What documentation and forms does an individual need to establish an escrow account?

• Escrow Instructions
• Exhibit A – Disbursement
• Escrow Application (one per person)
• W9 (one per person)
• Copy of ID for each person

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* Additional forms are required for Interest-Only Payments, Partial Releases, Payment or Interest Rate Changes, Deferred Commissions, or Security Assignments. Contact our escrow team for additional details.