Mortgage Assistance Forms Center

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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
Unemployment Affidavit (PDF): For customers who are requesting mortgage assistance due to unemployment.

Resources

Access information for Military personnel
Watch mortgage assistance video
Learn about mortgage credit reporting
Send us documents
Download forms
Call us at 1-800-848-9380

Mortgage Assistance Forms Center

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