This form contains 473 fields organized into 112 sections. Below is a complete list of every field, its type, and what information is expected.

Field Name Type Description
2a Bank Accounts - Fifth Account
Fifth Account — Account Type Combobox
Enter the account type for this fifth account (for example: Checking, Savings, Money Market, Certificate of Deposit, Stocks, or Retirement).
Money Market Savings Trust Account Certificate of Deposit Individual Development Account Stocks Bridge Loan Proceeds Mutual Fund Bonds Checking Stock Options Cash Value of Life Insurance Retirement
Fifth Account — Financial Institution Text
Enter the name of the bank or financial institution that holds this fifth account.
Fifth Account — Account Number Text
Enter the account number for this fifth account as shown on statements or your account record.
Fifth Account — Cash or Market Value Number
Enter the current cash or market value for this fifth account.
2a Bank Accounts - First Account
First Account - Account Type Combobox
Enter the type of account (for example: Checking, Savings, Money Market, Certificate of Deposit, Stocks, Retirement, Trust, etc.).
Money Market Savings Trust Account Certificate of Deposit Individual Development Account Stocks Bridge Loan Proceeds Mutual Fund Bonds Checking Stock Options Cash Value of Life Insurance Retirement
First Account - Financial Institution Text
Enter the name of the bank, credit union, brokerage, or other financial institution where this account is held.
First Account - Account Number Text
Enter the account number or identifier assigned to this account by the financial institution.
First Account - Cash or Market Value Number
Provide the current cash or market value of this account.
2a Bank Accounts - Fourth Account
2a Fourth Account - Account Type Combobox
Enter the account type for the fourth listed account using one of the options from the list (for example: Checking, Savings, Money Market, Certificate of Deposit, Stocks, Retirement, Trust, etc.).
Money Market Savings Trust Account Certificate of Deposit Individual Development Account Stocks Bridge Loan Proceeds Mutual Fund Bonds Checking Stock Options Cash Value of Life Insurance Retirement
2a Fourth Account - Financial Institution Text
Enter the name of the bank or financial institution that holds the fourth listed account.
2a Fourth Account - Account Number Text
Enter the account number assigned by the financial institution for the fourth listed account.
2a Fourth Account - Cash or Market Value Number
Enter the current cash or market value of the fourth listed account.
2a Bank Accounts - Second Account
Second Account - Account Type Combobox
Enter the type of the second account (for example: Checking, Savings, Certificate of Deposit, Stocks, Retirement, etc.).
Money Market Savings Trust Account Certificate of Deposit Individual Development Account Stocks Bridge Loan Proceeds Mutual Fund Bonds Checking Stock Options Cash Value of Life Insurance Retirement
Second Account - Financial Institution Text
Enter the name of the bank or financial institution that holds the second account.
Second Account - Account Number Text
Enter the full account number or identifier for the second account exactly as it appears on statements.
Second Account - Cash or Market Value Number
Provide the current cash or market value of the second account.
2a Bank Accounts - Third Account
2a Third Account - Account Type Combobox
Enter the type of account (for example, Checking, Savings, Money Market, Certificate of Deposit, Retirement, etc.) for the third listed account.
Money Market Savings Trust Account Certificate of Deposit Individual Development Account Stocks Bridge Loan Proceeds Mutual Fund Bonds Checking Stock Options Cash Value of Life Insurance Retirement
2a Third Account - Financial Institution Text
Enter the name of the bank or financial institution that holds the third account.
2a Third Account - Account Number Text
Enter the full account number for the third account exactly as it appears on your statement, including any letters or leading zeros.
2a Third Account - Cash or Market Value Number
Enter the current cash or market value of the third account.
2a Bank Accounts - Total Cash/Market Value
2a Total Cash/Market Value Number
Enter the combined total cash or market value of all bank, retirement, and other accounts listed in section 2a.
2b Other Assets/Credits - Does Not Apply
2b Does not apply Checkbox
Check this box if you have no other assets or credits to report for Section 2b (Other Assets and Credits You Have).
2b Other Assets/Credits - First Item
First Item - Asset or Credit Type Combobox
Enter the name or short description of the asset or credit (for example, 'Proceeds from real estate', 'Earnest money', 'Relocation funds', or other asset/credit type) for the first listed item. Fill only if '2b Does not apply' is 'No'.
Unsecured Borrowed Funds Proceeds from Real Estate Property to be sold on or before closing Employer Assistance Secured Borrowed Funds 1 Sweat Equity Earnest Money 0 Proceeds from Sale of Non-Real Estate Asset Other Trade Equity Rent Credit
Depends on: 2b Does not apply
First Item - Cash or Market Value Number
Enter the current cash or market value of the first listed asset or credit. Fill only if '2b Does not apply' is 'No'.
Depends on: 2b Does not apply
2b Other Assets/Credits - Fourth Item
2b Fourth Asset or Credit Type Combobox
Enter the name or type of the fourth other asset or credit (for example, Proceeds from Real Estate, Relocation Funds, Earnest Money, Sweat Equity, etc.). Fill only if '2b Does not apply' is 'No'.
Unsecured Borrowed Funds Proceeds from Real Estate Property to be sold on or before closing Employer Assistance Secured Borrowed Funds 1 Sweat Equity Earnest Money 0 Proceeds from Sale of Non-Real Estate Asset Other Trade Equity Rent Credit
Depends on: 2b Does not apply
2b Fourth Cash or Market Value Number
Enter the cash or market value amount for the fourth listed asset or credit. Fill only if '2b Does not apply' is 'No'.
Depends on: 2b Does not apply
2b Other Assets/Credits - Second Item
2b Second Item - Asset or Credit Type Combobox
Enter the type or brief description of the other asset or credit for the second listed item (for example, proceeds from sale of real estate, unsecured borrowed funds, rent credit, etc.). Fill only if '2b Does not apply' is 'No'.
Unsecured Borrowed Funds Proceeds from Real Estate Property to be sold on or before closing Employer Assistance Secured Borrowed Funds 1 Sweat Equity Earnest Money 0 Proceeds from Sale of Non-Real Estate Asset Other Trade Equity Rent Credit
Depends on: 2b Does not apply
2b Second Item - Cash or Market Value Number
Enter the current cash or market value of the second listed asset or credit. Fill only if '2b Does not apply' is 'No'.
Depends on: 2b Does not apply
2b Other Assets/Credits - Third Item
2b Third Asset or Credit Type Combobox
Enter the name or brief description of the third other asset or credit (for example, 'Proceeds from sale of property', 'Earnest Money', or 'Relocation Funds'). Fill only if '2b Does not apply' is 'No'.
Unsecured Borrowed Funds Proceeds from Real Estate Property to be sold on or before closing Employer Assistance Secured Borrowed Funds 1 Sweat Equity Earnest Money 0 Proceeds from Sale of Non-Real Estate Asset Other Trade Equity Rent Credit
Depends on: 2b Does not apply
2b Third Cash or Market Value Number
Enter the current cash or market value amount for the third asset or credit. Fill only if '2b Does not apply' is 'No'.
Depends on: 2b Does not apply
2b Other Assets/Credits - Total Cash/Market Value
2b Provide TOTAL Amount — Other Assets/Credits Number
Enter the total cash or market value of all Other Assets and Credits listed in Section 2b (the sum of the dollar amounts entered for each asset/credit). Fill only if '2b Does not apply' is 'No'.
Depends on: 2b Does not apply
2c Liabilities - Does Not Apply
2c Does not apply Checkbox
Check this box if you have no liabilities to report for section 2c (no credit cards, other debts, or leases owed) and therefore nothing to list on this liabilities section.
2c Liabilities - Fifth Account
5th Account Type Combobox
Enter the type of liability for the fifth account (choose from options such as Revolving, Installment, Open 30‑Day, Lease, Other). Fill only if '2c Does not apply' is 'No'.
Open 30-Day Lease Other Installment Revolving
Depends on: 2c Does not apply
5th Company Name Text
Enter the name of the company or creditor for the fifth liability account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
5th Account Number Text
Enter the account number or identifier for the fifth liability as shown on statements. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
5th Unpaid Balance Number
Enter the unpaid balance currently owed on the fifth liability account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
2c Fifth Account — To be paid off at or before closing Checkbox
Check this box if the liability listed in the fifth row of section 2c will be paid off at or before closing. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
5th Monthly Payment Number
Enter the required monthly payment amount for the fifth liability account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
2c Liabilities - First Account
First Account - Account Type Combobox
Enter the type of liability for the first account (choose from the provided list such as Revolving, Installment, Open 30-Day, Lease, or Other). Fill only if '2c Does not apply' is 'No'.
Open 30-Day Lease Other Installment Revolving
Depends on: 2c Does not apply
First Account - Company Name Text
Enter the name of the creditor or company that holds the first account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
First Account - Account Number Text
Enter the account number or identifier for the first liability account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
First Account - Unpaid Balance Number
Enter the current outstanding balance owed on the first account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
2c (First Account) - To be paid off at or before closing Checkbox
Check this box if the unpaid balance for the first liability listed on the 2c table will be paid off at or before closing. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
First Account - Monthly Payment Number
Enter the required monthly payment amount for the first account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
2c Liabilities - Fourth Account
Fourth Account - Account Type Combobox
Enter the account type for the fourth liability (choose from the list such as Revolving, Installment, Open 30‑Day, Lease, or Other). Fill only if '2c Does not apply' is 'No'.
Open 30-Day Lease Other Installment Revolving
Depends on: 2c Does not apply
Fourth Account - Company Name Text
Enter the name of the lender, creditor, or company associated with the fourth liability account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
Fourth Account - Account Number Text
Enter the account number or identifier for the fourth liability as shown on your statement. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
Fourth Account - Unpaid Balance Number
Enter the current unpaid balance owed on the fourth liability account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
2c Fourth Account – To be paid off at or before closing Checkbox
Check this box if the fourth liability listed in section 2c will be paid off at or before closing. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
Fourth Account - Monthly Payment Number
Enter the monthly payment amount required for the fourth liability account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
2c Liabilities - Second Account
Second Account Type Combobox
Enter the type of liability for the second account (e.g., revolving, installment, lease, other) as shown on the list above. Fill only if '2c Does not apply' is 'No'.
