Free Freddie Mac 65 Form in PDF

Free Freddie Mac 65 Form in PDF

The Freddie Mac 65 form, also known as the Uniform Residential Loan Application, serves as a comprehensive application for individuals seeking a residential loan. It's designed to collect detailed information about the borrower's personal and financial status, including employment, income, assets, and liabilities. This information is crucial for lenders to assess the borrower's eligibility for the loan they're applying for. If you're looking to navigate the loan application process with ease, click the button below to start filling out your Freddie Mac 65 form today.

Get Form

In today's fast-paced real estate market, the role of comprehensive documentation in securing a home loan cannot be overstated. The Freddie Mac 65 form, also synonymous with the Uniform Residential Loan Application or Fannie Mae Form 1003, stands as a cornerstone in this process. At its core, this form serves as a critical bridge between potential borrowers and lenders, encapsulating detailed personal and financial information that lenders require to make informed decisions. From the outset, the form seeks to collect exhaustive data concerning the borrower's identity, employment history, income sources, assets, liabilities, and details about the property in question. Not only does it accommodate information for individual applicants, but it also allows for the inclusion of co-borrowers, thus facilitating joint credit applications. Moreover, the form delves into the applicant’s current and past employment status, elucidating one's financial stability and ability to undertake new debt. It further explores the applicant’s assets and liabilities, providing a holistic view of one's financial standing. Not stopping at personal financial scrutiny, the form extends to demand intricate details about the property to be acquired or refinanced, ensuring lenders have all necessary information to proceed with loan consideration. The structured nature of the Freddie Mac 65 form, with its differentiated sections for borrower information, financial specifics, real estate holdings, and details pertaining to the sought loan, underscores its vital role in the home lending ecosystem, streamlining the application process while enhancing the precision of financial assessments.

Preview - Freddie Mac 65 Form

To be completed by the Lender:

 

Lender Loan No./Universal Loan Identifier

Agency Case No.

Uniform Residential Loan Application

Verify and complete the information on this application. If you are applying for this loan with others, each additional Borrower must provide information as directed by your Lender.

Section 1: Borrower Information.This section asks about your personal information and your income from employment and other sources, such as retirement, that you want considered to qualify for this loan.

1a. Personal Information

Name (First, Middle, Last, Suffix)

Alternate Names List any names by which you are known or any names under which credit was previously received (First, Middle, Last, Suffix)

Social Security Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(or Individual Taxpayer Identification Number)

Date of Birth

 

 

 

Citizenship

 

 

 

(mm/dd/yyyy)

 

 

 

U.S. Citizen

 

 

 

/

 

/

 

 

Permanent Resident Alien

 

 

 

 

 

 

 

Non-Permanent Resident Alien

Type of Credit

I am applying for individual credit.

I am applying for joint credit. Total Number of Borrowers: Each Borrower intends to apply for joint credit. Your initials:

List Name(s) of Other Borrower(s) Applying for this Loan (First, Middle, Last, Suffix) Use a separator between names

Marital Status

Dependents (not listed by another Borrower)

 

Contact Information

 

 

 

 

 

 

 

 

 

 

 

Married

Number

 

 

 

 

 

 

Home Phone

(

 

)

 

 

 

 

 

 

 

 

 

 

Separated

Ages

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Cell Phone

(

 

)

 

 

 

 

 

 

 

 

 

 

Unmarried

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Work Phone

(

 

)

 

 

 

Ext.

(Single, Divorced, Widowed, Civil Union, Domestic Partnership, Registered

 

 

 

 

 

 

Email

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Reciprocal Beneficiary Relationship)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Current Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unit #

 

 

City

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

State

 

 

 

 

ZIP

 

 

 

Country

 

 

How Long at Current Address?

 

Years

 

 

Months

Housing

No primary housing expense

 

 

Own

 

Rent ($

 

 

 

/month)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If at Current Address for LESS than 2 years, list Former Address

 

Does not apply

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unit #

 

 

City

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

State

 

 

 

 

ZIP

 

 

 

Country

 

 

How Long at Former Address?

 

Years

 

 

Months

Housing

No primary housing expense

 

 

Own

 

Rent ($

 

 

 

/month)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mailing Address if different from Current Address

Does not apply

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unit #

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

 

 

 

 

 

 

 

 

 

 

State

 

 

 

ZIP

 

 

Country

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1b. Current Employment/Self-Employment and Income

Does not apply

Employer or Business Name

 

 

 

 

 

 

 

 

 

 

Phone

(

 

 

)

 

 

 

 

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unit #

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

 

 

 

 

 

 

 

State

 

ZIP

 

 

 

Country

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Position or Title

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check if this statement applies:

Start Date

 

 

/

 

/

 

 

 

 

(mm/dd/yyyy)

 

I am employed by a family member,

 

 

 

 

 

property seller, real estate agent, or other

How long in this line of work?

Years

 

Months

 

 

 

party to the transaction.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check if you are the Business

I have an ownership share of less than 25%.

Monthly Income (or Loss)

Owner or Self-Employed

I have an ownership share of 25% or more.

