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Flagstar Third Party Authorization Form

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Third-Party Authorization Form

Loan Number:

Rev. 1014

Use this Third Party Authorization form to authorize someone other than yourself to access your Flagstar Bank Mortgage Loan Account information. To authorize full access to your loan account, this form must be notarized (see page 2).

In today’s market, loans and the rights to service them are often bought and sold. Servicing transfers may occur at any time. In the event your loan is transferred to a new servicer, the authorization established by this form will no longer be effective. You will need to contact your new servicer to obtain their authorization procedures. Our liability/obligations remain to the customer and the presence of a representative should not create additional direct or derivative liability for the Bank.

Please PRINT – for multiple mortgage loan accounts use separate forms.

Section 1- Your Contact and Mortgage Loan Account Information

First Name

Middle Name

Last Name

Last 4 Digits of Social Security Number

Best Phone Number

Section 2- Authorized Third Party

Expiration date for authorization:

or

(Note: If no date is selected, the authorization will be valid for two years from the date signed below)

Type of Authorization:

Authorization Description:

Name

(Please note: It is not necessary to list individual names for a company authorization)

Address

City

State

Zip

Best Phone Number

Fax

Email

Select a PIN for the Authorized Individual: (A PIN is not needed for a company)

Section 3- Type of Access

Please select one option below (partial or full access):

  • Can obtain loan details information by telephone
  • Can discuss payment arrangements with the Collections Department
  • Can discuss the Loss Mitigation application process

By signing this form, I authorize Flagstar Bank to provide information regarding the above referenced Mortgage Loan Account by telephone to the Authorized Party or to someone claiming to be the Authorized Party. I understand that this authorization does not allow the Authorized Party to take any action or request any service or documentation on this loan. Flagstar may reject this or any other Third Party Authorization or refuse to recognize any request for information from the Authorized Party. This Third Party Authorization shall remain in effect until I revoke this authorization. I or any other borrower on this loan may revoke this Third Party Authorization at any time in writing via fax or mail.

Signature

Date

  • Can obtain loan details information by telephone
  • Can discuss payment arrangements with the Collections Department
  • Can discuss the Loss Mitigation application process
  • Can submit request to send documents that do not require a fee, such as a Transaction History Ledger, or an Original Appraisal. (can only be mailed to address of record)
  • Can submit request to re-send letter/package/document, such as a Monthly Statement, 1098, Escrow Analysis Disclosure, Rate/Payment, Change Notice, Loan Sale Transfer Notice, etc. (can only be mailed to address of record.)
  • Can request research to resolve matters

By signing this form, I authorize Flagstar Bank to provide loan information regarding the Mortgage Loan Account referenced on page 1 to the Authorized Party or to someone claiming to be the Authorized Party. I understand that this Third Party Authorization allows only for information to be provided by telephone and the actions described above. Flagstar may reject this or any other Third Party Authorization or refuse to recognize any request for information from the Authorized Party. This Third Party Authorization shall remain in effect until I revoke this authorization. I or any other borrower on this loan may revoke this Third Party Authorization at any time in writing via fax or mail.

Signature

Date

Notary witness and official seal for Full Access

(Notary Seal)

Date

Notary Signature

County

My Commission Expires On

IMPORTANT INFORMATION: Once completed and signed (and notarized, if applicable), please mail or fax to:

Mail: Flagstar Bank | Third Party Authorization | Mail Stop E-115-3 | 5151 Corporate Drive | Troy, MI 48098 Fax: (888) 848-1071

flagstar.com

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What the Flagstar Third Party Authorization Form Is

The Flagstar Third Party Authorization Form lets an account holder grant a named individual or organization permission to act on their Flagstar account for specific tasks such as obtaining balance information, initiating transfers, or discussing account details. It documents identity, scope, time limits, and the account holder's consent so Flagstar can verify requests from authorized third parties while protecting account security and privacy.

Why a Well‑Prepared Authorization Matters

A complete, accurate Flagstar Third Party Authorization Form reduces processing delays, prevents unauthorized access, and creates an auditable record of consent that supports dispute resolution and regulatory compliance.

Why a Well‑Prepared Authorization Matters

Who Typically Completes This Form

Common users include account owners, legal representatives, and corporate finance or trust officers preparing third‑party access.

  • Individual account holders granting access to family members or financial advisors to manage or review account activity.
  • Businesses authorizing bookkeepers, payroll providers, or external treasury managers to act on corporate accounts.
  • Legal representatives or trustees submitting authority on behalf of an estate, trust, or power of attorney.

Confirm the signatory authority for each party before submitting to avoid processing delays or rejection.

Step-by-Step: Completing the Flagstar Third Party Authorization

Follow these core steps to complete the form accurately and avoid common processing delays when granting third‑party access to a Flagstar account.

  • 01
    Gather Documents: Collect account numbers and government ID for identity verification.
  • 02
    Specify Scope: List precise permissions and monetary limits to avoid ambiguity.
  • 03
    Sign and Date: Have the account holder sign in ink or via an accepted eSignature method.
  • 04
    Submit to Flagstar: Send via the method Flagstar specifies (secure portal, mail, or branch).

