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 beneficiary deed or transfer on death deed:
  • A copy of the recorded beneficiary deed or transfer on death deed, and
  • An affidavit affirming that the beneficiary deed or transfer on death deed was not revoked or superseded prior to the borrower’s death
• If title to community property was perfected by execution of an instrument by an heir, personal representative or devisee:
  • Deed or instrument perfecting title in community property, and
  • Evidence of court approval of the transfer

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