On the customer's person account record page, in the action launcher, select the action for requesting a loan payoff statement. Payoffs must be made via certified funds—wire transfer, money order, or cashier's check.Please do not send personal checks, certified personal checks, or cash. The first step is to get in touch with your lender or loan servicer. You can find their contact information on your monthly statements. Creating a payoff letter is essential to any loan or mortgage repayment process. Our free templates and this guide can help you get started. A payoff statement should include the name and address of the lender preparing the statement and be addressed to the lender that requested the payoff. A Payoff Request Form is an essential document for those looking to fulfill the remaining balance on a home equity line of credit. Requesting a payoff statement is commonly the first step in paying off a loan.