---
title: "Document Updates: Beneficiary/Lender fields in the NOTICE section in HELOCs"
description: Join the First American network of trusted title agents with comprehensive tools and resources.
---

<https://docutech.com/>

- Solutions
  
    - [Overview](https://docutech.com/solutions/)
    - [Document Solutions](https://docutech.com/solutions/document-solutions)
    - [eClosing](https://docutech.com/solutions/eclosing/)
    - [Document Generation](https://docutech.com/solutions/document-generation)
    - [Fulfillment](https://docutech.com/solutions/solutions-fulfillment)
- Resources
  
    - [Overview](https://docutech.com/resources/)
    - [Solution Briefs](https://docutech.com/resources/solution-briefs)
    - [Request a Demo](https://docutech.com/docutech-request-a-demo)
    - [Compliance](https://docutech.com/resources/compliance)
    - [Blog](https://blog.docutech.com)
- Partners
  
    - [Overview](https://docutech.com/partners/)
- About Us
  
    - [Overview](https://docutech.com/about-us/)
    - [Contact Us](https://docutech.com/about-us/contact-us)

- Let's Talk

- Solutions 
    - [Overview](https://www.docutech.com/solutions?hsLang=en)
    - [Document Solutions](https://www.docutech.com/solutions/document-solutions?hsLang=en)
    - [eClosing](https://www.docutech.com/solutions/eclosing?hsLang=en)
    - [Document Generation](https://www.docutech.com/solutions/document-generation?hsLang=en)
    - [Fulfillment](https://www.docutech.com/solutions/solutions-fulfillment?hsLang=en)
- Resources 
    - [Overview](https://www.docutech.com/resources?hsLang=en)
    - [Solution Briefs](https://www.docutech.com/resources/solution-briefs?hsLang=en)
    - [Request a Demo](https://www.docutech.com/docutech-request-a-demo?hsLang=en)
    - [Compliance](https://www.docutech.com/resources/compliance?hsLang=en)
    - [Blog](https://blog.docutech.com/)
- Partners 
    - [Overview](https://www.docutech.com/partners?hsLang=en)
- About Us 
    - [Overview](https://www.docutech.com/about-us?hsLang=en)
    - [Contact Us](https://www.docutech.com/about-us/contact-us?hsLang=en)

# Document Updates: Beneficiary/Lender fields in the NOTICE section in HELOCs

Jun 17, 2025

 Topics: [Document Updates](https://compliance.docutech.com/tag/document-updates)

<http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fcompliance.docutech.com%2F2025%2F06%2F17%2Fdocument-updates-beneficiary-lender-fields-in-the-notice-section-in-helocs%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin> <https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fcompliance.docutech.com%2F2025%2F06%2F17%2Fdocument-updates-beneficiary-lender-fields-in-the-notice-section-in-helocs%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fcompliance.docutech.com%2F2025%2F06%2F17%2Fdocument-updates-beneficiary-lender-fields-in-the-notice-section-in-helocs%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=> <http://www.facebook.com/share.php?u=https%3A%2F%2Fcompliance.docutech.com%2F2025%2F06%2F17%2Fdocument-updates-beneficiary-lender-fields-in-the-notice-section-in-helocs%3Futm_medium%3Dsocial%26utm_source%3Dfacebook>

Previously we announced the addition of Beneficiary/Lender Fields on the security instruments. (Please see [here](https://compliance.docutech.com/2024/06/14/document-updates-optional-beneficiary-lender-name-and-address-on-the-security-instrument/)).  We have continued to make updates.  This time we are adding these fields to the “NOTICE” section in our HELOC security instruments. Please note that the fields will only print if the fields are populated.

Additionally, we have updated the California (Cx1362 HELOC CA Deed of Trust) and Louisiana (Cx1356 HELOC LA Mortgage) HELOCs to include the same NOTICE language that is in the other HELOC security Instruments.  The notice language is more consistent in rights with the language provided in the FNMA model forms.  They will also include the Beneficiary/Lender Fields.

These changes are available for testing on Stage & Stage 2 servers and will take effect on June 24, 2025. If you have any questions or concerns about these changes, please contact Client Support at 1.800.497.3584.

*DR-185853  
 DR-185846  
 DR-185855  
 COM-6184*

###### The preceding is for informational purposes only and is not and may not be construed as legal advice. No third-party entity may rely upon anything contained herein when making legal and/or other determinations regarding its practices, and such third party should consult with an attorney prior to embarking upon any specific course of action.

[Return to Blog](https://compliance.docutech.com)

### Stay informed.

---

Subscribe to emails to get notified when new content is published.

