Get Trid Mailbox Rule Quick Reference Chart

Filling out the TRID Mailbox Rule Quick Reference Chart is essential for ensuring compliance with the TRID regulations regarding the delivery of loan estimates and closing disclosures. This guide provides a clear, step-by-step approach to effortlessly complete the form online.

Follow the steps to fill out the TRID Mailbox Rule Quick Reference Chart.

1. Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Carefully review the first section of the chart, which details the evidencing requirements for the Loan Estimate (LE) and the Closing Disclosure (CD). Ensure you understand the specific conditions under which fees can be charged.
3. In the next section, identify the means of delivery for the LE and CD. Be sure to document compliant electronic delivery methods and gather all necessary e-consent and read receipts from the primary borrower as required.
4. Fill out the section regarding mail delivery, ensuring you track the date of mailing and obtain a signed overnight delivery receipt from the borrower for the LE.
5. Continue to the transaction type section and specify whether it is a refinance or purchase money transaction. Indicate who must receive the CD, emphasizing the separate disclosures needed for each borrower in refinancing scenarios.
6. Once all sections are completed, review the information for accuracy and completeness. Make sure to adhere to all compliance guidelines provided within the chart.
7. Finally, save your changes and decide whether to download, print, or share the completed chart as needed.

Start filling out your TRID Mailbox Rule Quick Reference Chart online today for efficient compliance management.