Sample TRID Form for NYC Real Estate Transactions

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TRID INFORMATION FORM

Borrower Name _____________________________________
Loan # _____________________________________
Property Address _____________________________________
_____________________________________
Closing Date _____________________________________

A. Bank Attorney/Settlement Agent
Company Name _____________________________________
Contact Name _____________________________________
State ID # _____________________________________

B. Listing Agent (Seller’s Agent)
Real Estate Brokerage Name _____________________________________
Brokerage Full Address _____________________________________
Brokerage State License ID # _____________________________________
Real Estate Agent Name _____________________________________
Real Estate Agent State License ID # ___________________________________
Agent Email Address _____________________________________
Agent Phone # _____________________________________
Real Estate Commission $_____________________________________

C. Selling Agent (Buyer’s Agent)
Real Estate Brokerage Name _____________________________________
Brokerage Full Address ____________________________________
Brokerage State License ID # _____________________________________
Real Estate Agent Name _____________________________________
Real Estate Agent State License ID # ________________________________
Agent Email Address _____________________________________
Agent Phone # _____________________________________
Real Estate Commission $_____________________________________

D. Adjustments between Buyer and Seller Based on Tentative Closing Date
County/Town Taxes to _____________________ amount $_________________________
School Taxes to _____________________ amount $_________________________
Village Taxes to _____________________ amount $_________________________
HOA Fees to _____________________ amount $_________________________
Maintenance Fees to _____________________ amount $_________________________
Property Disclosure to _____________________ amount $_________________________
Misc ______________ to _____________________ amount $_________________________
Misc ______________ to _____________________ amount $_________________________
Misc ______________ to _____________________ amount $_________________________

E. Additional Settlement Charges
Seller Payoff Amount $_____________________ (if applicable) good thru date _____________
Seller Payoff Amount $_____________________ (if applicable) good thru date _____________
Escrowed Items _____________________ amount $_____________(if applicable)

F. Additional Settlement Questions
Do you have a final title bill? _____________________
Do you have all adjustments? _____________________
Do you have all realtor information/bills? _____________________