Open 30-Day Lease Other Installment Revolving
Depends on: 2c Does not apply
Second Company Name Text
Enter the name of the creditor, lender, or company associated with the second liability account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
Second Account Number Text
Enter the account number or identifier for the second liability account as assigned by the creditor. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
Second Unpaid Balance Number
Enter the current outstanding balance owed on the second liability account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
2c - Second Account: To be paid off at or before closing Checkbox
Check this box if the liability listed in the second account row will be paid off at or before closing. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
Second Monthly Payment Number
Enter the monthly payment amount required for the second liability account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
2c Liabilities - Third Account
Third Account - Account Type Combobox
Enter the type of liability for the third account (choose from the list above, e.g., Revolving, Installment, Open 30‑Day, Lease, or Other). Fill only if '2c Does not apply' is 'No'.
Open 30-Day Lease Other Installment Revolving
Depends on: 2c Does not apply
Third Account - Company Name Text
Enter the name of the creditor, lender, or company associated with the third account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
Third Account - Account Number Text
Enter the account number or identifying reference for the third account as shown on statements. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
Third Account - Unpaid Balance Number
Enter the current outstanding balance remaining on the third account that you owe. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
Third Account — To be paid off at or before closing Checkbox
Check this box when the third listed liability will be paid off at or before closing. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
Third Account - Monthly Payment Number
Enter the regular monthly payment amount you make on the third account. Fill only if '2c Does not apply' is 'No'.
Depends on: 2c Does not apply
2d Other Liabilities/Expenses - Does Not Apply
2d Other Liabilities and Expenses — Does not apply Checkbox
Check this box if you have no other liabilities or monthly expenses to report in Section 2d (Other Liabilities and Expenses).
2d Other Liabilities/Expenses - First Item
First Other Liability/Expense - Type or Description Combobox
Enter a short description or type of the first other liability or recurring expense (for example, alimony, child support, separate maintenance, job-related expense, or other). Fill only if '2d Other Liabilities and Expenses — Does not apply' is 'No'.
Separate Maintenance Alimony Job Related Expenses Other Child Support
Depends on: 2d Other Liabilities and Expenses — Does not apply
First Other Liability/Expense - Monthly Payment Number
Enter the monthly payment amount for the first other liability or expense. Fill only if '2d Other Liabilities and Expenses — Does not apply' is 'No'.
Depends on: 2d Other Liabilities and Expenses — Does not apply
2d Other Liabilities/Expenses - Second Item
2d Second Item - Liability or Expense Type Combobox
Enter the name or brief description of the other liability or expense (for example, alimony, child support, separate maintenance, job-related expenses, or other) for this second item. Fill only if '2d Other Liabilities and Expenses — Does not apply' is 'No'.
Separate Maintenance Alimony Job Related Expenses Other Child Support
Depends on: 2d Other Liabilities and Expenses — Does not apply
2d Second Item - Monthly Payment Number
Enter the monthly payment amount owed for this second liability or expense. Fill only if '2d Other Liabilities and Expenses — Does not apply' is 'No'.
Depends on: 2d Other Liabilities and Expenses — Does not apply
2d Other Liabilities/Expenses - Third Item
3rd Other Liability/Expense - Description Combobox
Enter the name or brief description of the third other liability or regular expense (for example: alimony, child support, separate maintenance, job-related expense, or other obligation). Fill only if '2d Other Liabilities and Expenses — Does not apply' is 'No'.
Separate Maintenance Alimony Job Related Expenses Other Child Support
Depends on: 2d Other Liabilities and Expenses — Does not apply
3rd Other Liability/Expense - Monthly Payment Number
Enter the monthly payment amount for the third other liability or expense. Fill only if '2d Other Liabilities and Expenses — Does not apply' is 'No'.
Depends on: 2d Other Liabilities and Expenses — Does not apply
4a Loan Amount and Purpose
4a Loan Amount Number
Enter the total dollar amount of the loan requested for this transaction.
4a Loan Purpose - Purchase Radiobutton
Check this box if the loan purpose is to purchase the property.
4a Loan Purpose - Refinance Radiobutton
Check this box if the loan purpose is to refinance an existing loan on the property.
4a Loan Purpose - Other (specify) Radiobutton
Check this box if the loan purpose is something other than purchase or refinance, and write the specific purpose in the provided space.
4a Loan Purpose — Other (specify) Text
If you selected 'Other' for Loan Purpose, provide a short description of the loan purpose here. Fill only if '4a Loan Purpose - Other (specify)' is 'Yes'.
Depends on: 4a Loan Purpose - Other (specify)
4a Manufactured Home Question
4a Manufactured Home — No Radiobutton
Check this box if the property is NOT a manufactured home (i.e., it is not a factory-built dwelling on a permanent chassis).
4a Manufactured Home — Yes Radiobutton
Check this box if the property IS a manufactured home (i.e., a factory-built dwelling built on a permanent chassis).
4a Mixed-Use Property Question
4a Mixed-Use Property – No Radiobutton
Check this box if you will not set aside any space within the property to operate your own business (you will not use the property for a daycare, medical office, beauty/barber shop, etc.).
4a Mixed-Use Property – Yes Radiobutton
Check this box if you will set aside space within the property to operate your own business (for example, a daycare facility, medical office, beauty/barber shop, or similar use).
4a Occupancy Type
4a Primary Residence Radiobutton
Check this box if you will occupy the property as your primary residence (the home where you live most of the time).
4a Second Home Radiobutton
Check this box if the property will be a second home you occupy part-time but not your primary residence.
4a Investment Property Radiobutton
Check this box if the property will be used as an investment (rental or otherwise not owner-occupied).
4a FHA Secondary Residence Checkbox
Check this box if the property will be a secondary residence that qualifies as a secondary dwelling under FHA rules.
4a Property Address
4a Street Address Text
Enter the property's street number and name (house number and street name) for the address of the property.
4a Unit or Suite Number Text
Enter the unit, apartment, or suite number for the property, or leave blank if none.
Max length: 5 characters
4a City Text
Enter the city or municipality in which the property is located.
4a State Combobox
Enter the state where the property is located (use the two-letter abbreviation or full state name).
NH PA DE KY MS AR FM GA PW MA IL NY VT OK CT WI OH TX GU AL MI VA NM OR FL WA HI AS MD MT IN CA DC AZ LA ND NV PR MH IA SC AK NE ME SD RI TN UT VI MP ID MO NC WY MN CO WV KS NJ
4a ZIP Code Text
Enter the property's ZIP or postal code.
4a County Text
Enter the county in which the property is located.
4a Property Details (Units and Value)
4a - Number of Units Text
Enter the total number of separate dwelling units on the property (e.g., 1 for a single-family home, 2 for a duplex).
Max length: 2 characters
4a - Property Value Number
Enter the property's value in dollars (the estimated market value or purchase price).
4b Other New Mortgage Loans - Does Not Apply
4b Does not apply Checkbox
Check this box if there are no other new mortgage loans on the property you are buying or refinancing (i.e., section 4b does not apply).
4b Other New Mortgage Loans - First Loan Row
First Loan - Creditor Name Text
Enter the name of the creditor or lender for the first other mortgage loan on the property. Fill only if '4b Does not apply' is 'No'.
Depends on: 4b Does not apply
First Loan - First Lien Radiobutton
Check this box if the other mortgage on the property you are reporting is a first (priority) lien. Fill only if '4b Does not apply' is 'No'.
Depends on: 4b Does not apply
First Loan - Subordinate Lien Radiobutton
Check this box if the other mortgage on the property you are reporting is a subordinate (junior) lien, such as a second mortgage. Fill only if '4b Does not apply' is 'No'.
Depends on: 4b Does not apply
First Loan - Monthly Payment Number
Enter the regular monthly payment amount for this mortgage loan. Fill only if '4b Does not apply' is 'No'.
Depends on: 4b Does not apply
First Loan - Loan Amount / Amount to Be Drawn Number
Enter the total loan amount or the amount to be drawn for this mortgage loan. Fill only if '4b Does not apply' is 'No'.
Depends on: 4b Does not apply
First Loan - Credit Limit (if applicable) Number
Enter the credit limit for this mortgage or line of credit, if applicable. Fill only if '4b Does not apply' is 'No'.
Depends on: 4b Does not apply
4b Other New Mortgage Loans - Second Loan Row
Second Loan - Creditor Name Text
Enter the name of the creditor or lender for the second mortgage being disclosed. Fill only if '4b Does not apply' is 'No'.
Depends on: 4b Does not apply
Second Loan - First Lien Radiobutton
Check this box if the second listed mortgage on the property is a first lien (i.e., takes priority over other liens). Fill only if '4b Does not apply' is 'No'.
Depends on: 4b Does not apply
Second Loan - Subordinate Lien Radiobutton
Check this box if the second listed mortgage on the property is a subordinate lien (i.e., junior to another lien on the property). Fill only if '4b Does not apply' is 'No'.
Depends on: 4b Does not apply
Second Loan - Monthly Payment Number
Enter the monthly payment amount for the second mortgage being disclosed. Fill only if '4b Does not apply' is 'No'.
Depends on: 4b Does not apply
Second Loan - Loan Amount / Amount to Be Drawn Number
Enter the total loan amount or the amount to be drawn for the second mortgage being disclosed. Fill only if '4b Does not apply' is 'No'.
Depends on: 4b Does not apply
Second Loan - Credit Limit (if applicable) Number
Enter the credit limit for the second mortgage, if applicable; leave blank if none. Fill only if '4b Does not apply' is 'No'.
Depends on: 4b Does not apply
4c Rental Income - Does Not Apply and Amounts
4c Rental Income — Does not apply Checkbox
Check this box if the Rental Income section (Section 4c) does not apply to the property (i.e., the property is not a 2–4 unit primary residence or an investment property and you have no expected rental income to report).
4c Expected Monthly Rental Income Number
Enter the total expected monthly rental income you anticipate receiving from the property (for 2–4 unit primary residences or investment properties). Fill only if '4c Rental Income — Does not apply' is 'No'.
