Payoff request form template 2026

1. Click ‘Get Form’ to open the payoff request form in the editor.
2. In Section 1, enter your name and account number(s) to certify that you are a borrower. This is essential for your request.
3. Indicate how you would like to receive your payoff statement by checking the appropriate box (Fax, Mail, or Web). If choosing Fax, provide the fax number.
4. Select a reason for your payoff request by checking one of the options provided (Selling our Property, Refinancing our Property, Other).
5. Sign and date the form at the bottom of Section 1 to validate your request.
6. If authorizing a third party, complete Section 2 with their name and account number(s), then sign and date this section as well.
7. Once completed, send the form via email or fax as indicated at the bottom of the document.

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