Servicing Guide

Published November 10, 2020

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What documents are included in a borrower solicitation package?

A Borrower Solicitation Package consists of the following documents:

  • Borrower Solicitation Letter (Form 745), or equivalent; and

  • Mortgage Assistance Application (Form 710), or equivalent, provided that the equivalent form requests the same financial information and documentation, hardship information, and attestations from the borrower.

Note: The servicer is authorized to include IRS Short Form Request for Individual Tax Return Transcript (IRS Form 4506T-EZ) or, if the servicer is aware that the borrower is self-employed or files IRS Form 1040 on a fiscal tax year, IRS Request for Transcript of Tax Return (IRS Form 4506-T), in the Borrower Solicitation Package.

For more information please see: D2-2-04, Sending a Borrower a Solicitation Package for a Workout Option.

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