Tax Information Sheet
Download a blank fillable Tax Information Sheet in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Tax Information Sheet with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1Tax Information Sheet
Instructions: This form must be completed on every loan and submitted with the closing package for review prior to funding. Complete any of the following
tax authority sections that apply to this property. Taxes which are due within 60 days of closing must be paid unless tax escrows are waived. If taxes are
presently past due must be paid by the closing agent. In addition, proof of payment via a paid receipt must be attached.
Borrower:
Loan No.________________________________
Property Address:
__________________________________________________________________________________
Mailing Address: ___________________________________________________________________________________
Owner of Record on January 1st of Current Year: _________________________________________________________
Previous Owner: ___________________________________________________________________________________
If new property, estimated annual real estate tax: _________________________________________________________
If existing property, amount of last tax bill: _______________________________________________________________
Note: If property contains more than one parcel or lot, you must provide each individual tax ID number.
_________________________________________________________________________________________________________________________
City/Town Tax payable to:
Tax Authority Name:
______________________________________________________________________________
Tax Authority Address:
______________________________________________________________________________
Telephone:
______________________________________________________________________________
Tax ID/Account #:
______________________________________________________________________________
Estimated Annual Tax:
Improvement levy/supplemental Amount_______________________
Last paid date:
Amount paid:
Period covered: __________________
Next due date:
Amount due:
Period covered: __________________
Monthly Escrow:
Discount date:
Penalty date:_____________________
Required Frequency of Payment:
Annually
Semi-Annually
Quarterly
Monthly
County Tax payable to:
Tax Authority Name:
___________________________________________________________________________
Tax Authority Address: ____________________________________________________________________________
Tax ID/Account #:
___________________________________________________________________________
Estimated Annual Tax:
Improvement levy/supplemental Amount:
Last paid date:
Amount paid:
Period covered:
Next due date:
Amount due:
Period covered:
Monthly Escrow:
Discount date:
Penalty date:
Required Frequency of Payment:
Annually
Semi-Annually
Quarterly
Monthly
Other: School/Ground Rent/Leasehold/Etc.
Tax payable to:
Tax Authority Name:
___________________________________________________________________________
Tax Authority Address: ____________________________________________________________________________
Tax ID/Account #:
___________________________________________________________________________
Estimated Annual Tax:
Improvement levy/supplemental Amount:
Last paid date:
Amount paid:
Period covered:
Next due date:
Amount due:
Period covered:
Monthly Escrow:
Discount date:
Penalty date:
Required Frequency of Payment:
Annually
Semi-Annually
Quarterly
Monthly
Certification
I have completed this form accurately and completely and certify one of the following:
__________ A. This is to certify that I have determined the taxes to be current through the last tax period and further that
taxes will next be due on
which is beyond the 60 day requirement.
__________ B. This is to certify that I have obtained the tax bills for the property captioned above and have paid those taxes
in full in the amount of $
on
for the taxes due on
. A tax
receipt is attached. Taxes are now current and are next due on
__________ C. Taxes are due less than 60 days from closing but bills are unavailable. Payment in the amount of
$
was collected at closing; payment will be made by Closing Agent/Lender (select one).
**Internal Use Only: SunTrust to disburse taxes
Lender to disburse taxes ___
____________________________________________________
__________________________
Closing Agent Signature
Date
COR 0034 (08/29/2014)
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Business