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Gross Monthly Income

Base

$

 

/month

Overtime

$

 

/month

Bonus

$

 

/month

Commission $

 

/month

Military

 

 

 

Entitlements $

 

/month

Other

$

 

/month

TOTAL $

 

 

/month

Uniform Residential Loan Application

Freddie Mac Form 65 • Fannie Mae Form 1003

Effective 1/2021

 

1c. IF APPLICABLE, Complete Information for Additional Employment/Self-Employment and Income

 

Does not apply

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Employer or Business Name

 

 

 

 

 

 

 

 

 

 

Phone (

 

)

 

 

 

 

Gross Monthly Income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unit #

 

 

 

 

 

Base

$

 

/month

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Overtime

$

 

/month

City

 

 

 

 

 

 

 

 

 

 

 

State

 

ZIP

 

 

 

Country

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Bonus

$

 

/month

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Position or Title

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check if this statement applies:

Commission $

/month

Start Date

 

 

/

 

/

 

 

 

 

(mm/dd/yyyy)

 

I am employed by a family member,

Military

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

property seller, real estate agent, or other

 

 

 

How long in this line of work?

Years

 

Months

 

Entitlements $

/month

 

 

party to the transaction.

 

 

 

 

 

 

 

 

 

 

Other

$

 

/month

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check if you are the Business

I have an ownership share of less than 25%.

Monthly Income (or Loss)

 

TOTAL $

 

 

/month

 

Owner or Self-Employed

I have an ownership share of 25% or more.

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1d. IF APPLICABLE, Complete Information for Previous Employment/Self-Employment and Income

 

Does not apply

 

 

 

 

 

 

Provide at least 2 years of current and previous employment and income.

Employer or Business Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unit #

 

 

City

 

 

 

 

 

 

 

State

 

ZIP

 

Country

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Position or Title

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check if you were the Business

Start Date

/

/

 

 

(mm/dd/yyyy)

 

 

 

 

Owner or Self-Employed

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

End Date

/

/

 

 

(mm/dd/yyyy)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Previous Gross Monthly

Income $

 

/month

1e. Income from Other Sources

Does not apply

Include income from other sources below. Under Income Source, choose from the sources listed here:

• Alimony

• Child Support

• Interest and Dividends

• Notes Receivable

• Royalty Payments

• Unemployment

• Automobile Allowance

• Disability

• Mortgage Credit Certificate

• Public Assistance

• Separate Maintenance

Benefits

• Boarder Income

• Foster Care

• Mortgage Differential

• Retirement

• Social Security

• VA Compensation

• Capital Gains

• Housing or Parsonage

Payments

(e.g., Pension, IRA)

• Trust

• Other

NOTE: Reveal alimony, child support, separate maintenance, or other income ONLY IF you want it considered in determining your qualification for this loan.

Income Source use list above

Monthly Income

 

 

 

$

 

 

 

$

 

 

 

$

 

 

Provide TOTAL Amount Here

$

 

 

Borrower Name:

Uniform Residential Loan Application

Freddie Mac Form 65 • Fannie Mae Form 1003

Effective 1/2021

Section 2: Financial Information — Assets and Liabilities.This section asks about things you own that

are worth money and that you want considered to qualify for this loan. It then asks about your liabilities (or debts) that you pay each month, such as credit cards, alimony, or other expenses.

2a. Assets – Bank Accounts, Retirement, and Other Accounts You Have

Include all accounts below. Under Account Type, choose from the types listed here:

 

• Checking

• Certificate of Deposit

• Stock Options

 

 

 

• Bridge Loan Proceeds

 

• Trust Account

 

 

• Savings

• Mutual Fund

• Bonds

 

 

 

• Individual Development

• Cash Value of Life Insurance

 

• Money Market

• Stocks

 

 

• Retirement (e.g., 401k, IRA)

Account

 

(used for the transaction)

 

 

 

 

 

 

 

 

 

 

 

Account Type – use list above

Financial Institution

 

 

Account Number

 

 

 

Cash or Market Value

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Provide TOTAL Amount Here

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2b. Other Assets and Credits You Have

 

Does not apply

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Include all other assets and credits below. Under Asset or Credit Type, choose from the types listed here:

 

 

 

 

 

 

Assets

 

 

 

 

 

 

 

Credits

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

• Proceeds from Real Estate

• Proceeds from Sale of

• Unsecured Borrowed Funds

• Earnest Money

• Relocation Funds

• Sweat Equity

 

Property to be sold on or

Non-Real Estate Asset

• Other

 

 

 

• Employer Assistance

• Rent Credit

 

 

• Trade Equity

 

before closing

• Secured Borrowed Funds

 

 

 

• Lot Equity

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Asset or Credit Type – use list above

 

 

 

 

 

 

 

 

 

 

 

Cash or Market Value

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Provide TOTAL Amount Here

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2c. Liabilities – Credit Cards, Other Debts, and Leases that You Owe

 

 

Does not apply

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

List all liabilities below (except real estate) and include deferred payments. Under Account Type, choose from the types listed here:

• Revolving (e.g., credit cards)

• Installment (e.g., car, student, personal loans)

• Open 30-Day (balance paid monthly) • Lease (not real estate) • Other

 

 

 

 

 

 

 

Account Type

 

 

 

 

To be paid off at

 

use list above

Company Name

Account Number

Unpaid Balance

or before closing

Monthly Payment

 

 

 

 

$

 

$

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

 

 

 

 

 

2d. Other Liabilities and Expenses

Does not apply

Include all other liabilities and expenses below. Choose from the types listed here:

• Alimony

• Child Support • Separate Maintenance • Job Related Expenses

• Other

Monthly Payment

$

$

$

Borrower Name:

Uniform Residential Loan Application

Freddie Mac Form 65 • Fannie Mae Form 1003

Effective 1/2021

Section 3: Financial Information — Real Estate. This section asks you to list all properties you currently own

 

and what you owe on them.

