| Order |
Document |
OMB Control Number |
Expiration |
Notes |
| 1 |
Servicer or holder cover letter with specific point of contact, email, and phone number. |
n/a |
|
Servicer provided information on who to contact if VA has questions about the submission. |
| 2 |
VA Funding Fee Receipt (screenshot from VA FFPS is acceptable). |
2900-0474 |
5/31/2026 |
|
| 3 |
VA Form 26-8937,Verification of VA Benefits (if applicable). |
2900-0406 |
7/31/2025 |
|
| 4 |
[If Substitution of Entitlement] VA Form 26-8106. |
n/a |
|
This form is an acknowledgement used only in cases where the borrower is an eligible Veteran substituting their entitlement for that of the original Veteran. |
| 5 |
[If Substitution of Entitlement] VA Form 26-1880 for selling and purchasing Veterans. |
2900-0086 |
10/31/2025 |
|
| 6 |
Evidence the assumed loan was current at the time of the transfer. |
n/a |
|
Holder would have this as part of their loan record. |
| 7 |
Quit Claim Deed or other recorded document with transfer of ownership with VA clause, or if not included, signed assumption agreement by all parties (seller, assumer, servicer/holder). |
n/a |
|
This is not a VA specific form, this is the security instrument generated in the due course of completing an assumption. |
| 8 |
Original Note and all riders. |
n/a |
|
Holder would have these in their records already. |
| 9 |
Agreement creating liability to holder and VA (fully executed). |
n/a |
|
This is not a VA specific form, this is the security instrument generated during the assumption process. |
| 10 |
Assignment of Escrow (if applicable). |
n/a |
|
This is not a VA specific form, this instrument is used where necessary to assign existing escrows. |
| 11 |
Purchase/Assumption Contract or Divorce Decree. |
n/a |
|
This is not a VA specific form, it is executed by the borrower and the seller in due course of the sales transaction. |
| 12 |
Uniform Residential Loan Application (URLA). |
n/a |
|
This is not a VA specific form, it is used by the lending industry to establish the terms of the credit the borrower applies for. It is an industry standard and generated in the normal course of doing business. |
| 13 |
Closing Disclosure Statement or ALTA statement if an investment transaction only. |
n/a |
|
This is not a VA specific form, it is used by the lending industry to disclose the final accounting of costs incurred in the loan process. It is an industry standard and generated in the normal course of doing business. |
| 14 |
Loan Estimate |
n/a |
|
This is not a VA specific form, this is a document generated during the assumption process. It is an industry standard and generated in the normal course of doing business. |
| 15 |
VA Form 26-8497, Request for Verification of Employment, and all other verifications of income such as pay stubs and tax returns. Any income documentation obtained during processing should be provided in the loan file. |
2900-0521 |
10/31/2025 |
|
| 16 |
Credit Alert Verification Report System (CAIVRS): assumer and all co-assumers. |
2900-0521 |
10/31/2025 |
This is not a VA specific form, holders use CAIVRS (system owned by HUD) to ensure borrowers are not presently in default on a Federal loan. It is an industry standard and generated in the normal course of doing business. |
| 17 |
All credit reports obtained in connection with the loan and any related documentation such as explanations for adverse credit if required and credit report invoices. |
2900-0521 |
10/31/2025 |
This is not a VA specific form, holders would have to obtain credit reports to establish the creditworthiness of a borrower. It is an industry standard and generated in the normal course of doing business. |
| 18 |
VA Form 26-8497a, Request for Verification of Deposit, and other related documents (Alternative documentation: Original or certified true copies of last two bank statements). |
2900-0521 |
10/31/2025 |
|
| 19 |
For Automated Underwriting cases: Feedback Certificate and underwriter’s certification (acceptable variations on the documentation required in items 17, 18, and 19 below, and the underwriter’s certification, are explained in VA Pamphlet 26-7, Chapter 4 Topic 8). |
2900-0521 |
10/31/2025 |
Holders are not required to use an AUS to underwrite these loans, but if they use such a system the feedback must be provided. It is an industry standard and generated in the normal course of doing business. |
| 20 |
VA Form 26-6393, Loan Analysis. |
2900-0521 |
10/31/2025 |
|
| 21 |
VA Form 26-0592, Counseling Checklist for Military Homebuyers, if the assumer is on active duty. 38 C.F.R. 36.4340(f)(2)(iii). |
n/a |
|
This form is an acknoweldgement used only in cases where the borrower is an active duty service member. |
| 22 |
VA Form 26-6381 (Sellers Document). |
2900-0110 |
1/31/2027 |
|
| 23 |
VA Form 26-6382 (Buyers Document). |
2900-0111 |
6/30/2026 |
|
| 24 |
Other necessary documents (for example – but not limited to, ARM/HARM Disclosure, Power of Attorney if used, Lenders Loan Quality Certification). |
n/a |
|
The documents support the validity of the information contained within the loan origination package. |
| Order |
Document |
OMB Control Number |
Expiration |
Notes |
| 1 |
Servicer or holder cover letter with specific point of contact, email, and phone number. |
n/a |
|
