Get Owner Occupancy Affidavit

Completing the Owner Occupancy Affidavit online is a straightforward process that ensures your occupancy status is accurately recorded. This guide provides clear and detailed instructions to assist you through each section of the affidavit.

Follow the steps to complete the affidavit effectively.

1. To begin, click the ‘Get Form’ button to obtain the affidavit. This will allow you to access the document in an editable format.
2. Review the first section where you need to select your occupancy status by checking the appropriate box: Primary Residence, Second Home, or Investment Property. Choose only one option that accurately reflects your situation.
3. In the next section, acknowledge the legal implications by reading and understanding the statement regarding potential penalties for providing false information. Ensure you are aware that this is a serious matter.
4. Proceed to the Fair Credit Reporting Act section, where you can find information about the credit check process. Familiarize yourself with your rights related to adverse actions taken based on your credit report.
5. Review the USA Patriot Act requirements. This section explains the need for identity verification by financial institutions. Take note of any required documentation you may need to provide.
6. Next, decide whether you want to set up an impound account for property taxes and insurance payments. Check the appropriate box based on your preference, and ensure you understand the implications of your choice.
7. Select your hazard insurance agency by entering the required information about the insurance company and agent, including their address and phone number. This is crucial for ensuring your property is protected.
8. Finally, provide your name and signature, along with the date. If applicable, have a co-borrower do the same. Make sure that all names are printed clearly.
9. After completing all required sections, save your changes to the document. You can then download, print, or share the completed affidavit as necessary.

Start completing your Owner Occupancy Affidavit online today to ensure your property status is accurately reported.