Depends on: 4c Rental Income — Does not apply
4c Expected Net Monthly Rental Income (Lender) Number
Enter the expected net monthly rental income the lender should use for underwriting after typical vacancy and operating expense adjustments. Fill only if '4c Rental Income — Does not apply' is 'No'.
Depends on: 4c Rental Income — Does not apply
4d Gifts or Grants - Does Not Apply
4d Does not apply Checkbox
Check this box if you have not been given and will not receive any gifts or grants for this loan (i.e., there are no gifts or grants to report in Section 4d).
4d Gifts or Grants - First Gift/Grant Row
First Gift/Grant - Asset Type Combobox
Enter the type of gift or grant for the first entry (for example: Cash Gift, Gift of Equity, or Grant). Fill only if '4d Does not apply' is 'No'.
Cash Gift Grant Gift of Equity
Depends on: 4d Does not apply
First Gift/Grant - Deposited Radiobutton
Check this box if the first listed gift or grant has already been deposited into the borrower’s account. Fill only if '4d Does not apply' is 'No'.
Depends on: 4d Does not apply
First Gift/Grant - Not Deposited Radiobutton
Check this box if the first listed gift or grant has not yet been deposited into the borrower’s account. Fill only if '4d Does not apply' is 'No'.
Depends on: 4d Does not apply
First Gift/Grant - Source Combobox
Enter the source of the first gift or grant using the provided list (for example: Relative, Employer, Community Nonprofit, Federal Agency, Lender, etc.). Fill only if '4d Does not apply' is 'No'.
Employer Religious Nonprofit Federal Agency 0 Local Agency State Agency Other Relative Community Nonprofit Unmarried Partner
Depends on: 4d Does not apply
First Gift/Grant - Cash or Market Value Number
Enter the cash amount or market value of the first gift or grant. Fill only if '4d Does not apply' is 'No'.
Depends on: 4d Does not apply
4d Gifts or Grants - Second Gift/Grant Row
Second Gift/Grant - Asset Type Combobox
Enter the type of asset being provided for the second gift or grant (for example, Cash Gift, Gift of Equity, or Grant). Fill only if '4d Does not apply' is 'No'.
Cash Gift Grant Gift of Equity
Depends on: 4d Does not apply
4d Second Gift/Grant - Deposited Radiobutton
Check this box if the second listed gift or grant has already been deposited into the borrower’s account. Fill only if '4d Does not apply' is 'No'.
Depends on: 4d Does not apply
4d Second Gift/Grant - Not Deposited Radiobutton
Check this box if the second listed gift or grant has not yet been deposited into the borrower’s account. Fill only if '4d Does not apply' is 'No'.
Depends on: 4d Does not apply
Second Gift/Grant - Source Combobox
Enter the source of the second gift or grant using the listed options (for example, Employer, Relative, Lender, State Agency, Nonprofit, Other). Fill only if '4d Does not apply' is 'No'.
Employer Religious Nonprofit Federal Agency 0 Local Agency State Agency Other Relative Community Nonprofit Unmarried Partner
Depends on: 4d Does not apply
Second Gift/Grant - Cash or Market Value Number
Enter the cash amount or market value of the second gift or grant. Fill only if '4d Does not apply' is 'No'.
Depends on: 4d Does not apply
A. Occupy Property as Primary Residence
A. NO Radiobutton
Check this box if you will NOT occupy the subject property as your primary residence.
A. YES Radiobutton
Check this box if you WILL occupy the subject property as your primary residence.
A. Prior Ownership Interest in Another Property (Last 3 Years) and Details
A. Prior Ownership Interest in Another Property (Last 3 Years) — No Radiobutton
Check this box if you have NOT had an ownership interest in any other property in the last three years.
A. Prior Ownership Interest in Another Property (Last 3 Years) — Yes Radiobutton
Check this box if you HAVE had an ownership interest in another property at any time in the last three years.
A.1 Prior Property Type (Last 3 Years) Combobox
Enter the type of property you owned in the past three years using the form codes (for example, PR for primary residence, SR for FHA secondary residence, SH for second home, or IP for investment property). Fill only if 'A. Prior Ownership Interest in Another Property (Last 3 Years) — Yes' is 'Yes'.
SH IP PR SR
Depends on: A. Prior Ownership Interest in Another Property (Last 3 Years) — Yes
A.2 How Title Was Held (Last 3 Years) Combobox
Enter how you held title to that prior property using the form codes (for example, S for by yourself, SP for jointly with your spouse, or O for jointly with another person). Fill only if 'A. Prior Ownership Interest in Another Property (Last 3 Years) — Yes' is 'Yes'.
O S SP
Depends on: A. Prior Ownership Interest in Another Property (Last 3 Years) — Yes
Additional Borrower Signature Date (MM/DD/YYYY)
Additional Borrower Signature Date - Month (MM) Text
Enter the two-digit month of the additional borrower's signature date (MM). Fill only if 'I am applying for joint credit' is 'Yes'.
Max length: 2 characters
Depends on: I am applying for joint credit
Additional Borrower Signature Date - Day (DD) Text
Enter the two-digit day of the month for the additional borrower's signature date (DD). Fill only if 'I am applying for joint credit' is 'Yes'.
Max length: 2 characters
Depends on: I am applying for joint credit
Additional Borrower Signature Date - Year (YYYY) Text
Enter the four-digit year of the additional borrower's signature date (YYYY). Fill only if 'I am applying for joint credit' is 'Yes'.
Max length: 4 characters
Depends on: I am applying for joint credit
Additional Property 3b Not Applicable
3b Does not apply Checkbox
Check this box if you have no additional property information to report for Section 3b (i.e., the Additional Property is not applicable).
Additional Property 3c Not Applicable
3c Does not apply Checkbox
Check this box if Section 3c (Additional Property) does not apply because you have no additional property to report for this entry.
B. Relationship or Business Affiliation With Seller
B. Relationship or Business Affiliation With Seller — No Radiobutton
Check this box if you do NOT have a family relationship or business affiliation with the seller of the property for this purchase transaction. Fill only if 'Loan Purpose' is 'Purchase'.
Depends on: 4a Loan Purpose - Purchase
B. Relationship or Business Affiliation With Seller — Yes Radiobutton
Check this box if you DO have a family relationship or business affiliation with the seller of the property for this purchase transaction. Fill only if 'Loan Purpose' is 'Purchase'.
Depends on: 4a Loan Purpose - Purchase
Borrower Name
Borrower Name Text
Enter the borrower's full legal name (first name, middle initial if any, and last name) exactly as it appears on official documents.
Borrower Name Text
Enter the borrower's full legal name exactly as it should appear on the loan application.
Borrower Name Text
Enter the borrower’s full legal name (first, middle initial if used, and last) exactly as it should appear on loan records and identification.
Borrower Name Text
Enter the borrower's full legal name as it should appear on the loan application (first, middle/initial, and last).
Borrower Name Text
Enter the borrower's full legal name exactly as it should appear on the loan application.
Borrower Name Text
Enter the borrower's full legal name exactly as it should appear on the loan application.
Borrower Name Text
Enter the borrower's full legal name as it should appear on the loan application.
Borrower Name Text
Enter the borrower's full legal name exactly as it should appear on the loan application and related documents.
Borrower Personal Information
Name (First, Middle, Last, Suffix) Text
Enter your full legal name in the order First, Middle, Last, Suffix as it appears on official documents.
Alternate Names (First, Middle, Last, Suffix) Text
List any other names by which you are or were known (for example maiden or previously used names) in the order First, Middle, Last, Suffix; leave blank if none.
Social Security Number — First 3 digits Text
Enter the first three digits of your Social Security Number or Individual Taxpayer Identification Number.
Max length: 2 characters
Social Security Number — Next 2 digits Text
Enter the middle two digits of your Social Security Number or Individual Taxpayer Identification Number.
Max length: 4 characters
Social Security Number — Last 4 digits Text
Enter the last four digits of your Social Security Number or Individual Taxpayer Identification Number.
Max length: 4 characters
Date of Birth — Month (mm) Text
Enter your birth month using two digits (mm).
Max length: 2 characters
Date of Birth — Day (dd) Text
Enter your birth day using two digits (dd).
Max length: 2 characters
Date of Birth — Year (yyyy) Text
Enter your birth year using four digits (yyyy).
Max length: 4 characters
Citizenship — U.S. Citizen Radiobutton
Check this box if the borrower is a United States citizen.
Citizenship — Permanent Resident Alien Radiobutton
Check this box if the borrower is a permanent resident alien (holds a permanent resident card/green card).
Citizenship — Non-Permanent Resident Alien Radiobutton
Check this box if the borrower is a non-permanent resident alien (not a U.S. citizen and does not hold permanent resident status).
Borrower Signature Date (MM/DD/YYYY)
Borrower Signature Date - Month Text
Enter the month the borrower signed the form as a two-digit month (MM), e.g., 01 for January.
Max length: 2 characters
Borrower Signature Date - Day Text
Enter the day of the month the borrower signed the form as a two-digit day (DD), e.g., 05 for the fifth day.
Max length: 2 characters
Borrower Signature Date - Year Number
Enter the year the borrower signed the form.
Max length: 4 characters
Business Owner / Self-Employed and Monthly Income
Business Owner or Self-Employed Checkbox
Check this box if you are the business owner or are self-employed and want to report business ownership as part of your employment/income information. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Ownership share less than 25% Radiobutton
Check this box if you are a business owner or self-employed and your ownership interest in the business is less than 25%. Fill only if 'Business Owner or Self-Employed' is 'Yes'.
Ownership share 25% or more Radiobutton
Check this box if you are a business owner or self-employed and your ownership interest in the business is 25% or greater. Fill only if 'Business Owner or Self-Employed' is 'Yes'.
Monthly Income (or Loss) — Business Owner/Self‑Employed Number
Enter the applicant’s monthly income or loss from the business (positive for income, negative for a loss) as a dollar amount. Fill only if 'Business Owner or Self-Employed' is 'Yes'.
C. Borrowing/Receiving Undisclosed Money and Amount
C. Borrowing/Receiving Undisclosed Money — No Radiobutton
Check this box if you are NOT borrowing or receiving any money for this real estate transaction that has not been disclosed on this loan application.
