Page 1

MAKING YOUR HOME AFFORDABLE AGAIN

MORTGAGE MODIFICATION DOCUMENT CHECKLIST

Please forward all of the following documents to our office:

1. 2. 3. 4. 5. 6.

Three (3) most recent pay stubs. Three (3) years most recent W-2’s. Most recent mortgage statement (for each mortgage). Three (3) most recent bank statements (for each bank account). Two (2) most recent Federal income tax returns. Financial Worksheet.

__________________

1795 Coney Island Avenue, 3rd Floor, Brooklyn, New York 11230


FINANCIAL WORKSHEET Homeowner 1: Employment Status (circle one): Employed Homeowner 2: Employment Status (circle one): Employed ASSETS: (For Both Homeowners)

Amount

Checking Accounts Savings Accounts CD’s

MONTHLY INCOME: (Homeowner 1)

Unemployed Self Employed Unemployed Self Employed ASSETS: (For Both Homeowners)

Amount

MONTHLY INCOME: (Homeowner 2)

Net Salary/Wages (take home pay) Commissions Bonuses Social Security Alimony Child Support Disability (short term / long term)

Net Salary/Wages (take home pay) Commissions Bonuses Social Security Alimony Child Support Disability (short term / long term)

Interest & Dividends Net Rental Income (Loss) Other (specify) Total Monthly Income (Homeowner 1)

Interest & Dividends Net Rental Income (Loss) Other (specify) Total Monthly Income (Homeowner 2)

MONTHLY EXPENSES: (For Both Homeowners)

HOUSING: First Mortgage Payment (include R.E. taxes & Ins) Second Mortgage Payment HOA Payments / Common Charges Repairs & Maintenance Other UTILITIES: Home Phone Cell Phone Electricity Home Heating (Gas/Oil) Water & Sewer Cable TV/Internet TRANSPORTATION: Auto loan / lease payments (# of vehicles ____) Auto insurance Fuel Maintenance & Repairs Other INSURANCE: Medical Insurance Life Insurance Dental Insurance Disability Insurance Other

Amount

Investment Accounts (stocks, bonds etc) Retirement Accounts (IRA,401(k) etc.) Other

Amount

MONTHLY EXPENSES: Amount

(For Both Homeowners)

FOOD: Groceries & Household Supplies Dining Out CREDIT CARD & LOAN PAYMENTS: Credit Card Payments Student Loans Personal Loans Other Loans CHILDREN: Tuition Child Care Babysitters Tutors Lessons / After School Activities Child Support Payments PERSONAL: Travel & Entertainment Legal Fees Doctors, Dentists & Medication Medical Insurance Alimony Payments Clothing & Dry Cleaning Club / Union Dues Pet Expense Other Total Monthly Expenses (For Both Homeowners)

Amount

psa-document-package  

Please forward all of the following documents to our office: MAKING YOUR HOME AFFORDABLE AGAIN 1795 Coney Island Avenue, 3rd Floor, Brooklyn...

Read more
Read more
Similar to
Popular now
Just for you