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Details steps for identity confirmation, required documents to protect privacy, and state- and circumstance-specific evidence for death by operation of law, trusts, divorce transfers, and probate or estate administration.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/letters/","Letters",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/becoming-a-successor-in-interest-what-you-need-to-know-request-form-and-required-documents/275994/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/becoming-a-successor-in-interest-what-you-need-to-know-request-form-and-required-documents/275994.png","ImageObject",442,249,{"name":42,"@type":43},"Mimi","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-18","2026-09-15",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",11,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What is required to confirm that someone is a Successor in Interest?","Question",{"text":63,"@type":64},"A Successor in Interest must have a vested interest in the property. Eligibility is confirmed after reviewing the included FAQ, completing the required request form, confirming identity, and providing documents specific to the circumstances.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What identity items are required to protect the privacy of the loan?",{"text":68,"@type":64},"Identity confirmation requires a copy of a driver’s license, passport, or other government-issued photo identification, plus a completed and signed Successor in Interest Relationship and Identity Affidavit form.",{"name":70,"@type":61,"acceptedAnswer":71},"What documents are needed when the interest is claimed due to a borrower’s death by operation of law without probate?",{"text":72,"@type":64},"Provide a certified copy of the borrower’s death certificate and a copy of a recorded Transfer on Death (TOD) Deed valid under local law showing it was recorded prior to the death. Additional deed copies may be required for joint tenants, tenants by the entireties, or community property situations.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},275994,1790313125,{"code":4,"msg":82,"data":83},"success",[84,88,93,98,103,108,113,117,122],{"id":55,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":115,"slug":116},18,30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":114,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":135,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":30},2336477974920,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Becoming a Successor in Interest for a property—here’s what you need to know. It’s important to know a Successor in Interest is required to have a vested interest in the property. If you’re making this request because a borrower has passed away and you haven’t already contacted our Estate Servicing Operations (ESO)  \nteam, please call us at 888 .689.4466, Monday through Thursday, [8 a.m. to 9 p.m](8 a.m. to 9 p.m). ; [Friday 8 a.m. to 6 p.m. Eastern](Friday 8 a.m. to 6 p.m. Eastern).  \nBefore we can confirm your status and provide access to information and notices about this home loan, be sure to:  \n• Read the included Frequently Asked Questions.  \n• Review the section about becoming an authorized third party if you’re an Executor or Successor Trustee.  \n• Complete and return the Request Form for Successor in Interest and Executor/Administrator Party/Successor Trustee we’ve included.  \n• Confirm your identity.  \n• Send us documents specific to your circumstances.  \nWhat you can do as a Successor in Interest  \nIf we’re able to confirm your ownership interest as a Successor in Interest, you can:  \n• Request specific information about this loan.  \n• Receive and/or request certain servicing notices and communications regarding the loan, such as periodic statementsand payoff quotes.  \n• Apply to assume this loan, if applicable. Keep in mind, unless you assume the home loan obligation, you aren’t legally liable for the loan and can’t be required to use your assets to pay the loan. If the loan isn’t paid, the lender has a security interest in the property and the right to foreclose on the property for nonpayment of the debt.  \n• Request a modification, assume the loan, and have mail sent to your address.  \nWhat you need to do to become a Successor in Interest  \nIf you haven’t already done so, we need you to complete and return the form we’ve included, along with the documents listed in the next section.  \n1. To protect the privacy of this loan, we’ll need these items to confirm your identity:  \n• Copy of your driver’s license, passport, or other government-issued photo identification  \n• Completed and signed Successor in Interest Relationship and Identity Affidavit form  \n2. Depending on your situation and your state’s requirements, please see the Specific circumstances section and send only what applies to you. If you’ve already provided some of this information, you won’t need to send those documents again  \nSpecific circumstances  \nIf you’re claiming an interest due to the death of a borrower by operation of law, and the property is not subject to an estate administration or probate:  \n• Certified copy of the borrower’s death certificate (you can mail a photocopy or send a legible fax)  \n• Copy of a recorded Transfer on Death (TOD) Deed valid under local law that shows it was recorded prior to the death of the borrower  \n• If the title vested in borrower and you as Joint Tenants with Right of Survivorship, Tenants by the Entireties, or Husband and Wife, or as Community Property in states, where applicable, provide the copy of the recorded deed  \n• If you were a spouse or legally recognized domestic partner of the deceased borrower, are not on the deed and are claiming an interest in the property as Community Property, Homestead, or other statutory share rights, please let us know so we can provide you with the additional requirements  \nIf you’re claiming an interest as a successor beneficiary of a trust in which the deceased borrower was a beneficiary:  \n• Copy of the Trust Agreement  \n• Copy of a Trust Certification signed by the current Trustee that includes:  \n– Date of trust and Tax ID number  \n– Statement that the trust hasn’t been modified, amended, or revoked in a manner that would cause any statements to be incorrect or misleading  \n– Statement showing that the Trustee has the sole authority to make the certification and establishes who the beneficiaries of the trust and that you are one of them  \nIf this is a transfer to ","cbCaiv6B4g9oo2oA","https://ap.wps.com/l/cbCaiv6B4g9oo2oA","pdf",161023,8,"English","# Becoming a Successor in Interest\n## What you can do as a Successor in Interest\n## What you need to do to become a Successor in Interest\n## Specific circumstances","[{\"question\":\"What is required to confirm that someone is a Successor in Interest?\",\"answer\":\"A Successor in Interest must have a vested interest in the property. Eligibility is confirmed after reviewing the included FAQ, completing the required request form, confirming identity, and providing documents specific to the circumstances.\"},{\"question\":\"What identity items are required to protect the privacy of the loan?\",\"answer\":\"Identity confirmation requires a copy of a driver’s license, passport, or other government-issued photo identification, plus a completed and signed Successor in Interest Relationship and Identity Affidavit form.\"},{\"question\":\"What documents are needed when the interest is claimed due to a borrower’s death by operation of law without probate?\",\"answer\":\"Provide a certified copy of the borrower’s death certificate and a copy of a recorded Transfer on Death (TOD) Deed valid under local law showing it was recorded prior to the death. Additional deed copies may be required for joint tenants, tenants by the entireties, or community property situations.\"}]","Becoming a Successor in Interest - What You Need to Know - Request Form and Required Documents | PDF",1789490693]