C. Borrowing/Receiving Undisclosed Money — Yes Radiobutton
Check this box if you ARE borrowing or receiving money for this real estate transaction (for example, money for closing costs or down payment) from another party that you have not disclosed on this loan application.
C. Amount of undisclosed money Number
Enter the total dollar amount of any money you are borrowing or receiving from another party (such as the seller or realtor) that has not been disclosed on this loan application. Fill only if 'C. Borrowing/Receiving Undisclosed Money — Yes' is 'Yes'.
Depends on: C. Borrowing/Receiving Undisclosed Money — Yes
Contact Information
Home Phone — Area Code Text
Enter the 3-digit area code for your home phone (numbers only, no parentheses or dashes).
Max length: 2 characters
Home Phone — Number Text
Enter the rest of your home phone number (the local digits following the area code) without spaces or punctuation.
Max length: 4 characters
Cell Phone — Area Code Text
Enter the 3-digit area code for your cell phone (numbers only, no parentheses or dashes).
Max length: 2 characters
Cell Phone — Number Text
Enter the rest of your cell phone number (the local digits following the area code) without spaces or punctuation.
Max length: 4 characters
Work Phone — Area Code Text
Enter the 3-digit area code for your work phone (numbers only, no parentheses or dashes).
Max length: 2 characters
Work Phone — Number Text
Enter the rest of your work phone number (the local digits following the area code) without spaces or punctuation.
Max length: 4 characters
Work Phone — Extension Text
Enter your work phone extension number if you have one, or leave this field blank if not applicable.
Email Address Text
Enter your primary email address for contact.
Credit Type and Joint Borrower Info
I am applying for individual credit Radiobutton
Check this box when you are applying for the loan by yourself (not jointly with another borrower).
I am applying for joint credit Radiobutton
Check this box when you are applying for the loan together with one or more other borrowers (joint application).
Total Number of Borrowers Number
Enter the total count of borrowers who are applying for joint credit on this loan. Fill only if 'I am applying for joint credit' is 'Yes'.
Your Initials (Joint Credit) Text
Enter your initials to indicate that you intend to apply for joint credit with the other borrower(s). Fill only if 'I am applying for joint credit' is 'Yes'.
Max length: 7 characters
Other Borrower(s) Names Text
List the full names (first, middle, last, suffix) of any other borrower(s) applying for this loan, separated by a separator between names. Fill only if 'I am applying for joint credit' is 'Yes'.
Current Active Duty Service and Projected Expiration Date
Currently serving on active duty with projected expiration date of service/tour Checkbox
Check this box if you (or your deceased spouse) are currently serving on active duty and will provide the projected expiration date of the current service or tour. Fill only if 'Military Service - Yes' is 'Yes'.
Depends on: Military Service - Yes
Projected Expiration Date - Month (MM) Text
Enter the two-digit month (MM) of the projected expiration date of active duty service (e.g., 01 for January). Fill only if 'Currently serving on active duty with projected expiration date of service/tour' is 'Yes'.
Max length: 2 characters
Depends on: Currently serving on active duty with projected expiration date of service/tour
Projected Expiration Date - Day (DD) Text
Enter the two-digit day (DD) of the projected expiration date of active duty service (e.g., 05). Fill only if 'Currently serving on active duty with projected expiration date of service/tour' is 'Yes'.
Max length: 2 characters
Depends on: Currently serving on active duty with projected expiration date of service/tour
Projected Expiration Date - Year (YYYY) Text
Enter the four-digit year (YYYY) of the projected expiration date of active duty service (e.g., 2028). Fill only if 'Currently serving on active duty with projected expiration date of service/tour' is 'Yes'.
Max length: 4 characters
Depends on: Currently serving on active duty with projected expiration date of service/tour
Current Address
Street Address Text
Enter the borrower's current street address including house number and street name; do not include unit or apartment number if you will enter it in the Unit # field.
Unit Number Text
Enter the apartment, unit, or suite number for the current address, or leave blank if none.
Max length: 5 characters
City Text
Enter the city for the borrower's current address.
State Combobox
Enter the state or province for the borrower's current address (use the usual two-letter postal abbreviation if applicable).
AP NH PA DE KY MS AR FM GA PW MA IL NY VT OK CT WI OH TX GU AL MI VA NM OR FL WA HI AS MD MT IN CA DC AZ LA AE ND NV PR MH IA SC AK NE ME SD RI AA TN UT VI MP ID MO NC WY MN CO WV KS NJ
ZIP Code Text
Enter the ZIP or postal code for the borrower's current address.
Max length: 10 characters
Country Text
Enter the country for the borrower's current address.
Current Employment - Employer/Business
1b. Current Employment - Does not apply Checkbox
Check this box if the borrower has no current employment or self-employment to report (i.e., the Current Employment/Self-Employment and Income section is not applicable).
Employer or Business Name Text
Enter the full name of your current employer or business as it appears on records. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Employer Phone (Area Code) Text
Enter the employer's phone number area code (typically the first three digits). Fill only if '1b. Current Employment - Does not apply' is 'No'.
Max length: 2 characters
Employer Phone (Number) Text
Enter the remaining digits of the employer's phone number (prefix and line number). Fill only if '1b. Current Employment - Does not apply' is 'No'.
Max length: 4 characters
Employer Street Address Text
Enter the employer's street address (number and street name) for the business location. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Employer Unit or Suite # Text
Enter the unit, suite, or apartment number for the employer's address, if applicable. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Max length: 5 characters
Employer City Text
Enter the city where the employer or business is located. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Employer State Combobox
Enter the state or province of the employer's address (use the standard postal abbreviation if applicable). Fill only if '1b. Current Employment - Does not apply' is 'No'.
NH PA DE KY MS AR FM GA PW MA IL NY VT OK CT WI OH TX GU AL MI VA NM OR FL WA HI AS MD MT IN CA DC AZ LA ND NV PR MH IA SC AK NE ME SD RI TN UT VI MP ID MO NC WY MN CO WV KS NJ
Employer ZIP / Postal Code Text
Enter the postal ZIP or postal code for the employer's address. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Employer Country Text
Enter the country where the employer or business is located. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Current Employment - Position and Tenure
Position or Title Text
Enter your current job title or position at this employer. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Start Date - Month Date
Enter the month when you started this employment. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Max length: 2 characters
Start Date - Day Date
Enter the day of the month when you started this employment. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Max length: 2 characters
Start Date - Year Date
Enter the year when you started this employment. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Max length: 4 characters
I am employed by a family member, property seller, real estate agent, or other party to the transaction Checkbox
Check this box if your current position is with a family member, the property seller, a real estate agent, or any other party involved in the transaction. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Years in this Line of Work Text
Enter the number of whole years you have worked in this line of work.
Months in this Line of Work Text
Enter the number of additional months (beyond whole years) you have worked in this line of work.
Current Residence Duration and Housing
Years at Current Address Text
Enter the number of full years you have lived at your current address.
Months at Current Address Text
Enter the additional number of months (beyond full years) you have lived at your current address.
Housing - No primary housing expense Radiobutton
Check this box when you do not have a primary housing expense at your current address (e.g., living rent-free or no regular housing payment).
Housing - Own Radiobutton
Check this box when you own the residence at your current address and have a primary housing expense related to ownership (mortgage, home equity payment, etc.).
Housing - Rent Radiobutton
Check this box when you rent the residence at your current address and pay a monthly rent (enter the rent amount on the form).
Monthly Housing Payment (Rent) Number
Enter the monthly rent amount you pay for your primary housing. Fill only if 'Housing - Rent' is 'Yes'.
D1. Applying for Mortgage Loan on Another Property
D1. Applying for mortgage loan on another property — No Radiobutton
Check this box if you do NOT have and will NOT be applying for a mortgage loan on another property (other than the property securing this loan) on or before closing that is not disclosed on this loan application.
D1. Applying for mortgage loan on another property — Yes Radiobutton
Check this box if you have applied, or will be applying, for a mortgage loan on another property (not the property securing this loan) on or before closing that is not disclosed on this loan application.
D2. Applying for New Credit Before Closing
D2. Applying for New Credit Before Closing — No Radiobutton
Check this box if you have not and will not be applying for any new credit (for example, installment loans or credit cards) on or before closing that is not disclosed on this loan application.
D2. Applying for New Credit Before Closing — Yes Radiobutton
Check this box if you have applied, or will be applying, for any new credit (for example, installment loans or credit cards) on or before closing that is not disclosed on this loan application.
Demographic Information Provided Through (Interview Method)
Face-to-Face Interview (includes Electronic Media w/ Video Component) Radiobutton
Check this box if the borrower's demographic information was provided in person or via electronic media that included a video component.
Telephone Interview Radiobutton
Check this box if the borrower's demographic information was collected by a telephone interview.
Fax or Mail Radiobutton
Check this box if the borrower provided the demographic information by fax or by postal mail.
Email or Internet Radiobutton
Check this box if the borrower's demographic information was provided by email or submitted via the internet.
E. Property Subject to Priority Lien (PACE)
E. Property subject to priority lien — No Radiobutton
Check this box if the property will NOT be subject to a lien that could take priority over the first mortgage (for example, no PACE or similar assessments paid through property taxes).
E. Property subject to priority lien — Yes Radiobutton
Check this box if the property WILL be subject to a lien that could take priority over the first mortgage (for example, a PACE or similar assessment recorded through your property taxes).
Ethnicity Selection
Hispanic or Latino Checkbox
Check this box if you identify as Hispanic or Latino (you may also check one or more specific origin boxes below).
Mexican Checkbox
Check this box if you specifically identify your Hispanic or Latino origin as Mexican.
Puerto Rican Checkbox
Check this box if you specifically identify your Hispanic or Latino origin as Puerto Rican.
Cuban Checkbox
Check this box if you specifically identify your Hispanic or Latino origin as Cuban.
Not Hispanic or Latino Checkbox
Check this box if you do not identify as Hispanic or Latino.
I do not wish to provide this information Checkbox
Check this box if you choose not to disclose your ethnicity.
F. Co-signer or Guarantor on Undisclosed Debt/Loan
F. Are you a co-signer or guarantor on any debt or loan that is not disclosed on this application? — No Radiobutton
Check this box if you are not a co-signer or guarantor on any debt or loan that is not disclosed on this loan application.
