Pa form 3039-2025

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Records of first and secondary mortgage loans shall be easily distinguishable and easily separated. All records shall be preserved and kept available for investigation or examination by the department for a period of four years, unless otherwise determined by the department.
A Pennsylvania Inheritance Tax Return, REV-1500, must be filed for every decedent with property that may be subject to Pennsylvania inheritance tax.
Unaudited financial statements must still demonstrate the Mortgagee has: $1,000,000 minimum adjusted net worth at all times. $200,000 minimum liquid assets at all times.
Pennsylvania Treasury - Bureau of Unclaimed Property - Claimant Checklist. Before mailing your claim form, remember to: Sign the Claim Form and have the document notarized if the Notarization Section is printed on your form.
Pennsylvania has net worth requirement for the Mortgage Lender and Mortgage Servicer License of $250K, where as the Broker does not require a net worth amount to be met/maintained.
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Mortgage brokers in Pennsylvania must also meet the following ongoing requirements: Complete 16 hours of continuing education every two years. Maintain a surety bond of at least $10,000.
The broker earns a commission from either the borrower, the lender, or both at closing. A mortgage broker should not be confused with a mortgage banker, which closes and funds a mortgage with its own funds.
Applications and instructions are available online at .revenue.pa.gov or by calling 1-888-222-9190 to request a paper application.

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