Servicing Forms

The following forms are available to download: 

ACH Payment Form This form should be used to provide information so that your payment can automatically be taken from your account each month. 

Year-End ACH Payment Form To change your Year-End ACH Draft Date for early payment, please use this form. 

W-9 This form is used to report your tax identification number in accordance with IRS regulations. 

Lien Waiver This form is used for waiving mechanic's liens in relation to property improvements. 

Financials Certification Form - General This form should be completed with financial statement submissions. 

Tenant Certification Letter This form is used to certify that lease terms are in effect and that all tenant improvements have been completed.

Reimbursement Request Forms These forms are used as a guide for escrow disbursement requests.