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  • Sample Uniform Borrower Assistance Form - Wells Fargo

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And dated Borrower Assistance Form; (2) completed and signed IRS Form 4506T EZ (4506T for self employed .

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How to fill out the Sample Uniform Borrower Assistance Form - Wells Fargo online

This guide offers detailed instructions on completing the Sample Uniform Borrower Assistance Form provided by Wells Fargo. By following these steps, users can effectively provide the necessary information to seek assistance during financial hardships.

Follow the steps to fill out the form accurately and efficiently.

  1. Press the ‘Get Form’ button to access the Sample Uniform Borrower Assistance Form.
  2. Begin filling out the borrower section. Provide your name, social security number, date of birth, and contact numbers. If applicable, repeat for the co-borrower.
  3. Indicate your intentions regarding the property by selecting one of the options, such as keeping, vacating, or selling the property.
  4. Specify the current status of the property, marking whether it is your primary residence, a second home, or an investment property.
  5. Detail the property occupancy status, confirming whether it is owner-occupied, renter-occupied, or vacant.
  6. Respond to questions about any engagement with a credit counseling agency and if the property is listed for sale, including the listing date and offers received.
  7. Fill out the monthly household income section, detailing all sources of income, including wages, rental income, and benefits.
  8. Document monthly expenses and debt payments, entering each item accurately to reflect your financial obligations.
  9. Complete the hardship affidavit on page 3, indicating the nature of your hardship and the date it began. Choose from the pre-listed reasons and submit any required documentation.
  10. Review the borrower acknowledgment section, ensure that all information provided is accurate, and understand the implications of your agreement before signing.
  11. After completing all sections, save your changes. You can then download, print, or share the completed form as required for submission.

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Contact support

Call us at 1-800-225-5935. Or visit a Wells Fargo near you. If outside of the U.S., complete the Account Closure or Partial Withdrawal Request form (PDF) and send it to us by mail.

To the right of the document's name, click “Upload” if it's a document you already have or click “Download and Provide” if it's a form you need to download and fill in. Follow the instructions to either select a file you already have on your computer or photograph a document with your mobile phone.

In most cases, either state law or the terms of the account provide that you usually cannot remove a person from a joint checking account without that person's consent, though some banks may offer accounts where they explicitly allow this type of removal.

Once a person has agreed to become a joint owner or signer on a checking, savings, or credit card, they can't be removed from the account. If you want an account in your name only, you'll need to close the account and apply for a new one.

To remove a signer from a joint consumer account, you will need to close your joint account and open a new account. For assistance, please call 1-800-TO-WELLS (1-800-869-3557) or visit a Wells Fargo branch.

To Whom It May Concern: I am writing this letter to explain my unfortunate set of circumstances that have caused us to become delinquent on our mortgage. We have done everything in our power to make ends meet but unfortunately we have fallen short and would like you to consider working with us to modify our loan.

Submitting a request Complete the Mortgage Request form (PDF*) including account numbers and customer authorization section signed and dated within 14 months. Include your return fax information on the form so we can return your response as quickly as possible.

If you want to remove online access for an Eligible Account, you can do so through the Service or call: Wells Fargo Online Customer Service at 1-800-956-4442.

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