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Refinance Questionnaire
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Refinance Questionnaire

Type of Ownership *

Individual Owner(s)
Trust
Corporation, LLC, or Partnership
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Borrower 1 Information

Borrower 1 Name *

Social Security# *

Borrower 1 Marital Status *

Single
Married
Divorced
Widowed
Separated
No elements found. Consider changing the search query.
List is empty.

Borrower 1 Email *

Borrower 1 Cell Phone *

Borrower 1 Home Phone *

Borrower 1 Work Phone *

Borrower 1 Fax *

Is there a 2nd borrower? *

Yes

Borrower 2 Name

Borrower 2 Social Security #

Borrower 2 Marital Status

Single
Married
Divorced
Widowed
Separated
No elements found. Consider changing the search query.
List is empty.

Borrower 2 Email

Borrower 2 Cell Phone

Borrower 2 Home Phone

Borrower 2 Work Phone

Borrower 2 Fax

Relationship of Borrowers to Each Other

A Married Couple
Not related
Other
No elements found. Consider changing the search query.
List is empty.

Trust Information

Trust Tax or SS#

Date of Trust (borrower)

Grantor of Trust

Business Name *

Authorized Signer and Title (borrower) *

Tax ID (borrower) *

Shareholders, Members or Partners (Must list ALL) (borrower) *

Acknowledgement (borrower) *

I understand that you require a resolution or corporate vote to confirm authorization to refinance property, confirm who is signing and in what capacity on behalf of the corporation, company or partnership.

Name of Trust (borrower)

Insurance Information

Agency

Contact Person

Phone#

Policy# (if available)

Condominium, Homeowners Association, Mobile Home or Co-op
(If Applicable)

Association Name

Association Phone

Management Company

Management Phone

Amount of Dues

Mortgages/Home Equity Lines

Please list all mortgages and home equity lines pertinent to this property, including open loans with a zero dollar balance.

It is your responsibility to cancel any automatic withdrawals if applicable**

Borrower Number of Mortgages/Equity Lines *

1
2
3+
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Bank/Mortgage Co. #1 *

#1 Phone *

Account #1 *

Home Equity Line of Credit? *

Yes

FHA Mortgage? *

Yes

Bank/Mortgage Co. #2 *

Phone *

Account # *

Home Equity Line of Credit? *

Yes

FHA Mortgage? *

Yes

Additional Lenders *

Other Information

Is this property your primary residence? *

Yes
No
No elements found. Consider changing the search query.
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Buyer 1 Primary Residence *

Is this property the primary residence for Borrower #2? *

Yes
No
No elements found. Consider changing the search query.
List is empty.

Buyer 2 Primary Residence *

If property is primary residence, then all Borrowers & spouses must attend closing for homestead purposes, even if not on the deed or mortgage.

Will any of the Borrowers be using a power of attorney? *

Yes
No
No elements found. Consider changing the search query.
List is empty.

Will Accurate Title prepare it? *

Yes
No
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List is empty.

Do you want your proceeds WIRED for a fee of $45.00 (if applicable)? *

Yes
No
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Acknowledgements

ID *

I understand that current government issued photo identification will be required from all parties at closing.

Funds *

I understand that any funds due must be wired or be in the form of a Cashier’s or Certified check made payable to Accurate Title. I understand that prior to utilizing any wiring instructions we must have verbal confirmation with Accurate Title.

Authorization *

By signing below, I hereby authorize Accurate Title to discuss, request and receive any and all payment, account and payoff information with regard to my/our loan(s) and account(s) set forth above.

Signature *

Clear

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116 South River Road, Bldg A Bedford, NH 03110

51 Elm Street Laconia, NH 03246 | Shared Office

40 Pleasant Street, Portsmouth, NH 03801

[email protected]

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Accurate Title provides real estate title, closing, and estate planning services in Bedford, Portsmouth, and Laconia, NH, serving clients throughout New Hampshire, Massachusetts, and Southern Maine.

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