How to Customize and Complete the Form Online

When preparing the authorization form in a digital editor or eSignature platform, configure fields and authentication to match Flagstar’s requirements.

Field Configuration
Upload Document Use a high‑quality PDF copy to preserve layout and required signature blocks.
Add Fillable Fields Place name, date, and signature fields; set required status.
Authentication Choose email + SMS code or ID verification if Flagstar requires stronger signer identity checks.
Save Template Save a reusable template for recurring third‑party authorizations.

Where to Send the Completed Authorization

Choose the submission channel Flagstar specifies. Confirm receipt and retain a copy with the completion timestamp and signer authentication record.

  • Secure Portal: Upload to Flagstar’s secure document portal when one is provided.
  • In Branch: Deliver signed originals at a Flagstar branch when physical verification is required.
  • Mail: Send originals by certified mail if the bank requests paper documents.
  • Email (Limited): Use encrypted email only when Flagstar approves electronic submission by consent.

Distribution and eSubmission Options

Files can be shared by multiple channels; choose the one that meets Flagstar’s identity and retention rules.

  • Email Delivery: Limited acceptance; use only if Flagstar explicitly authorizes and encryption is used.
  • Bank Portal Upload: Preferred for security and direct ingestion into account records.
  • Remote Notarization: Use RON if Flagstar requires notarized consent and the state allows RON.

Key Components of a Professional Authorization Form

A clear, structured form reduces back‑and‑forth. Include identity fields, scope, signatures, and clear dates so Flagstar can process requests efficiently.

Account Identification

Complete account number, account type, and branch information to ensure the authorization is applied to the correct record.

Authorized Party Details

Provide full legal name, organization, contact details, and relationship to account holder for reliable verification.

Scope of Authority

Define permitted activities precisely to limit access and reduce operational risk.

Time Limits

Specify an effective and expiration date so permissions do not remain open indefinitely.

Signature and Date

Signed consent by the account holder; include signature type (electronic or wet) and signature date.

Verification Attachments

Attach a copy of the account holder’s government ID or documentation requested by Flagstar for identity proofing.

Essential Information to Provide

Account Number: Full digits
Account Holder Name: Legal name
Authorized Person: Full name
Scope: Permitted actions
Effective Dates: MM/DD/YYYY range
Identity Proof: ID type

Common Mistakes to Avoid

  • Using nicknames or initials instead of the account holder’s legal name can prevent verification and cause rejection.
  • Leaving scope vague (e.g., 'manage account') instead of listing specific permissions increases dispute risk.
  • Failing to include an expiration date can leave accounts exposed indefinitely and complicate revocations.
  • Omitting required identity documents requested by Flagstar often leads to processing delays and follow‑up requests.

Risks and Consequences of an Incorrect Form

Unauthorized Access: Possible financial loss or privacy breaches
Processing Delays: Service interruptions or account action delays
Tax Withholding: Incorrect authorizations may trigger withholding or reporting
Legal Disputes: Potential litigation over unauthorized transactions
Rejection: Bank may reject incomplete or unsigned forms
Liability: Account holder retains responsibility for misuse

Selected eSignature Vendor Comparison for Third‑Party Authorization Forms

Basic pricing and capability differences among common eSignature vendors. signNow appears first per vendor listing conventions; confirm vendor details directly with providers for plan specifics.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Yes Yes Yes Yes
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

How to Download, Save, and Share Completed Forms

Save and export signed authorizations in common formats for recordkeeping and secure transfer to Flagstar or legal counsel.

PDF

Export a PDF/A copy with embedded audit trail and signatures for long‑term archival and legal admissibility.

DOCX

Keep an editable DOCX copy for internal review, then convert to PDF before signing to preserve layout.

CSV

Extract summary metadata (signer, date, account) as CSV for batch reconciliation and compliance logs.

Audit Certificate

Download the platform’s certificate of completion showing timestamps, IPs, and authentication events.

Who Can Legally Sign the Authorization

Account Owner

The primary account holder or any joint owner listed on the account must sign unless the account holder has executed a separate power of attorney authorizing another signer.

Authorized Representative

An attorney‑in‑fact or corporate officer may sign when a valid power of attorney or corporate resolution is attached and matches the scope on the authorization form.

Notarization and Witness Steps

If notarization or witness signatures are required, follow these steps in order to ensure authenticity and record integrity.

01

Prepare Document

Complete all fields before meeting a notary or witnesses.

02

Bring ID

All signers present government ID for verification.

03

Sign in Presence

Sign the form in the notary’s or witness’s physical or virtual presence as required.

04

Notary Acknowledgement

Notary completes acknowledgment or jurat and signs/seals.

05

Witness Signatures

Witnesses sign and provide contact details where required.

06

Record Retention

Notary retains journal entry or RON provider stores A/V session.

07

Submit to Flagstar

Send notarized form using the bank’s specified channel.

08

Confirm Receipt

Obtain confirmation and retain submission evidence.

Frequently Asked Questions about the Form

Answers to common questions about completing, signing, and submitting the Flagstar Third Party Authorization Form.


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