Fax Financial Documents Online

Fax Numbers by Institution

Each guide below carries the fax numbers that institution publishes on its own site or prints on its own forms, with the source, plus which department each line belongs to and how to verify it before you send. Where an institution publishes no usable fax number, its guide says so and explains the route that does work.

Brokerages and custodians

• Ameriprise: the published lines belong to RiverSource annuity service, not to brokerage
• Charles Schwab: the number printed on Schwab’s retail forms, plus the separate Schwab Bank line
• E*TRADE: one general line for account forms, and a second for senders outside the US
• Fidelity Investments: no retail fax number, and the three lines its forms do name
• Interactive Brokers: form-specific lines, and what the Client Portal takes instead
• Merrill: three lines, chosen by whether you are sending a form, a document, or the address letter
• Vanguard: the one published number is the institutional one, not the personal-investor one
• Wealthfront: one line, for the estate documents the app cannot take

Retirement and insurance

• Brighthouse Financial: one service line, and what Brighthouse asks you to put on the cover page
• DFAS Retired and Annuitant Pay: two offices that do not share a queue, and how to reach the right one
• Empower: the one published line is the beneficiary claim line
• Equitable: two processing offices, and the product decides which one
• MassMutual: a life insurance service line; retirement plan paperwork no longer goes by fax
• MetLife: a separate processing unit, and a separate fax, for each kind of claim
• Nationwide Retirement: no general retirement fax, and how to read yours off the form
• Principal: one line for retirement plan forms, another for group benefits claims
• Prudential: annuity service lines, split by who holds the contract
• TIAA: one documents fax, with one condition attached
• Transamerica: several businesses, several processing centers, several numbers
• Voya: one number across the workplace retirement plan forms

Banks and credit unions

• Ally: bank, auto and brokerage run separately, and the document picks the number
• Bank of America: six team lines, from estate servicing to military benefits
• Capital One: the published lines are all banking; card and auto paperwork goes another way
• Chase: department intake lines, several of them local Columbus and Dayton numbers
• Citi: form-level lines for disputes and claims, and why personal card disputes take another route
• Citizens Bank: three lines, and one form that refuses fax outright
• Fifth Third Bank: five numbers, published inside collapsed FAQ answers
• Huntington Bank: seven lines across mortgage, auto, military and business
• M&T Bank: the fullest published mortgage fax directory of the large banks here
• Navy Federal Credit Union: ten team lines, and why a form sent to the wrong one is set aside
• PenFed Credit Union: two general member fax lines, plus mortgage, hardship and insurance
• Regions Bank: nine lines, most of them mortgage servicing in Hattiesburg
• Truist: every published line is mortgage or home equity servicing
• U.S. Bank: five numbers, each published in its own knowledge-base article
• USAA: no general fax; power of attorney and bank documents each have their own
• Wells Fargo: nine team lines, from the Estate Care Center to Retail Services fraud

Card issuers and disputes

• American Express: one line for dispute documentation, one for National Bank estate paperwork
• Barclays US: separate lines for Card Services, billing disputes and fraud
• Discover: seven Discover Bank and Personal Loans lines
• Early Warning Services: the bank-owned reporting company behind Zelle, and its consumer file line
• Synchrony Bank: deposit and IRA operations, W-9 certification, and service of legal process
• TransUnion disputes: no published consumer dispute fax, and the route that does work

Mortgage, auto and student-loan servicers

• Aidvantage: why no number is printed here, and how to get the current one
• Bridgecrest: three lines at the servicer for DriveTime and Carvana loans
• Carrington Mortgage Services: a separate line for each servicing department
• Credit Acceptance: title work and estate documentation, both published in the customer FAQ
• Edfinancial: the numbers that circulate online predate the move to studentaid.gov
• Exeter Finance: the insurance line most agents are looking for, plus customer service
• Ford Credit: no published customer fax, and the routes Ford does publish
• Freedom Mortgage: customer care and loss-draft lines, from Freedom’s servicing bulletin
• GM Financial: one line on the contact page, for title and account documents
• Honda Financial Services: one line, scoped to the lease payoff paperwork
• MOHELA: the line depends on whether your loans are Direct or FFEL
• Mr. Cooper: Research and the modification department take different faxes
• Nelnet: the number Nelnet prints on its own forbearance form
• PennyMac: three lines, by whether it is an account request, a hardship package or insurance
• Rocket Mortgage: one servicing fax, for written requests about your loan
• Sallie Mae: one line, and it belongs to the bank side
• SBA disaster loan servicing: two servicing centers, and which one administers your loan
• Shellpoint Mortgage Servicing: two lines that differ by a single digit
• Westlake Financial: title work only, and where everything else goes

The number is on your form, not on the contact page

Almost no bank, broker, or servicer publishes a general customer-service fax. What they publish instead is a departmental intake line, printed in the return-instructions block of the specific form that needs it: the transfer authorization, the rollover request, the hardship package, the title release, the claim form.

That is why the reliable first move is to read the fax number off the copy of the form you actually downloaded, and to treat every other source as something to confirm against it. A form that names no fax number is usually not meant to be faxed at all. The guides above record what each institution publishes today, with the page or PDF it came from, so you have something to check your number against.

Sending to the wrong department is the common failure, and it is quiet. Pages arrive at a queue that cannot act on them, nothing bounces, and the request simply does not progress.

Put your account number on a cover sheet

Add your account number and the name on the account to the cover sheet so the signed forms match your record and process without a callback. Send every page the institution asks for as one fax: the authorization, a recent statement, and any medallion-stamped or notarized page.

Intake lines do not reply by fax. A processor works the queue in turn and the institution responds in your online account, by mail, or by phone. What you keep as evidence is the delivery receipt, which records the moment the receiving machine accepted the pages, with the time and page count.

Never fax a wire authorization

Do not fax wire-transfer instructions, a full routing and account number pair, or login credentials. Wire fraud against exactly this kind of paperwork is common, and a sent fax cannot be recalled. Move money through your institution’s own secure channel and fax only the signed paperwork.

The same caution applies to any fax number that reached you in an email, a text message, or a phone call you did not initiate. Verify it against the institution’s own form or site before you send anything.

How to fax financial documents with FaxTerra

Create a free account with an email address. Upload the signed form as a PDF or as photos taken with your phone, enter the number your form names, and send. A delivery confirmation arrives by email.

Short forms send free within your monthly free pages. Transfer and hardship packets run longer: a rollover or ACATS packet with a statement attached commonly runs seven to twelve pages, which is past the free allowance. A one-time credit pack covers a single packet, and the Starter plan covers repeat senders. See how to send a fax for accepted files and page limits, faxing a signed document for photographing a signature page cleanly, and real estate contracts if you are sending closing paperwork.