Servicer provided information on who to contact if VA has questions about the submission. |
| 2 |
Evidence the loan to be assumed is current. |
n/a |
|
Holder would have this as part of their loan record. |
| 3 |
Original Note and all riders. |
n/a |
|
Holder would have these in their records already. |
| 4 |
Purchase/Assumption Contract or Divorce Decree. |
n/a |
|
This is not a VA specific form, it is executed by the borrower and the seller in due course of the sales transaction. |
| 5 |
VA Form 26-8937,Verification of VA Benefits (if applicable). |
2900-0406 |
7/31/2025 |
|
| 6 |
Uniform Residential Loan Application (URLA). |
n/a |
|
This is not a VA specific form, it is used by the lending industry to establish the terms of the credit the borrower applies for. It is an industry standard and generated in the normal course of doing business. |
| 7 |
Loan Estimate |
n/a |
|
This is not a VA specific form, this is a document generated during the assumption process. It is an industry standard and generated in the normal course of doing business. It is an industry standard and generated in the normal course of doing business. |
| 8 |
VA Form 26-8497, Request for Verification of Employment, and all other verifications of income such as pay stubs and tax returns. Any income documentation obtained during processing should be provided in the loan file. |
2900-0521 |
10/31/2025 |
|
| 9 |
Credit Alert Verification Report System (CAIVRS): assumer and all co-assumers. |
2900-0521 |
10/31/2025 |
This is not a VA specific form, holders use CAIVRS (system owned by HUD) to ensure borrowers are not presently in default on a Federal loan. It is an industry standard and generated in the normal course of doing business. |
| 10 |
All credit reports obtained in connection with the loan and any related documentation such as explanations for adverse credit if required and credit report invoices. |
2900-0521 |
10/31/2025 |
This is not a VA specific form, holders would have to obtain credit reports to establish the creditworthiness of a borrower. It is an industry standard and generated in the normal course of doing business. |
| 11 |
VA Form 26-8497a, Request for Verification of Deposit, and other related documents (Alternative documentation: Original or certified true copies of last two bank statements). |
2900-0521 |
10/31/2025 |
|
| 12 |
For Automated Underwriting cases: Feedback Certificate and underwriter’s certification (acceptable variations on the documentation required in items 17, 18, and 19 below, and the underwriter’s certification, are explained in VA Pamphlet 26-7, Chapter 4 Topic 8). |
2900-0521 |
10/31/2025 |
Holders are not required to use an AUS to underwrite these loans, but if they use such a system the feedback must be provided. |
| 13 |
VA Form 26-6393, Loan Analysis. |
2900-0521 |
10/31/2025 |
|
| 14 |
VA Form 26-0592, Counseling Checklist for Military Homebuyers, if the assumer is on active duty. 38 C.F.R. 36.4340(f)(2)(iii). |
n/a |
|
This form is an acknoweldgement used only in cases where the borrower is an active duty service member. |
| 15 |
VA Form 26-6381 (Sellers Document). |
2900-0110 |
1/31/2027 |
|
| 16 |
VA Form 26-6382 (Buyers Document). |
2900-0111 |
6/30/2026 |
|
| 17 |
[If Substitution of Entitlement] VA Form 26-8106. |
n/a |
|
This form is an acknowledgement used only in cases where the borrower is an eligible Veteran substituting their entitlement for that of the original Veteran. |
| 18 |
[If Substitution of Entitlement] VA Form 26-1880 for selling and purchasing Veterans. |
2900-0086 |
10/31/2025 |
|
| 19 |
[Appeals only] Notice of Adverse Action for disapproval, including evidence that the assumer and seller were provided with the required disapproval notifications. |
n/a |
|
This is not a specific form, holders would generate this in due course of denying an application for credit under CFPB rules. It is an industry standard and generated in the normal course of doing business. |
| 20 |
Other necessary documents (for example – but not limited to, ARM/HARM Disclosure, Power of Attorney if used, Lenders Loan Quality Certification). |
n/a |
|
The documents support the validity of the information contained within the loan origination package. |
|
|
|
|
|
| Upon close |
|
|
|
|
| 1 |
Quit Claim Deed or other recorded document with transfer of ownership with VA clause, or if not included, signed assumption agreement by all parties (seller, assumer, servicer/holder). |
n/a |
|
This is not a VA specific form, this is the security instrument generated in the due course of completing an assumption. |
| 2 |
VA Funding Fee Receipt (screenshot from VA FFPS is acceptable). |
2900-0474 |
5/31/2026 |
|
| 3 |
Closing Disclosure Statement or ALTA statement if an investment transaction only. |
n/a |
|
This is not a VA specific form, it is used by the lending industry to disclose the final accounting of costs incurred in the loan process. It is an industry standard and generated in the normal course of doing business. |
| 4 |
Agreement creating liability to holder and VA (fully executed). |
n/a |
|
This is not a VA specific form, this is the security instrument generated during the assumption process. |
| 5 |
Assignment of Escrow (if applicable). |
n/a |
|
This is not a VA specific form, this instrument is used where necessary to assign existing escrows. |