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Get Third Party Authorization And Release Form - Us Patriot Title, Llc
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How to fill out the Third Party Authorization And Release Form - US Patriot Title, LLC online
Filling out the Third Party Authorization And Release Form is an important step in granting authority to a designated third party to discuss your loan information. This guide provides clear and detailed instructions to assist you in completing the form accurately and efficiently online.
Follow the steps to fill out the form correctly.
- Click 'Get Form' button to obtain the form and open it in the editor.
- Begin by entering your loan number in the designated field at the top of the form. This number is essential for identification and processing.
- Fill in your full name as the client in the Client Name section. Ensure that the name matches what's on record to avoid any discrepancies.
- In the Lender Name field, enter the name of your lender as listed in your loan documents. Include the corresponding loan number for reference.
- Provide your property address in the Customer(s) Property Address section. Complete this field with accurate and current details.
- Under Authorized Third Party Information, list the name of the third party or company you wish to authorize in the Company fields. Specify their contact information including name and phone number.
- Indicate the address of the authorized third party in the designated Address field. This enhances the effectiveness of communication regarding your loan.
- Select the types of information you authorize them to access from the provided options. This could include items such as loan history or foreclosures.
- Specify the effective date for this authorization. This timeframe must be clearly stated for clarity.
- In the section 'I/We hereby authorize', complete the field with the name of the person or company you are authorizing to discuss your loan information.
- Ensure both primary and secondary customers sign and date the authorization, providing their contact numbers and Social Security numbers where required.
- Once all fields are completed, review your entries for accuracy. Save your changes, and proceed to download or print the form as needed.
Complete the Third Party Authorization And Release Form online to ensure your loan discussions are effective and authorized.
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Because Notary Signing Agents must already positively identify borrowers during a loan document signing to execute acknowledgments on a mortgage or deed of trust, Signing Agents are often asked to complete a USA PATRIOT Act CIP form to certify the NSA properly identified the borrower at the signing appointment.
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