 |
 |
 |
 |
 |
 |
 |
Contact Information:
To Make Your face to face or telephone Reverse Mortgage Housing Appointment :
Call
1-888-980-2911 (Texas) or 1-877-715-2227 (California)
For face to face counseling appointments our office location in Texas is:
Christian Financial Services
506 E. Ramsey Suite 2
San Antonio, TX 78216
The cost for Texas reverse mortgage counseling is $125.00 or you can pay online .
*********************************************************************************************
Or for face to face counseling appointment in California our office location is:
Consumer Credit Counseling Service of Orange County
1920 Old Tustin Ave.
San Ana, CA 92705
You can also request an appointment by filling out the form and pay online for your
California appointment.
*********************************************************************************************
Note: Use the form below for Texas appointments only!
All parties on the grant deed need to participate for reverse mortgage counseling, if you are or have a durable power of attorney, you will need to fax this in prior to your setting up the appointment to 830-438-4429.
**********If you prefer, you may fill out the below information************
then fax it to 830-438-4429 to request your counseling appointment.
Note: Only the borrower /client or attorney in fact should do so!
___________________________________________________________________________
Reverse Mortgage Counseling Questionnaire
Fax to: 830-438-4429 or Mail to: CCC P.O. Box 144, Bulverde, TX 78163
___________________________________________________________________________
(1) Names and Birthdates of All Parties on Grant Deed or Title:
Note:
Are you the Power of Attorney or Conservator? If Yes please check this box [ ]
and include a copy of the Durable Power of attorney or copy of Letters of Convervatorship with your fax.
Please print all information
(Circle if Mr, Mrs. or Ms).
Name: Mr. Mrs. Ms. ____________________________________________________________
Date of Birth: ____/____/____
Name: Mr. Mrs. Ms. ____________________________________________________________
Date of Birth: ____/____/____
(2) Address of Property to be Mortgaged:
_________________________________________________________________
_________________________________________________________________
[ ] Mailing address if different from above: _________________________________________________________________
_________________________________________________________________
(3) Type of Property to be Mortgaged (circle one):
Single Family - Town Home - Condominium - Manufactured Home - COOP
(4) Approximate Value of Home: $_______________________________
(5) Total of All Debt Owed on the Home: $_________________________
(Including first mortgage, second mortgage, home equity loan, home equity line of credit. etc...)
(6) Are You Refinancing an Existing Reverse Mortgage? [ ] If Yes, please check this box
(7) How Should We Contact Client for Counseling?
[ ] Home phone: _______________________________________
[ ] Cell phone: _________________________________________
[ ] Email: _____________________________________________
(8) How Does Client Wish to Receive Counseling?
[ ] By phone (Available nation wide as State law permits)
[ ] In person (Only available in the San Antonio, Texas area)
(9) Client Wishes to be Contacted for an Appointment at a Later Time:
[ ] Within 24 hrs [ ] Within 48 hrs [ ] Other: _____
By the borrower initialing this section _________ I give Christian Financial Services authorization to fax, e-mail or submit my HECM counseling certificate to my lender upon completion of my counseling session.
Borrower or Legal Representative Signature: ____________________________________________
Date: ________________
Borrower or Legal Representative Signature: ____________________________________________
Date: ________________
Name of Reverse Mortgage Lender: _____________________________________
Name of Loan Officer: _________________________________________________
Address: _____________________________________________________________
Fax: ___________________________ E-mail: ______________________________
 Public Service Announcement |
