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Forms

Watch

Which form do you need?

Six requests, six forms — release of information, the ACH pair, W-9, payoff, and borrower setup — and how to send each one securely.

Title card reading “Homeowner forms and requests — six destinations, choose carefully,” with six numbered cards: release info, ACH start, ACH cancel, W-9, payoff, borrower setup.

Watch the guide · 3 min 17 sec · sound on

Download Forms

Complete the form online, or download and email to BorrowerServices@AugustREI.com

Authorization to Release Information

Open Form

ACH Authorization Form

Open Form

ACH Authorization Cancellation Form

Open Form

W-9 (For Tax Reasons)

Open Form

Demand for Payoff Request and Authorization to Release Information

Open Form

Borrower Setup Forms

New to August REI? Complete these three forms to set up your loan.

W-9

Open Form

Borrower’s Loan Servicing Setup Form

Open Form

Homeowner Authorization Agreement for Automatic Draft (ACH)

Open Form

Watch

Setting up or cancelling ACH

Two different forms — one to start automatic drafting, one to stop it — and the 15-day deadline that decides which month a change takes effect.

Title card reading “ACH: set up or cancel — two forms, one 15-day rule,” with a Set Up ACH form on one side and a Cancel ACH form on the other.

Watch the guide · 2 min 21 sec · sound on