Form 629 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by filling out the 'Lender Record Information' section. Enter the names and seller/servicer numbers for both the transferor and transferee servicers.
  3. In the 'Information on Portfolio to be Transferred' section, provide details about the remittance types. Ensure you include accurate figures for unpaid principal balances and delinquency ratios.
  4. Complete any applicable sections regarding special products included in the transfer. Check all that apply to ensure compliance with Fannie Mae requirements.
  5. Review all entries for accuracy before submitting. Once completed, save your document and follow the instructions for emailing or mailing it to Fannie Mae.

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