*A typical loan modification financial worksheet (Or Assets Liabilites worksheet) will include:
- Contact Information
- Details of Property including estimated value
- Current monthly income
- Other sources of income (not wages) such as social security, child support, welfare, etc.
- Home
- Other types of real estate
- Checking and Savings accounts
- 401(k) accounts
- IRAs
- Stocks, Bonds, CDs
- Auto, Boats, RVs, etc.
- Other investments
Liabilities (monthly payments and balance owed)
- Dependent care / Child care / tuition
- Cable /Cell phone
- Other mortgage(s) / Rents/ Personal loan(s) / Credit cards
- Alimony - Child support
- Medical Expenses
- HOA fees /Taxes /Insurance
- Utilities
- Auto loan and incidental expenses (gas / maintenance)
- Tax liens