I do not own any real estate

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3a. Property You Own

 

If you are refinancing, list the property you are refinancing FIRST.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unit #

 

 

 

 

City

 

 

 

 

 

 

 

 

State

 

 

ZIP

 

 

 

Country

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Status: Sold,

Intended Occupancy:

Monthly Insurance,Taxes,

 

For 2-4 Unit Primary or Investment Property

 

 

 

 

 

Investment, Primary

Association Dues, etc.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pending Sale,

 

Monthly Rental

 

For LENDER to calculate:

 

 

 

 

 

Residence, Second

if not included in Monthly

 

 

 

Property Value

or Retained

 

Income

 

Net Monthly Rental Income

 

Home, Other

 

Mortgage Payment

 

 

$

 

 

 

 

 

 

 

 

$

 

 

 

 

$

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mortgage Loans on this Property

Does not apply

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Monthly

 

 

 

 

 

 

 

 

 

Type: FHA, VA,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mortgage

 

 

 

To be paid off at

 

Conventional,

Credit Limit

Creditor Name

 

Account Number

Payment

Unpaid Balance

or before closing

 

USDA-RD, Other

(if applicable)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3b. IF APPLICABLE, Complete Information for Additional Property

 

Does not apply

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unit #

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

 

 

 

 

State

 

 

ZIP

 

 

 

Country

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Status: Sold,

Intended Occupancy:

Monthly Insurance, Taxes,

 

For 2-4 Unit Primary or Investment Property

 

 

 

 

 

Investment, Primary

Association Dues, etc.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pending Sale,

 

Monthly Rental

 

For LENDER to calculate:

 

 

 

 

 

Residence, Second

if not included in Monthly

 

 

 

Property Value

or Retained

 

Income

 

Net Monthly Rental Income

 

Home, Other

 

Mortgage Payment

 

 

$

 

 

 

 

 

 

 

 

$

 

 

 

 

$

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mortgage Loans on this Property

Does not apply

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Monthly

 

 

 

 

 

 

 

 

 

Type: FHA, VA,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mortgage

 

 

 

To be paid off at

 

Conventional,

Credit Limit

Creditor Name

 

Account Number

Payment

Unpaid Balance

or before closing

 

USDA-RD, Other

(if applicable)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3c. IF APPLICABLE, Complete Information for Additional Property

 

Does not apply

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address

Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Unit #

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

 

 

 

 

State

 

 

ZIP

 

 

 

Country

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Status: Sold,

Intended Occupancy:

Monthly Insurance, Taxes,

 

For 2-4 Unit Primary or Investment Property

 

 

 

 

 

Investment, Primary

Association Dues, etc.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Pending Sale,

 

Monthly Rental

 

For LENDER to calculate:

 

Property Value

Residence, Second

if not included in Monthly

 

 

 

or Retained

Home, Other

 

Mortgage Payment

 

Income

 

Net Monthly Rental Income

 

$

 

 

 

 

 

 

 

 

$

 

 

 

 

$

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mortgage Loans on this Property

Does not apply

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Monthly

 

 

 

 

 

 

 

 

 

Type: FHA, VA,

 

 

 

 

 

 

 

 

 

 

 

Account Number

Mortgage

 

 

 

To be paid off at

 

Conventional,

Credit Limit

Creditor Name

 

Payment

Unpaid Balance

or before closing

 

USDA-RD, Other

(if applicable)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

$

 

$

 

 

 

 

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Borrower Name:

Uniform Residential Loan Application

Freddie Mac Form 65 • Fannie Mae Form 1003

Effective 1/2021

Section 4: Loan and Property Information. This section asks about the loan’s purpose and the property you want to purchase or refinance.

4a. Loan and Property Information

Loan Amount $

 

 

Loan Purpose

Purchase

Refinance

Other (specify)

 

 

 

 

 

Property Address Street

 

 

 

 

 

 

 

 

 

 

 

Unit #

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

 

 

 

 

 

State

 

ZIP

 

 

County

 

 

 

Number of Units

 

Property Value $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Occupancy

Primary Residence

Second Home

Investment Property

FHA Secondary Residence

 

 

 

 

1. Mixed-Use Property. If you will occupy the property, will you set aside space within the property to operate

NO

YES

your own business? (e.g., daycare facility, medical office, beauty/barber shop)

 

 

 

 

 

 

2. Manufactured Home. Is the property a manufactured home? (e.g., a factory built dwelling built on a permanent chassis)

NO

YES

 

 

 

 

 

 

 

4b. Other New Mortgage Loans on the Property You are Buying or Refinancing

Does not apply

 

 

 

 

 

 

 

 

 

 

 

Loan Amount/

Credit Limit

 

Creditor Name

 

Lien Type

 

 

 

Monthly Payment

 

Amount to be Drawn

(if applicable)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First Lien

Subordinate Lien

$

 

 

 

$

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

First Lien

Subordinate Lien

$

 

 

 

$

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4c. Rental Income on the Property You Want to Purchase

 

For Purchase Only

Does not apply

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Complete if the property is a 2-4 Unit Primary Residence or an Investment Property

 

 

Amount

 

 

 

 

 

 

 

 

 

 

 

 

Expected Monthly Rental Income

 

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For LENDER to calculate: Expected Net Monthly Rental Income

 

 

 

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

4d. Gifts or Grants You Have Been Given or Will Receive for this Loan

 

Does not apply

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Include all gifts and grants below. Under Source, choose from the sources listed here:

 

 

 

 

 

• Community Nonprofit

• Federal Agency

• Relative

 

 

 

• State Agency

 

• Lender

 

 

 

• Employer

• Local Agency

• Religious Nonprofit

 

• Unmarried Partner

• Other

 

 

 

 

 

 

 

 

 

 

 

Asset Type: Cash Gift, Gift of Equity, Grant

Deposited/Not Deposited

Source use list above

Cash or Market Value

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Deposited

 

Not Deposited

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Deposited

 

Not Deposited

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Borrower Name:

Uniform Residential Loan Application

Freddie Mac Form 65 • Fannie Mae Form 1003

Effective 1/2021

Section 5: Declarations. This section asks you specific questions about the property, your funding, and your past financial history.

