Settlement statement 2026

1. Click ‘Get Form’ to open the settlement statement in the editor.
2. Begin by entering the 'Name and Address of Borrower' and 'Name and Address of Lender' in the designated fields. Ensure accuracy as this information is crucial for identification.
3. Fill in the 'Property Location' if it differs from the borrower's address, followed by details of the 'Settlement Agent', 'Place of Settlement', 'Loan Number', and 'Settlement Date'.
4. Proceed to section L, where you will detail all 'Settlement Charges'. Carefully input each charge, referencing your Good Faith Estimate (GFE) for accurate amounts.
5. In section M, list any disbursements to others. This includes items payable in connection with the loan such as appraisal fees and credit report charges.
6. Complete sections regarding reserves deposited with lender and title charges, ensuring all figures align with your GFE.
7. Finally, review all entries for accuracy before saving or sharing your completed settlement statement.

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