Form preview

Get the free Servicing Disclosure Statement

Get Form
This document provides information to mortgage loan applicants regarding the possibility of transferring the servicing of their loan to another servicer, as required by the Real Estate Settlement
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign servicing disclosure statement

Edit
Edit your servicing disclosure statement form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your servicing disclosure statement form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing servicing disclosure statement online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Here are the steps you need to follow to get started with our professional PDF editor:
1
Check your account. If you don't have a profile yet, click Start Free Trial and sign up for one.
2
Upload a file. Select Add New on your Dashboard and upload a file from your device or import it from the cloud, online, or internal mail. Then click Edit.
3
Edit servicing disclosure statement. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out servicing disclosure statement

Illustration

How to fill out Servicing Disclosure Statement

01
Begin by collecting all the necessary information required for the Servicing Disclosure Statement.
02
Fill in the 'Borrower's Information' section with accurate personal details.
03
Clearly state the loan terms being disclosed, including interest rates and payment schedules.
04
Include any applicable fees or costs associated with the servicing of the loan.
05
Review all entered data for accuracy and compliance with regulations.
06
Sign and date the document to validate the disclosures provided.
07
Provide a copy of the completed statement to the borrower for their records.

Who needs Servicing Disclosure Statement?

01
Borrowers seeking loans or mortgages.
02
Lenders who are required to disclose loan servicing details.
03
Regulatory bodies that oversee lending practices.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.4
Satisfied
48 Votes

People Also Ask about

SERVICING DISCLOSURE STATEMENT RESPA requires the lender or mortgage broker to tell you in writing, when you apply for a loan or within the next three business days, whether it expects that someone else will be servicing your loan (collecting your payments).
What disclosures does TRID require? Before you decide on a mortgage, TRID guidelines ensure you receive two key disclosure documents from a mortgage lender: a Loan Estimate and a Closing Disclosure.
It requires lenders, mortgage brokers, or servicers of home loans to provide borrowers with pertinent and timely disclosures about the nature and costs of the real estate settlement process. RESPA also prohibits practices such as kickbacks, and limits the use of escrow accounts.
A mortgage servicing disclosure provides information from the lender about whether or not the servicing of the loan may be transferred, sold, or assigned to some other person or entity during the life of the loan.
Besides the Annual Escrow Statement, RESPA requires a Servicing Transfer Statement to be sent to the consumer if the loan servicer sells or assigns the servicing rights to a borrower's loan to another loan servicer. The loan servicer must notify the borrower 15 days before the effective date of the loan transfer.
As a borrower, all a servicing transfer means is that you'll send your payments to a different company. That company will now also handle your escrow account, answer questions about your loan, and manage the foreclosure process if you default on the payments.
A Mortgage Servicing Disclosure Statement, which discloses to the borrower whether the lender intends to service the loan or transfer it to another lender. It also provides information about complaint resolution.
TILA disclosures include the number of payments, the monthly payment, late fees, whether a borrower can prepay the loan without penalty and other important terms. TILA disclosures is often provided as part of the loan contract, so the borrower may be given the entire contract for review when the TILA is requested.

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

The Servicing Disclosure Statement is a document that provides borrowers with important information about the loan servicing process, including details on the rights and responsibilities of both the borrower and the servicer.
Lenders and loan servicers who are subject to rules under the Real Estate Settlement Procedures Act (RESPA) must file the Servicing Disclosure Statement.
To fill out the Servicing Disclosure Statement, lenders must provide required information such as the identity of the loan servicer, terms and conditions of servicing, and whether the lender intends to service the loan or transfer it to another servicer.
The purpose of the Servicing Disclosure Statement is to inform borrowers about who will be servicing their loan, any potential changes in servicers, and the borrower's rights related to servicing.
The Servicing Disclosure Statement must report information such as the name of the loan servicer, whether the loan is likely to be serviced by the lender or transferred, and borrower rights concerning loan servicing.
Fill out your servicing disclosure statement online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.