Mortgage payoff form checklist 2026

1. Click ‘Get Form’ to open the Mortgage Payoff Request Form in the editor.
2. Begin by filling in your Company/Attorney Name and Contact information at the top of the form.
3. Provide your telephone and fax numbers to ensure DCU can reach you if needed.
4. Enter the Borrower and Co-Borrower names, along with the subject address for the mortgage.
5. Specify an Estimated Payoff Date, ensuring it is no more than 30 days in advance.
6. Fill in all relevant account numbers and SX#s for accurate processing.
7. Check the appropriate box indicating whether you are paying a Fixed Loan or a Home Equity Line of Credit, noting any important conditions regarding tax escrow funds or credit line freezes.
8. Sign and date the form to authorize DCU to release payoff figures as indicated.

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