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.

Non-Borrower Authorization Form (PDF)


When considering a borrower’s debt-to-income ratio, this form allows Truist to perform a credit check on residents of a home not obligated to the mortgage loan.

Third-Party Authorization Form (PDF)


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

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