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Special Hazard Disclosure Utility Payment to Assessments County Taxes/County Property taxes Buyer Attorney fees to Seller Attorney fees to Subtotals Due From/To Borrower Due From/To Seller Totals Acknowledgement We/I have carefully reviewed the ALTA Settlement Statement and find it to be a true and accurate statement of all receipts and disbursements made on my account or by me in this transaction and further certify that I have received a copy of the to cause the funds to be disbursed in...accordance with this statement. American Land Title Association ALTA Settlement Statement - Combined Adopted 05-01-2015 Title Company Name ALTA Universal ID Title Company Address File No./Escrow No. Print Date Time Officer/Escrow Officer Settlement Location Logo Property Address Buyer Seller Lender Disbursement Date Additional dates per state requirements Description Debit Credit Borrower/Buyer Financial Sales Price of Property Personal Property Deposit including earnest money Loan Amount...Existing Loan s Assumed or Taken Subject to Seller Credit Excess Deposit Prorations/Adjustments School Taxes from date to date County Taxes from date to date HOA dues from date to date Loan Charges to lender co. Points Application Fee Origination Fee Underwriting Fee Mortgage Insurance Premium Prepaid Interest Copyright 2015 American Land Title Association* All rights reserved* Page 1 of 3 File Printed on date at time Other Loan Charges Appraisal Fee to Credit Report Fee to Flood Determination...Fee to Flood Monitoring Fee to Tax Monitoring Fee to Tax Status Research Fee to Impounds Homeowner s Insurance mo /mo City/town taxes mo /mo County Taxes mo /mo School Taxes mo /mo Aggregate Adjustment Title Charges Escrow / Settlement Charges Owner s Title Insurance amount to Owner s Policy Endorsement s Loan Policy of Title Insurance amount to Loan Policy Endorsement s Title Search to Insurance Binder to Escrow / Settlement Fee to Notary Fee to Signing Fee to Commission Real Estate...Commission to Other Government Recording and Transfer Charges Recording Fees Deed to Transfer Tax to Payoff s Lender Payoff Lender Co. Principal Balance amount Interest on Payoff Loan amount/day Additional Payoff fees/Reconveyance Fee/Recording Fee/Wire Fee Miscellaneous Pest Inspection Fee to Survey Fee to Home Inspection Fee to Home Warranty Fee to HOA dues to Transfer fee to Management Co. Points Application Fee Origination Fee Underwriting Fee Mortgage Insurance Premium Prepaid Interest...Copyright 2015 American Land Title Association* All rights reserved* Page 1 of 3 File Printed on date at time Other Loan Charges Appraisal Fee to Credit Report Fee to Flood Determination Fee to Flood Monitoring Fee to Tax Monitoring Fee to Tax Status Research Fee to Impounds Homeowner s Insurance mo /mo City/town taxes mo /mo County Taxes mo /mo School Taxes mo /mo Aggregate Adjustment Title Charges Escrow / Settlement Charges Owner s Title Insurance amount to Owner s Policy Endorsement s...Loan Policy of Title Insurance amount to Loan Policy Endorsement s Title Search to Insurance Binder to Escrow / Settlement Fee to Notary Fee to Signing Fee to Commission Real Estate Commission to Other Government Recording and Transfer Charges Recording Fees Deed to Transfer Tax to Payoff s Lender Payoff Lender Co. Principal Balance amount Interest on Payoff Loan amount/day Additional Payoff fees/Reconveyance Fee/Recording Fee/Wire Fee Miscellaneous Pest Inspection Fee to Survey Fee to Home...Inspection Fee to Home Warranty Fee to HOA dues to Transfer fee to Management Co.
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Comprehensive Guide to the Settlement Statement Template Form
What is the settlement statement template form
The settlement statement template form is a crucial document used in real estate transactions. It outlines all costs, fees, and credits associated with a property transfer, ensuring transparency and clarity for all parties involved. Typically utilized during the closing process, this form can help both buyers and sellers understand the financial aspects of the transaction, aiding in the smooth transfer of ownership.
Key features of the settlement statement template form
Key features of the settlement statement template form include detailed sections for itemizing costs, listing credits to buyers and sellers, and summarizing the overall financial picture of the transaction. Important components such as loan amounts, closing costs, and proration of taxes are clearly outlined, making it easier for users to track expenses and revenues associated with the sale.
When to use the settlement statement template form
The settlement statement template form should be used during real estate closings, typically when a sale is finalized. It serves as a summary of the financial transactions occurring at closing, essential for both legal and financial record-keeping. This form is particularly relevant when purchasing or selling residential and commercial properties.
How to fill the settlement statement template form
Filling out the settlement statement template form involves entering detailed information about the property transaction. Users must provide the property address, names of the buyer and seller, the sale price, and any loan details. It is important to accurately input all costs, including title insurance, appraisal fees, and any other charges, ensuring a comprehensive overview of the financial aspects of the deal.
Best practices for accurate completion
To ensure accurate completion of the settlement statement template form, users should double-check all entries for correctness and completeness. It is advisable to gather all necessary documents ahead of time, including loan statements, tax information, and listings of fees. Utilizing a checklist can help verify that no critical information is omitted and can prevent errors during the closing process.
Common errors and troubleshooting
Common errors when completing the settlement statement template form may include miscalculating totals, omitting necessary fees, or failing to accurately represent credits. To troubleshoot these issues, reviewing the form multiple times, consulting with a real estate professional, or using electronic tools that validate input can help mitigate mistakes and ensure accuracy.
Frequently Asked Questions about settlement statement example form
What is the purpose of a settlement statement?
The purpose of a settlement statement is to provide a detailed breakdown of the financial aspects of a real estate transaction, ensuring clarity for both buyers and sellers.
Who needs to fill out the settlement statement template form?
Typically, both buyers and sellers involved in a real estate transaction will need to fill out the settlement statement template form, along with any relevant financial institutions.
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People Also Ask about settlement sheet template
What is the most commonly used form for settlement statements?
A HUD-1 form, also called a HUD-1 Settlement Statement, is a standardized mortgage lending document. Creditors or their closing agents use this form to create an itemized list of all charges and credits to the buyer and to the seller in a consumer credit mortgage transaction.
Is a HUD statement the same as a settlement statement?
The HUD-1 form, often also referred to as a “Settlement Statement”, a “Closing Statement”, “Settlement Sheet”, combination of the terms or even just “HUD” is a document used when a borrower is lent funds to purchase real estate.
What is the difference between a CD and a HUD?
Another big distinction between the Closing Disclosure and the HUD-1 is where the HUD-1 listed all terms, charges and credits for both the buyer and the seller, the Closing Disclosure has a separate form for the buyer as it does for the seller. This provides for more consumer protection at the closing table.
What is a full settlement statement?
A settlement statement is a document summarizing all costs owed by or credits due to the homebuyer and seller (or borrower if refinancing). The document also includes the purchase price of the property, loan amount and other details.
What is the difference between a closing disclosure and a settlement statement?
While closing disclosures provide information about a borrower's loan, settlement statements do not include loan information. Settlement statements are used for commercial transactions and cash closings.
What is purpose of HUD statement?
The HUD-1 Settlement Statement is a document that lists all charges and credits to the buyer and to the seller in a real estate settlement, or all the charges in a mortgage refinance.
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