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Mortgage assistance forms center

Required Documents

Here are the documents that you need to download:

Application Checklist (PDF): A helpful list of the information to gather.
Request for Mortgage Assistance (PDF): Complete and sign this form that provides information on your overall financial situation. Para instrucciones en español (PDF)
IRS Form 4506T-EZ (PDF): This 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. May be required if you have self-employment income.

Additional Forms

Here are the additional documents that you may need to download:

Sample Profit & Loss (P&L) Statement (PDF): For our self-employed customers who don’t have a P&L statement (to verify self-employed customer income/hardship)
Authorization to Obtain Consumer Credit Report (PDF): Used to verify non-borrower income when calculating assistance eligibility
Form SSA-89 (PDF): Allows Chase to validate the Social Security number with the Social Security Administration
Bankruptcy Attorney and Borrower Authorization Form (PDF): Used to allow Chase to work directly with the customer (not their attorney) when determining assistance eligibility; this is used in cases of bankruptcy
Authorization to Provide and Release Information (PDF): Authorizes Chase to speak to a third party (such as a real estate agent) about a customer’s account; mainly used internally to work with third parties on the terms of the sale or release of the property
Schedule of Real Estate Owned (PDF): For customers who own more than one additional property

Resources

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