5a. About this Property and Your Money for this Loan

A. Will you occupy the property as your primary residence?

NO

YES

If YES, have you had an ownership interest in another property in the last three years?

NO

YES

If YES, complete (1) and (2) below:

 

 

(1)What type of property did you own: primary residence (PR), FHA secondary residence (SR), second home (SH), or investment property (IP)?

(2)How did you hold title to the property: by yourself (S), jointly with your spouse (SP), or jointly with another person (O)?

B. If this is a Purchase Transaction: Do you have a family relationship or business affiliation with the seller of the property?

NO

YES

C.Are you borrowing any money for this real estate transaction (e.g., money for your closing costs or down payment) or

 

 

obtaining any money from another party, such as the seller or realtor, that you have not disclosed on this loan application?

 

NO

YES

 

 

If YES, what is the amount of this money?

 

 

 

 

$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

D. 1. Have you or will you be applying for a mortgage loan on another property (not the property securing this loan) on or

 

NO

YES

 

 

before closing this transaction that is not disclosed on this loan application?

 

 

 

 

 

 

 

 

 

 

 

 

 

2. Have you or will you be applying for any new credit (e.g., installment loan, credit card, etc.) on or before closing this loan that

 

NO

YES

 

 

is not disclosed on this application?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

E.

Will this property be subject to a lien that could take priority over the first mortgage lien, such as a clean energy lien paid

 

NO

YES

 

 

through your property taxes (e.g., the Property Assessed Clean Energy Program)?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5b. About Your Finances

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

F.

Are you a co-signer or guarantor on any debt or loan that is not disclosed on this application?

 

 

NO

YES

 

 

 

 

 

 

 

 

 

 

 

G.

Are there any outstanding judgments against you?

 

 

 

 

NO

YES

 

 

 

 

 

 

 

 

 

 

 

H.

Are you currently delinquent or in default on a Federal debt?

 

 

 

 

NO

YES

 

 

 

 

 

 

 

 

 

I.

Are you a party to a lawsuit in which you potentially have any personal financial liability?

 

 

NO

YES

 

 

 

 

 

 

 

 

 

J.

Have you conveyed title to any property in lieu of foreclosure in the past 7 years?

 

 

NO

YES

 

 

 

 

 

 

 

K. Within the past 7 years, have you completed a pre-foreclosure sale or short sale, whereby the property was sold to a

 

NO

YES

 

 

third party and the Lender agreed to accept less than the outstanding mortgage balance due?

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

L.

Have you had property foreclosed upon in the last 7 years?

 

 

 

 

NO

YES

 

 

 

 

 

 

 

 

 

 

M. Have you declared bankruptcy within the past 7 years?

 

 

 

 

NO

YES

 

 

If YES, identify the type(s) of bankruptcy:

Chapter 7

Chapter 11

Chapter 12

Chapter 13

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Borrower Name:

Uniform Residential Loan Application

Freddie Mac Form 65 • Fannie Mae Form 1003

Effective 1/2021

Section 6: Acknowledgments and Agreements. This section tells you about your legal obligations when you sign this application.

Acknowledgments and Agreements

Definitions:

• If this application is created as (or converted into) an “electronic

• "Lender" includes the Lender’s agents, service providers, and any of

application”, I consent to the use of “electronic records” and

their successors and assigns.

“electronic signatures” as the terms are defined in and governed by

• "Other Loan Participants" includes (i) any actual or potential owners of

applicable Federal and/or state electronic transactions laws.

a loan resulting from this application (the “Loan”), (ii) acquirers of

• I intend to sign and have signed this application either using my:

any beneficial or other interest in the Loan, (iii) any mortgage insurer,

(a) electronic signature; or

(iv) any guarantor, (v) any servicer of the Loan, and (vi) any of these

(b) a written signature and agree that if a paper version of this

parties' service providers, successors or assigns.

application is converted into an electronic application, the

I agree to, acknowledge, and represent the following:

application will be an electronic record, and the representation

of my written signature on this application will be my binding

(1) The Complete Information for this Application

electronic signature.

• The information I have provided in this application is true, accurate,

• I agree that the application, if delivered or transmitted to the Lender

and complete as of the date I signed this application.

or Other Loan Participants as an electronic record with my electronic

• If the information I submitted changes or I have new information

signature, will be as effective and enforceable as a paper application

before closing of the Loan, I must change and supplement this

signed by me in writing.

application, including providing any updated/supplemented real

(5) Delinquency

estate sales contract.

• The Lender and Other Loan Participants may report information about

• For purchase transactions: The terms and conditions of any real

my account to credit bureaus. Late payments, missed payments, or

estate sales contract signed by me in connection with this application

other defaults on my account may be reflected in my credit report and

are true, accurate, and complete to the best of my knowledge and

will likely affect my credit score.

belief. I have not entered into any other agreement, written or oral, in

• If I have trouble making my payments I understand that I may contact

connection with this real estate transaction.

a HUD-approved housing counseling organization for advice about

• The Lender and Other Loan Participants may rely on the information

actions I can take to meet my mortgage obligations.

contained in the application before and after closing of the Loan.

