Mortgage Assistance Application Form PDF Details

Navigating the mortgage application process can be overwhelming, especially if you are unfamiliar with the terminology or have never applied for a loan before. Luckily, there is assistance available to help make it easier. This blog post will provide an overview of the information and documentation necessary to complete a basic mortgage assistance application form, as well as tips on how to fill out each section correctly for best results. With this guidance, you're sure to be one step closer in becoming a homeowner!

QuestionAnswer
Form NameMortgage Assistance Application Form
Form Length11 pages
Fillable?No
Fillable fields0
Avg. time to fill out2 min 45 sec
Other namesassistance application wells fargo, mortgage assistance application wells fargo, assistance application wells, wellsfargo com homeassist

Form Preview Example

Mortgage assistance application

About you

Borrower

Co-borrower

First name

First name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Last name

 

Last name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Social Security number

Social Security number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date of birth

 

Date of birth

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

M M

/

D D

/

Y Y Y Y

 

 

 

M M

/

D D

/

Y Y Y Y

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

QUICK TIP

For additional copies of this form, or to complete it digitally, visit Documents and Forms on wellsfargo.com/homeassist.

 

Phone numbers

 

 

 

 

 

 

 

 

 

Phone numbers

 

 

 

 

 

 

Home

 

 

 

 

 

 

 

 

 

 

Home

 

 

 

 

(

 

 

 

 

)

 

 

 

-

 

 

 

 

 

 

 

 

)

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

(

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mobile

 

 

 

 

 

 

 

 

 

 

Mobile

 

 

 

 

(

 

 

 

 

)

 

 

 

-

 

 

 

 

 

 

 

 

)

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

(

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Work

 

 

 

 

 

 

 

 

 

 

Work

 

 

 

 

(

 

 

 

 

)

 

 

 

-

 

 

 

 

 

 

 

 

)

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

(

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mailing address

Mailing address

 

Street (line 1)

Street (line 1)

 

 

 

 

 

 

 

 

Check box and skip to the next page if the address is the same as borrower’s

Street (line 2)

 

 

 

 

Street (line 2)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

State

 

ZIP code

 

City

State

 

ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Email address

Email address

 

 

 

 

 

 

1 of 11

Mortgage assistance application (FHA)

Active duty

 

Is any borrower an active

Has any borrower been deployed

Is any borrower the surviving spouse of

 

duty service member?

away from their home or received a

a deceased service member who was on

 

 

 

 

 

Permanent Change of Station order?

active duty at the time of death?

 

 

Yes

 

No

 

Yes

 

No

 

Yes

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

About your property

Your property is a:

Your property is:

 

How many people live

 

 

 

 

 

 

in your property?

 

 

 

 

 

 

 

 

Primary residence

 

Owner occupied

 

 

 

Secondary residence

 

Renter occupied

 

 

 

 

 

 

 

 

Investment property

 

Vacant

 

 

 

 

 

 

 

 

What is the address of your property that

 

Check box and skip to the next page if

 

you are seeking assistance on?

 

 

 

the address is the same as borrower’s

 

 

 

Street (line 1)

 

 

 

 

 

City

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Street (line 2)

 

 

 

 

 

ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

What is your intent with your property?

Keep

Sell

Vacate

Undecided

State

Insurance company name

Insurance company phone number

( ) -

Is your insurance policy current?

Yes

No

2 of 11

Mortgage assistance application (FHA)

Is your property tax paid by us through an escrow account?

 

Yes (skip to the next question)

If no:

Are the taxes current?

 

 

 

 

 

 

 

Yes

No

No

Is your homeowners insurance paid by us through an escrow account?

 

Yes (skip to the next question)

If no:

Who pays for it?

 

 

 

 

 

 

 

I do

No

Paid by condominium or homeowners association

Do you pay condominium, co-op, or homeowners association fees?

 

Yes

If yes: How much do you pay per month?

Are your fees current?

 

 

 

 

 

 

 

 

 

No (skip to the next question)

 

 

 

 

 

 

Yes

 

 

$

.

