Truist Mortgage forms and documents

File a credit dispute, set up recurring mortgage payments, add authorized users and more with these downloadable files.

Mortgage Assistance Application

Completing this form is among the first steps to addressing challenges you may be having with your mortgage payments.


Download the Mortgage Assistance Application (PDF)

Living Expense Form

Help is available during times of hardship. This form should be completed as a part of the Borrower Response Package to be considered. 


Download the Living Expense Form (PDF)

Third-Party Authorization Form

Use this form to consent to the release of information related to your mortgage to third parties. 
 

Download the Third-Party Authorization Form (PDF)

Mortgage Servicing Form

Submit requests to add or remove escrows or to remove PMI: Link to form

Mortgage Recurring Payment Authorization Form

Set your mortgage payment to draft monthly on a day you prefer with the recurring ACH authorization form.


Download the Mortgage Recurring Payment Authorization Form (PDF)

Bi-Weekly® Mortgage Payment Plan

Pay off your mortgage sooner. Build equity faster. Learn how restructuring your payments can help you reach your homebuying goals sooner.


Download the Bi-Weekly® Mortgage Payment Plan (PDF)

Form 4506-C Request for Transcript of Tax Return

Easily request transcripts of tax returns as a part of your mortgage application process.


Download the Form 4506-C Request for Transcript of Tax Return (PDF)

Credit Dispute Form

If you believe your credit has been wrongfully impacted, submit this form online and we'll investigate.

 

You may also print and mail it to:

Truist Bank
Credit Bureau Services
PO Box 849
Wilson, NC 27894

Download the Credit Dispute Form (PDF)

Patriot Act Form

To maintain security, potential identity theft, fraud, or misrepresentation, Truist uses the information in the attached form to validate client identity.

For your convenience, completed forms can be emailed to SurvivorRelations@truist.com.


Download the Patriot Act Form (PDF)

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New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

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