Real Estate Law and Estate Planning Law

336-281-3110

Refinance – Information Request Form

MM slash DD slash YYYY
Owner(s) name(s): Please list full name and marital status of all property owners. **If married provide spouse’s name as a separate owner** Use additional sheets if necessary. Reference who is married to whom.
Sex:
Married:
Sex:
Married:
Sex:
Married:
**Spouses are required to sell real estate in NC. ***Required for 1099 filing with IRS.
Best contact information for owners:
Is the property being sold your current primary residence?
(for return of documents, refunds, etc.)
How would you like to receive closing proceeds?
***In order to send a wire, we must have an ORIGINAL voided check, or wire instructions from an attorney’s trust account. If you do not have a physical check to provide, please ask for a Wire Authorization Form, though it will need to be notarized. We are unable to send a UPS to a PO Box.

Current Liens & Mortgages (Payoff Information)
-Typically, written payoffs will be provided by your lender. We will use the information provided above order any necessary documentation if they are unable to provide a payoff to us.
-Provide information for all Mortgage/Equity Lines even if they have a $0.00 balance.
-Stegall & Clifford will order your payoff statement. We will charge $50 per loan to overnight the funds to your mortgagor.