Selling Guide

Published December 16, 2020

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What are the loan delivery requirements for loans closed in the name of an inter vivos revocable trust?

Loan Delivery Data

Only the information related to the individual(s) establishing the inter vivos revocable trust whose credit is used to qualify for the loan should be provided at the time of loan delivery, such as the borrower name and Social Security number. The name of the inter vivos revocable trust cannot be included within the loan delivery data.

A loan that has an inter vivos revocable trust as a mortgagor must be delivered with Special Feature Code 168 (in addition to any other special feature codes that may also be applicable to the transaction).

For additional information, see B2-2-05, Inter Vivos Revocable Trusts.

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