Downloadable Forms

Click the form title to download the form. These forms require Acrobat Reader to open.

Automatic Monthly Payment Application
Using the ACH (Automated Clearing House) method, your payments are automatically deducted every month from your bank account on the date that you choose. No more checks to mail, stamps to buy, or due dates to worry about! To sign up for this service, please fill out this short ACH application and mail or fax it back with the supporting documents.

3rd Party Authorization Form
Complete and return this form to consent to provide account information to an authorized 3rd party.

HELOC Draw Form
Complete and return this form to initiate draws from your HELOC account.

Authorized Payoff Request
Complete and return this form to have an official payoff statement prepared.

IRS W-9
This form will allow us to properly report the mortgage interest you pay.
Please return to us via one of these options:
Email: yearend@roundpointmortgage.com

Fax: 888-455-4158

Postal mail this form to us at this address:
    RoundPoint Mortgage Servicing
    Customer Service
    P.O. Box 19409
    Charlotte NC, 28219-9409

IRS W-8 (click here for additional instructions)
This form will allow us to properly report the mortgage interest you pay.
Please return to us via one of these options:
Email: yearend@roundpointmortgage.com

Fax: 888-455-4158

Postal mail this form to us at this address:
    RoundPoint Mortgage Servicing
    Customer Service
    P.O. Box 19409
    Charlotte NC, 28219-9409