Gift Letter for Mortgage - California

California · Fillable PDF · Free

Document funds given as a gift toward a home purchase or refinance for a mortgage lender's review. Your lender has requested a letter about gifted down-payment or closing-cost funds.

Download Gift Letter for Mortgage - California PDF · 3 pages. No account required.

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Who this form is for

• Your lender has requested a letter about gifted down-payment or closing-cost funds.
• People reviewing the supplied packet with the receiving organization or a licensed California attorney.
• People who want to read the packet's instructions before arranging signatures and witnesses.

What you'll need

• Donor, borrower, relationship and gift details.
• The lender's gift-funds instructions and any required supporting records.
• Acceptable identification if a notarial appointment is required.

How to complete it

1. Download the original PDF to your device and read the instruction pages before entering information.
2. Use the lender's own gift letter if supplied and confirm its donor, documentation and signing requirements.
3. Complete the applicable fields in a PDF app, save a copy and check that your answers have been retained.
4. Follow the packet's signature, witness and submission instructions. Arrange a notary visit if required; notarial service is separate from the free download.

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These forms are a free convenience, not legal advice. First Choice Mobile Notary & Apostille is not a law firm. Consult an attorney licensed in the relevant state for legal questions.

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