OAR 137-110-0610
Documents Required of the Grantor
(1)
The grantor shall provide the following documents to the service provider for provision to the beneficiary within 25 days after the date on which the service provider sends a Notice of Resolution Conference:(a)
A completed “Universal Intake Form” provided in Appendix B and available by selecting “Form 610” at http://www.doj.state.or.us/consumer/foreclosure_mediation.shtml or a substantially similar form;(b)
Information about the grantor’s income, expenses, debts and other obligations;(c)
A description of the grantor’s financial hardship, if any;(d)
Documents that verify the grantor’s income.(2)
In addition to the documents listed in subsection (1), a grantor’s successor-in-interest shall provide documents that establish the person’s identity and legal interest in the property, including but not limited to letters testamentary, letters of administration, or a court certified copy of a small estate affidavit.(3)
Within 5 days of receiving documents provided by the grantor, the service provider shall make those documents available to the beneficiary using the service provider website. The service provider shall provide the documents to the beneficiary in an alternative format upon request.(4)
If a grantor fails to timely provide documents as required by Oregon Laws 2013, chapter 304 and section (1) of this rule, the grantor and the beneficiary shall nevertheless appear at the resolution conference. A grantor who does not timely provide a document required by this rule is at increased risk of the resolution conference concluding without reaching an agreement for a foreclosure avoidance measure.(5)
The Oregon Foreclosure Avoidance Program may ask grantors to provide documents that contain social security numbers. The Program will inform grantors that it does not require them to provide their social security numbers, but that grantors may do so voluntarily to facilitate resolution with the beneficiary. The Program will tell grantors that if they provide their social security numbers, the numbers will be disclosed to the beneficiary, the grantor’s housing counselor and the facilitator for the purposes of the resolution conference and to the service provider for the purpose of ensuring that the grantor has submitted the necessary documents.
Source:
Rule 137-110-0610 — Documents Required of the Grantor, https://secure.sos.state.or.us/oard/view.action?ruleNumber=137-110-0610.