Form Dlara/mmp-050 - Fdp Document Submission Worksheet

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FDP Document Submission Worksheet
Case: ______________________ v.__________________________ Docket No. ________________
Plaintiff
Defendant(s)
INVESTOR/INSURER & LOAN TYPE: _____________________________ LOAN #: ________________
CONTACTS:
Best way to contact Homeowner(s): ____________________________________________________
Contact at law firm for lender: ________________________________ Phone: _____________________
Email: __________________________________ Fax: _____________________
Lender’s Contact: _________________________________________ Phone: _____________________
Email: _________________________________ Fax: _____________________
DOCUMENTS needed from Homeowner.
Write your LOAN # ON ALL PAGES OF ALL DOCUMENTS except IRS Form 4506-T.
 Request for Mortgage Assistance package (“RMA”). Fill out completely.
 Uniform Borrower Assistance Form, also known as the “710” or “UBAF Package.”
 Dodd-Frank certification (This is not needed if you submit RMA package, because it is in that package).
 Hardship Letter: state when and how your hardship began, and when (if) it ended, and how circumstances are
different now. Sign and date.
 Most recent utility bill in borrower’s name (to show that borrower lives in the premises).
 IRS Form 4506-T. No loan number on this document ONLY. Fill in:
line 5, if not pre-filled, as follows: ________________________________________________;
line 6, (1040 in most cases);
line 6(a), check the box;
line 9, write in 12/31/2010, 12/31/2011, 12/31/2012;
If a non-filer, check only box 7, and provide a separate letter explaining why you do not file with the IRS.
Sign and date, and add phone number.
 Financial Worksheet: detailed list of household income and expenses. Sign and date.
 2 most recent bank statements: bank letterhead (not internet), for all accounts, all pages (even blanks).
 Copies of Federal Tax Returns (all pages, all schedules) years_______________________. Sign and date
with current date each, even if filed electronically.
 A copy of proof of insurance, such as the insurance “declaration” page.
 The most recent property tax bill from city/town for the property in foreclosure.
 For (name)_______________________: Pay stubs for last _____days.
 For (name)_______________________: Pay stubs for last _____days.
 Profit & Loss Statement: ___________________________________________________________________
_______________________________(1) Name of Business at top, (2) indicate the period of time covered,
(3) Show difference between gross and net income, and (4) Sign and date.
 Social Security / VA Benefits / Food Stamps Award Letter (most recent), or proof of receipt. Homeowner will
provide: ___________________________________________________________________________________
FDP Documents-FDP-05A, Rev.6/13

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