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Tips: A Detailed Guidebook on Filling out Settlement Statement Form Online

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The Stepwise Tutorial to Settlement Statement Form

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Find out How to Write Down the Settlement Statement Form

on this video i'm going to talk all.about the closing disclosure or cd which.is your mortgage settlement statement.and we're getting started right now.[Music].hey what's going on i'm emmett dempsey.mortgage broker and owner of treasure.coast mortgage here in ports intensity.and welcome to another video on this.channel we're talking more about.mortgages the home buying process.and some cool things around fortunes in.the treasure coast so if you're new here.please think about subscribing okay.the closing disclosure okay we finally.made it to the end made it through.underwriting.clear to close and we're about ready to.close on your new home.or your refinance now what is the.closing disclosure and again that this.is the twin to the loan estimate and if.you haven't watched the loan that's been.video you kind of go back and watch that.it's a twin loan estimate which compares.to what was disclosed on the loan.estimate versus what is at the end.and usually uh and it should be that the.closing disclosure.fees are lower than what was disclosed.because i always over disclose on the.loan estimate.uh initially now what the closing.disclosure is.the settlement statement that you're.going to sign at closing uh you might.have gotten an initial one.electronically uh which starts your.three-day weight and.i'm going to go into that in a minute.now the cd was part of the uh.the tele-brexit integrated disclosures.that were changed.in 2010. now one of the things that they.changed.and was they eliminated the hud one uh.just like the loan estimate eliminated.the good fifth estimate.and the truth and lending you combined.them whereas the hud one.is now the closing disclosure or cd okay.so the cd is going to have your.settlement charges what the final.numbers are.whereas your estimate how the estimated.numbers are and uh one of the pages that.are on there.is the the comparison between the le and.i'm going to go into a deep dive into.the cd in a minute.but i wanted to uh you know point out.some things is number one is the three.day wait.uh the cfpb calls it the consummation so.that's that's their words not mine.so you have to wait three days before.you consummate your mortgage so you're.going to get an example.you want to close on a friday you're.going to have it done by tuesday.so it's so it's basically that three-day.wait so if you.sign your cd on monday then you can.close thursday you know and.and so on and so forth and saturdays do.count so it's very important when you're.when you're planning you're closing.especially if you're.you're selling your house and buying.something else you gotta really.uh sign your cds as fast as you can and.usually for.all of the lenders that i broker to let.you sign your cd early before it clear.to close.so it's really not that issue so uh what.i'm going to do now is go into a.detailed.closing disclosure here we go.okay and here is the uh simple closing.disclosure it matches the sample loan.estimate that i had in my little.estimate video again this is a.fictitious loan it's not real client.information so.uh basically here is closing disclosure.this form is a statement of the finance.final loan terms and closing.and compare this document with your loan.estimate you know here's the uh the.pertinent information.closing date and disbursement date now.on a purchase in florida.you know we're a wet funding state we.usually fund on the same day that we.sign paperwork.but sometimes like just sign one day and.then you'll fund the next day.depending on where the sellers and.buyers are but this will tell you.the closing dates when the paperwork is.signed disbursement date is when it.funds.or who to settlement agent is you know.the file number that they've associated.the property the sale price etc.who you are the borrower who's a who's a.seller uh who's the actual lender.uh again loan terms you know 30 2015.whatever.that might be uh purchase fixed rate etc.um fha conventional va or other the loan.id from the lender.and the mic number again that's from the.the the mers the mortgage electronic.registration system.that's the uh the make number okay.and again it kind of matches the loan.estimate here's your loan amount can.this amount.increase after closing interest rate.principal and interest now.and ask that question if it's an.adjustable rate that answer will be yes.if it can.increase um loan amount if it's a uh.you know if you know now as far as uh.things that use a closing disclosure.there's very few negative advertising.alone but again.if there is out there eventually if they.come back in the market you know that.question will be yes at least you'll be.uh in plain language yes or no will it.increase yes or no.now this loan again has a prepayment.penalty but most fha conventional loans.don't have one.but this one for an example does have.one i i guess it's just so you look at.this column and don't overlook it and.say yep yes.one is a yes what why is it yes and.here's what it looks like.and then balloon no uh projected.payments again this is a mortgage.insurance.fall-off scenario so years one through.seven it's projected to have it.and it falls off you see what your.payments will drop to once it falls off.because your escrows and again escrows.are not.controlled by that by the mortgage.company so you can take a look at those.again here's your closing cost and cash.to close.and now this is the closing cost details.and.the sections match up to the closing.disclosure section a origination that's.uh says the broker and the mortgage.company have control over.your your points application.underwriting fee.uh things here like your appraisal but.it ended up being paid by others.usually you paid outside of closing your.credit report.um and again these are the final fees on.the loan estimate usually over disclosed.and then on the.cd that they'll come down.services you know shop for basically.your title.fees everything like that and again it's.all just listed you know one by one so.you can see them.and then they add up into d a plus b.plus c these your total.closing costs your bar are paid your.other costs like your recording fees.your transfer taxes.who pays what now this over here that.she didn't send on on the le is a seller.paid as you can see what.seller did pay um.you know and in florida they usually pay.the the deed stamps and the owner's.title.um and again now uh things that we don't.know.usually on in the other especially hoas.like hoas.um however if they're quarterly or.sometimes annually or monthly.you know so you have to kind of settle.up because the seller isn't responsible.for the whole year.only only for what they have so you can.see that they um.you know so you have to pay your your.first month of hoa to get current.uh whatever your home inspection fee i.guess you had to get one on this loan.and then it shows what the real estate.commissions are and then your title.insurance that you paid for.i want to show you this here you know.the calculating cash to close it talks.about.the loan estimate the last one that was.uh.that was shown to you and you were.scheduled to do 16 cash to close.and ended up being a little bit better i.have 14 class to close so that's kind of.what you need to compare.now this is the uh the summary um.you know credit from the seller you know.um about.the eighty dollars paid by seller.advanced because they paid the first 15.days of that.month so they got to pay it back um you.got to credit the seller back.and usually you'll see what's called tax.parations um that's.that's big in florida because your.escrows will have the full amount due.for taxes but you'll get the credit from.the seller for the amount of time that.they own the house.so a lot of times the loan has been cash.to close can be.a lot higher because it doesn't have.those parations as well as the aggregate.adjustment for your uh.you know look for that um so there's.that so.and then down here you have whether it's.a symbol demand feature all again it all.matches the loan estimate negativization.no do not have medical analyzation.partial payments no you can't make.partial payments and this is a throwback.to the truth and lending.um you know again they're all combined.as part of trade.um ask for count for now we'll have an.escrow account.it tells you what your property cost.over you know the one year.initial payment to the escrow and then.your monthly escrow payment.uh and then if you waived escrow you.know that box will be checked so.that's uh in here here's your total of.payments again that's a throwback to the.truth in lending.you know your finance charges your your.apr your final apr compared to what you.were disclosed.and here's a list of all the content.information you know for the broker i'm.a mortgage broker so my information will.be here.and then you know the real estate for.the buyer the seller and the settlement.agent.and the lender that we chose so and then.uh and this is where you would sign.you know most of the time you e-sign a.couple days so before closing.now a lot of what we do like you'll sign.an initial cd that will be about 99.correct you know the cash or closed.before it's what we call balance with.title company.um and then again that's the structure.three day weight that we talked about uh.previously in the video so you can back.up you had any questions about that.but uh yeah so you need to have you know.three days you know uh.before the conservation of your mortgage.so just you know quick rule of thumb you.want to close on a friday.you got to have it signed by a tuesday.so usually i take care of that three-day.wait.even before we're clear to close but you.know you'll get your initial.cd and then you'll get the final cd so.you know how much cash at the wire how.much cash you're getting etc.so that's in a nutshell and here we go.okay.and welcome back hope that was.informative look at the closing.disclosure.you know congratulations on your new.home loan uh hopefully it was the one.who did have done it for you.but uh if you have any different.questions about the other cd and other.disclosures definitely give me a call go.to demonstrationworks.com.thank you so much for watching and i'll.see you on the next one.

