Truist Mortgage forms and documents

File a credit dispute, set up recurring mortgage payments, add authorized users and more with these downloadable files.

Mortgage Assistance Application

Completing this form is among the first steps to addressing challenges you may be having with your mortgage payments.

Mortgage Recurring Payment Authorization Form

Set your mortgage payment to draft monthly on a day you prefer with the recurring ACH authorization form.

Bi-Weekly® Mortgage Payment Plan

Pay off your mortgage sooner. Build equity faster. Learn how restructuring your payments can help you reach your homebuying goals sooner.

Form 4506-C Request for Transcript of Tax Return

Easily request transcripts of tax returns as a part of your mortgage application process.

Credit Dispute Form

If you believe your credit has been wrongfully impacted, submit this form online and we'll investigate.

You may also print and mail it to:

Truist Bank
Credit Bureau Services
PO Box 849
Wilson, NC 27894

Patriot Act Form

To maintain security, potential identity theft, fraud, or misrepresentation, Truist uses the information in the attached form to validate client identity.

For your convenience, completed forms can be emailed to SurvivorRelations@truist.com.

Living Expense Form

Help is available during times of hardship. This form should be completed as a part of the Borrower Response Package to be considered.

Third-Party Authorization Form

Use this form to consent to the release of information related to your mortgage to third parties.

Bi-Weekly® Mortgage Payment Plan

Pay off your mortgage sooner. Build equity faster. Learn how restructuring your payments can help you reach your homebuying goals sooner. Download the Bi-Weekly® Mortgage Payment Plan (PDF)

Living Expense Form

Help is available during times of hardship. This form should be completed as a part of the Borrower Response Package to be considered.

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Disclosures

Disclosures

Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

Equal Housing Lender

Investment and Insurance Products:

Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

Limited English Proficiency Support:

Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources: