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Forms
Adobe Acrobat is required to download and read the PDF forms shown on this page. Download Acrobat for free. 
For your convenience, many of PennyMac's forms and applications are just an easy download away. Please return the forms to the following address or fax number:
PennyMac Loan ServicesP.O. Box 6011
Agoura Hills, CA 91376-6011
Fax Toll Free (866) 577-7205
Steps 1 - 5 below tell you how.
- Click on the form you need
- Adobe Acrobat™ will launch. If you do not have this program it is available for free
- Print the form
- Fill in the appropriate sections
- Send the completed form and other required documents to us
Loan Consultation & Loan Applications
- Loan Consultation Request
Provides us with your contact information so that we can call and provide a complimentary, no-obligation review of your mortgage financing. We do not share your personal contact information outside of PennyMac.
- Application Corta (en Español)
Esta aplicación nos ofrece la información sobre tus ingresos y gastos que necesitamos para la precalificación de tu préstamo.
- Short-Form Loan Application
This provides the basic income and expense information we need to prequalify you for a loan.
Account Maintenance
- Automatic Payment (ACH) Application
Have PennyMac deduct your mortgage payments automatically each month.
- Escrow Modification Request
Make changes to how your escrow account works.
- Escrow Account Application
Establish an escrow account for paying your property taxes and hazard insurance.
- IRS Form W-9
If we have an incorrect social security number in our systems, you will need to use this form to authorize the correction in our records.
Helping Borrowers in Need
- Financial Information Worksheet
Provide information to our Loan Specialist in order to qualify you for a loan modification.
- Sample Restructuring Summary
See what we may be able to do for you if you are having difficulty making your payments.
- Hardship Affidavit
Provide explanation as to what “event” has caused you to fall behind on your mortgage and is vital in helping you avoid foreclosure.
- Short Sale Form Guide
This Short Sale Form Guide will walk you through each field and the data that is required to complete and submit your Short Sale Package for approval.