### Category / Topics

[Document Updates](https://compliance.docutech.com/tag/document-updates)

### Recent Posts

<https://compliance.docutech.com/document-updates-washington-foreclosure-prevention-fee-disclosure-cx28412-1>

#### [Document Updates: Washington Foreclosure Prevention Fee Disclosure (Cx28412)](https://compliance.docutech.com/document-updates-washington-foreclosure-prevention-fee-disclosure-cx28412-1)

Jun 17, 2025

<https://compliance.docutech.com/document-updates-new-nebraska-net-tangible-benefit-disclosure-cx29105>

#### [Document Updates: New Nebraska Net Tangible Benefit Disclosure (Cx29105)](https://compliance.docutech.com/document-updates-new-nebraska-net-tangible-benefit-disclosure-cx29105)

Jun 17, 2025

<https://compliance.docutech.com/document-updates-request-for-a-certificate-of-eligibility-for-va-home-loan-benefits-cx26687>

#### [Document Updates: Request for a Certificate of Eligibility for VA Home Loan Benefits (Cx26687)](https://compliance.docutech.com/document-updates-request-for-a-certificate-of-eligibility-for-va-home-loan-benefits-cx26687)

Jun 17, 2025

The preceding is for informational purposes only and is not and may not be construed as legal advice. No third-party entity may rely upon anything contained herein when making legal and/or other determinations regarding its practices, and such third party should consult with an attorney prior to embarking upon any specific course of action.

Solutions

- [Overview](https://docutech.com/solutions/)
- [Document Solutions](https://docutech.com/solutions/document-solutions)
- [eClosing](https://docutech.com/solutions/eclosing/)
- [Document Generation](https://docutech.com/solutions/document-generation)
- [Fulfillment](https://docutech.com/solutions/solutions-fulfillment)

Resources

- [Overview](https://docutech.com/resources/)
- [Solution Briefs](https://docutech.com/resources/solution-briefs)
- [Request a Demo](https://docutech.com/docutech-request-a-demo)
- [Compliance](https://docutech.com/resources/compliance)
- [Blog](https://blog.docutech.com)

Partners

- [Overview](https://docutech.com/partners/)

About Us

- [Overview](https://docutech.com/about-us/)
- [Contact Us](https://docutech.com/about-us/contact-us)

Connect

- 1795 International Way  
  Idaho Falls, ID  
  83402
- Toll Free  [800-497-3584](tel:+8004973584)
- Office  [208-715-3186](tel:+2087153186)
- Support  [Send a Message](https://docutech.atlassian.net/servicedesk/customer/user/login?destination=portals)

<https://www.linkedin.com/company/docutech>

---

- [Privacy Policy](https://www.firstam.com/privacy-policy/)
- [Accessibility](https://www.firstam.com/accessibility/)
- [Terms of Use](https://www.firstam.com/terms-of-use/)

---

©2023 First American Mortgage Solutions, LLC. All rights reserved.

First American Mortgage Solutions, LLC, and its affiliates make no express or implied warranties respecting the information presented and assume no responsibility for errors or omissions. Title insurance and settlement services are provided by First American Title Insurance Company, an affiliate of First American Mortgage Solutions, LLC.

First American, the eagle logo, firstam.com, CleanFile Solutions®, ConformX®, Docutech, the Docutech logo, FirstMod®, and Solex® are registered trademarks or trademarks of First American Financial Corporation and/or its affiliates.

MISMO® and SMART Doc® are trademarks of the Mortgage Industry Standards Maintenance Organization.

MERS® is a trademark of MERSCORP Holdings, Inc., doing business as ICE Mortgage Technology. All rights reserved.

Other products and services are or may be trademarks of their respective owners. References to third parties and their products and services are not intended to imply affiliation with or sponsorship of or by First American Financial Corporation and/or its affiliates.

Do Not Sell or Share My Personal Information

Back to top

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Tambree Knight",
    "url" : "https://compliance.docutech.com/author/tambree-knight"
  },
  "dateModified" : "2025-07-14T21:51:03.416Z",
  "datePublished" : "2025-06-17T14:45:04.000Z",
  "headline" : "Document Updates: Beneficiary/Lender fields in the NOTICE section in HELOCs",
  "mainEntityOfPage" : {
    "@id" : "https://compliance.docutech.com/2025/06/17/document-updates-beneficiary-lender-fields-in-the-notice-section-in-helocs",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://compliance.docutech.com/hubfs/Docutech_White_RGB-1.png"
    },
    "name" : "First American Mortgage Solutions"
  }
}
```