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

Corporate Name*

Authorized Signer*

Tax ID*

Title/Position*

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.

Signature

By signing above, 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.

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Name

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