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Duplicate Annual Mortgage Statement Request Please complete the details below, then post the form to: Halifax. PO Box 548, Leeds LS1 1WU. Please provide a duplicate annual statement for the mortgage
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How to fill out duplicate annual mortgage statement

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How to fill out duplicate annual mortgage statement:

01
Obtain a copy of the original annual mortgage statement from your mortgage lender.
02
Review the document and ensure that all the information is accurate and up to date.
03
If there are any discrepancies or errors, contact your mortgage lender to rectify them before proceeding with the duplicate statement.
04
Fill out the necessary personal information, such as your name, address, and contact details, in the designated fields.
05
Provide the relevant mortgage details, including the loan amount, interest rate, and repayment terms.
06
If applicable, indicate any additional payments made towards the mortgage principal or any outstanding balances.
07
Double-check all the figures and calculations to ensure accuracy.
08
Sign and date the duplicate annual mortgage statement.
09
Submit the completed duplicate annual mortgage statement to your mortgage lender as per their instructions.

Who needs duplicate annual mortgage statement:

01
Borrowers who need to provide proof or documentation of their mortgage payment history for various purposes, such as tax deductions, loan refinancing, or applying for credit.
02
Homeowners who want to keep a personal record of their mortgage payments and track their progress in paying off the loan.
03
Individuals who are involved in legal matters, such as divorce or property disputes, where a duplicate annual mortgage statement may be required as evidence.
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A duplicate annual mortgage statement is a report provided to the borrower showing the amount paid towards mortgage interest and property taxes during the year.
Financial institutions or loan servicers are required to provide the borrower with a duplicate annual mortgage statement.
The borrower does not need to fill out the duplicate annual mortgage statement, as it is provided by the financial institution or loan servicer.
The purpose of the duplicate annual mortgage statement is to help the borrower keep track of payments made towards their mortgage interest and property taxes.
The duplicate annual mortgage statement must include details of the amount paid towards mortgage interest, property taxes, and any other relevant financial information.
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