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Homeowner Assistance Documents

During the homeowner assistance process, you’ll need to submit a variety of documents to help us understand your financial situation. To learn more about individual documents, and to download copies of selected forms, choose the links below. You won’t need to provide all the documents listed here — your home preservation specialist will let you know which ones are required in your situation.

Avoid delays in processing your application

For all documents you’re asked to provide:

  • Make sure the copies you send are legible.
  • Do not include documents that have been altered with correction fluid or by other means.
  • Submit the entire requested document and include all pages (even blank ones).

These documents help us understand your financial situation and the reasons for your hardship. You won’t need to provide all of them — your home preservation specialist will let you know which ones are needed in your situation.

Hardship Letter (Letter of Hardship)
Explain in a letter why you're having trouble paying for your mortgage.

Mortgage Assistance Application
Use this document if you are applying for mortgage assistance to provide details about yourself, co-borrowers, previous loan modification applications, the property, and your hardship.

Unemployment Affidavit
Use this form to provide information on when you became unemployed and if you are actively seeking employment.

These documents tell us about your income sources. You won’t need to provide all of them — your home preservation specialist will let you know which ones are needed in your situation.

IRS-related, income-verification documents

1099 (IRS Form 1099)
Provide this form to show your income from investments, tax refunds, retirement income, and other sources.

4506-T (IRS Form 4506-T) (Request for Tax Transcript)
Provide this form to give Wells Fargo permission to obtain a copy of recent tax returns from the IRS.

Distribution Statements
Provide these documents to show income you receive from a 401(k), IRA, annuity, profit-sharing, pension, disability plan, trust, or other retirement plan.

Federal Tax Return (1040/1040EZ)
Provide a complete federal income tax return, including all forms and schedules, to show your income from all sources.

W-2
Confirm wages paid and taxes withheld by your employer with this document.

W-8 (IRS Form W-8)
Complete this form if you are a non-resident alien who qualifies for certain withholding exemptions.


Income from employment or investments

Financial Statements (Profit and Loss Statements)
Submit bank and tax statements to show self-employment income.

Lease or Rental Agreement
Provide this document to show income you’re receiving from a property.

Pay Stub
Verify your income from your job with recent pay stubs.

Rental Income
Submit bank statements or tax returns to show income you receive from rental property.


Income or expenses related to sources other than employment or investments

Benefits Letters
Submit a child support, disability insurance, Social Security, or unemployment benefits statement to verify income from sources other than employment or investments.

Canceled Checks
Send copies of canceled checks to show expenses you have paid.

Child Support
Provide bank or tax statements to show child support payments.

Contribution Letter (Non-Borrower Financial Contribution)
Provide a letter from anyone living in your home to show the person’s contribution to its maintenance.

Foster Care Contract
Verify financial arrangements for foster care with this document.

Gift Funds (Gift Letter)
Explain in a letter the source of funds you receive as gifts.

Guardianship (Conservator Agreement)
Provide this agreement to show you have the legal authority to act on someone else’s behalf.

These documents help verify your assets and liabilities and give us insights into your financial situation. You won’t need to provide all the documents listed here — your home preservation specialist will let you know which ones are required in your situation.

Bank/Asset Statements
Provide personal banking and brokerage statements to show banking and investment account balances.

Bill of Sale (Sales Contract) (Conveyance Contract)
Provide this document to show sales price for personal property other than real estate.

Divorce Decree
Submit this document to show your obligations under your divorce agreement for paying mortgages and other debts, along with various income agreements.

Payoff Statement
Submit this statement to show how much principal, interest, and miscellaneous fees are needed to pay off your outstanding mortgage balance.

Property Tax Statement
Submit this document to show tax charges, exemptions, abatements, and any tax credits you have on your property.

Real Estate Schedule (Real Property Schedule) (REO) (Schedule of Real Estate Owned)
Submit this form to show income and debt associated with properties you own.

Separation Agreement
Submit this agreement to show how much you’re required to pay for various debts, including mortgages, and income you receive as part of the separation.

Trust Agreement
Provide this document as proof of a trust’s assets that can be used to make mortgage payments.

These documents allow you to verify your identity and give permission for certain actions. You won’t need to provide all the documents listed here — your home preservation specialist will let you know which ones are required in your situation.

Attorney Consent Form
Attorneys should use this form to tell us how we can communicate with clients during a bankruptcy, mediation, or litigation proceeding.

Dodd-Frank Certification
Use this form to certify that you haven''t been convicted of various crimes in the past 10 years.

