Notice of Assignment, Sale, or Transfer of Servicing Rights, Mortgage Loans 2026

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when they sell the rights to a mortgage servicers must provide a goodbye letter days before the effective date of the transfer Preview on Page 1

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the names of all borrowers in the designated fields. Ensure that each name is spelled correctly to avoid any issues with the transfer.
  3. Fill in the bank name where your mortgage is held. This information is crucial for identifying your current servicer.
  4. Specify the closing date for the transfer. This date marks when the new servicer will begin handling your loan payments.
  5. In the section indicating the transfer details, enter both the current servicer's name and the new servicer's name along with the effective date of transfer.
  6. Complete any additional contact information for both your current and new servicers, including phone numbers and addresses as required.
  7. Finally, ensure all borrowers sign and date at the bottom of the form to acknowledge receipt of this notice.

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