 

 

 

 

 

 

 

 

 

 

 

 

 

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Paid to

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First name

 

 

 

 

Last name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Or company name

Street (line 1)

Street (line 2)

City

State

 

ZIP code

 

 

 

 

 

 

 

 

 

 

3 of 11

Mortgage assistance application (FHA)

Do you have any additional mortgages on your property?

Yes

No (skip to the next question)

If yes: Complete the information for your Servicer(s).

Servicer’s name

Loan number

Phone number

( ) -

Servicer’s name (if additional mortgages)

Loan number

Phone number

( ) -

QUICK TIP

Not sure who your Servicer is? Check your monthly mortgage billing statement.

Balance

$.

Balance

$.

Do you have any additional liens or judgments on your property?

 

Yes

If yes: Complete the information for your lien holder(s).

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

No (skip to the next question)

 

Lien holder’s name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Phone number

 

 

 

 

 

 

Balance

 

 

 

(

 

 

 

)

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Lien holder’s name (if additional liens)

 

Phone number

 

 

 

 

 

 

 

 

 

Balance

 

(

 

 

 

)

 

 

 

-

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4 of 11

Mortgage assistance application (FHA)

Is your property currently listed for sale?

Yes

No (skip to the “About your employment” section)

Are you engaging an agency/ agent to sell your property?

Yes

No (skip to the “About your employment” section)

Have you received an ofer on your property?

Yes

No

If yes: When was your property listed?

M M / D D / Y Y Y Y

If yes: What is the agency/agent name?

What is the agency/agent’s phone number?

( ) -

If yes: When was the ofer received?When is the closing date?

M M / D D / Y Y Y Y M M / D D / Y Y Y Y

How much is the ofer?

$.

About your employment

Is the borrower employed?

Is the co-borrower employed?

 

Yes

When did the borrower begin their primary job?

 

 

 

 

 

M M / D D / Y Y Y Y

When did the borrower begin their secondary job?

(if applicable)

M M / D D / Y Y Y Y

 

No

When did the borrower become unemployed?

 

 

 

 

 

(if applicable)

M M / D D / Y Y Y Y

Yes

When did the co-borrower begin their primary job?

M M / D D / Y Y Y Y

When did the co-borrower begin their secondary job?

(if applicable)

M M / D D / Y Y Y Y

No

When did the co-borrower become unemployed?

(if applicable)

M M / D D / Y Y Y Y

5 of 11

Mortgage assistance application (FHA)

Financial worksheets

All income you receive must be disclosed. Include the combined income and expenses from the borrower and co-borrower (if any). Individuals at your property address who are not on the loan as co-borrowers are considered non-borrowers, and they can contribute income to the review of your loan modiication. They should ill out the Non-borrower Financial Contribution Form.

What is your monthly household income?

Example

$

2,500 . 00

 

 

 

Monthly gross wages

 

 

(before taxes and deductions)

$

.

Overtime

$

.

 

Tips, commissions, and

 

 

bonus income

$

.

Other monthly income from

 

 

retirement plans, pension plans,

 

 

and veteran beneits

$

.

Nontaxable Social Security and

 

 

Social Security Disability Insurance

$

.

Taxable Social Security beneits

$

.

 

Boarder income

$

.

 

Rental income

$

.

 

Child support, alimony, and

 

 

What are your household assets?

Checking account(s)

Savings/money market account(s)

Certiicates of deposit (CDs)

Stocks and bonds

Other cash on hand

Estimated value of real estate beyond this property

Other

$

.

$

.

$

.

$

.

$

.

$

.

$

.

$

.

$

.

$

.

$

.

separate maintenance

$

.

 

 

 

Food stamps and welfare

$

.

 

Self-employment income

$

.

 

Unemployment income

$

.

 

Other income, including

 

 

investment income and royalties

$

.

 

 

 

Total

$

.

 

 

 

6 of 11

Total $

.

