Loan Modification Services
3662 Katella Ave. Ste. 101 Los Alamitos, CA. 90720
Tel: (562) 799-0700 Fax: (562) 799-0744
CONFIDENTIAL
TO NAME: FAX: PHONE: DATE: RE: FROM (562) 799-0744 (562) 799-0700 Documents & Forms
Congratulations!
Please carefully follow the directions listed below:
1) To ensure your information is correct, review ALL the documents in this package. 2) Where indicated, sign & date the paperwork. 3) Collect all requested documentation listed on page 2 of this package. 4) Upon completion of the above, fax this package & the requested documents to (562) 799-0744
If you have any questions, please do not hesitate to call us at (562) 799-0700
Confidential
Page 1
List of Documents needed from you.
Please Note: If there are any documents that you cannot find or do not have, please call us so we can discuss an alternative.
1. General Documents. (Must be completed by everyone)
a. ALL pages of this package (Review, Update, Sign & Date) b. Income & Expense Worksheet (included in this package) c. First 3 (three) pages of your FEDERAL (not State) tax returns for 2006 and 2007 d. One mortgage statement on all active mortgages (any month) and property tax bill (paid or unpaid) e. Copies of all bills, re: cable, electric, phone, gas and other monthly expenses, cars, boats, insurance, etc… f. Proof of OTHER INCOME such as SSI, rental income, child support, food stamps, 401K, IRA, etc.
g. Copies of your last 2 months’ bank statements (e.g. If this month is Dec. send us Nov. & Oct. statements) h. 2 most recent pay stubs (for all employed in the household) i. W2 forms from the past 2 years (if you have them)
2. Self-Employed Documents (If you are not self-employed, skip this section & go directly to section 3)
a. Profit & Loss statement for at least the previous 3-6 months b. All pages of bank statements from the previous 3-6 months
3. Bankruptcy Documents (If have never filed for bankruptcy, skip this section)
a. Letter of reaffirmation (for chapter 7 filing) b. Dismissal or discharge paperwork
Signature:
By signing this checklist form you confirm your understanding and agreement to provide all the requested documents in the time frame described
2
Authorization Form
Mortgage Company: Loan Number:
I hereby authorize my above mortgage company to discuss my request for payment assistance with the law office of Gary C. Wykidal, PC and their agents (hereinafter the “Designated Agent”). Further, you are authorized to workout the terms of a payment agreement with my Designated Agent and/or their assignees, to deliver documents to my Designated Agent, which concern my request for payment assistance. I understand that I will be fully responsible for reviewing any information that is sent by my mortgage company to my Designated Agent. This authorization will remain effective until I specifically notify my mortgage company’s workout department in writing that this authorization is of no further force and effect. This authorization will remain effective until I specifically notify my mortgage company’s workout department in writing that this authorization is of no further force and effect. Please note this in your system.
Gary C. Wykidal & Assoc. My Designated Agents are:
Law Office 245 Fischer Avenue Suite A-1 Costa Mesa, Ca. 92626-4553 Tel: (714) 751-8505 _ Fax: (714) 751-5428
(Company or Assignee’s Name)
Borrower’s Name (Printed)
Borrower’s Signature
Borrower’s Social Security Number
Co Borrower’s Name (Printed)
Co Borrower’s Signature
Co Borrower’s Social Security Number
Property Address:
Home Phone Number:
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Loan Modification Services
3662 Katella Ave. Ste. 101 Los Alamitos, CA. 90720
Tel: (562) 799-0700 Fax: (562) 799-0744
ENROLLMENT FORM
Privacy Statement: The Social Security Number is used as a unique identifier. Any information contained within this Enrollment form may be forwarded to your lender, loan servicer, their attorney, and any applicable organizations.
Date of Application Lender’s Name
Lender Loan Number
Scheduled Sale Date
Attorney Phone Number Attorney Name
Homeowner’s Name (Borrower) Homeowner’s Name (Co Borrower) Phone Numbers
Home Work
Social Security Number (Borrower) Social Security Number (Co Borrower) Mailing Address (if different) Principal Balance
$
Property Address
Months Behind
Amount Behind
$
Home Value
$
Are taxes and insurance impounded? Please answer the following questions: Type of Loan (adjustable, fixed, etc) Current Rate Monthly Payment If adjustable loan, when will it adjust? If it already adjusted, when was that? Have you ever filed for Bankruptcy? Homeowner (Borrower)
Yes / No Email address:
___________________________________ ______________ ______________ ___________________________________ ___________________________________ Yes No Homeowner (Co Borrower)
_____________________________________________ ________________________________________________ By signing this application form, you certify that the information provided in this application is true and correct.
4
HARDSHIP LETTER
Name: Mortgage Company: Loan Number:
I attest the above statement is accurate.
Homeowner (Borrower)
Homeowner (Co Borrower)
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