FAQs

What are the requirements for a Fannie Mae Exempt Transfer due to Death (where the Estate remains on the loan)?

• If the assuming party is not on the loan, the following documents are required:
  • Driver's License
  • Social Security Card
• Death Certificate
• Will/Probate document
• Recorded Quitclaim Deed
• Homeowners insurance policy that lists only the assuming party as the insured.

Download Assumption Scenario for a Fannie Mae Exempt Transfer due to Death (PDF)