Employment Verification Form (Verification of Employment)
Provide information about your work and income history with this for

Home Equity Request for Restriction
Use this form to give Wells Fargo permission to restrict future advances from your home equity account.

Personal Identification
Confirm your identification with a government-issued photo ID.

Power of Attorney
Authorize someone to act on your behalf in private affairs, business, or other legal matters with a power of attorney (POA).

Proof of Occupancy
Submit these documents to prove you are living in your home.

Unemployment Affidavit
Use this form to provide information on when you became unemployed and if you are actively seeking employment.

All of the documents that might be needed during the homeowner assistance application process are provided here. You won’t need to send all of them — your home preservation specialist will let you know which ones are required in your situation.

1099 (IRS Form 1099)
Provide this form to show your income from investments, tax refunds, retirement income, and other sources.

4506-T (IRS Form 4506-T) (Request for Tax Transcript)
Provide this form to give Wells Fargo permission to obtain a copy of recent tax returns from the IRS.

Attorney Consent Form
Attorneys should use this form to tell us how we can communicate with clients during a bankruptcy, mediation, or litigation proceeding.

Dodd-Frank Certification
Use this form to certify that you haven't been convicted of various crimes in the past 10 years

Bank/Asset Statements
Provide personal banking and brokerage statements to show banking and investment account balances.

Benefits Letters
Submit a child support, disability insurance, Social Security, or unemployment benefits statement to verify income from sources other than employment or investments.

Bill of Sale (Sales Contract) (Conveyance Contract)
Provide this document to show sales price for personal property other than real estate.

Canceled Checks
Send copies of canceled checks to show expenses you have paid.

Child Support
Provide bank or tax statements to show child support payments.

Contribution Letter (Non-Borrower Financial Contribution)
Provide a letter from anyone living in your home to show the person’s contribution to its maintenance.

Distribution Statements
Provide these documents to show income you receive from a 401(k), IRA, annuity, profit-sharing, pension, disability plan, trust, or other retirement plan.

Divorce Decree
Submit this to show your obligations under your divorce agreement for paying mortgages and other debts, along with various income agreements.

Dodd-Frank Certification
Use this form to certify that you haven't been convicted of various crimes in the past 10 years.

Employment Verification Form (Verification of Employment)
Provide details of your work and income history with this form.

Federal Tax Return (1040/1040EZ)
Provide a complete federal income tax return, including all forms and schedules, to show your income from all sources.

Financial Statements (Profit and Loss Statements)
Submit bank and tax statements to show self-employment income.

Foster Care Contract
Verify financial arrangements for foster care with this document.

Gift Funds (Gift Letter)
Explain in a letter the source of funds you receive as gifts.

Guardianship (Conservator Agreement)
Provide this agreement to show you have the legal authority to act on someone else’s behalf.

Hardship Letter (Letter of Hardship)
Explain in a letter why you're having trouble paying your mortgage.

Home Equity Request for Restriction
Use this form to give Wells Fargo permission to restrict future advances from your home equity account.

Lease or Rental Agreement
Provide this document to show income you’re receiving from a property.

Mortgage Assistance Application
Use this document if you are applying for mortgage assistance to provide details about yourself, co-borrowers, previous loan modification applications, the property, and your hardship.

Payoff Statement
Submit this statement to show how much principal, interest, and miscellaneous fees are needed to pay off your outstanding mortgage balance.

Pay Stub
Verify your income from your job with recent pay stubs.

Personal Identification
Confirm your identification with a government-issued photo ID.

Power of Attorney
Authorize someone to act on your behalf in private affairs, business, or other legal matters with a power of attorney (POA).

Proof of Occupancy
Submit these documents to prove that you are living in your home.

Property Tax Statement
Submit this document to show tax charges, exemptions, abatements, and any tax credits you have on your property.

Real Estate Schedule (Real Property Schedule) (REO) (Schedule of Real Estate Owned)
Submit this form to show income and debt associated with properties you own.

Rental Income
Submit bank statements or tax returns to show income you receive from rental property.

Separation Agreement
Submit this agreement to show how much you’re required to pay for various debts, including mortgages, and income you receive as part of the separation.

Trust Agreement
Provide this document as proof of a trust’s assets that can be used to make mortgage payments.

Unemployment Affidavit
Use this form to provide information on when you became unemployed and if you are actively seeking employment.

W-2
Confirm wages paid and taxes withheld by your employer with this document.

W-8 (IRS Form W-8)
Complete this form if you are a non-resident alien who qualifies for certain withholding exemptions.