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The Mortgage Statement form serves as a crucial document for homeowners, providing a comprehensive overview of their mortgage account status. It begins with essential details such as the servicer's name and contact information, ensuring borrowers can easily reach customer service for inquiries. The statement includes the borrower's name and address, along with vital dates like the statement date, payment due date, and account number. An important section highlights the amount due, indicating any late fees that may apply if payment is not received by the specified date. Account information is meticulously detailed, showcasing outstanding principal, interest rates, and any applicable prepayment penalties. A breakdown of the amount due clarifies the contributions of principal, interest, and escrow for taxes and insurance, culminating in a total amount due. Transaction activity is documented, providing transparency on charges and payments made over a specified period. Additionally, the form includes a past payments breakdown, allowing borrowers to track their payment history. Important messages inform borrowers about partial payments and the consequences of delinquency, underscoring the urgency of staying current on payments. For those facing financial difficulties, resources for mortgage counseling are readily available, emphasizing the support systems in place for homeowners.

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Guidelines on Writing Mortgage Statement

Filling out the Mortgage Statement form is an important step in managing your mortgage. It helps you keep track of your payments and any outstanding amounts due. To ensure accuracy and clarity, follow these steps carefully.

  1. Start by entering the Servicer Name at the top of the form.
  2. Provide the Customer Service Phone Number and Website for easy reference.
  3. Fill in your Borrower Name and Address to identify yourself.
  4. Write the Statement Date in the designated space.
  5. Enter your Account Number accurately.
  6. Indicate the Payment Due Date for your next payment.
  7. Specify the Amount Due that you need to pay.
  8. Note the date after which a late fee will be charged, along with the fee amount.
  9. In the Account Information section, fill in the Outstanding Principal amount.
  10. Enter your Interest Rate and the date it remains effective until.
  11. Indicate whether there is a Prepayment Penalty (Yes or No).
  12. Break down the Explanation of Amount Due into its components: Principal, Interest, Escrow, Regular Monthly Payment, Total Fees Charged, and Total Amount Due.
  13. For the Transaction Activity, fill in the dates and corresponding charges and payments.
  14. Provide details in the Past Payments Breakdown section, including amounts paid for Principal, Interest, Escrow, and Fees.
  15. At the bottom of the form, write the Amount Due and the date it is due.
  16. Include any Additional Principal or Escrow amounts if applicable.
  17. Write the Total Amount Enclosed if you are sending a payment.
  18. Finally, make your check payable to the Servicer Name and include your Account Number.

Once you have completed the form, review it for accuracy. Make sure all entries are clear and legible before submitting it. This will help avoid any potential issues with your mortgage account.

Free Mortgage Statement PDF

Form Data

Fact Name Description
Servicer Information The mortgage statement includes the servicer's name, customer service phone number, and website for borrower inquiries.
Statement Date The statement date indicates when the mortgage statement was issued, providing a reference for payment due dates.
Payment Due Date This date specifies when the borrower must make their payment to avoid late fees.
Outstanding Principal The amount of principal that remains unpaid on the mortgage is clearly stated in the account information section.
Late Fee Policy If payment is received after the specified date, a late fee will be charged, which is detailed in the statement.
Partial Payments Any partial payments are held in a separate suspense account and do not apply to the mortgage until the full payment is made.
Delinquency Notice The statement includes a notice if the borrower is late on payments, outlining potential consequences such as fees and foreclosure.

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