What I Need to Know . . .

	HECM and HECM Refinance

	HECM
	The following additional information may be needed for a HECM case:
		Non-borrowing spouse (NBS) Name, Social Security Number, and Date of Birth
		Appraiser information
		HECM Counsel Date*
		HECM Counsel TIN
		HECM Counseling Certificate Number
		Month/Year Completed
	* Must precede Case Number Assignment.

	HECM Refinance
	The following additional information may be needed for a HECM Refinance case:
		Non-borrowing spouse (NBS) Name, Social Security Number, and Date of Birth
		Appraiser information
		HECM Counsel Date*
		HECM Counsel TIN
		HECM Counseling Certificate Number
		Month/Year Completed
		Prior Case Number**
		Streamline refinance type: Not Streamlined
	* If not waived, must precede Case Number Assignment. ** Prior case must be "active" (i.e., not terminated, defaulted, or have an FHA insurance claim). See Case Number Assignment Help (Field Descriptions). Case Query may help you determine the previous Case Number if the previous case has not been archived (i.e., it is within 13 months of the Closing Date). (See Case Query Help.) If archived, contact the FHA Resource Center at 800-CALLFHA (800-225-5342) for assistance. Using Case Query, enter the address or borrower information to search for the previous case information.