Mortgage Third Party Authorization Form - Provide and Act on Behalf Authorization

Sep 17, 2026

Uploaded by Blitz

Mortgage Third Party Authorization Form for Truist Bank to grant a designated third party permission to access mortgage loan/account information. The form collects borrower and co-borrower identities, the property address, the authorized third party’s full name and relationship, and the requested date. It defines access levels, including verbal information only, providing documents, and acting on the borrower’s behalf for general matters or a specific transaction. It also covers indemnification, signature and date requirements, validity until revoked, and submission instructions by mail, email, or fax.

LanguageEnglish

CategoryForms

FormatPDF

Pages1

AccessFree to download

Mortgage Third Party Authorization Form

Borrower and Authorized Third Party Information

Access Level and Authorization Scope

Indemnification, Signatures, and Validity

Submission Instructions

Mortgage Third Party Authorization Form Truist Mortgage Account/Loan Number: Property Address: ~~ ~~ City State Zip Code Borrower Name: Co-Borrower Name: I/We, ("Borrower" and "Co-Borrower", if applicable) hereby authorize Truist Bank to provide and/or perform the following services to the third party indicated below. Full Name of Authorized Third Party(s): Relationship to Borrower: Date Requested: Check Access Level which applies: Provide Verbal Information ONLY Provide Documents: I/We understand that information released, discussed, or provided by Truist Bank may include, but may not be limited to, information relating to my/our account balance, loan amount, payment transaction history, and/or the provision of copies of my account/loan documents, which may contain non-public information relating to me and/or the Co-Borrower. Act on my behalf: I/We, hereby authorize Truist Bank to accept any and all direction regarding my/our Mortgage Account/Loan from the third party indicated above as valid direction from me/us, and to release, discuss, and otherwise provide any and all information about my/our Mortgage Account/Loan to the third party indicated above. This maintenance may include, but may not be limited to, phone number, mailing address updates, escrow analysis, and setting up automatic drafts. Act on my behalf for a Specific Transaction (List Transaction) _________________________________________________________________________ I/We hereby indemnify and hold Truist harmless for any and all actions and causes of actions, suits, claims, attorney's fees, or demands against Truist, which I/we and/or my/our heirs may have resulting from Truist releasing/discussing, or declining to release/discuss, information and/or documents about my/our Account/Loan with the above-named Third Party(s) or person identifying himself/herself to be the Third Party(s) . Borrower Signature Co-Borrower Signature Print Name Print Name Date Date I/We acknowledge that this authorization will remain valid until revoked. Should I and/or Co-Borrower (if applicable) wish to terminate this authorization, I (or Co-Borrower) must submit the request in writing to the address below. Please return the completed and hand-signed Third Party Authorization to the address below, email to [MTGServicingTPA@Truist.com](MTGServicingTPA@Truist.com), or fax it to 866.464.0303 . Truist Bank P.O. Box 26149 Mailcode: 306-40-04-80 Richmond, VA 23260 Please allow up to 5 business days from Truist's receipt for authorization form to be processed.

FAQs

What does the borrower authorize the third party to do?

The borrower authorizes Truist Bank to provide verbal information and/or documents to the authorized third party, and may authorize Truist to act on the borrower’s behalf by treating the third party’s directions as valid.

What access levels are available on the form?

The form allows selecting “Provide Verbal Information ONLY,” “Provide Documents,” acting on the borrower’s behalf generally, or acting on behalf for a specific transaction listed on the form.

How long does the authorization remain valid and how can it be revoked?

The authorization remains valid until revoked. To terminate it, the borrower or co-borrower must submit a written request to the address or use the provided email or fax contact information.

Sep 17, 2026

Uploaded by Blitz