Refinance – Information Request Form

Refinance – Information Request Form

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. No copies of checks/deposit slips or verbal instructions will be accepted by any means. We are unable to send a UPS to a PO Box.
Current Liens & Mortgages (Payoff Information)
-Please complete and sign this Payoff Authorization Form for each loan/lien associated with the property. Please note that some lenders may reject electronically signed authorizations. If this happens, we will contact you or your agent to collect an authorization form signed by hand. We apologize for any inconvenience this may cause.
-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.
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