 

• Any intentional or negligent misrepresentation of information may

(6) Authorization for Use and Sharing of Information

result in the imposition of:

By signing below, in addition to the representations and agreements

(a) civil liability on me, including monetary damages, if a

made above, I expressly authorize the Lender and Other Loan

person suffers any loss because the person relied on any

Participants to obtain, use, and share with each other (i) the loan

misrepresentation that I have made on this application, and/or

application and related loan information and documentation, (ii) a

(b) criminal penalties on me including, but not limited to, fine or

consumer credit report on me, and (iii) my tax return information, as

imprisonment or both under the provisions of Federal law

necessary to perform the actions listed below, for so long as they have

(18 U.S.C. §§ 1001 et seq.).

an interest in my loan or its servicing:

(2) The Property’s Security

(a) process and underwrite my loan;

(b) verify any data contained in my consumer credit report, my

The Loan I have applied for in this application will be secured by

loan application and other information supporting my loan

a mortgage or deed of trust which provides the Lender a security

application;

interest in the property described in this application.

(c) inform credit and investment decisions by the Lender

(3) The Property’s Appraisal, Value, and Condition

and Other Loan Participants;

• Any appraisal or value of the property obtained by the Lender is

(d) perform audit, quality control, and legal compliance analysis

for use by the Lender and Other Loan Participants.

and reviews;

• The Lender and Other Loan Participants have not made any

(e) perform analysis and modeling for risk assessments;

representation or warranty, express or implied, to me about the

(f) monitor the account for this loan for potential delinquencies and

property, its condition, or its value.

determine any assistance that may be available to me; and

 

(4) Electronic Records and Signatures

(g) other actions permissible under applicable law.

• The Lender and Other Loan Participants may keep any paper record

 

and/or electronic record of this application, whether or not the Loan

 

is approved.

 

Borrower Signature

 

Date (mm/dd/yyyy)

/

/

 

 

 

 

 

 

 

Additional Borrower Signature

 

Date (mm/dd/yyyy)

/

/

 

 

 

 

 

 

 

Borrower Name:

Uniform Residential Loan Application

Freddie Mac Form 65 • Fannie Mae Form 1003

Effective 1/2021

– Print name of enrolled

Section 7: Military Service. This section asks questions about your (or your deceased spouse's) military service.

Military Service of Borrower

Military Service – Did you (or your deceased spouse) ever serve, or are you currently serving, in the United States Armed Forces? NO YES

If YES, check all that apply:

Currently serving on active duty with projected expiration date of service/tour

/

/

(mm/dd/yyyy)

Currently retired, discharged, or separated from service

Only period of service was as a non-activated member of the Reserve or National Guard

Surviving spouse

Section 8: Demographic Information. This section asks about your ethnicity, sex, and race.

Demographic Information of Borrower

The purpose of collecting this information is to help ensure that all applicants are treated fairly and that the housing needs of communities and neighborhoods are being fulfilled. For residential mortgage lending, Federal law requires that we ask applicants for their demographic information (ethnicity, sex, and race) in order to monitor our compliance with equal credit opportunity, fair housing, and home mortgage disclosure laws. You are not required to provide this information, but are encouraged to do so. You may select one or more designations for "Ethnicity" and one or more designations for "Race." The law provides that we may not discriminate on the basis of this information, or on whether you choose to provide it. However, if you choose not to provide the information and you have made this application in person, Federal regulations require us to note your ethnicity, sex, and race on the basis of visual observation or surname. The law also provides that we may not discriminate on the basis of age or marital status information you provide in this application. If you do not wish to provide some or all of this information, please check below.

Ethnicity: Check one or more

Hispanic or Latino

Mexican Puerto Rican Cuban

Other Hispanic or Latino – Print origin:

For example: Argentinean, Colombian, Dominican, Nicaraguan, Salvadoran, Spaniard, and so on.

Not Hispanic or Latino

I do not wish to provide this information

Sex

Female

Male

I do not wish to provide this information

Race: Check one or more

American Indian or Alaska Native or principal tribe :

Asian

 

 

Asian Indian

Chinese

Filipino

Japanese

Korean

Vietnamese

Other Asian – Print race:

 

For example: Hmong, Laotian, Thai, Pakistani, Cambodian, and so on.

Black or African American

 

 

Native Hawaiian or Other Pacific Islander

 

Native Hawaiian

Guamanian or Chamorro

Samoan

Other Pacific Islander – Print race:

For example: Fijian, Tongan, and so on.

White

I do not wish to provide this information

To Be Completed by Financial Institution (for application taken in person):

Was the ethnicity of the Borrower collected on the basis of visual observation or surname?

NO

YES

 

Was the sex of the Borrower collected on the basis of visual observation or surname?

NO

YES

 

Was the race of the Borrower collected on the basis of visual observation or surname?

NO

YES

 

 

 

 

 

 

The Demographic Information was provided through:

 

 

 

 

 

 

 

 

Face-to-Face Interview (includes Electronic Media w/ Video Component)

Telephone Interview

Fax or Mail

Email or Internet

 

 

 

 

 

Borrower Name:

Uniform Residential Loan Application

Freddie Mac Form 65 • Fannie Mae Form 1003

Effective 1/2021

Section 9: Loan Originator Information. To be completed by your Loan Originator.

