Wells Fargo Worksheet Form PDF Details

For many homeowners, navigating through financial difficulties that impact their ability to keep up with mortgage payments is a daunting challenge. Amid such circumstances, Wells Fargo extends a lifeline with its Homeowner Assistance and the accompanying Financial Worksheet form, aimed at those grappling with mortgage payment challenges. This comprehensive form is designed to facilitate a structured conversation between the homeowner and Wells Fargo, aimed at exploring various assistance options tailored to the homeowner's unique financial situation. Homeowners are encouraged to initiate this process by gathering necessary financial information and completing the Financial Worksheet, which delves into detailed aspects of their financial health, including income sources, monthly expenses, and the specifics of their mortgaged property. Further steps include contacting Wells Fargo to discuss the completed worksheet, reviewing documentation requirements, and understanding the range of possible solutions—ranging from loan modification programs like the federal government’s Home Affordable Modification Program to alternatives such as short sales or deeds in lieu of foreclosure. Additionally, the form probes into the homeowner's intentions regarding the property, aiming to identify whether retaining the home is a priority. The Financial Worksheet is a crucial step not only for initiating requests for assistance but also for preparing homeowners for the possibility of completing the Request for Modification Agreement (RMA) form, which may be necessary for certain loan assistance programs, underscoring the holistic approach Wells Fargo adopts in addressing mortgage payment challenges.

QuestionAnswer
Form NameWells Fargo Worksheet Form
Form Length1 pages
Fillable?Yes
Fillable fields71
Avg. time to fill out14 min 27 sec
Other nameswells fargo fillable bank statement, printable fillable editable wells fargo bank statement template, wells fargo account statement template, fillable wells fargo bank statement template

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Homeowner Assistance

Get help with mortgage payment challenges

Count on us to work with you through these dicult times. Here’s how to get help:

. Request assistance

If you’re concerned about keeping up with your mortgage payments, talk to us right away. To help us determine your eligibility for loan assistance, we need to gather some information from you about your financial situation.

Before completing your request online, we suggest you gather the information you will need by printing and filling out this

FINANCIAL WORKSHEET.

. Understand the process

Once you have completed and submitted your information online, call us at ()- to

complete your request for assistance.

We’ll talk with you about your request, review any documentation you need to provide, and let you know what you can expect as you move through the process.

. Consider your options

If you’d like to stay in your home, we’ll first see if you may be eligible for the federal government’s Home Aordable Modification Program . If that program isn’t right for you, we’ll look into alternate loan modification programs.

If you’re not eligible for a modification or if you prefer not to stay in your home, we’ll talk with you about the possibility of a short sale or deed in lieu of foreclosure.

Financial Worksheet

Property Information

Do you currently live at the mortgaged property?

Yes

No, the property is vacant

No, it is an occupied rental property

Is this your primary residence?

Yes

No

Do you intend to keep the property?

Yes

No

If you’re looking for options to help you keep the home, select Yes. If you want to sell the home or relinquish ownership, select No.

How many units does the property have?

Select the option that best matches the reason you need assistance:

Death or illness of the borrower, co-borrower, or a family member

Problems with the property

Inability to sell or rent the home

Military service

Marital problems

Unemployment, business failure, or job transfer or relocation

Too many expenses

Income

Borrower :

Are you currently employed?

Employed

Unemployed

Self employed

Occupation

Employer

Enter your monthly income:

Pre-tax pay

Your salary or wages before any taxes or deductions

Take-home pay

Your net pay — the amount you actually receive

Child support/alimony

Providing this information is voluntary

Unemployment

Disability

Social Security

Rental income

Any income you receive from rent payments

Interest and dividend

Any income you receive from investments or annuities

Other income

Expenses

How many people live in your household?

Enter your household’s estimated monthly spending: Food

Utilities

Transportation

Borrower :

Are you currently employed?

Employed

Unemployed

Self employed

Occupation

Employer

Enter your monthly income:

Pre-tax pay

Your salary or wages before any taxes or deductions

Take-home pay

Your net pay — the amount you actually receive

Child support/alimony

Providing this information is voluntary

Unemployment

Disability

Social Security

Rental income

Any income you receive from rent payments

Interest and dividend

Any income you receive from investments or annuities

Other income

How many vehicles do the members of your household own or lease?

Child care/alimony

DO NOT enter child support or alimony payments that are automatically deducted from your paycheck

Medical expenses

Out-of-pocket monthly spending on medical, dental, and vision

Cable/internet/etc.care

2

Lines of credit

 

 

 

Property insurance

 

 

 

 

 

 

 

 

 

 

Required monthly insurance payment if NOT INCLUDED in your

Property maintenance

 

 

 

mortgage payment

Dry cleaning/clothing

 

 

Homeowners association fees

 

 

Personal loans

 

 

 

Tuition/school expenses

 

 

Property taxes

 

 

Other expenses

 

 

 

 

Monthly tax payment if NOT INCLUDED in your mortgage

 

 

 

payment

 

 

 

 

 

 

 

 

 

 

 

Get started by contacting us with the information in this worksheet.

Go online: wellsfargo.com/assist

Call us: ()-

Important note:

This worksheet includes some of the same information as the Request for Modification Agreement (RMA) form, which may be required for certain loan assistance programs. However, this worksheet does not replace the RMA form and should not be faxed or mailed to Wells Fargo Home Mortgage.

Wells Fargo Home Mortgage is a division of Wells Fargo Bank, N.A.

© Wells Fargo Bank. All rights reserved.

EQUAL HOUSING

3

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2. Immediately after this section is done, proceed to enter the suitable information in these - Are you currently employed, Are you currently employed, Employed Unemployed Self employed, Occupation, Employer, Employed Unemployed Self employed, Occupation, Employer, Enter your monthly income, Enter your monthly income, Pretax pay Your salary or wages, Pretax pay Your salary or wages, Takehome pay Your net pay the, Takehome pay Your net pay the, and Child supportalimony Providing.

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3. This subsequent segment is considered quite easy, Disability, Social Security, Disability, Social Security, Rental income Any income you, Rental income Any income you, Interest and dividend Any income, Interest and dividend Any income, Other income, Other income, Expenses, How many people live in your, How many vehicles do the members, and Enter your households estimated - every one of these fields must be completed here.

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5. As you come near to the end of the form, you'll find a few more points to undertake. Notably, Lines of credit, Property maintenance, Dry cleaningclothing, Personal loans, Property taxes Monthly tax payment, Property insurance Required, Homeowners association fees, Tuitionschool expenses, Other expenses, Get started by contacting us with, Important note, and This worksheet includes some of must all be filled in.

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