Get Microsoft Word Closing Disclosure Form

The Microsoft Word Closing Disclosure Form is a vital document in the closing process of a real estate transaction. This guide will walk you through the process of filling out the form online step-by-step, ensuring you have all the necessary information to complete it accurately and efficiently.

Follow the steps to fill out the Microsoft Word Closing Disclosure Form online.

1. Press the ‘Get Form’ button to obtain the Microsoft Word Closing Disclosure Form and open it in your preferred editor.
2. Review the form carefully, noting the various sections including loan details, costs, and transaction information that need to be filled out.
3. In the first section, enter the loan number and borrower's name accurately as these are critical for identifying the transaction.
4. Complete the attorney's opinion letter section by verifying that the trust was validly created, indicating that the borrower is the settlor and beneficiary of the trust, and that the trustee qualifies under the applicable law.
5. Next, fill out the trust agreement details, ensuring a complete copy of the trust agreement is included, or that a summary or abstract is provided if necessary.
6. Move to the trust eligibility section, confirming that at least one settlor is a borrower, and that the required conditions for occupying the property and revoking the trust are met.
7. In the occupancy section, make sure to clarify that the property is classified as either a primary residence or a second home.
8. Complete the signature requirements by including the appropriate signatures of the trustee and settlor as per the examples provided in the document.
9. Once all sections are filled out and verified, save the changes, then download, print, or share the form as needed.

Start filling out your document online today for a smooth closure process.