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You’re not alone when it comes to the mortgage assistance application process. We’re here to help at every step. Apply for mortgage assistance and your Relationship Manager will partner with you throughout the process. If you’ve already applied, they’ll help confirm where you are in the process. Remember, the sooner you apply, the sooner we can let you know which options are available to you.
Gather your information
- Request for Mortgage Assistance Form (PDF) – You'll need to complete and sign this form that provides information on your overall financial situation. Para instrucciones en español (PDF).
- IRS Form 4506T-EZ (PDF) – This form allows us to request a summary of your most recent Internal Revenue Service tax filings to confirm your income information. This will also need to be signed.
- Application Checklist (PDF) – This is a helpful list of the information you need to gather.
Your Relationship Manager will let you know if you need to complete any additional forms. If you have any questions about collecting and completing your documents, please call your Relationship Manager or call us at 1-866-550-5705.
Looking for additional forms? Forms Center
Send us your documents
We’ll review everything—and let you know your options
Once you’ve sent us your completed forms and documents, we’ll review everything and your Customer Assistance Specialist will tell you which additional forms we may still need. Once we have everything from you, your application will then be “complete.”
Within 30 days of receiving everything, we’ll let you know which mortgage assistance options you’re eligible for, so you can select the one that’s best for you. We’ll also explain the options you’re not eligible for and why.
Let us know your decision
After we notify you, you’ll have 14 days to let us know which mortgage assistance option is best for you.
We’ll follow up and guide you through the next steps
Your Relationship Manager will follow up with you about the option you’ve selected.