Consumer Loan Modification Forms

Financial documents you will need available before submitting your forms include:

• All pages of your last three months of all bank statements (e.g. checking, savings, money markets, CDs). If you don’t have a checking account, submit copies of cash and money order receipts for all paid bills for the last 30 days.
• Copies of last two pay stubs for the month most recently worked for you and your co-borrower. If you are self-employed provided a profit and loss statement for the year to date and last tax years tax return. If you are not employed, please provide proof of income (e.g. Social Security, disability, unemployment, rental, child support/alimony and retirement).
• All documentation to support changes in your financial condition.
• Any death certificates or divorce decree(s).

To request a loan modification of terms or a loan workout, Please complete the consumer loan application and budget worksheet and submit all required documentation financialassistance@monterra.org or fax to 650-363-0862. All modifications are subject to review.