Refinance Questionnaire

Type of Ownership*

Borrower 1 Information

Borrower 1 Name*

Social Security#*

Marital Status*

Email*

Cell Phone*

Home Phone

Work Phone

Fax

Is there a 2nd Borrower?*

Yes
No

Borrower 2 Information

Name

Social Security#

Marital Status

Email

Cell Phone

Home Phone

Work Phone

Fax

Relationship & Ownership

Please fill out these fields if there is more than one borrower...

Relationship of Borrowers to Each Other

Please Explain*

If spouse is not a borrower on the loan, will spouse be on the deed?

Please include spouse's information in "Buyer 2" section above.

Corporation, LLC or Partnership Information

Business Name*

Authorized Signer and Title*

Tax ID*

Shareholders, Members or Partners (Must list ALL)*

Acknowledgement*

I understand that you require a resolution or corporate vote to confirm authorization to refinance property, confirm who is signing and in what capacity on behalf of the corporation, company or partnership.

Trust Information

Name of Trust*

Trust Tax or SS#*

Date of Trust*

Grantor of Trust*

Insurance Information

(Homeowners or Condominium Units)
A binder will be required reflecting your lender. You can always follow up with Accurate Title once the insurance company has been selected.

Agency

Contact Person

(if available)

Phone#

Policy# (if available)

Condominium, Homeowners Association, Mobile Home or Co-op (If Applicable)

Association Name

Association Phone

Management Company

Management Phone

Amount of Dues

Collected..

If other, indicate schedule*

Mortgages/Home Equity Lines

Please list all mortgages and home equity lines pertinent to this property, including open loans with a zero dollar balance.

** It is your responsibility to cancel any automatic withdrawals if applicable**

Number of Mortgages/Equity Lines*

Bank/Mortgage Co. #1*

Phone*

Account#*

Home Equity Line of Credit?*

Yes
No

FHA Mortgage?*

Yes
No

Bank/Mortgage Co. #2*

Phone*

Account#*

Home Equity Line of Credit?*

Yes
No

FHA Mortgage?*

Yes
No

Additional Lenders*

If any other mortgages, private mortgages, liens or attachments, please list above.

Other Information

Is this property your primary residence?*

Buyer 1 Primary Residence*

Is this property the primary residence for Borrower #2?*

Buyer 2 Primary Residence*

If property is primary residence, then all Borrowers & spouses must attend closing for homestead purposes, even if not on the deed or mortgage.

Spouse’s legal name:*

Will any of the Borrowers be using a power of attorney?*

Will Accurate Title prepare it?*

Do you want your proceeds WIRED for a fee of $45.00 (if applicable)?*

Acknowledgements

ID*

I understand that current government issued photo identification will be required from all parties at closing.

Funds*

I understand that any funds due must be wired or be in the form of a Cashier’s or Certified check made payable to Accurate Title. I understand that prior to utilizing any wiring instructions we must have verbal confirmation with Accurate Title.

Authorization*

By signing below, I hereby authorize Accurate Title to discuss, request and receive any and all payment, account and payoff information with regard to my/our loan(s) and account(s) set forth above.

Signature*

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Email

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