Loan Originator Information

Loan Originator Organization Name

Address

Loan Originator Organization NMLSR ID#

 

State License ID#

 

 

 

 

 

 

 

Loan Originator Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Loan Originator NMLSR ID#

 

 

State License ID#

 

 

 

 

 

 

 

 

Email

 

 

 

Phone (

)

 

 

 

 

Signature

 

 

Date (mm/dd/yyyy)

/

 

/

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Borrower Name:

Uniform Residential Loan Application

Freddie Mac Form 65 • Fannie Mae Form 1003

Effective 1/2021

Document Specs

Fact Name Description
Application Coverage The Freddie Mac Form 65, also known as the Uniform Residential Loan Application, is designed for both single and joint applicants seeking to apply for a mortgage.
Personal and Employment Information Applicants must provide detailed personal information, including current and past employment, income sources, and if applicable, info on additional employment or self-employment.
Financial Information This form requires a comprehensive listing of the applicant's assets and liabilities, including bank accounts, other assets, and monthly debts.
Property Information Applicants must disclose information about real estate they currently own, including the property’s status, occupancy, and related monthly expenses and income.
Governing Law(s) The content and use of the Freddie Mac Form 65 are governed by federal laws applicable to the mortgage industry, alongside specific state laws where the property is located.

Instructions on Writing Freddie Mac 65

Filling out the Freddie Mac Form 65, also known as the Uniform Residential Loan Application, is a necessary step for applying for a mortgage or refinancing your home. This document plays a pivotal role in the lending process, allowing lenders to understand your financial situation. For a smoother application process, follow these steps meticulously to ensure your information is accurate and complete.

  1. Section 1: Borrower Information
    • Enter your full name, including any alternate names under which you have received credit.
    • Provide your Social Security Number or Individual Taxpayer Identification Number, date of birth, and citizenship status.
    • Indicate the type of credit you are applying for: individual or joint.
    • If applying jointly, list the name(s) of the other borrower(s).
    • Enter your marital status and information about dependents.
    • Fill in your contact information, current address, and, if applicable, previous addresses.
  2. Section 1b-c: Employment and Income
    • Detail your current and past employment, including the employer's name, your position, and income information.
    • If you have additional employment or self-employment, provide the relevant details.
    • List any income from other sources you wish to be considered for the loan.
  3. Section 2: Financial Information — Assets and Liabilities
    • Under assets, include all bank accounts, retirement accounts, and any other assets.
    • For liabilities, list all debts, including credit cards, loans, and any other monthly obligations.
  4. Section 3: Real Estate Owned
    • If you own any real estate, provide details about the property, including address, status, occupancy, and mortgage information.
    • For additional properties, repeat the process.
  5. Section 4: Loan and Property Information
    • Specify the loan amount, purpose, and details about the property you wish to purchase or refinance.
    • If applicable, include information about other new mortgage loans on the property.
    • For properties you intend to rent, estimate the expected rental income.
    • List any gifts or grants you have received or will receive towards this loan.

Once you have completed all sections, review the form for accuracy. Ensure all information is correct and no sections have been overlooked. This careful attention to detail will help streamline the application process and improve your chances for loan approval.

Understanding Freddie Mac 65

What is the Freddie Mac 65 form?

The Freddie Mac 65 form, also known as the Uniform Residential Loan Application, is a comprehensive document used by lenders to gather important information from individuals applying for a mortgage. It collects a wide range of data, including personal and employment information, income, assets, liabilities, and details about the property being financed. This standardized form plays a crucial role in the mortgage application process, helping lenders assess a borrower's qualifications for a loan.

Who needs to fill out the Freddie Mac 65 form?

Any individual applying for a mortgage loan through a lender that requires the use of the Freddie Mac 65 form must fill it out. This applies to both primary applicants and co-applicants if the mortgage is being applied for jointly. Each section must be completed with accurate information regarding the borrower's personal and financial situation, as well as details about the property in question.

How is employment and income information detailed on the form?

The form requires applicants to provide thorough details about their current employment, including employer or business name, phone number, address, position or title, and monthly income. This includes base pay, overtime, bonuses, commissions, and other forms of income that the applicant wishes to have considered for the loan. For self-employed individuals or those owning a significant share of a business, additional details are required. Applicants with multiple sources of income or additional employment must provide corresponding information for each role.

What information is required about assets and liabilities?

In the assets and liabilities sections, applicants are asked to list all relevant assets, such as bank accounts, retirement accounts, mutual funds, stocks, and more, including the institution name, account number, and current value. The form also explores liabilities, where applicants must disclose credit card debts, student loans, car loans, and other monthly obligations. This information helps lenders understand the applicant's financial health beyond just income, including how much debt they currently manage and the nature of their assets.

Common mistakes

Filling out the Freddie Mac Form 65, also known as the Uniform Residential Loan Application, is a critical step in the mortgage application process. However, applicants often make mistakes that can delay or adversely affect their loan approval. One common error is not providing consistent information across different sections of the form. For instance, an applicant's job title and income must match across all employment sections, including current, additional, and previous employment details.

Another frequent mistake is underreporting income or assets. Some applicants might not include all their sources of income, such as bonuses, overtime, or income from secondary employment, fearing it might complicate their application. However, each income source can contribute to a higher loan qualification amount. Similarly, failing to list all assets, including checking, savings accounts, or valuable personal property, can portray a less favorable financial standing than reality.

Applicants often overlook the importance of detailing liabilities accurately. Excluding certain debts or underestimating monthly payments can lead to an inaccurate debt-to-income ratio, a key metric lenders use to assess loan eligibility. This includes forgetting to list alimony, child support, or separate maintenance if these are expenses that affect monthly financial obligations.

A critical error involves not accurately reporting the purpose of the loan or the details of the property to be purchased or refinanced in Section 4. Misrepresenting the intended use of the property, whether as a primary residence, investment property, or secondary home, can lead to a misalignment between borrower needs and loan products offered.

Misunderstanding or not fully completing the section regarding gifts or grants for the loan in Section 4d is another common pitfall. Applicants must specify the source and type of any gifted funds or grants accurately, as these can impact loan approval and conditions. Failure to do so could result in delays or the need for further documentation.

