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How to Apply for Mortgage Assistance

To be considered for a mortgage modification or other assistance, you will need to complete forms and provide copies of your financial information.


We can't begin to determine if you are eligible until we receive all the documents we need from you.


Download the Checklist for a summary of the forms and documents we need to review your application.

Download Checklist (PDF) Opens PDF


Important Program Details (PDF) Opens PDF

Our package includes both the Request for Mortgage Assistance and IRS Form 4506T-EZ.

Download forms and complete them on your PC:
Request for Mortgage Assistance (PDF) Opens PDF
Form 4506T-EZ (PDF) Opens PDF

Frequently Asked Questions (PDF) Opens PDF

Print forms and fill them out by hand:
Request for Mortgage Assistance (PDF) Opens PDF (English)
Form 4506T-EZ (PDF) Opens PDF (English)
Request for Mortgage Assistance Form in Spanish (PDF) Opens PDF

More forms:
Sample Profit & Loss Statement (PDF) Opens PDF
Non Borrower Authorization Form (PDF) Opens PDF
Form SSA-89 (PDF) Opens PDF

If you've filed for bankruptcy, you and your attorney will need to sign the Bankruptcy Attorney and Borrower Authorization form (PDF) Opens PDF to allow us to work directly with you to discuss mortgage assistance options.

You must fill out the Third Party Authorization form (PDF) if you want to give us permission to provide your mortgage information to someone who is not a borrower on the loan.

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