Occupancy certificate form 2026

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  1. Click ‘Get Form’ to open the occupancy certificate form in the editor.
  2. Begin by entering the Loan Number and Property Address in the designated fields. Ensure accuracy as this information is crucial for processing.
  3. Select the occupancy status of the property by checking one of the options: Primary Residence, Second Home, or Investment Property. Each option has specific implications, so choose carefully based on your situation.
  4. If refinancing, complete the additional section confirming that the property is not currently listed for sale. This is essential for compliance.
  5. Fill in the date you acquired the property in the provided space. This helps establish ownership history.
  6. Finally, ensure all borrowers sign and date where indicated at the bottom of the form to validate your submission.

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