Citi Authorization Form – Fill Out and Use This PDF

Updated: Nov 9, 2026

The Citi Authorization Form is a crucial document for CitiMortgage customers wishing to empower a third party to discuss their mortgage loan specifics with CitiMortgage, Inc. To ensure confidentiality and authorization, this form requires detailed information about the third party, alongside the signatures of all borrowers. It outlines a clear process for submission, emphasizing the necessity of thorough completion.

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How to Fill Out CitiMortgage letter of authorization

CitiMortgage letter of authorization at a glance

What it is: CitiMortgage, Inc. must obtain a letter of authorization form signed by all borrowers to discuss your mortgage loan with a third party.

Who signs: CitiMortgage, Inc. will need the signature of everyone that signed the note and/or the security instrument (i.e. Mortgage/ Deed of Trust) for your loan.

A filled-in CitiMortgage letter of authorization example: two borrowers authorize one adviser

CitiMortgage letter of authorization example filled out, example: two borrowers authorize one adviser — Two co-borrowers fill out the CitiMortgage letter of authorization form. Both signed the note, so both sign and date the letter. The picture shows the filled letter; its names and figures are sample values.

How to fill out CitiMortgage letter of authorization, box by box

Mortgage account number and the individuals you authorize

Review the form and specify the name(s), address, phone number and relationship of the person you authorize CitiMortgage, Inc to verbally discuss information with regarding your mortgage account.

Write your mortgage account number for CitiMortgage, Inc. to discuss with the individuals listed.

For each individual, write the Name(s), Business Name, Business Address, Business Phone, Email Address (optional) and Relationship to Borrower/Co-borrower.

Borrower signature, date and printed name

Under Borrower Signature, sign, write the Date and the Printed Name.

Please make sure that this form is dated.

Co-Borrower signature, date and printed name

If there is a co-borrower, the co-borrower signs under Co-Borrower Signature and writes the Date and the Printed Name.

Property address

Write the Property Address.

More rules for CitiMortgage letter of authorization

By signing, you release CitiMortgage, Inc. its employees, officers, agents and directors from any claim(s) that might arise in connection with this authorization.

This authorization shall remain in effect until revoked in writing.

Upon receipt of this Form your records will be updated.

Common questions about CitiMortgage letter of authorization

Where do I file it?

Mail your form to: CitiMortgage, Inc. P.O. Box 9438, Gaithersburg, MD 20898-9438. You may fax the form to: Citi Mortgage Lien (866) 940-8125; HELOC (Home Equity Loan) (866) 989-1356. Email: Citi Mortgage Lien HOST.CitiLinkdocs@citi.com; HELOC (Home Equity Loan) HOST.CUSTOMdocs@citi.com.

Sources

[1] CitiMortgage letter of authorization (no printed edition), served form (the Official source link on this page).

Citi Authorization Form PDF Details

CitiMortgage customers use the Citi Authorization Form to give a named third party permission to receive and discuss their mortgage loan information. This includes loan balances, payment history, payoff amounts, and other account details held by CitiMortgage, Inc.

To complete the form correctly, each borrower must supply the following details for the authorized third party:

Full legal name and current mailing address

Phone number and the nature of their relationship to the borrower

All borrowers and co-borrowers named on the mortgage or deed of trust must sign and date the form. A missing co-borrower signature will cause the form to be returned incomplete. After collecting all signatures, mail or fax the completed original to CitiMortgage, Inc. The authorization takes effect upon receipt and remains valid until the borrower sends a written revocation to CitiMortgage.

By signing, borrowers release CitiMortgage and its representatives from any liability arising from disclosing loan information to the named third party. For other related documents, see the borrower authorization form and the borrowers certification and authorization available on FormsPal.

Question	Answer
Form Name	Citi Authorization Form
Form Length	1 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	15 sec
Other names	citibank authorization form, citi authorization form sample, citi letter form, citi authorization online