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Settlement Statement Form FAQs

View the below common confusions about Settlement Statement Form. Reach directly if you still have other queries.

Need help? Contact support

Can I use broker statements to fill out form 8949 instead of a 1099-B?

You can but it would be wise to wait. Your broker will be sending a copy of the 1099-B that they send to you to the IRS also. The IRS will be checking to make sure your reported numbers match up with your brokers. If you make a mistake and have to file an amended return this could end up costing you additional filing fees depending on how you are having your return prepared. We typically advise clients to wait. We’ll use broker statements if there is a legitimate issue getting the broker to send the 1099-B.

Do I need to fill out a financial statement form if I get a full tuition waiver and RA/TA?

If that is necessary, the university or the faculty will inform you of that. These things can vary from university to university. Your best option would be to check your university website, financial services office or the Bursar office in your university.

Do military members have to pay any fee for leave or fiancee forms?

First off there are no fees for leaves or requests for leave in any branch of the United States military. Second there is no such thing as a fiancée form in the U.S. military. There is however a form for applying for a fiancée visa (K-1 Visa)that is available from the Immigration and Customs Service (Fiancé(e) Visas ) which would be processed by the U.S. State Department at a U.S. Consulate or Embassy overseas. However these fiancée visas are for foreigners wishing to enter the United States for the purpose of marriage and are valid for 90 days. They have nothing to do with the military and are Continue Reading

Which form number has to be filled out for EPF full and final settlement for less than 5 years of service?

Hi, You can submit Form 19 for full EPF withdrawal claim. Form 10c is for EPS withdrawal. Kindly note that EPF final settlement for less than 5 years of service is subject to taxes. Such EPF claim is a taxable income. You may go through below articles for more details; Online EPF Claim submission : Process Flow & Eligibility Conditions EPF Interest Income & Withdrawals | Tax Implications | Is EPF Interest taxable? EPF Withdrawals : New Provisions & Rules related to TDS

When is it mandatory to fill out a personal financial statement for one's bank? The form states no deadline about when it must be returned.

The only time I know that financial statements are asked for is when one applies for a business or personal loan, or applying for a mortgage. Each bank or credit union can have their own document requirements, however for each transaction. It really is at their discretion.

How can I fill out Google's intern host matching form to optimize my chances of receiving a match?

I was selected for a summer internship 2016. I tried to be very open while filling the preference form: I choose many products as my favorite products and I said I'm open about the team I want to join. I even was very open in the location and start date to get host matching interviews (I negotiated the start date in the interview until both me and my host were happy.) You could ask your recruiter to review your form (there are very cool and could help you a lot since they have a bigger experience). Do a search on the potential team. Before the interviews, try to find smart question that you are Continue Reading

How do I fill out the form of DU CIC? I couldn't find the link to fill out the form.

Just register on the admission portal and during registration you will get an option for the entrance based course. Just register there. There is no separate form for DU CIC.

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