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A borrower has $50,000 in a joint account with their spouse who is not on the mortgage application. What documentation is typically required to use these funds?

Correct Answer

B) A letter from the non-applicant spouse authorizing use of the funds

When funds are in a joint account with a non-applicant, the lender typically requires written authorization from the non-applicant spouse confirming their consent to use the funds for the mortgage transaction. This protects the lender from potential disputes over ownership of the funds.

Answer Options
A
Only bank statements showing the joint account ownership
B
A letter from the non-applicant spouse authorizing use of the funds
C
The non-applicant spouse must be added to the loan application
D
Joint account funds cannot be used unless both parties are on the loan

Why This Is the Correct Answer

When funds are in a joint account with a non-applicant, the lender typically requires written authorization from the non-applicant spouse confirming their consent to use the funds for the mortgage transaction. This protects the lender from potential disputes over ownership of the funds.

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