F. Are you a co-signer or guarantor on any debt or loan that is not disclosed on this application? — Yes Radiobutton
Check this box if you are a co-signer or guarantor on any debt or loan that is not disclosed on this loan application.
Financial Institution - Ethnicity Collected by Visual Observation or Surname (No/Yes)
Ethnicity collected by visual observation or surname - No Radiobutton
Check this box if the financial institution did NOT collect the borrower's ethnicity based on visual observation or surname.
Ethnicity collected by visual observation or surname - Yes Radiobutton
Check this box if the financial institution DID collect the borrower's ethnicity based on visual observation or surname.
Financial Institution - Race Collected by Visual Observation or Surname (No/Yes)
Race collected by visual observation or surname - No Radiobutton
Check this box if the borrower's race was not collected on the basis of visual observation or surname.
Race collected by visual observation or surname - Yes Radiobutton
Check this box if the borrower's race was collected on the basis of visual observation or surname.
Financial Institution - Sex Collected by Visual Observation or Surname (No/Yes)
Sex collected by visual observation or surname - No Radiobutton
Check this box when the financial institution did NOT collect the borrower’s sex on the basis of visual observation or surname.
Race collected by visual observation or surname - No Radiobutton
Check this box when the financial institution did NOT collect the borrower’s race on the basis of visual observation or surname.
First Other Income Source (Row 1)
First Other Income Source — Income Source Combobox
Enter the name/type of the other income source (choose from items such as Alimony, Child Support, Disability, Retirement, Social Security, Rental, Interest, etc.). Fill only if 'Section 1e - Does not apply' is 'No'.
Separate Maintenance Foster Care Alimony Unemployment Benefits Capital Gains Notes Receivable Social Security Housing or Parsonage Mortgage Credit Certificate Automobile Allowance Royalty Payments Disability VA Compensation Mortgage Differential Payments Boarder Income Retirement Interest and Dividends Public Assistance Trust Other Child Support
First Other Income Source — Monthly Income Number
Enter the gross monthly amount received from the income source entered in the corresponding Income Source field. Fill only if 'Section 1e - Does not apply' is 'No'.
Former Address (if < 2 years)
Former Address — Does not apply Checkbox
Check this box if you do not need to provide a former address (for example, you have no prior address to list or the question about a former address does not apply because you've lived at your current address at least 2 years).
Former Street Address Text
Enter the street number and name for your former residence (do not include Unit # here). Fill only if 'Former Address — Does not apply' is 'No'.
Former Unit Number Text
Enter the apartment, unit, or suite number for your former address if applicable, or leave blank if none. Fill only if 'Former Address — Does not apply' is 'No'.
Max length: 5 characters
Former City Text
Enter the city of your former residence. Fill only if 'Former Address — Does not apply' is 'No'.
Former State/Province Combobox
Enter the state or province of your former residence (use the common abbreviation if applicable). Fill only if 'Former Address — Does not apply' is 'No'.
AP NH PA DE KY MS AR FM GA PW MA IL NY VT OK CT WI OH TX GU AL MI VA NM OR FL WA HI AS MD MT IN CA DC AZ LA AE ND NV PR MH IA SC AK NE ME SD RI AA TN UT VI MP ID MO NC WY MN CO WV KS NJ
Former ZIP/Postal Code Text
Enter the postal ZIP or postal code for your former address. Fill only if 'Former Address — Does not apply' is 'No'.
Max length: 10 characters
Former Country Text
Enter the country of your former residence. Fill only if 'Former Address — Does not apply' is 'No'.
Former Residence Duration and Housing
Years at Former Address Text
Enter the number of full years you lived at the former address. Fill only if 'Former Address — Does not apply' is 'No'.
Months at Former Address Text
Enter the number of additional months you lived at the former address (enter 0 if none). Fill only if 'Former Address — Does not apply' is 'No'.
Former Address Housing — No primary housing expense Radiobutton
Check this box if, at the former address, you did not have a primary housing expense (for example, if housing was provided without rent or mortgage). Fill only if 'Former Address — Does not apply' is 'No'.
Former Address Housing — Own Radiobutton
Check this box if you owned the former residence listed (you paid a mortgage or owned the home outright) during the time at that address. Fill only if 'Former Address — Does not apply' is 'No'.
Former Address Housing — Rent Radiobutton
Check this box if you rented the former residence; include the monthly rent amount in the provided space if requested. Fill only if 'Former Address — Does not apply' is 'No'.
Monthly Rent at Former Address Number
Enter the monthly rent amount you paid at the former address in dollars. Fill only if 'Former Address — Does not apply', 'Former Address Housing — Rent' is 'No' and Rent is 'Yes' (all).
G. Outstanding Judgments
G. Outstanding Judgments — No Radiobutton
Check this box if you do NOT have any outstanding judgments against you.
G. Outstanding Judgments — Yes Radiobutton
Check this box if you DO have one or more outstanding judgments against you.
General
Home Phone area code Text
Max length: 3 characters
Home Phone extension number Text
Max length: 3 characters
Cell Phone area code Text
Max length: 3 characters
Cell Phone extension number Text
Max length: 3 characters
Work Phone area code Text
Max length: 3 characters
Work Phone extension number Text
Max length: 3 characters
Phone area code Text
Max length: 3 characters
Phone extension number Text
Max length: 3 characters
Phone area code Text
Max length: 3 characters
Phone extension number Text
Max length: 3 characters
Borrower Signature Signature
Additional Borrower Signature Signature
Originator signature Signature
Gross Monthly Income Details
Gross Monthly Income - Base Number
Enter the borrower's gross monthly base pay from this employment to be considered for loan qualification. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Gross Monthly Income - Overtime Number
Enter the borrower's average gross monthly overtime pay from this employment to be considered for loan qualification. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Gross Monthly Income - Bonus Number
Enter the borrower's average gross monthly bonuses from this employment to be considered for loan qualification. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Gross Monthly Income - Commission Number
Enter the borrower's gross monthly commissions earned from this employment to be considered for loan qualification. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Gross Monthly Income - Military Entitlements Number
Enter the borrower's gross monthly military entitlements or allowances to be considered for loan qualification. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Gross Monthly Income - Other Number
Enter any other gross monthly income from this employment not listed above that should be considered for loan qualification. Fill only if '1b. Current Employment - Does not apply' is 'No'.
Gross Monthly Income - Total Number
Enter the total gross monthly income equal to the sum of the listed income items for this employment. Fill only if '1b. Current Employment - Does not apply' is 'No'.
H. Delinquent or in Default on Federal Debt
H. Are you currently delinquent or in default on a Federal debt? — No Radiobutton
Check this box if you are not currently delinquent or in default on any Federal debt.
H. Are you currently delinquent or in default on a Federal debt? — Yes Radiobutton
Check this box if you are currently delinquent or in default on any Federal debt.
I. Party to a Lawsuit With Potential Financial Liability
I. Are you a party to a lawsuit in which you potentially have any personal financial liability? — No Radiobutton
Check this box if you are not a party to any lawsuit that could create personal financial liability.
I. Are you a party to a lawsuit in which you potentially have any personal financial liability? — Yes Radiobutton
Check this box if you are currently a party to a lawsuit in which you may have personal financial liability.
J. Conveyed Title in Lieu of Foreclosure (Past 7 Years)
J. Have you conveyed title to any property in lieu of foreclosure in the past 7 years? — No Radiobutton
Check this box if you have not conveyed title to any property in lieu of foreclosure at any time during the past 7 years.
J. Have you conveyed title to any property in lieu of foreclosure in the past 7 years? — Yes Radiobutton
Check this box if you have conveyed title to any property in lieu of foreclosure at any time during the past 7 years.
K. Completed Pre-foreclosure Sale or Short Sale (Past 7 Years)
K. Completed pre-foreclosure sale or short sale — No Radiobutton
Check this box if, within the past 7 years, you have NOT completed a pre-foreclosure sale or short sale where the property was sold to a third party and the lender agreed to accept less than the outstanding mortgage balance.
K. Completed pre-foreclosure sale or short sale — Yes Radiobutton
Check this box if, within the past 7 years, you HAVE completed a pre-foreclosure sale or short sale where the property was sold to a third party and the lender agreed to accept less than the outstanding mortgage balance.
L. Property Foreclosed Upon (Last 7 Years)
L. Have you had property foreclosed upon in the last 7 years? — NO Radiobutton
Check this box if you have NOT had any property foreclosed upon in the last seven years.
L. Have you had property foreclosed upon in the last 7 years? — YES Radiobutton
Check this box if you HAVE had one or more properties foreclosed upon during the past seven years.
Lender Loan Identifiers
Lender Loan Number / Universal Loan Identifier Text
Enter the lender-assigned loan number or the Universal Loan Identifier (ULI) for this mortgage loan as provided by the lender.
Agency Case Number Text
Enter the agency case number associated with this loan, if applicable, as assigned by the agency handling the loan.
Loan Originator Contact and Licensing
Loan Originator Name Text
Enter the full name of the loan originator (first and last name, including middle initial if applicable).
Loan Originator NMLSR ID# Number
Enter the loan originator's NMLSR (NMLS) identification number.
State License ID# Text
Enter the loan originator's state-issued license identification number.
Email Text
Provide the loan originator's email address for contact.
Phone Area Code Text
Enter the three-digit area code portion of the loan originator's telephone number.
Max length: 3 characters
Phone Prefix Text
Enter the next three digits (phone prefix/central office code) of the loan originator's telephone number.
Max length: 3 characters
Originator phone number Text
Max length: 4 characters
Loan Originator Organization Details
Loan Originator Organization Name Text
Enter the full legal name of the loan originator's organization as it appears on official records.
Loan Originator Organization Address Text
Enter the organization's full mailing address, including street address, city, state, and ZIP code.
Loan Originator Organization NMLSR ID Number
Enter the organization's NMLSR (Nationwide Multistate Licensing System & Registry) identification number.
State License ID# Text
Enter the state-issued license identification number for the loan originator organization.
Loan Originator Signature Date (MM/DD/YYYY)
Loan Originator Signature Date - Month Text
Enter the two-digit month (MM) of the loan originator's signature date.
