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Univest Bank Fax Number — Send Loan and Account Documents

Faxing a loan packet to Univest Bank means reaching the department that owns your application — this page shows how, securely. Univest Bank is a community bank headquartered in Souderton, Pennsylvania, serving customers across the Mid-Atlantic. Because these documents carry your account and income details, this guide covers both where to send them and how to keep the transmission secure.

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Univest Bank Fax Number

Use the Univest Bank form's instructions or a quick call to the branch to find where it should go

Hours: Incoming faxes are received at any hour, but they are handled on the branch's weekday schedule.

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What You Can Fax to Univest Bank

  • Mortgage payoff and lien-release requests
  • Power of Attorney documents
  • Account applications and signature cards
  • Tax documents and income verification
  • Loan modification and hardship paperwork
Tip: Put your account number on every page, and add the loan application or claim number when there is one, so Univest Bank can match pages that get separated. Name the receiving department — the lending office or the desk you are reaching — on the cover sheet, and add a callback number. Verify fax is still the accepted channel, send multi-page documents as one PDF, and keep the transmission receipt as proof it arrived.

Submitting loan documents to Univest Bank

To submit loan or mortgage paperwork to Univest Bank, the documents go to the lending office, not a general line. A complete packet — the signed form plus the supporting documents — moves fastest. Keep the delivery confirmation in case a closing or funding deadline is involved.

Labeling a fax so Univest Bank can match it

The cover sheet does the routing work once a fax reaches Univest Bank. Add a callback number so staff can reach you with a question instead of dropping the request. Send multi-page documents as one combined PDF so the pages stay in order.

GLBA and your fax to Univest Bank

Because these documents hold financial information, the channel you send them over matters. The Gramm-Leach-Bliley Act's Safeguards Rule expects financial institutions to protect this data, and the same care applies to how you send it in. Send FAX Mail encrypts pages in transit and keeps a confirmation of delivery — a safer route for financial documents to Univest Bank than a public machine, from $12.99/month.

Faxing to Univest Bank — FAQ

Not one central number. As a community bank, it splits incoming faxes across the lending office and the individual desks. Verify the current fax for the wire transfer desk or your target team first. Sending to the wrong department only delays the request.

Every page should carry your account number and any loan or dispute reference number. Direct the cover sheet to the correct Univest Bank team and include a number staff can call. A delivery confirmation then tells you the fax reached Univest Bank. Check the details once before you send so nothing bounces back.

Incoming faxes to Univest Bank are not turned away by the hour, but processing is not immediate. The teams that process wires and disputes keep standard weekday hours. A wire authorization has a same-day cutoff, so send well ahead. A brief follow-up call confirms a time-sensitive fax to Univest Bank was seen.

Faxing documents to Univest Bank is fine as long as the transport is protected. An unsecured tool is the real risk; the transport is what has to be secure. Send FAX Mail sends account and loan documents to Univest Bank over a secure connection, with plans from $12.99/month after a 7-day free trial. Choose the secure channel first, then confirm the number for Univest Bank.

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