• Original counseling certificate signed by the counselor and all Borrowers
• Copy of driver’s license or state ID card for each Borrower
• Copy of Social Security card, Medicare card, or other document to show proof of social security number
• Verification of date of birth if not on the current driver’s license
• Name, address, and telephone number for next of Alternative Contact and if necessary Borrower assistance person if not the same
• Bankruptcy information and documents (if applicable)
• Title transfer documents (if applicable)
• Copy of spouse’s death certificate (if applicable)
• Copy of divorce decree (if applicable)
• Copy of home owners insurance policy declarations page
• Copy of mortgage statement, coupon book or the following information on existing loan(s) on your home:

Name of the lien holder

Telephone number of the lien holder

Account number

• Copy of the complete trust agreement and all amendments, if the property is in a trust
• If the property is in a condo, the name and phone number of the management company
• Copy of the survey to the property