Get started to complete the request for Mortgage Assistance

When you apply for mortgage assistance, we'll work with you to explore all your options and help you understand which best suits your situation. Start by sending us your information, and a Relationship Manager will work with you to explain all options so you can decide what's right for you.

1. Gather your information

1. Gather your information

To get started, complete the Request for Mortgage Assistance (RMA) Form (PDF). You may upload your completed form to chase.com. Sign in, choose your home lending account, choose Account services, then Mortgage Assistance.

2. We'll review and provide options

2. We'll review and provide options

Within 30 days of receiving the documents, a Relationship Manager will reach out to request additional information, if necessary, and to explain all options so you can decide what's right for you.

3. Confirm your decision and
review next steps

3. Confirm your decision and
review next steps

After we provide your eligible options, you’ll have 14 days to let us know which option is best for you.

Your Relationship Manager will follow up with you about the option you’ve chosen and will help guide you through the next steps.

Additional Forms

Here are the additional documents that you may need to download:

• Para instrucciones en español (PDF): Spanish instructions for completing the Request for Mortgage Assistance Form
• Application Checklist (PDF): Use this checklist as a guide for requesting mortgage assistance.
• IRS Form 4506-C (PDF) May be required if you have self-employment income.
• Sample Profit & Loss (P&L) Statement (PDF): For our self-employed customers who don’t have a P&L statement (to verify self-employed customer income/hardship).
• Authorization to Obtain Consumer Credit Report for Additional Contributor (PDF): Used to verify non-borrower income when calculating assistance eligibility.
• Form SSA-89 (PDF): Allows Chase to validate the Social Security number with the Social Security Administration.
• Bankruptcy Attorney and Borrower Authorization Form (PDF): Used to allow Chase to work directly with the customer (not their attorney) when determining assistance eligibility; this is used in cases of bankruptcy.
• Authorization to Provide and Release Information (PDF): Authorizes Chase to speak to a third party (such as a real estate agent) about a customer’s account; mainly used internally to work with third parties on the terms of the sale or release of the property.
• Schedule of Real Estate Owned (PDF): For customers who own more than one additional property.
• Unemployment Affidavit (PDF): For customers who are requesting mortgage assistance due to unemployment.
• Occupancy Verification Affidavit (PDF) – For Successors in Interest or non-borrowers who are residing at the property for which is requesting mortgage assistance

If you have any questions about collecting and/or completing your documents, call us at 1-866-550-5705.

Resources

• Access information for Military personnel
• Learn about mortgage credit reporting
• Send us documents
• Download forms
• Call us at 1-800-848-9380

You may file complaints about your Servicer with the New York State Department of Financial Services or obtain further information from the department by calling the department's Consumer Help Unit at 1-800-342-3736 or by visiting www.dfs.ny.gov. You may also file complaints directly with Chase by calling 1-800-848-9136 or writing to Chase, Mail Code LA4-6475, 700 Kansas Lane, Monroe, LA 71203. Chase is not registered with the Superintendent of Financial Services.

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