Moreover, some applicants mistakenly believe that not disclosing credit inquiries or newly opened lines of credit during the application process would be beneficial. This omission can be problematic as lenders will discover this information during the credit verification process, potentially questioning the borrower's transparency and credibility.

Another oversight occurs with the borrower’s declaration section, where applicants fail to disclose key financial details such as past bankruptcies, foreclosures, or ongoing lawsuits. These declarations are crucial for lenders to evaluate risk properly and failing to disclose them can lead to severe complications up to and including loan denial.

Incorrectly filling out the personal information section, including name variations and marital status, can also lead to complications. Any discrepancies between the application information and official documents can flag issues with identity verification, leading to potential delays in the application process.

Lastly, applicants often skip the sections that don't apply to them without marking them as "Does not apply." Leaving sections blank might lead lenders to assume the applicant missed them, potentially holding up the process for clarification. Clear communication through the form, including acknowledgment of non-applicable sections, helps streamline the review process.

Documents used along the form

In the labyrinth of paperwork and documentation required for mortgage applications and real estate transactions, the Freddie Mac Form 65, known as the Uniform Residential Loan Application, plays a central role. Yet, this form seldom travels alone through the journey of securing a mortgage. It is part of an ensemble of forms and documents, each bearing its own significance, intricately woven into the fabric of the mortgage approval process. Here's a closer look at some of these documents and their roles in the tapestry of home buying and refinancing.

  • IRS Form 4506-T: This form grants lenders the authority to request a transcript of your tax returns directly from the IRS. It ensures that the income you reported to the lender matches what you've reported to the IRS, serving as a check against income fraud.
  • Loan Estimate and Closing Disclosure Forms: These forms, provided by the lender, outline the estimated costs associated with the mortgage and the final terms, respectively. They ensure transparency in the lending process, providing borrowers an opportunity to review costs and terms before committing.
  • Credit Report Authorization: Lenders use this form to get your written permission to check your credit report. Your credit history is a critical factor in determining your loan eligibility and interest rate.
  • Appraisal Report: An appraisal report assesses the market value of the property you intend to purchase or refinance. Lenders require this to ensure the property's value is in line with the amount of the mortgage loan.
  • Title Insurance: This provides protection against loss arising from problems connected to the title of your property. The lender often requires a lender's policy to protect their interest, and you can purchase an owner's policy for your protection.
  • Proof of Homeowners Insurance: Proof that you have obtained and will maintain a homeowners insurance policy, which protects against damage to the property, is required. This ensures the lender's collateral on the loan is protected.

Together, these documents complement the Freddie Mac Form 65 in the mosaic of mortgage processing. Each plays its part in protecting the interests of all parties involved, ensuring financial transparency and legal compliance through every step of the property purchasing or refinancing process. Knowing the purpose and contents of these documents can demystify the home buying journey, making it a less daunting endeavor.

Similar forms

The Fannie Mae Form 1003 is notably similar to the Freddie Mac Form 65 in its purpose and structure. This form, also known as the Uniform Residential Loan Application (URLA), is used by prospective borrowers to apply for a mortgage. It collects detailed information about the borrower's personal and financial situation, mirroring the sections found in the Freddie Mac Form 65. The segments on employment history, income, assets, and liabilities are almost identical, designed to provide lenders with a comprehensive perspective of the applicant's ability to repay the loan.

The Veterans Affairs (VA) Loan Application shares similarities with the Freddie Mac Form 65 by targeting a specific audience, namely veterans, active military members, and their spouses. It collects detailed personal, employment, and financial information, akin to what is required on the Freddie Mac Form 65. The key distinction lies in its accommodation for the unique aspects of military service and veterans' benefits, emphasizing eligibility for VA loans and including sections to detail service history and VA benefits.

The Department of Housing and Urban Development (HUD) 92900-A, also known as the HUD/VA Addendum to the Uniform Residential Loan Application, parallels the Form 65 data collection but is specifically tailored for FHA or VA loan applicants. This document supplements the standard loan application by adding requirements and certifications pertinent to government-insured loans. It delves into applicants' financial intricacies, akin to the Freddie Mac 65 form, while also ensuring compliance with FHA or VA lending criteria.

The USDA Uniform Residential Loan Application serves a similar purpose for applicants of USDA loans, which support rural homebuyers. Like the Freddie Mac Form 65, it demands thorough financial, employment, and personal information to assess the borrower's loan eligibility. However, it differentiates itself by focusing on criteria specific to USDA loans, including property eligibility based on rural area definitions and income limits set by the USDA.

The HELOC (Home Equity Line of Credit) Application, while oriented towards existing homeowners seeking to tap into their home's equity, entails a formative process similar to the Freddie Mac Form 65. Applicants must provide comprehensive personal, financial, and employment information. The focus here shifts slightly towards assessing the home's current value and the equity available to borrow against, highlighting the property's financial utility as a credit line rather than its suitability as collateral for a new purchase or a refinance.

The Reverse Mortgage Loan Application is designed for seniors seeking to convert part of their home equity into cash. While it mirrors the Freddie Mac Form 65 in structure—gathering extensive personal, financial, and property information—the criteria and objectives diverge. This application emphasizes the homeowner's age, the property's equity, and the potential loan advances, aligning with the reverse mortgage's goal of providing financial relief or supplemental income to seniors.

