Forms

Note Addendum and Rider Forms

Form: Multistate Non-Assumability Rider

Form: Non-Assumability Note Addendum

Trailing Document Forms

Trailing Doc Transmittal Form (PDF)

Please include transmittal form with all trailing document shipments.

Trailing Doc Transmittal Form (Excel)

Please include transmittal form with all trailing document shipments.

Trailing Doc Transmittal Form (Word)

Please include transmittal form with all trailing document shipments.

PennyMac Forms

PCG Credit Exception Request Form

If an exception to posted PennyMac overlays is required, complete the Exception Request form and follow instructions as noted on the form.

Multifamily Loan Submission Form

We offer loans up to $5 million nationwide for multifamily (5+ unit) properties. Please use this online form to submit your deals.

Sample Modification Forms

Note and Security Instrument (Combination) Modification Form

To be used for all products when correcting both the note and security instrument 

Security Instrument Modification Form

To be used for all products when correcting a security instrument only.

Government Note Modification Form

To be used for government loans when correcting a note only.

Conventional Note Modification Form

To be used for conventional loans when correcting a note only.

Jumbo Note Modification Form

To be used for jumbo loans when correcting a note only.

Modification Form Job Aids

Includes separate job aid for each of the Sample Modification Forms with instructions on how to complete.

Pre-Purchase Collateral Delivery Forms

Custodian Doc Transmittal Form (PDF)

To be included when shipping collateral documents to the PennyMac Correspondent Group document custodian.

Custodian Doc Transmittal Form (excel)

To be included when shipping collateral documents to the PennyMac Correspondent Group document custodian.

Custodian Doc Transmittal Form (Word)

To be included when shipping collateral documents to the PennyMac Correspondent Group document custodian.