You have indicated that you owned the property with the borrower as a joint tenant with a right of survivorship. Please note that, in order to confirm you as a successor in interest to the borrower, we will require proof of the borrower’s death, proof that you were transferred an ownership interest in the borrower’s property, and proof of your identity.

GIVEN YOUR CIRCUMSTANCES, WE WILL ACCEPT THE FOLLOWING DOCUMENTS:

To prove the borrower’s death:

• Death certificate

To prove that you were transferred an ownership interest in the borrower’s property:

• Deed titled to you and the borrower as joint tenants with a right of survivorship or as tenants by the entirety
  

To prove your identity:

• Your photo identification

You have indicated that a deed was used to transfer an ownership interest in the borrower’s real property to you. Please note that in order to confirm you as a successor in interest to the borrower, we will require proof of the borrower’s death, proof that you were transferred an ownership interest in the borrower’s property, and proof of your identity.

GIVEN YOUR CIRCUMSTANCES, WE WILL ACCEPT THE FOLLOWING DOCUMENTS:

To prove the borrower’s death:

• Death certificate

To prove that you were transferred an ownership interest in the borrower’s property:

• If there is a deed transferring the real property to you:
  • Deed transferring the real property to you
• If the borrower's interest transferred to you through a transfer on death document:
  • A copy of the recorded transfer on death document, and
  • An affidavit affirming that the transfer on death document was not revoked or superseded prior to the borrower’s death

To prove your identity:

• Your photo identification and,
• Evidence that you are a relative of the borrower. Examples of acceptable documentation include a birth certificate, marriage license, death certificate, or affidavit
  

You have indicated that you acquired an interest in the property through Wisconsin’s marital property laws. Please note that, in order to confirm you as a successor in interest to the borrower, we will require proof of your ownership interest and proof of your identity. You also indicated that the borrower passed away. Therefore, we also request that you provide us with proof of the borrower’s death so that we can update our records accordingly. 

GIVEN YOUR CIRCUMSTANCES, WE WILL ACCEPT THE FOLLOWING DOCUMENTS:

To prove the borrower’s death:

• Death certificate

To prove that you were transferred an ownership interest in the borrower’s property:

• If there is a deed titled to you and the borrower as marital property:
  • Deed titled to you and the borrower as marital property
• If you do not have a deed titled to you and the borrower as marital property:
  • Affidavit attesting that the property was marital property, and that it was acquired while you and the borrower were married using marital funds

To prove your identity:

• Your photo identification and,
• Evidence that you are a relative of the borrower. Examples of acceptable documentation include a birth certificate, marriage license, death certificate, or affidavit
  

You have indicated that a court (or other duly appointed official) issued an order, decree, or other document related to the disposition of the borrower’s property. Please note that, in order to confirm you as a successor in interest to the borrower, we will require proof of the borrower’s death, proof that you were transferred an ownership interest in the borrower’s property, and proof of your identity.

GIVEN YOUR CIRCUMSTANCES, WE WILL ACCEPT THE FOLLOWING DOCUMENTS:

To prove the borrower’s death:

• Death certificate

To prove that you were transferred an ownership interest in the borrower’s property:

• If there is a deed transferring the real property to you:
  • Deed transferring the real property to you
• If a court (or other duly appointed official) determined that you are entitled to an ownership interest in the borrower’s real property:
  • Court order, decree, or other document executed or certified by a court indicating that you are entitled to an ownership interest in the deceased borrower’s real property secured by the mortgage loan

To prove your identity:

• Your photo identification, and
• Evidence that you are a relative of the borrower. Examples of acceptable documentation include a birth certificate, marriage license, death certificate, or affidavit

You have indicated that the borrower transferred all or a portion of his/her interest in the real property to you through a will. Please note that, in order to confirm you as a successor in interest to the borrower, we will require proof of the borrower’s death, proof that you were transferred an ownership interest in the borrower’s property, and proof of your identity.

GIVEN YOUR CIRCUMSTANCES, WE WILL ACCEPT THE FOLLOWING DOCUMENTS:

To prove the borrower’s death:

• Death certificate

To prove that you were transferred an ownership interest in the borrower’s property:

• If there is a deed transferring the real property to you:
  • Deed transferring the real property to you
• If there is a will that was probated in Wisconsin:
  • Copy of the will and some record that it was admitted to probate by the court, and
  • If it is not clear on the face of the will who is to receive the property, then we will also require either an
    • Order, decree, or other court document identifying the persons who get the property under the will, or
    • Affidavit of facts concerning the identity of devisees
• If there is a will that was probated in a state other than Wisconsin:
  • Copy of the will
  • Order, decree, or other document issued by a Wisconsin court entering the will to probate in Wisconsin, and
  • If it is not clear on the face of the will who is to receive the property, then we will also require either an
    • Order, decree, judgment, or other court document identifying the persons who get property under the will, or
    • Affidavit of facts concerning the identity of devisees
• If there is a will that cannot be probated or does not dispose of the borrower’s real property, either:
  • An order, decree, or other court document evidencing who gets the real property, or if one does not exist, then
  • An order, decree, or other court document determining the heirs or court certificate or decree determining descent of real property, or if neither exists, then
  • An affidavit proving that you are the borrower’s lawful heir under the Wisconsin laws of intestate succession

To prove your identity:

• Your photo identification, and
• Evidence that you are a relative of the borrower. Examples of acceptable documentation include a birth certificate, marriage license, death certificate, or affidavit

You have indicated that you acquired an ownership interest in the borrower's real property through Wisconsin's laws of intestate succession or through a non-probate transfer. Please note that, in order to confirm you as a successor in interest to the borrower, we will require proof of the borrower’s death, proof that you were transferred an ownership interest in the borrower’s property, and proof of your identity.

GIVEN YOUR CIRCUMSTANCES, WE WILL ACCEPT THE FOLLOWING DOCUMENTS:

To prove the borrower’s death:

• Death certificate

To prove that you were transferred an ownership interest in the borrower’s property:

• If there is a deed transferring the real property to you:
  • Deed transferring the real property to you
• If you acquired your ownership interest through Wisconsin’s laws of intestate succession, either:
  • An order, decree, or other court document evidencing who gets the real property, or if one does not exist, then
  • An order, decree, or other court document determining the heirs or court certificate or decree determining descent of real property, or if neither exists, then
  • An affidavit proving that you are the borrower’s lawful heir under the Wisconsin laws of intestate succession
• If the borrower’s real property qualifies under Wisconsin law to be transferred through an affidavit:
  • Certified copy or duplicate original of the affidavit that has been recorded
• If your spouse’s interest in the property transferred to you through a marital property agreement:
  • Copy of the marital property agreement

To prove your identity:

• Your photo identification, and
• Evidence that you are a relative of the borrower. Examples of acceptable documentation include a birth certificate, marriage license, death certificate, or affidavit