Application For Success Checklist - CARE SERVICES
STEP 1
Client Information
STEP 2
Hardship Information
Application For Success
Checklist
Please follow this checklist to complete the Application For Success. We'll review it and let you know your options. To expedite the process, send it back to us immediately.
Client
Co-Client
Description
Complete client information If your property is listed for sale, provide the listing agreement If your property has an offer, provide the purchase agreement
Page
2 2 2
Client
Co-Client
Description
Provide hardship information and documentation Write a hardship letter (use the space provided on page 6 or type your own letter)
Page
3?5 6
Client
Co-Client
Description
List the monthly income for client/co-client, and provide supporting income documentation
Client
Co-Client
Description
Tell us your household assets Tell us your monthly expenses/debt
Page
7?8
Page
9 10?11
STEP 3
Incom e
STEP 4
Assets & Expenses
STEP 5
Acknowledgment & Agreement
STEP 6
Finish & Sign Documents
Client
Co-Client
Description
Sign the Acknowledgment and Agreement form Sign the Certification and Authorization form
Page
12 13
Client
Co-Client
Description
Complete and sign the 4506-T
Sign the Third-Party Authorization form
Return your fully completed Application For Success and required documentation Do not use email to send the documents
Fax to (877) 380-5084 OR
Mail to the following address: Quicken Loans Attn: Servicing ? Client Solutions 635 Woodward Ave. Detroit, MI 48226
Page
14?15 16
Questions? Contact Your Account Resolution Team!
Phone: (XXX) XXX-XXXX Email: AFSHelp@ Secure Fax: (877) 380-5084
Hours: Monday ? Friday: 8:30 a.m. ? 9:00 p.m. ET Saturday: 10:00 a.m. ? 4:00 p.m. ET
Page 1 XX123
Client Information
Client Information
DIRECTIONS: Complete all of the fields.
STEP
1
My goal is to:
Keep the property
Vacate the property
Sell the property
The property type currently is:
My primary residence
A second home
An investment property
The occupancy type currently is:
Owner occupied
Renter occupied
Vacant
Number of people in the household:
Are any clients on the loan actively serving for any branch of the military?
Yes
No
Commanding officer's name:
Phone number:
Have any clients on the loan been deployed away from their primary residence or received a Permanent Change of Station order?
Yes
No
Are any clients on the loan the surviving spouse of a deceased service member who was on active duty at the time of death?
Yes
No
Client
Co-Client
Name:
Name:
Social Security Number:
Social Security Number:
Marital status:
Married
Single
Separated
Marital status:
Married
Single
Separated
Mailing address:
Mailing address:
Home phone number:
Cell phone number:
Home phone number:
Cell phone number:
Best time to be reached:
Number to call:
Best time to be reached:
Number to call:
Email:
Email:
Property address:
Is the property listed for sale?
Yes
No
If yes, what was the listing date?
If yes, what is the offer amount?
If the property has been listed for sale, have you received an offer?
Yes
No
Date of offer:
Documentation needed: - Listing agreement - Purchase agreement
Is the property for sale by owner?
Yes
No
If no, what is the real estate agent's name and phone number?
Name:
Phone number:
Property
Questions? Contact Your Account Resolution Team!
Phone: (XXX) XXX-XXXX Email: AFSHelp@ Secure Fax: (877) 380-5084
Hours: Monday ? Friday: 8:30 a.m. ? 9:00 p.m. ET Saturday: 10:00 a.m. ? 4:00 p.m. ET
Page 2 XX123
Hardship Information and Documentation
DIRECTIONS: We need to know the main reason for your hardship. Select the reason that most recently impacted your hardship.
I am requesting a review of my current financial situation to determine whether I qualify for temporary or permanent mortgage loan relief options. Date hardship began: ______________________________________________________ I believe that my situation is: ____ Short-term (under 6 months) ____ Long-term or permanent (greater than 6 months)
Choose the main reason for your hardship below: (choose only one)
STEP
2
Unemployment
Client
Co-Client
Reduction in Income
Client
Co-Client
A hardship that has caused a decrease in your income due to circumstances outside your control (e.g., elimination of overtime, reduction in regular working hours, or reduction in base pay)
Increase in Housing Expenses
Client
Co-Client
A hardship that has caused an increase in your housing expenses due to circumstances outside your control
Divorce or Legal Separation
Separation of clients unrelated by marriage, civil union or similar domestic partnership under applicable law
Client
Co-Client
If applicable, please provide one of the items listed below: 1. Include separate maintenance agreement, property settlement and custody agreement
when applicable if not included in the documentation below AND 2. D ivorce decree or separation agreement signed by the court OR 3. R ecorded quit claim deed showing that non-occupying client/co-client
has relinquished all rights to the property
Do not send original copies of documents.
