Request For Forbearance/hardship/unemployment Deferment Form Page 2

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Income & Expenses Summary
The following information is requested to determine your eligibility for hardship/unemployment deferment, forbearance, or a revision of
your repayment schedule. Our office may request further documentation to confirm the figures below.
Employment information: Provide information for current or most recent employer (if applicable)
Employer Name ___________________________________________________________________________
Employer Address__________________________________________________________________________
Employer Phone (
)___________________________ Date last worked (if applicable) ______________
1.
Martial Status:
6.
Monthly Expenses:
Single
Married
Widow(er)
Separated/Divorced
Housing
$_________________________
___Rent ___Mortgage
2.
Dependents:
Name
Relationship
Age
Food
$_________________________
________________________
_________________
__________
Utilities
(water, electricity, heat)
$________________________
_______________________
_________________
__________
_______________________
_________________
__________
Child Care/Support
$________________________
_______________________
_________________
__________
Transportation:
Car Payments
$________________________
3. Monthly Income from ALL Sources:
Auto Repair/Gas/Bus
$________________________
Gross
Net
Monthly Salary
$____________
$_____________
Insurance Premiums
$________________________
Spouse/Partner’s Salary
$____________
$_____________
Donations (church, etc)
$________________________
Child Support/Alimony
$_____________________
Medical/Dental
$________________________
Unemployment Benefits
$_____________________
Telephone
$________________________
Public Assistance
$_____________________
Cellular Phone/Pager
$________________________
Social Security/Veteran
$_____________________
Credit Card(s)
$________________________
Stocks, Bonds & Investments
$_____________________
Other Charge Accounts
$________________________
Other Income
$_____________________
Entertainment
$________________________
Total Monthly Income
$_____________________
Clothing
$________________________
4. Checking Account Balance
$_____________________
*Student Loans
$________________________
5. Savings Account Balance
$_____________________
Other____________________ $________________________
Bank Name & Branch__________________________________
_________________________ $________________________
Total Monthly Expenses
$________________________
*Please list all educational debt on other side of this form
Please indicate what you feel your prospects are for employment and/or when you could resume regular repayment of this debt.
Write a brief summary of your financial situation conveying any circumstance that you feel would have bearing on your request for a
temporary hardship deferment.

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