QUICK TIP

Do not include retirement plans when calculating assets (401(k), pension funds, IRAs, Keogh plans, etc.).

Mortgage assistance application (FHA)

What are your monthly household expenses and debt?

First mortgage payment

$

.

 

Property taxes

$

.

 

Homeowners insurance

$

.

 

Homeowners association fees and

 

 

condominium and co-op fees

$

.

Second mortgage payment

$

.

 

Additional mortgage payments

 

 

on other properties

$

.

Rent

$

.

 

Water, sewer, and utilities

$

.

 

Internet, cable/satellite, and

 

 

home/mobile phone

$

.

Credit cards

$

.

 

Personal loans

$

.

 

Tuition

$

.

 

 

 

 

Installment loans

$

.

 

Auto loans

$

.

 

Auto leases

$

.

 

 

 

 

Car insurance, gas, and

 

 

maintenance

$

.

Health insurance (not withheld

 

 

from pay) and medical expenses

$

.

 

 

 

 

Life insurance premiums

 

 

(not withheld from pay)

$

.

Child support, alimony, and

 

 

separate maintenance

$

.

Child care

$

.

 

Home maintenance

$

.

 

Groceries

$

.

 

Religious contributions and

 

 

charitable contributions

$

.

Other

$

.

 

 

 

 

Total

$

.

 

 

 

7 of 11

QUICK TIP

The second mortgage payment refers to a second mortgage on the same residence you are seeking assistance on (not another property).

QUICK TIP

A ixed term installment loan usually requires a set of scheduled repayments over time, e.g., student loan.

Mortgage assistance application (FHA)

Hardship aidavit

Answering the following questions will help us better assess your inancial hardships and determine what relief options are right for you.

This hardship began:

M M / D D / Y Y Y Y

We believe that this hardship is:

Short term (less than 6 months)

Medium term (6-12 months)

Long term or permanent hardship (12+ months)

We have diiculty making our monthly payment because of:

Check all of the inancial diiculties that are relevant to you and describe each in a few sentences.

 

 

Reduced household income due to

Explain in a few sentences . . .

 

 

 

 

circumstances outside our control

 

 

 

 

 

 

• Reduced pay or hours

 

 

 

• Elimination of overtime

 

 

 

 

 

Behind on overall monthly debt payments

Credit cards

Mortgage

Student loans

Increased expenses

Utilities or property taxes

Medical or healthcare costs

Uninsured losses

Employment relocation

Insuicient liquid assets to maintain current mortgage payment and cover basic living expenses at the same time

Cash on hand

Certiicates of deposit (CDs)

Savings accounts

Unemployment or underemployment

8 of 11

Mortgage assistance application (FHA)

Natural or man-made disaster adversely impacting the property or place of employment

Business failure or decline in business earnings

Divorce or legal separation, or separation unrelated by marriage, civil union, or similar domestic partnership under applicable law

Long-term or permanent disability, or serious illness, afecting us

or a dependent family member

Death of either the primary or secondary wage earner in the household

Other

9 of 11

Mortgage assistance application (FHA)

Assistance to date

Have you or your co-borrower previously received a modiication on your primary residence?

Yes

No (skip to the next question)

If yes: Was this a Home Afordable Modiication Program trial period plan or modiication?

Yes

No

How many single-family properties other than your principal residence do you and/or any co-borrower(s) own individually, jointly, or with others?

How many had a modiication?

Have you iled for bankruptcy?

Yes

No (skip to the next question)

If yes: What chapter?

What is your bankruptcy case number?

 

 

Chapter 7

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Chapter 11

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

When did you ile?

 

 

Chapter 12

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Chapter 13

M M

/

D D

/

Y Y Y Y

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Was your

Has your bankruptcy

 

mortgage

been discharged?

reairmed?

 

 

 

Yes

 

Yes

 

 

 

No

 

No

 

 

 

 

 

 

 

 

QUICK TIP

Check correspondences with the court for your bankruptcy case number.

Have you contacted a credit-counseling agency for help?