Questions? Contact Your Account Resolution Team!
Phone: (XXX) XXX-XXXX Email: AFSHelp@ Secure Fax: (877) 380-5084
Hours: Monday ? Friday: 8:30 a.m. ? 9:00 p.m. ET Saturday: 10:00 a.m. ? 4:00 p.m. ET
Page 3 XX123
Hardship Information and Documentation
DIRECTIONS: We need to know the main reason for your hardship. Select the reason that most recently impacted your hardship.
STEP
2
Death of a Client or Primary/Secondary Wage Earner
Client
Co-Client
If applicable, please provide one of the items listed below: 1. D eath certificate OR 2. Obituary or newspaper article reporting the death
Long-Term or Permanent Disability; Serious Illness of a Client/Co-Client or Dependent Family Member
Client
Co-Client
If applicable, please provide one of the items listed below:
1. D octor's certificate of illness or disability
OR
2. M edical bills
OR
3. P roof of monthly insurance benefits or government assistance
OR
4. Written statement or other documentation from a third party verifying disability or illness
None of the above shall require detailed medical information.
Disaster (Natural or Man-Made)
Client
Co-Client
If applicable, please provide one of the items listed below: 1. C opy of the insurance claim OR 2. P roof of the proceeds from the Federal Emergency Management Agency grant or Small Business
Administration loan OR 3. Proof that client's or employer's property is located in a federally declared disaster area
Distant Employment Transfer/Relocation
Client
Co-Client
If applicable, please provide one of the items listed below: 1. F or active duty service members: Notice of Permanent Change of Station (PCS) or actual PCS orders OR 2. F or employment transfers/new employment: a. D ocumentation that reflects the amount of any relocation assistance provided, if applicable (not
required for those with PCS orders) AND b. C opy of signed offer letter or notice from employer showing transfer to a new employment location OR c. Pay stub from new employer
Do not send original copies of documents.
Questions? Contact Your Account Resolution Team!
Phone: (XXX) XXX-XXXX Email: AFSHelp@ Secure Fax: (877) 380-5084
Hours: Monday ? Friday: 8:30 a.m. ? 9:00 p.m. ET Saturday: 10:00 a.m. ? 4:00 p.m. ET
Page 4 XX123
Hardship Information and Documentation
DIRECTIONS: We need to know the main reason for your hardship. Select the reason that most recently impacted your hardship.
STEP
2
Business Failure
Client Co-Client
If applicable, please provide one of the items listed below:
1. Business and personal tax returns from the previous year
AND
2. Proof of business failure supported by one of the following:
a. Bankruptcy filing for the business
OR
b. Most recent 2 months of bank statements for the business account showing no business activity
OR
c. Most recent signed and dated quarterly or year-to-date profit and loss statement
Other Client
A hardship that is not covered above
Co-Client
If applicable, please provide the item listed below:
Written explanation describing the details of the hardship and relevant documentation
REMINDER:
You MUST provide the corresponding documentation for the main hardship reason you selected. Without
these documents, we will be unable to process your application.
Do not send original copies of documents.
Questions? Contact Your Account Resolution Team!
Phone: (XXX) XXX-XXXX Email: AFSHelp@ Secure Fax: (877) 380-5084
Hours: Monday ? Friday: 8:30 a.m. ? 9:00 p.m. ET Saturday: 10:00 a.m. ? 4:00 p.m. ET
Page 5 XX123
Hardship Letter
DIRECTIONS: To complete your hardship letter, please provide a detailed response to the following questions:
? What occurred that has changed your financial situation? ? How does the situation impact your ability to make your monthly mortgage payment?
STEP
2
Do not send original copies of documents.
Questions? Contact Your Account Resolution Team!
Phone: (XXX) XXX-XXXX Email: AFSHelp@ Secure Fax: (877) 380-5084
Hours: Monday ? Friday: 8:30 a.m. ? 9:00 p.m. ET Saturday: 10:00 a.m. ? 4:00 p.m. ET
Page 6 XX123
Current Household Income
DIRECTIONS: List all types of income received by the client or co-client on a monthly basis.
