Payment Worksheet

Download a blank fillable Payment Worksheet in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Payment Worksheet with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.

ADVERTISEMENT

Payment Worksheet
Financial Overview
Borrower
Property Information
Address
Loan #
yes
no
City, State, Zip
Property for Sale
Home Phone
Listing Date/Price
Work Phone
Realtor Name
Cell Phone
Realtor Phone
# in Household
Assets
Amount Owed
Value
Length of Ownership
____ yrs ____months
Home
$
$
Co-Borrower
Real Estate (Other)
$
$
Address
Checking
$
City, State, Zip
Savings
$
Home Phone
Investments
$
Work Phone
Retirement
$
Cell Phone
Auto 1
Model ________
Year ________
$
# in Household
Auto 2
Model ________
Year ________
$
Length of Ownership
____ yrs ____months
Auto 3
Model ________
Year ________
$
Income Overview
Description of Hardship
Employer
Gross Monthly Wage
$
Please answer the following questions to help us better understand
$
your current situation:
$
What caused you fall behind on your payments?
Additional Income* -
Monthly Amount
_______________________________________________________
alimony/child support/etc.
_______________________________________________________
$
$
_______________________________________________________
* Additional income does not need to be reviewed if you do not choose to have
it considered for approval of a payment workout.
Can you make a down payment toward a resolution plan?
Expense Overview
yes
no
If yes, how much? __________________
Monthly Expense
Monthly $ Amount
Mortgage
$
How and when will your situation change in the future?
2nd Mortgage
$
_______________________________________________________
Auto Payment(s) # _____
$
Auto Insurance
$
_______________________________________________________
Auto Maintenance/Fuel
$
_______________________________________________________
Credit Card Payments
$
Installment Loan Payments
$
Best time to contact: ____________
am
pm
Child Support/Alimony
$
Preferred method of contact:
phone
email
Day Care/Child Care/Tuition
$
Food
$
Email address: _____________________________________
Utilities
$
Telephone
$
I agree that the financial information provided is an accurate statement of
Cable
$
my financial status and by signing, I authorize the mortgage servicer to
Medical
$
order a credit repot, verify any employment, bank account or assets and
Home/Condo Association Dues
$
release any information concerning the above.
Spending Money
$
Please sign and date (required):
Other Misc Expenses
$
Borrower signature _______________________________ __/__/__
Co-Borrower signature ____________________________ __/__/__

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial
Go