete and sign.
If all borrowers are not able to meet in person with a specialist, please call 1.855.201.7426.

It is important that all borrowers complete, sign and date the paperwork before coming in.
If you are unable to print these documents, copies will be available to fill out when you come in.

These tips can help you avoid some of the most common problems
borrowers encounter when submitting specific forms and documents.

Request for Mortgage Assistance Form

This form collects information about your current
situation and lists documents you need to provide.

Uniform Borrower Assistance Form

This form collects information about your current
situation and lists documents you need to provide.

Government Monitoring Data Form

This helps the federal government monitor
compliance with federal statutes that prohibit
discrimination in housing.

Request for Transcript of Tax Return
(IRS Form 4506-T)

This authorizes us to request a copy of each
borrower’s tax return.

Hardship Letter

A detailed letter outlining your current hardship.

Non-Borrower Credit Authorization Form

This form authorizes us to obtain the credit report of a member of your household who is not listed on the loan,
who contributes financially.

Non-Owner Occupant Certification

The occupant of your property must complete
this form to be considered for $3,000 in relocation
assistance.