 

Yes

If yes:

Please provide your counselor’s information

 

 

 

 

 

 

 

No

 

Agency name

Counselor’s name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Phone number

( ) -

Email address

10 of 11

Mortgage assistance application (FHA)

Information for government use

The following information is requested by the federal government in order to monitor compliance with federal statutes that prohibit discrimination in housing. You are not required to furnish this information, but you are encouraged to do so. The law provides that a lender or Servicer may not discriminate either on the basis of this information, or on whether you choose to furnish it. If you furnish the information, please provide both ethnicity and race. For race, you may check more than one designation. If you do not furnish ethnicity, race, or sex, the lender or Servicer is required to note the information on the basis of visual observation and surname if you have made this request for assistance in person.

Borrower

 

 

 

Co-borrower

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sex:

Ethnicity:

 

Sex:

Ethnicity:

 

 

Male

 

Hispanic or Latino

 

 

 

Male

 

Hispanic or Latino

 

 

 

 

 

 

 

 

 

Female

 

Not Hispanic or Latino

 

 

 

Female

 

Not Hispanic or Latino

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Race:

 

 

 

Race:

 

 

 

 

American Indian or Alaska Native

 

 

 

American Indian or Alaska Native

 

 

 

 

 

 

 

Asian

 

 

 

 

 

Asian

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Black or African American

 

 

 

Black or African American

 

 

 

 

 

 

 

 

 

 

 

 

Native Hawaiian or other Paciic Islander

 

 

 

Native Hawaiian or other Paciic Islander

 

 

 

 

 

 

 

 

 

 

 

 

White

 

 

 

 

 

White

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

To be completed by interviewer only

Interviewer information

Name (print or type)

ID number

Phone number

( ) -

Employer name

Employer street (line 1)

Employer street (line 2)

City

State

 

ZIP code

 

 

 

 

 

 

 

 

 

 

How was this interview conducted?

 

Face-to-face interview

 

Phone

 

Mail

 

Internet

 

 

 

 

 

 

 

 

Interviewer’s signature

Date

M M / D D / Y Y Y Y

11 of 11

Mortgage assistance application (FHA)

PQ Apr 2016 MAA-FHA

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This document will need you to provide some specific information; to guarantee consistency, take the time to bear in mind the subsequent tips:

1. Complete the wells fargo mortgage application pdf with a selection of necessary blanks. Gather all the necessary information and be sure absolutely nothing is forgotten!

mortgage assistance application wells fargo writing process clarified (stage 1)

2. After the previous segment is finished, it's time to insert the essential specifics in Mailing address Street line, Mailing address Street line, Check box and skip to the next, Street line, Street line, City, State, ZIP code, City, State, ZIP code, Email address, and Email address so that you can proceed to the next step.

Mailing address Street line, Mailing address Street line, and Street line of mortgage assistance application wells fargo

3. This next part is about Has any borrower been deployed, Is any borrower the surviving, Yes, Yes, Yes, About your property, Your property is a, Your property is, How many people live in your, What is your intent with your, Primary residence, Owner occupied, Secondary residence, Renter occupied, and Investment property - fill in these blanks.

mortgage assistance application wells fargo conclusion process clarified (step 3)

4. It's time to fill out this next part! In this case you will get these Insurance company name, Insurance company phone number, Is your insurance policy current, and Yes empty form fields to fill out.

Completing part 4 in mortgage assistance application wells fargo

5. The document has to be completed by going through this segment. Further you will notice a full list of form fields that need specific information to allow your document usage to be accomplished: Yes skip to the next question, If no, Are the taxes current, Yes, Is your homeowners insurance paid, Yes skip to the next question, If no Who pays for it, I do, Paid by condominium or homeowners, Do you pay condominium coop or, Yes, No skip to the next question, If yes, How much do you pay per month, and Are your fees current.

The right way to fill out mortgage assistance application wells fargo part 5

Always be really attentive while filling in Are the taxes current and Do you pay condominium coop or, as this is the section in which many people make a few mistakes.

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