Mortgage Assistance Document Checklist

After you speak with a home preservation specialist, you'll receive a package of forms and documents to complete your request for assistance. Use the checklist below to see what forms you might need to fill out, and what documents you might need to provide.

Different programs require different forms and documents, so make sure you follow the instructions provided by your home preservation specialist.

Forms

• Mortgage Assistance Application. This form collects detailed information about your property, your finances, your hardship, and more. There are multiple versions of this form, but they all collect similar information. Please check with your home preservation specialist to see which one applies to you.
• Hardship affidavit. This form documents the reasons for your hardship. You only need to send this form if this information isn't collected in the assistance form, or if you have a co-borrower who needs to fill out their own affidavit.
• Third-party authorization. It authorizes Wells Fargo to share information with third party.

Documents

• Financial statements
  • Provide your 2 most recent statements for all banking and investment accounts. Include all statement pages, even if they are blank.
• Employment income
  • Provide paystubs for your most recent 30 consecutive days of earnings. Your paystubs should also include year-to-date earnings; if they do not, please provide separate documentation, such as a letter from your employer, showing year-to-date earnings.
• Self-employment income
  • Provide your most recent quarterly or year-to-date profit and loss statement.
  • Provide your 2 most recent business bank statements.
• Income from child support, alimony, or separation maintenance
  This information is required only if you want us to consider these payments as part of your income for repaying the loan.
  • Provide legal documents (such as a divorce decree or separation agreement) showing the amount of the payments, how often you receive them, and how long they will continue.
  • Provide your 2 most recent bank statements showing receipt of these payments.
• Income from benefits
  Benefits include Social Security, retirement, disability or death benefits, unemployment, public assistance, or adoption assistance.
  • Provide your benefit statement or a letter from the provider showing the amount of your benefit payments, how often you receive them, and how long they will continue.
  • Provide your 2 most recent bank statements showing receipt of these payments.
• Rental income
  • Provide the current lease agreement.
  • Provide your 2 most recent bank statements showing receipt of these payments.
• Hardship documentation
  • Provide any additional documents requested in the mortgage assistance form (or by your home preservation specialist) to demonstrate the reasons for your hardship.