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 (PDF)


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

Mortgage Recurring Payment Authorization Form (PDF)


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

Bi-Weekly® Mortgage Payment Plan (PDF)


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

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


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

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

Patriot Act Form (PDF)


To maintain security, identify potential identify 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

Living Expense form (PDF)


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