Max length: 2 characters
Loan Originator Signature Date - Day Text
Enter the two-digit day (DD) of the loan originator's signature date.
Max length: 2 characters
Loan Originator Signature Date - Year Text
Enter the four-digit year (YYYY) of the loan originator's signature date.
Max length: 4 characters
M. Bankruptcy Declared (Past 7 Years) and Type
M. Have you declared bankruptcy within the past 7 years? — No Radiobutton
Check this box if you have NOT declared bankruptcy at any time in the past seven years.
M. Have you declared bankruptcy within the past 7 years? — Yes Radiobutton
Check this box if you HAVE declared bankruptcy within the past seven years (then identify the type(s) below).
M. Chapter 7 Checkbox
If you answered Yes to having declared bankruptcy within the past seven years, check this box if the bankruptcy was Chapter 7. Fill only if 'M. Have you declared bankruptcy within the past 7 years? — Yes' is 'Yes'.
Depends on: M. Have you declared bankruptcy within the past 7 years? — Yes
M. Chapter 11 Checkbox
If you answered Yes to having declared bankruptcy within the past seven years, check this box if the bankruptcy was Chapter 11. Fill only if 'M. Have you declared bankruptcy within the past 7 years? — Yes' is 'Yes'.
Depends on: M. Have you declared bankruptcy within the past 7 years? — Yes
M. Chapter 12 Checkbox
If you answered Yes to having declared bankruptcy within the past seven years, check this box if the bankruptcy was Chapter 12. Fill only if 'M. Have you declared bankruptcy within the past 7 years? — Yes' is 'Yes'.
Depends on: M. Have you declared bankruptcy within the past 7 years? — Yes
M. Chapter 13 Checkbox
If you answered Yes to having declared bankruptcy within the past seven years, check this box if the bankruptcy was Chapter 13. Fill only if 'M. Have you declared bankruptcy within the past 7 years? — Yes' is 'Yes'.
Depends on: M. Have you declared bankruptcy within the past 7 years? — Yes
Mailing Address (if different)
Mailing Address (if different) — Does not apply Checkbox
Check this box only if you do not have a separate mailing address (i.e., your mailing address is the same as your current address or you have no different mailing address).
Mailing Street Address Text
Enter the full mailing street address (house number and street name, or P.O. Box) for the mailing address if different from your current address. Fill only if 'Mailing Address (if different) — Does not apply' is 'No'.
Mailing Unit/Apartment Number Text
Enter the unit, apartment, or suite number for the mailing address (e.g., Apt 4B or Suite 200) if applicable. Fill only if 'Mailing Address (if different) — Does not apply' is 'No'.
Max length: 5 characters
Mailing City Text
Enter the city or town for the mailing address. Fill only if 'Mailing Address (if different) — Does not apply' is 'No'.
Mailing State Combobox
Enter the state or province for the mailing address (use the two‑letter state abbreviation or full state name as preferred). Fill only if 'Mailing Address (if different) — Does not apply' is 'No'.
AP NH PA DE KY MS AR FM GA PW MA IL NY VT OK CT WI OH TX GU AL MI VA NM OR FL WA HI AS MD MT IN CA DC AZ LA AE ND NV PR MH IA SC AK NE ME SD RI AA TN UT VI MP ID MO NC WY MN CO WV KS NJ
Mailing ZIP Code Text
Enter the postal code for the mailing address (ZIP code or postal code, include ZIP+4 if available). Fill only if 'Mailing Address (if different) — Does not apply' is 'No'.
Max length: 10 characters
Mailing Country Text
Enter the country for the mailing address. Fill only if 'Mailing Address (if different) — Does not apply' is 'No'.
Marital Status and Dependents
Marital Status - Married Radiobutton
Check this box if you are currently married.
Marital Status - Separated Radiobutton
Check this box if you are currently separated from your spouse (legally or de facto).
Marital Status - Unmarried Radiobutton
Check this box if you are not married (including single, divorced, widowed, in a civil union, domestic partnership, or a registered reciprocal beneficiary relationship).
Dependents – Number Text
Enter the total number of dependents not listed by another borrower as a numeric value (e.g., 0, 1, 2).
Max length: 2 characters
Dependents – Ages Text
Enter the ages of each dependent not listed by another borrower, separated by commas (for example: 4, 7, 15). Fill only if 'Dependents – Number' is greater than 0.
Military Service Status (No/Yes)
Military Service - No Radiobutton
Check this box if you (or your deceased spouse) have never served and are not currently serving in the United States Armed Forces.
Military Service - Yes Radiobutton
Check this box if you (or your deceased spouse) have served or are currently serving in the United States Armed Forces (then complete any applicable follow-up items).
No Real Estate Owned
I do not own any real estate Checkbox
Check this box if you currently do not own any real estate properties (no homes, land, or other real property) to report on this form.
Other Hispanic or Latino - Print Origin
Other Hispanic or Latino - Print origin Checkbox
Check this box if you are Hispanic or Latino but none of the listed subcategories apply; use the adjacent line to print your specific origin (for example, Argentinean, Colombian, Dominican, etc.).
Other Hispanic or Latino - Print origin Text
Enter the specific Hispanic/Latino origin (for example: Argentinean, Colombian, Dominican, Nicaraguan, Salvadoran, Spaniard) as a short text label. Fill only if 'Other Hispanic or Latino - Print origin' is 'Yes'.
Depends on: Other Hispanic or Latino - Print origin
Other Income - Total (Provide TOTAL Amount)
Other Income — Total Amount Number
Enter the total monthly amount of all other income sources combined as the grand total for the 'Income from Other Sources' section. Fill only if 'Section 1e - Does not apply' is 'No'.
Other Military Service Type (Check all that apply)
Currently retired, discharged, or separated from service Checkbox
Check this box if the borrower (or deceased spouse) is currently retired from the military, has been discharged, or is separated from military service. Fill only if 'Military Service - Yes' is 'Yes'.
Depends on: Military Service - Yes
Only period of service was as a non-activated member of the Reserve or National Guard Checkbox
Check this box if the borrower’s (or deceased spouse’s) only military service was as a Reserve or National Guard member who was never activated for federal service. Fill only if 'Military Service - Yes' is 'Yes'.
Depends on: Military Service - Yes
Surviving spouse Checkbox
Check this box if you are the surviving spouse of a person who served in the military. Fill only if 'Military Service - Yes' is 'Yes'.
Depends on: Military Service - Yes
Property 3a Address
Property 3a - Street Address Text
Enter the street number and name for Property 3a (house number, street name and any directional).
Property 3a - Unit/Apartment/Suite Text
Enter the unit, apartment, or suite number for Property 3a; leave blank if none.
Max length: 5 characters
Property 3a - City Text
Enter the city or municipality where Property 3a is located.
Property 3a - State Combobox
Enter the state (postal abbreviation or full state name) where Property 3a is located.
NH PA DE KY MS AR FM GA PW MA IL NY VT OK CT WI OH TX GU AL MI VA NM OR FL WA HI AS MD MT IN CA DC AZ LA ND NV PR MH IA SC AK NE ME SD RI TN UT VI MP ID MO NC WY MN CO WV KS NJ
Property 3a - ZIP/Postal Code Text
Enter the ZIP or postal code for Property 3a (5-digit ZIP or ZIP+4 as applicable).
Property 3a - Country Text
Enter the country in which Property 3a is located.
Property 3a Details
Property 3a - Property Value Number
Enter the current market value or sale price of the property.
Property 3a - Status Combobox
Enter the property's status such as 'Sold', 'Pending Sale', or 'Retained'.
Pending Sale Sold Retained
Property 3a - Intended Occupancy Combobox
Specify how the property is intended to be used (for example: Investment, Primary Residence, Second Home, or Other).
Pending Sale Retained 0 Sold
Property 3a - Monthly Insurance/Taxes/Association Dues Number
Enter the monthly cost for insurance, property taxes, and association dues if these amounts are not included in the mortgage payment.
Property 3a - Monthly Rental Income Number
Enter the gross monthly rental income the property currently produces.
Property 3a - Net Monthly Rental Income (for lender) Number
Enter the net monthly rental income figure for lender calculation (rental income after allowable expenses).
Property 3a Mortgage Loan First
First Mortgage Creditor Name Text
Enter the full name of the lender or creditor that holds the first mortgage on this property.
First Mortgage Account Number Text
Enter the account or loan number assigned to this mortgage by the creditor.
First Mortgage Monthly Payment Number
Enter the monthly mortgage payment amount for this mortgage.
First Mortgage Unpaid Balance Number
Enter the current unpaid principal balance remaining on this mortgage.
Property 3a Mortgage (First) — To be paid off at or before closing (loan 1) Checkbox
Check this box when the mortgage shown on the first mortgage line for this property will be paid off at or before closing.
First Mortgage Loan Type Combobox
Enter the loan program or type for this mortgage (for example FHA, VA, Conventional, USDA-RD, or Other).
VA Conventional USDA-RD Other FHA
First Mortgage Credit Limit (if applicable) Number
Enter the credit limit for this mortgage or related credit line if applicable.
Property 3a Mortgage Loan Second
Property 3a Second Mortgage - Creditor Name Text
Enter the name of the lender or creditor for the second mortgage on the Property 3a entry.
Property 3a Second Mortgage - Account Number Text
Enter the account or loan number assigned by the lender for this mortgage.
Property 3a Second Mortgage - Monthly Mortgage Payment Number
Enter the regular monthly mortgage payment amount you pay for this loan.
Property 3a Second Mortgage - Unpaid Balance Number
Enter the current unpaid principal balance remaining on this mortgage.
3a Mortgage Loan 2 - To be paid off at or before closing Checkbox
Check this box if the second mortgage/loan listed on this property will be paid off at or before closing.
Property 3a Second Mortgage - Loan Type Combobox
Enter the type of loan for this mortgage (for example: FHA, VA, Conventional, USDA-RD, Other).
VA Conventional USDA-RD Other FHA
Property 3a Second Mortgage - Credit Limit (if applicable) Number
Enter the credit limit for this loan if it applies; leave blank if not applicable.
