Qualification worksheet 970 2026

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  1. Click ‘Get Form’ to open the qualification worksheet 970 in the editor.
  2. Begin by entering the Purchase Price and your Realtor's name in the designated fields. This information is crucial for your mortgage application.
  3. Fill out the Borrower #1 section with your personal details, including Name, Address, SS#, Date of Birth, Home Phone, Work Phone, and Email Address.
  4. Indicate if Borrower #1 is self-employed and provide Employer details along with the duration of employment.
  5. Repeat step 3 and step 4 for Borrower #2 to ensure all necessary information is captured.
  6. List monthly income sources for both borrowers, ensuring to include GROSS monthly income before taxes.
  7. Provide details about assets and liabilities by filling in current balances for checking accounts, savings accounts, investments, and any loans.
  8. Finally, sign the form electronically using our platform’s signature feature to complete your submission.

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