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Loan estimate and closing disclosure forms and samples

Download English and Spanish versions of TRID model and sample forms for different loan types. 

Annotated versions of some forms are provided to identify statutory and regulatory provisions.

Loan estimate: Blank model forms

Description

Action

Annotated loan estimate
Rule citations shown

Annotated loan estimate
TILA disclosure citations shown

Blank loan estimate

Blank loan estimate (en Español)

Blank loan estimate, with optional alternative tables for transaction without seller 

Blank loan estimate, with optional alternative tables for transaction without seller (en Español)

Loan estimate: Completed sample forms

Description

Action

Fixed rate loan

Interest only, adjustable rate loan

Interest only, adjustable rate loan (en Español)

Refinance

Refinance (en Español)

Balloon payment

Balloon payment (en Español)

Negative amortization

Negative amortization (en Español)

Closing disclosure: Blank model forms

Description

Action

Annotated closing disclosure

Rule citations shown

Annotated closing disclosure

TILA disclosure citations shown

Blank closing disclosure

Blank closing disclosure (en Español)

Blank closing disclosure, with alternative disclosures and modifications permitted for transactions without a seller 

Blank closing disclosure, with alternative disclosures and modifications permitted for transactions without a seller (en Español)

Illustrating disclosure provided to seller

Page 2 of closing disclosure that illustrates modifications to closing cost details

Closing disclosure: Completed sample forms

Description

Action

Fixed rate loan

Fixed rate loan (en Español)

Refinance

Refinance (en Español)

Refinance transaction
Where the closing costs have increased in excess of the good faith requirements

Refinance
In which the consumer must pay additional funds to satisfy the existing mortgage loan securing the property and other existing debt to consummate the transaction

Page 3 of closing disclosure (summaries of transactions)

Disclosure of consumer funds from a simultaneous second-lien credit transaction

Page 3 of closing disclosure (summaries of transactions)
Disclosure of funds paid outside of closing

Other blank model forms and samples

Description

Action

Blank escrow cancellation notice

Blank written list of service providers

Blank written list of service providers, with optional additional list of services you cannot shop for.

Sample written list of service providers