Make it yours
Download the PDF and open it in a form-capable PDF reader to type, check boxes and save your own copy, or print it and write by hand. Complete any totals manually. Your answers are not automatically sent to Enrique.
PAGE 1
Get your details together
PART 1 · Prepare before closing day. Keep this sheet private; do not record account numbers, routing numbers, passwords or wire instructions here.
Your closing plan
- Closing date / time / location or remote instructions
- Settlement contact / independently verified phone
- Backup trusted contact / independently verified phone
Before the appointment
- Review the Closing Disclosure and resolve open questions.
- Confirm the final walk-through and any repair questions.
- Ask what identification and other documents to bring.
- Confirm the amount, approved payment method and bank cut-off time.
- Confirm insurance coverage, possession and key arrangements.
PAGE 2
Plan your next step
PART 2 · Pause. Verify. Then send. Treat urgency or a last-minute change in payment instructions as a reason to stop and confirm independently.
Before any transfer
- Call your established settlement contact using a number verified independently, not one supplied in the new message.
- Confirm the recipient and all payment details directly with that trusted contact.
- Do not rely on an email, text, caller ID or familiar-looking logo as verification.
- If instructions change, pause and repeat independent verification.
- After sending, confirm receipt with the verified settlement contact.
Suspect a fraudulent transfer? Contact your bank immediately and request a recall. Alert your settlement team and report to the FBI at ic3.gov. Recovery is not guaranteed.
Verification record (no banking details)
- Person I called / date and time
- Receipt confirmed by / date and time
Sources and context
Educational content; not a loan approval or credit offer. Confirm requirements for your situation with your lender. Sources checked September 10, 2026.