Free Mortgage Statement PDF Form Get Document

Free Mortgage Statement PDF Form

The Mortgage Statement form is a document that provides essential information regarding a borrower's mortgage account. It outlines the outstanding principal, interest rate, payment due date, and any applicable fees. Understanding this form is crucial for managing your mortgage effectively, especially if you are facing financial difficulties.

If you need assistance with filling out the Mortgage Statement form, please click the button below.

Get Document
Outline

The Mortgage Statement form serves as a crucial document for homeowners, providing a comprehensive overview of their mortgage account. At the top of the form, the servicer's name and customer service contact details ensure that borrowers have easy access to assistance when needed. The form prominently displays the borrower's name and address, along with key dates such as the statement date and payment due date. It outlines the amount due and specifies any late fees that may apply if payment is not received on time. Essential account information is detailed, including the outstanding principal, interest rate, and whether a prepayment penalty exists. A breakdown of the amount due is provided, clarifying the contributions of principal, interest, and escrow for taxes and insurance. This transparency helps borrowers understand their financial obligations. Additionally, the transaction activity section chronicles recent payments and charges, allowing homeowners to track their payment history effectively. Important messages highlight the implications of partial payments and delinquency, stressing the urgency of addressing any overdue amounts to avoid further penalties or the risk of foreclosure. For those facing financial difficulties, the form offers guidance on seeking mortgage counseling, underscoring the importance of proactive communication with the servicer.

Key takeaways

Understanding the Mortgage Statement form is crucial for managing your mortgage effectively. Here are some key takeaways:

  • Contact Information: Always check the servicer's name, customer service phone number, and website. This information is essential for any inquiries or issues.
  • Payment Details: Pay attention to the payment due date and the amount due. Missing this date can lead to late fees, which are clearly stated on the form.
  • Account Information: Review the outstanding principal and interest rate. This helps you understand how much you owe and how interest is applied to your mortgage.
  • Escrow Account: The form includes details about escrow for taxes and insurance. Make sure you know how these amounts affect your total monthly payment.
  • Transaction Activity: Check the transaction activity section for a breakdown of charges and payments. This provides insight into your payment history and any fees incurred.
  • Delinquency Notice: If you are late on payments, the form will indicate how many days you are delinquent. Addressing this promptly is vital to avoid further penalties.
  • Financial Assistance: If you are experiencing financial difficulties, the form suggests seeking mortgage counseling or assistance. Utilizing these resources can help you manage your payments more effectively.

By keeping these points in mind, you can navigate your mortgage statement with confidence and ensure timely payments.

Form Preview Example

[Servicer Name]

Customer Service: [PHONE NUMBER] [WEBSITE]

[Borrower Name and Address]

Mortgage Statement

Statement Date: _______

Account Number

____________

Payment Due Date

____________

Amount Due

____________

If payment is received after [DATE], $____ late fee will be charged.

Account Information

Outstanding Principal

$_______

Interest Rate (Until [Date])

______%

Prepayment Penalty

[Yes/No]

Explanation of Amount Due

Principal

$_______

Interest

$_______

Escrow (for Taxes and Insurance)

$_______

Regular Monthly Payment

$_______

Total Fees Charged

$_______

Total Amount Due

$_______

Transaction Activity (_/_/_ [Date] to _/_/_ [Date])

Date

Description

Charges

Payments

[Date]

Late Fee (charged because full payment not received by _/_/_

$

 

[Date]

Payment Received – Thank you

 

$

[Date]

Fee Description

$

 

Past Payments Breakdown

 

Paid

Paid

 

Last

Year to

 

Month

Date

Principal

$

$

Interest

$

$

Escrow (Taxes and Insurance)

$

$

Fees

$

$

Total

$

$

-------------------------------------------------------------------------------------------------------------------------------------------------------------------------

[Servicer Name and Address]

Amount Due

Due By _/_/_ [Date]$

$___ late fee will be charged after [Date]

Additional Principal

$

Additional Escrow

$

Total Amount Enclosed

$

Make check payable to [Servicer Name]

[Account Number]

[Additional tables to be translated]

Important Messages

*Partial Payments: Any partial payments that you make are not applied to your mortgage, but instead are held in a separate suspense account. If you pay the balance of a partial payment, the funds will then be applied to your mortgage.

**Delinquency Notice**

You are late on your mortgage payments. Failure to bring your loan current may result in fees and foreclosure – the loss of your home. As of [Date], you are __ days delinquent on your mortgage loan.

Recent Account History

·Payment due [Date]: Fully paid on time

·Payment due [Date]: Fully paid on [Date]

·Payment due [Date]: Unpaid balance of $________

·Current payment due [Date]: $_______

·Total: $_______ due. You must pay this amount to bring your loan current.

If you are Experiencing Financial Difficulty: See back for information about mortgage counseling or assistance.