Then provide the documentation needed for each income type.
STEP
3
Employer Information (if applicable)
Name:
Name:
Address:
Address:
Start date:
Work phone number:
Start date:
Work phone number:
Frequency of pay: Weekly Biweekly Semimonthly Monthly Other Frequency of pay: Weekly Biweekly Semimonthly Monthly Other
Income
Client
Co-Client
Document Requirements
Hourly or Salary Income (Full Time, Part $ Time, Seasonal, Second Job, Military and Union)
Commission, Tip, Overtime and Bonus $
Alimony/Child Support*
$
Housing Allowance
$
SSI/Death Benefits
$
Disability (Short-Term, Long-Term and $ Workers' Compensation)
Pension
$
/mo. $ /mo. $ /mo. $
/mo. $ /mo. $
/mo. $ /mo. $
/mo. Copies of the most recent 30 days of pay stubs showing year-to-date (YTD) earnings
/mo. Copies of the most recent 30 days of pay stubs showing year-to-date (YTD) earnings, defining regular pay as well as overtime, bonuses, tips and/or commission
/mo. Copy of the divorce decree/separation agreement or other type of legal agreement or court decree that provides for the payment of alimony or child support and states the amount of the award and the period of time over which it will be received AND Copies of the 2 most recent months of bank statements showing full, regular and timely payments
/mo. Copies of the contract or pay stub evidencing amount of housing allowance and how long it will last
/mo. Award letter or 1099 AND Signed federal income tax return from the most recent tax year AND Copies of the 2 most recent months of bank statements showing receipt of income
/mo. Award letter, benefits statement or disability policy from the provider AND Copies of the 2 most recent months of bank statements showing receipt of disability income
/mo. Benefits statement, pay stub or 1099 AND Copies of the 2 most recent months of bank statements showing receipt of pension income
Subtotal $
/mo. $
/mo.
*Notice: Alimony, child support or separate maintenance income need not be revealed if you do not choose to have it considered for repaying this loan.
Do not send original copies of documents.
Questions? Contact Your Account Resolution Team!
Phone: (XXX) XXX-XXXX Email: AFSHelp@ Secure Fax: (877) 380-5084
Hours: Monday ? Friday: 8:30 a.m. ? 9:00 p.m. ET Saturday: 10:00 a.m. ? 4:00 p.m. ET
Page 7 XX123
Current Household Income
DIRECTIONS: List all types of income received by the client or co-client on a monthly basis.
Then provide the documentation needed for each income type.
STEP
3
Income Personal Retirement and Investments/ Annuities Rental Income
Adoption/Foster Income and Public Assistance Self-Employment
Unemployment Income Non-Client Income
Client $ $
$ $
$ $
Co-Client
Document Requirements
/mo. $ /mo. $ /mo. $ /mo. $
/mo. $ /mo. $
/mo. Account statement AND Copies of the 2 most recent months of bank statements showing receipt of income
/mo. Copies of the 2 most recent months of bank statements showing receipt of rental income and one of the following:
?Signed federal income tax return from the most recent tax year, including Schedule E
OR ?Current signed lease agreement
/mo. Benefits statement or award letter AND Copies of the 2 most recent months of bank statements showing receipt of income
/mo. A complete, signed individual federal income tax return; your business tax return (e.g., IRS Forms 1120, 1120S and 1065) if applicable; and one of the following:
?The most recent signed and dated quarterly or year-to-date profit and loss statement that reflects activity for the most recent 3 months
OR ?Copies of bank statements for the business
account for the last 2 months to document continuation of business activity
Copies of 2 months of pay stubs, if applicable
/mo. Unemployment award letter AND Copies of the 2 most recent months of bank statements showing receipt of unemployment benefits
/mo. Submit the required documentation based on the income type of the non-client
Subtotal $
/mo. $
/mo.
+ Previous Page Subtotal $
/mo. $
/mo.
Total Gross Income $
/mo. $
/mo.
Do not send original copies of documents.
Questions? Contact Your Account Resolution Team!
Phone: (XXX) XXX-XXXX Email: AFSHelp@ Secure Fax: (877) 380-5084
Hours: Monday ? Friday: 8:30 a.m. ? 9:00 p.m. ET Saturday: 10:00 a.m. ? 4:00 p.m. ET
Page 8 XX123
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