Follow the steps to successfully complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Begin by filling in the language preference, intake date, borrower name, social security number, date of birth, and age. Ensure all fields marked are completed to avoid issues later.
3. Next, provide information about any co-borrower, including their name, social security number, date of birth, and age, if applicable.
4. Fill in your complete address details, including city, zip code, state, and county. Additionally, input your contact information such as home number, email address, work number, and mobile number.
5. Indicate how you were referred to the agency and select your gender and ethnicity by checking the appropriate boxes.
6. Answer questions regarding your status as a refugee, disability, public assistance, and your household composition. Make sure to answer these questions honestly and accurately.
7. Complete details about your household by indicating if you are the head of the household, listing the number of dependents and children, total household members, and annual household income.
8. Outline your income sources and highest education level attained. Select whether you want to receive an agency survey.
9. Specify the reasons for requesting services, checking the relevant issues such as mortgage default, rental default, or counseling services.
10. For mortgage-related queries, provide the mortgage company's information, including address, phone number, loan number, loan product type, and details of the mortgage default if applicable.
11. Outline your current income and assets, detailing various income sources and total assets.
12. Document your current spending plan by specifying fixed and flexible expenses, ensuring that you cover all monthly payments.
13. List your current credit card and other debts, ensuring you provide monthly payments and unpaid balances for each.
14. Finally, review your total monthly net income and expenses, calculate the surplus or deficit, and print a copy for your records before you submit the form by email.

Complete your Housing Counseling Intake/Assessment Form online today to take the first step towards securing your housing needs.