Are you considering a Wells Fargo mortgage loan? If so, you'll need to complete the Wells Fargo Financial Worksheet Form. This form helps the bank determine your eligibility for a mortgage and lets them know how much money you can afford to borrow. The form is also used to calculate your monthly payments and interest rates. Completing the form accurately is essential, so make sure to gather all the required information before you get started.
| Question | Answer |
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| Form Name | Wells Fargo Financial Worksheet Form |
| Form Length | 1 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 15 sec |
| Other names | MKT, ESOP, short, ATI |
FINANCIAL WORKSHEET
WELLS FARGO HOME MORTGAGE, INC.
LOAN NUMBER:
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Primary Insurance Certificate No: ____________ |
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MIC/LGIC No: ___________________ |
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Borrower’s Name |
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Social Security Number |
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Borrower’s Name |
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Social Security Number |
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Home Telephone Number ( |
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Work Telephone Number(s) ( |
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If necessary, who should we call to set up an appointment to appraise the property:
PROPERTY ADDRESS
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Street Address, City, State, Zip Code |
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MAILING ADDRESS (If different than property address) |
Rent Own How Long _________ |
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Street Address, City, State, Zip Code |
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I. MONTHLY INCOME DATA |
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DESCRIPTION |
INCOME BORROWER |
INCOME |
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NET SALARY/WAGES
COMMISSION/BONUSES
OTHER (IDENTIFY)
TOTAL NET INCOME
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II. |
ASSETS |
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III. LIABILITIES |
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DESCRIPTION |
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ESTIMATED |
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DESCRIPTION |
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MONTHLY |
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BALANCE DUE |
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VALUE |
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PAYMENT |
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HOME |
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MORTGAGE |
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OTHER REAL ESTATE (explain) |
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OTHER MORTGAGE/RENT |
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AUTOMOBILE |
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ALIMONY/CHILD CARE |
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AUTOMOBILE |
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AUTOMOBILE |
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CHECKING ACCOUNTS |
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AUTOMOBILE |
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SAVINGS/MONEY MKT. |
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UTILITIES (total) |
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IRA/KEOGH ACCOUNTS |
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INSURANCE |
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401K/ESOP ACCOUNTS |
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STUDENT LOAN |
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STOCKS/BONDS, CD’S |
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CREDIT CARDS (total) |
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OTHER INVESTMENT (explain) |
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OTHER EXPENSES (identify) |
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TOTAL |
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Please briefly explain your hardship or reason for being delinquent:
I (we) certify that the financial information stated above is true, and is an accurate statement of my/our financial condition. I/We understand and acknowledge that any action taken by the lender of my/our mortgage loan on my/our behalf will be made in strict reliance on the financial information provided. My/Our signature(s) below grants the holder of my/our mortgage the authority to obtain a credit report to verify the information in this financial to be accurate.
NOTICE: ATI Title Co. is a subsidiary of Wells Fargo Home Mortgage, Inc. A lender is allowed to require the use of an Attorney, Escrow Agent, Credit Reporting Agency or Real Estate Appraiser chosen to represent the lender’s interest.
By _________________________ |
Date _____ / _____ / _____ |
By _______________________ Date _____ / _____ / _____ |
FINAL INSTRUCTIONS
•Make sure you have signed and dated the form
•Include copy of your last year’s Federal Tax Return with all attachments
•Include copy of your most recent paystubs or proof of income if