Property 3a Mortgage Loans Not Applicable
3a Does not apply Checkbox
Check this box if there are no mortgage loans on the property listed in Section 3a (i.e., this property has no outstanding mortgages or loans to report).
Property 3b Address
3b Street Text
Enter the street number and name (including apartment/building if part of street line) for Property 3b.
3b Unit # Text
Enter the unit, apartment, or suite number for Property 3b, or leave blank if not applicable.
Max length: 5 characters
3b City Text
Enter the city or locality where Property 3b is located.
3b State Combobox
Enter the state (abbreviation or full name) for Property 3b.
NH PA DE KY MS AR FM GA PW MA IL NY VT OK CT WI OH TX GU AL MI VA NM OR FL WA HI AS MD MT IN CA DC AZ LA ND NV PR MH IA SC AK NE ME SD RI TN UT VI MP ID MO NC WY MN CO WV KS NJ
3b ZIP Text
Enter the ZIP or postal code for Property 3b.
3b Country Text
Enter the country where Property 3b is located.
Property 3b Details
3b - Property Value Number
Enter the current market or estimated value of this additional property.
3b - Property Status Combobox
Enter the status of the property (for example: Sold, Pending Sale, or Retained).
Pending Sale Sold Retained
3b - Intended Occupancy Combobox
Specify the intended occupancy or use of the property (for example: Investment, Primary Residence, Second Home, or Other).
Pending Sale Retained 0 Sold
3b - Monthly Insurance/Taxes/Association Dues Number
Enter the monthly amount for insurance, property taxes, and association/HOA dues for this property if those costs are not included in the mortgage payment.
3b - Monthly Rental Income Number
Enter the gross monthly rental income received for this property if it is a 2–4 unit or other rental/investment property.
3b - Net Monthly Rental Income (for lender) Number
Enter the net monthly rental income amount the lender should use for underwriting calculations.
Property 3b Mortgage Loan First
3b First Mortgage - Creditor Name Text
Enter the name of the lender, bank, or creditor for the first mortgage on this 3b property.
3b First Mortgage - Account Number Text
Enter the account or loan number assigned to this mortgage by the creditor.
3b First Mortgage - Monthly Mortgage Payment Number
Enter the recurring monthly mortgage payment amount for this loan.
3b First Mortgage - Unpaid Balance Number
Enter the current unpaid principal balance remaining on this mortgage.
3b. To be paid off at or before closing (First mortgage) Checkbox
Check this box if the unpaid balance shown for the first mortgage on Property 3b will be paid off at or before the loan closing.
3b First Mortgage - Loan Type Combobox
Enter the mortgage loan type or program (for example FHA, VA, Conventional, USDA‑RD, or Other).
VA Conventional USDA-RD Other FHA
3b First Mortgage - Credit Limit (if applicable) Number
Enter the credit limit for this account if applicable; leave blank if not applicable.
Property 3b Mortgage Loan Second
3b Creditor Name Text
Enter the full name of the creditor or lender for this mortgage on Property 3b.
3b Account Number Text
Enter the mortgage account or loan number assigned by the lender for Property 3b.
3b Monthly Mortgage Payment Number
Enter the current monthly mortgage payment amount you pay for this loan on Property 3b.
3b Unpaid Balance Number
Enter the outstanding principal balance remaining on this mortgage for Property 3b.
3b. Mortgage Loan – To be paid off at or before closing Checkbox
Check this box if the listed mortgage loan on the additional (3b) property will be paid off at or before closing.
3b Loan Type Combobox
Enter the mortgage loan type or program for this loan on Property 3b (for example FHA, VA, Conventional, USDA-RD, or Other).
VA Conventional USDA-RD Other FHA
3b Credit Limit (if applicable) Number
If the mortgage has a credit line or limit (for example a HELOC), enter that credit limit amount for Property 3b; otherwise leave blank.
Property 3b Mortgage Loans Not Applicable
3b Mortgage Loans on this Property — Does not apply Checkbox
Check this box if there are no mortgage loans on the additional property listed in Section 3b (i.e., the question about mortgage loans for this property does not apply).
Property 3c Address
3c Street Text
Enter the street number and name for Property 3c (do not include unit or apartment number).
3c Unit # Text
Enter the unit, apartment, or suite number for Property 3c, or leave blank if none.
Max length: 5 characters
3c City Text
Enter the city where Property 3c is located.
3c State Combobox
Enter the state, province, or region for Property 3c.
NH PA DE KY MS AR FM GA PW MA IL NY VT OK CT WI OH TX GU AL MI VA NM OR FL WA HI AS MD MT IN CA DC AZ LA ND NV PR MH IA SC AK NE ME SD RI TN UT VI MP ID MO NC WY MN CO WV KS NJ
3c ZIP Text
Enter the postal ZIP or postal code for Property 3c.
3c Country Text
Enter the country where Property 3c is located.
Property 3c Details
Property 3c - Property Value Number
Enter the total current market value or sales price of the property.
Property 3c - Status Combobox
Enter the property's status such as 'Sold', 'Pending Sale', or 'Retained'.
Pending Sale Sold Retained
Property 3c - Intended Occupancy Combobox
Specify the intended occupancy for the property (for example: Investment, Primary Residence, Second Home, or Other).
Pending Sale Retained 0 Sold
Property 3c - Monthly Insurance/Taxes/Association Dues Number
Enter the monthly amount for insurance, property taxes, and association dues if not included in the mortgage payment.
Property 3c - Monthly Rental Income Number
Enter the gross monthly rental income received from the property, if applicable.
Property 3c - Net Monthly Rental Income (For LENDER) Number
Enter the net monthly rental income amount the lender should use for qualification calculations.
Property 3c Mortgage Loan First
3c Mortgage Loan 1 - Creditor Name Text
Enter the full name of the lender or creditor for the mortgage on Property 3c.
3c Mortgage Loan 1 - Account Number Text
Enter the account or loan number assigned to this mortgage by the creditor.
3c Mortgage Loan 1 - Monthly Mortgage Payment Number
Enter the current monthly payment amount you make on this mortgage.
3c Mortgage Loan 1 - Unpaid Balance Number
Enter the current outstanding principal balance remaining on this mortgage.
3c. To be paid off at or before closing Checkbox
Check this box if the mortgage loan listed in section 3c will be paid off at or before the closing of the loan.
3c Mortgage Loan 1 - Loan Type Combobox
Enter the mortgage loan type (for example FHA, VA, Conventional, USDA-RD, or Other).
VA Conventional USDA-RD Other FHA
3c Mortgage Loan 1 - Credit Limit (if applicable) Number
Enter the credit limit associated with this mortgage account if it has a revolving or credit-line component.
Property 3c Mortgage Loan Second
3c Creditor Name Text
Enter the full name of the creditor or lender for the mortgage on Property 3c.
3c Account Number Text
Enter the loan or account number assigned by the creditor for this mortgage.
3c Monthly Mortgage Payment Number
Enter the monthly mortgage payment amount for this mortgage on Property 3c.
3c Unpaid Balance Number
Enter the current unpaid principal balance remaining on this mortgage.
3c. To be paid off at or before closing Checkbox
Check this box if the unpaid balance shown for the mortgage on this additional property (Section 3c) will be paid off at or before loan closing.
3c Loan Type Combobox
Enter the type of mortgage loan for this account (for example FHA, VA, Conventional, USDA-RD, or Other).
VA Conventional USDA-RD Other FHA
3c Credit Limit Number
Enter the credit limit for this mortgage account, if applicable.
Property 3c Mortgage Loans Not Applicable
3a Mortgage Loans – Does not apply Checkbox
Check this box if the property listed in Section 3a has no mortgage loans (i.e., there are no creditors, account numbers, or unpaid balances to report).
Race - American Indian or Alaska Native (Tribe Name)
American Indian or Alaska Native – Print name of enrolled or principal tribe Checkbox
Check this box if you identify as American Indian or Alaska Native and will (or have) provide(d) the name of your enrolled or principal tribe on the provided line.
American Indian or Alaska Native — Tribe Name Text
Enter the name of the enrolled or principal tribe (the specific tribal affiliation) if you selected American Indian or Alaska Native. Fill only if 'American Indian or Alaska Native – Print name of enrolled or principal tribe' is 'Yes'.
Depends on: American Indian or Alaska Native – Print name of enrolled or principal tribe
Race - Asian (Including Other Asian Print Race)
Asian Checkbox
Check this box if the borrower identifies as Asian (you may also select one or more specific Asian groups below).
Asian Indian Checkbox
Check this box if the borrower identifies their race specifically as Asian Indian.
Chinese Checkbox
Check this box if the borrower identifies their race specifically as Chinese.
Filipino Checkbox
Check this box if the borrower identifies their race specifically as Filipino.
Japanese Checkbox
Check this box if the borrower identifies their race specifically as Japanese.
Korean Checkbox
Check this box if the borrower identifies their race specifically as Korean.
Vietnamese Checkbox
Check this box if the borrower identifies their race specifically as Vietnamese.
Other Asian — Print race Checkbox
Check this box if the borrower identifies with an Asian group not listed and print the specific race on the provided line (for example: Hmong, Laotian, Thai, Pakistani).
Other Asian — Print race Text
Enter the specific Asian race or ethnicity not listed above (for example, Hmong, Laotian, Thai, Pakistani, Cambodian), written out in words. Fill only if 'Other Asian — Print race' is 'Yes'.
Depends on: Other Asian — Print race
Race - Native Hawaiian or Other Pacific Islander (Including Other Pacific Islander Print Race)
Native Hawaiian or Other Pacific Islander Checkbox
Check this box if you identify as Native Hawaiian or Other Pacific Islander (you may also select one or more specific subgroups below).
Native Hawaiian Checkbox
Check this box if you identify specifically as Native Hawaiian.
Guamanian or Chamorro Checkbox
Check this box if you identify specifically as Guamanian or Chamorro.
Samoan Checkbox
Check this box if you identify specifically as Samoan.
Other Pacific Islander – Print race Checkbox
Check this box if you identify as a Pacific Islander not listed above, and print the specific race (for example: Fijian, Tongan) in the adjacent space.
