Get Mortgagee Clause

Filling out the Mortgagee Clause is an important step in managing your insurance documentation. This guide will provide you with clear and supportive instructions to help you accurately complete the form online.

Follow the steps to complete the Mortgagee Clause form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the date you received the form in the 'DATE RECEIVED' field. This is important for keeping your records accurate.
3. In the 'INSURED'S NAME' field, input the full name of the insured party. This should match the name on your insurance policy.
4. Provide the 'EFFECTIVE DATE' as the date this mortgagee clause change or addition will take effect.
5. Select the type of insurance relevant to this clause by checking either 'AUTO', 'HOME', or 'OTHER'. If applicable, provide the location of the insured home.
6. Indicate the mortgagee type by checking the appropriate box for '1ST MORTGAGE', '2ND MORTGAGE', '3RD MORTGAGE', 'INTEREST', or 'LEINHOLDER'.
7. In the 'INTEREST'S NAME' field, fill in the name of the mortgagee as it appears on their official documents.
8. If applicable, input the name of the person to whom notifications should be addressed in the 'ATTN' field.
9. Provide the full address of the mortgagee in 'ADDR1' and 'ADDR2' fields, ensuring all details are accurate.
10. Fill in the city, state (abbreviated), and ZIP code in their respective fields.
11. Add the mortgagee's website if available in the designated field.
12. Enter the mortgagee's phone number and fax number if applicable.
13. Lastly, provide the loan number related to the mortgage or policy in the 'LOAN #' field.
14. Review all entered information for accuracy, then proceed to save changes, download, print, or share the form as needed.

Complete your documents online today for a seamless experience.