The Construction Loan Application, although focused on financing the construction of new homes or major home improvements, shares the comprehensive gathering of personal, financial, and property information found in the Freddie Mac Form 65. It differs by requiring detailed plans about the construction project, including a budget, timeline, and contractor details, ensuring the borrower's financial aptitude for managing and completing the construction project within the allocated budget and time frame.

Dos and Don'ts

When filling out the Freddie Mac 65 form, also known as the Uniform Residential Loan Application, it's important to approach this task with attention to detail and full transparency. Here is a list of things to do and not to do to help guide you through the process.

  • Do:
    • Verify all personal information (Section 1a) for accuracy, including your name, Social Security Number, employment and income details. Mistakes here could cause delays or negatively impact your loan approval.
    • Include all sources of income that you want considered for the loan (Section 1e), such as employment, retirement, or any other source. This can improve your loan qualification potential.
    • Accurately list all assets (Section 2a) and liabilities (Section 2c). Underreporting assets or omitting liabilities can lead to issues in the loan process.
    • Disclose any real estate you currently own (Section 3). This includes primary residences, investment properties, and any other real estate interests.
    • Clearly identify the loan's purpose and the property involved (Section 4a), ensuring that the loan officer understands exactly what you are trying to accomplish with this loan application.
  • Don't:
    • Leave relevant fields blank. If a section applies to you, fill it out completely. If it doesn't apply, properly indicate this rather than leaving it blank.
    • Guess on dates, amounts, or other details. Inaccurate information, even if unintentional, can cause significant problems. Verify if unsure.
    • Omit any other borrowers applying for the loan with you. Their information is crucial for a complete application and accurate lending decision (Section 1).
    • Forget to list all liabilities and debts, including those intended to be paid off before or at closing. This affects debt-to-income ratios and lending decisions (Section 2c).

Filling out the Freddie Mac 65 form accurately and comprehensively can significantly affect the outcome of your loan application. Take the time to review and ensure all information is correct and complete before submission.

Misconceptions

There are several misconceptions about the Freddie Mac Form 65, also known as the Uniform Residential Loan Application. Understanding these misconceptions can provide clarity and assist applicants in navigating the lending process more effectively.

  • It’s only for Freddie Mac loans: A common misconception is that Form 65 is exclusive to Freddie Mac-financed loans. In reality, this form is a standard industry document used widely across the United States for both Freddie Mac and Fannie Mae loans, as well as by many other lenders.
  • Only primary borrowers need to fill it out: Many assume that only the primary borrower is required to complete Form 65. However, all borrowers, including co-borrowers or co-signers, must provide their information if they are part of the loan application process. This ensures a comprehensive financial picture is presented to the lender.
  • Personal information isn’t important: Some applicants might think that certain personal details, such as marital status or dependents, are not critical. On the contrary, these pieces of information are vital as they can affect qualifying aspects of the loan, including entitlements to certain types of government loans or the consideration of combined household income.
  • It only pertains to employment income: While employment income is a significant part of the application, Form 65 also requires disclosure of other income sources. This includes, but is not limited to, alimony, child support, dividends, and retirement income, all of which are crucial in assessing the borrower's ability to repay the loan.
  • It doesn’t cover financial obligations outside of loans: Another misconception is that the form only considers loans as part of an applicant's liabilities. In addition to existing loans, applicants must list other financial obligations, such as alimony payments, child support, and lease agreements, to provide a complete view of their liabilities.
  • All assets need to be disclosed: There's a belief that borrowers should only list assets that are directly involved in securing the loan. However, Form 65 asks for a broad disclosure of assets, including bank accounts, stocks, and other properties, which can play a crucial role in the loan approval process.
  • Gifts or grants are not relevant: Applicants often think that mentioning gifts or grants towards the purchase of the property is unnecessary. Contrary to this belief, disclosing this information is crucial since it can influence the down payment source and overall financial assessment for the loan approval.

By dispelling these common misconceptions, borrowers can better prepare their loan applications and enhance their understanding of the lending process, ultimately making more informed financial decisions.

Key takeaways

Filling out the Freddie Mac Form 65, also known as the Uniform Residential Loan Application, is an essential step for those looking to qualify for a mortgage. This document is comprehensive and requires accurate and detailed financial information from the applicant. Here are five key takeaways to ensure a smooth application process:

  • Complete All Relevant Sections: The form is divided into segments that cover borrower information, employment and income, assets and liabilities, and details about the loan and property. Even sections that may seem not to apply to you should be reviewed and filled out if necessary, marking "Does not apply" where appropriate.
  • Accuracy is Crucial: Every piece of information, from personal details to income and assets, needs to be accurately reported. Inaccuracies can lead to significant delays or even the rejection of the application. Pay special attention to the details of your employment history, monthly income, and any other sources of income you wish to have considered.
  • Document Your Income: For both employment and any additional sources of income (like bonuses, commissions, or rental income), precise figures are necessary. Be prepared to provide documentation for these figures, as lenders will verify the information for loan approval.
  • Review Your Assets and Liabilities: The assets section requires details about bank accounts, retirement accounts, and any other assets, including their current cash or market value. For liabilities, include all debts such as credit card balances, loans, and any other monthly obligations. The accuracy of this section affects your demonstrated ability to afford the mortgage.
  • Provide Detailed Property Information: If you already own real estate or are refinancing, detailed information about the property, including its value, the outstanding mortgage, and any rental income, is vital. This information helps lenders assess your financial situation in relation to the new loan you're applying for.

Lastly, remember that the Freddie Mac Form 65 is a standardized form also used by Fannie Mae under Form 1003. Lenders use this information to assess your creditworthiness and ability to repay the loan. Considering the importance of this document in the home-buying process, taking the time to fill it out carefully and completely cannot be overstated.

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