Native Hawaiian/Other Pacific Islander - Print Race Text
Enter the specific Native Hawaiian or Other Pacific Islander race or subgroup (for example: Fijian, Tongan, Guamanian, Chamorro, Samoan, etc.). Fill only if 'Other Pacific Islander – Print race' is 'Yes'.
Depends on: Other Pacific Islander – Print race
Race - Other Options (Black/White/No Provide)
Black or African American Checkbox
Check this box if you identify your race as Black or African American.
White Checkbox
Check this box if you identify your race as White.
I do not wish to provide this information Checkbox
Check this box if you do not want to provide your race information.
Second Other Income Source (Row 2)
Second Other Income Source - Source Combobox
Enter the name or brief description of the other income source (for example: Alimony, Child Support, Retirement, Social Security, Rental Income, etc.) corresponding to the second listed income row. Fill only if 'Section 1e - Does not apply' is 'No'.
Separate Maintenance Foster Care Alimony Unemployment Benefits Capital Gains Notes Receivable Social Security Housing or Parsonage Mortgage Credit Certificate Automobile Allowance Royalty Payments Disability VA Compensation Mortgage Differential Payments Boarder Income Retirement Interest and Dividends Public Assistance Trust Other Child Support
Second Other Income Source - Monthly Income Number
Enter the monthly amount received from this second other income source. Fill only if 'Section 1e - Does not apply' is 'No'.
Section 1c - Additional Employment: Employer/Business Details & Ownership
1c Employer or Business Name Text
Enter the full name of the employer or business for this additional employment. Fill only if 'Section 1c — Does not apply' is 'No'.
1c Phone - Area Code Text
Enter the area code portion of the employer or business phone number. Fill only if 'Section 1c — Does not apply' is 'No'.
Max length: 2 characters
1c Phone - Number Text
Enter the remaining portion of the employer or business phone number (the local number). Fill only if 'Section 1c — Does not apply' is 'No'.
Max length: 4 characters
1c Street Address Text
Enter the street address for the employer or business, including number and street name. Fill only if 'Section 1c — Does not apply' is 'No'.
1c Unit / Apt / Suite # Text
Enter the unit, apartment, or suite number for the employer or business address, if applicable. Fill only if 'Section 1c — Does not apply' is 'No'.
Max length: 5 characters
1c City Text
Enter the city where the employer or business is located. Fill only if 'Section 1c — Does not apply' is 'No'.
1c State Combobox
Enter the state or region where the employer or business is located. Fill only if 'Section 1c — Does not apply' is 'No'.
NH PA DE KY MS AR FM GA PW MA IL NY VT OK CT WI OH TX GU AL MI VA NM OR FL WA HI AS MD MT IN CA DC AZ LA ND NV PR MH IA SC AK NE ME SD RI TN UT VI MP ID MO NC WY MN CO WV KS NJ
1c ZIP / Postal Code Text
Enter the ZIP or postal code for the employer or business address. Fill only if 'Section 1c — Does not apply' is 'No'.
1c Country Text
Enter the country where the employer or business is located. Fill only if 'Section 1c — Does not apply' is 'No'.
1c Position or Title Text
Enter the job title or position held at this employer or business. Fill only if 'Section 1c — Does not apply' is 'No'.
1c Start Date - Month Date
Enter the month portion of the date when this employment began. Fill only if 'Section 1c — Does not apply' is 'No'.
Max length: 2 characters
1c Start Date - Day Date
Enter the day portion of the date when this employment began. Fill only if 'Section 1c — Does not apply' is 'No'.
Max length: 2 characters
1c Start Date - Year Date
Enter the year portion of the date when this employment began. Fill only if 'Section 1c — Does not apply' is 'No'.
Max length: 4 characters
1c - Employed by family member/property seller/real estate agent/other party to the transaction Checkbox
Check this box if you are employed by a family member, the property seller, a real estate agent, or any other party to the transaction. Fill only if 'Section 1c — Does not apply' is 'No'.
1c - Business Owner or Self-Employed Checkbox
Check this box if you are the business owner or are self-employed for the employer/business listed in this section.
1c - Ownership share less than 25% Radiobutton
Check this box if your ownership share in the business is less than 25%. Fill only if 'Section 1c — Does not apply' is 'No'.
1c - Ownership share 25% or more Radiobutton
Check this box if your ownership share in the business is 25% or greater. Fill only if 'Section 1c — Does not apply' is 'No'.
1c Monthly Income (or Loss) Number
Enter the monthly income (or loss) amount you receive from this employment. Fill only if '1c - Ownership share less than 25%', '1c - Ownership share 25% or more' is 'Yes' (any).
1c Years in this Line of Work Text
Enter the number of full years you have worked in this line of work. Fill only if 'Section 1c — Does not apply' is 'No'.
1c Months in this Line of Work Text
Enter the number of additional months (beyond full years) you have worked in this line of work. Fill only if 'Section 1c — Does not apply' is 'No'.
Section 1c - Additional Employment: Gross Monthly Income Breakdown
1c Base Gross Monthly Income Number
Enter the gross monthly base income from this additional employment. Fill only if 'Section 1c — Does not apply' is 'No'.
1c Overtime Gross Monthly Income Number
Enter the gross monthly overtime pay from this additional employment. Fill only if 'Section 1c — Does not apply' is 'No'.
1c Bonus Gross Monthly Income Number
Enter the gross monthly bonus income from this additional employment. Fill only if 'Section 1c — Does not apply' is 'No'.
1c Commission Gross Monthly Income Number
Enter the gross monthly commission income from this additional employment. Fill only if 'Section 1c — Does not apply' is 'No'.
1c Military Entitlements Gross Monthly Income Number
Enter the gross monthly military entitlements received for this additional employment. Fill only if 'Section 1c — Does not apply' is 'No'.
1c Other Gross Monthly Income Number
Enter any other gross monthly income from this additional employment not shown above. Fill only if 'Section 1c — Does not apply' is 'No'.
1c Total Gross Monthly Income Number
Enter the total gross monthly income for this additional employment, combining the above categories. Fill only if 'Section 1c — Does not apply' is 'No'.
Section 1c - Does Not Apply (Additional Employment)
Section 1c — Does not apply Checkbox
Check this box if you have no additional employment, self-employment, or income to report for Section 1c.
Section 1d - Previous Employment: Employer Details & Dates (Includes applicability)
1d Does not apply Checkbox
Check this box if Section 1d (Previous Employment/Self-Employment and Income) does not apply to you and you have no previous employment or self-employment to report.
1d Employer or Business Name Text
Enter the name of the previous employer or business for this Section 1d entry. Fill only if '1d Does not apply' is 'No'.
1d Street Address Text
Enter the street address (number and street name) of the previous employer or business. Fill only if '1d Does not apply' is 'No'.
1d Unit or Suite Number Text
Enter the unit, suite, or apartment number for the employer's address, if applicable. Fill only if '1d Does not apply' is 'No'.
Max length: 5 characters
1d City Text
Enter the city where the previous employer or business is located. Fill only if '1d Does not apply' is 'No'.
1d State/Province Combobox
Enter the state or province for the employer's address. Fill only if '1d Does not apply' is 'No'.
NH PA DE KY MS AR FM GA PW MA IL NY VT OK CT WI OH TX GU AL MI VA NM OR FL WA HI AS MD MT IN CA DC AZ LA ND NV PR MH IA SC AK NE ME SD RI TN UT VI MP ID MO NC WY MN CO WV KS NJ
1d ZIP/Postal Code Text
Enter the ZIP or postal code for the employer's address. Fill only if '1d Does not apply' is 'No'.
1d Country Text
Enter the country where the previous employer or business is located. Fill only if '1d Does not apply' is 'No'.
1d Position or Title Text
Enter the job title or position you held at the previous employer. Fill only if '1d Does not apply' is 'No'.
1d Start Date — Month Date
Enter the month component of the employment start date for this previous job. Fill only if '1d Does not apply' is 'No'.
Max length: 2 characters
1d Start Date — Day Date
Enter the day component of the employment start date for this previous job. Fill only if '1d Does not apply' is 'No'.
Max length: 2 characters
1d Start Date — Year Date
Enter the year component of the employment start date for this previous job. Fill only if '1d Does not apply' is 'No'.
Max length: 4 characters
1d End Date — Month Date
Enter the month component of the employment end date for this previous job. Fill only if '1d Does not apply' is 'No'.
Max length: 2 characters
1d End Date — Day Date
Enter the day component of the employment end date for this previous job. Fill only if '1d Does not apply' is 'No'.
Max length: 2 characters
1d End Date — Year Date
Enter the year component of the employment end date for this previous job. Fill only if '1d Does not apply' is 'No'.
Max length: 4 characters
1d Check if you were the Business Owner or Self-Employed Checkbox
Check this box if the previous employer listed in Section 1d was your own business and you were the business owner or self-employed for that employment. Fill only if '1d Does not apply' is 'No'.
1d Previous Gross Monthly Income Number
Enter the gross monthly income you received from this previous employment before taxes and deductions. Fill only if '1d Does not apply' is 'No'.
Section 1e - Does Not Apply (Other Income)
Section 1e - Does not apply Checkbox
Check this box if you have no other sources of income to report for Section 1e (Income from Other Sources).
Sex Selection
Female Radiobutton
Check this box if the borrower’s sex is female.
Male Radiobutton
Check this box if the borrower’s sex is male.
I do not wish to provide this information Radiobutton
Check this box if the borrower chooses not to disclose their sex.
Third Other Income Source (Row 3)
Third Other Income Source (Row 3) - Income Source Combobox
Enter the name or type of the third other income source (for example: Alimony, Child Support, Retirement, Social Security, Rental, Interest, etc.). Fill only if 'Section 1e - Does not apply' is 'No'.
Separate Maintenance Foster Care Alimony Unemployment Benefits Capital Gains Notes Receivable Social Security Housing or Parsonage Mortgage Credit Certificate Automobile Allowance Royalty Payments Disability VA Compensation Mortgage Differential Payments Boarder Income Retirement Interest and Dividends Public Assistance Trust Other Child Support
Third Other Income Source (Row 3) - Monthly Income Number
Enter the gross monthly amount received from this third other income source. Fill only if 'Section 1e - Does not apply' is 'No'.