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CAIXA mortgage client form — Formulário Cliente Habitação

FoxDocs fills in the original “CAIXA mortgage client form” form online: you answer cards with hints, the site writes your data into the official PDF, and you download the completed form.

Authority: Caixa Econômica Federal.

Who files: Borrower and co-borrowers of a CAIXA home loan.

Filling the document

Let's fill in “CAIXA mortgage client form — Formulário Cliente Habitação” step by step, one group of fields at a time. Each field has a hint on what to write and where to find it. Values appear on the form right away.
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How it works

  1. 1

    Tell the chat

    CAIXA account, consents, CPF and the participants’ health answers.

  2. 2

    Check

    Review the values on the cards and correct them if needed. The first card is free; then continue with the assistant or finish the form yourself.

  3. 3

    Download the PDF

    Print it, have all participants sign and hand it to CAIXA.

How to fill in CAIXA mortgage client form: your options

FoxDocs is one of several ways. Choose the one that suits your case.

  • Official route

    Submission: Caixa Econômica Federal (branch, at loan signing). Agency: Caixa Econômica Federal. It publishes the form and the requirements — check them before you submit. If the agency runs its own online service, it may be the most direct way.

    Official source: https://www.caixa.gov.br/voce/habitacao/Documents/formulario-cliente-habitacao-digital.pdf

  • Fill in the PDF yourself

    Download the official form and fill it in by hand or in a PDF editor. It costs nothing; you work out every field, date format and script on your own.

  • Through an agent or intermediary

    A agent or lawyer fills in and often submits the document for you. Their fee applies; it helps when the case is complicated or you need someone to represent you.

  • With FoxDocs

    Cards with a hint for every field, in your language, or data from a photo of a document. Every value appears in its place on the original form, and you download the PDF. Filling the form yourself is free; the chat assistant and the AI check are priced per document. FoxDocs does not submit the document and does not give legal advice.

About the document

Who files:
Borrower and co-borrowers of a CAIXA home loan
Where to submit:
Caixa Econômica Federal (branch, at loan signing)
Authority:
Caixa Econômica Federal
Country:
Brazil
Category:
FGTS and housing (CAIXA)
How to fill:
Cards with hints → original form → PDF
Price:
form free · chat R$25 per document
Last updated:
Official source:
https://www.caixa.gov.br/voce/habitacao/Documents/formulario-cliente-habitacao-digital.pdf

What this document is

The Formulário Cliente Habitação (model MO30844V01) is a Caixa Econômica Federal form for home-loan borrowers. On page 1 the borrower authorises or cancels the debit of loan instalments from a CAIXA current account and authorises the debit of the collateral appraisal fee; it also contains consents to look up the Central Bank credit register SCR (CMN Resolutions 3.920/10 and 5.037/22) and a reference to the data-protection law LGPD (Law 13.709/18).

Page 2 is the mortgage insurance proposal: each contract participant (up to four) states whether they know of any illness in group A (serious), B (chronic) or C (incapacitating).

Who files it and where

  • the borrower and co-borrowers of a CAIXA home loan — the form has room for participants 1–4;
  • participants sign in the order of the table columns and hand it to CAIXA when taking out the loan; CAIXA fills in the contract number;
  • the form states no loan terms, deadlines or fees — check them with CAIXA (fees are in the CAIXA fee table).

What the form asks

  • CAIXA branch (agência) and account number for the debit;
  • consent to debit the instalments, its cancellation and consent to debit the appraisal fee;
  • for each participant: “not aware of any illness” or illness groups A, B, C;
  • place and date, participants’ signatures and CPF.

Key points about the insurance

  • cover starts when the contract is signed; the insurer has 15 days from receiving the proposal to accept it;
  • the MIP premium (death and permanent disability) depends on the borrowers’ age band and income share; the DFI premium (property damage) on the appraised value;
  • if an illness is declared the insurer may ask for more documents; withholding an illness may forfeit the right to a payout.

What to bring

  • CPF and identity document of every participant;
  • CAIXA account details if you set up the debit;
  • medical records if you declare an illness.

How to fill it in with FoxDocs

  1. Answer the chat: account, consents, CPF and health answers for each participant.
  2. Check the values on the cards.
  3. Download the PDF, have all participants sign it and hand it to CAIXA.

Source

Official CAIXA form: caixa.gov.br — Formulário Cliente Habitação (PDF). Checked 2026-10-27. This is not legal or medical advice.

Frequently asked questions

Can I fill in CAIXA mortgage client form online?

Yes. FoxDocs fills in the original “CAIXA mortgage client form” form online: answer cards with hints (or add a photo of a document), check the values on the form and download the PDF. You submit it yourself: Caixa Econômica Federal (branch, at loan signing).

Why is this form needed?

CAIXA uses it for home loans: it holds the consents to debit instalments and the appraisal fee from a CAIXA account, the SCR and LGPD consents and the mortgage insurance proposal (MIP and DFI) with the participants’ health declaration.

What does the debit consent do, and what does cancelling it do?

The consent lets CAIXA debit the loan instalment from the stated current account in full or in part, including from the cheque especial overdraft limit, to avoid late payment. Ticking “cancelamento” revokes that authorisation. According to the form, closing the account without naming a replacement equals cancellation; without the debit you pay by boleto (no paper boleto is sent — get it in the CAIXA app, internet banking or website).

What do I tick in the health table?

Each participant ticks at least one box: “Desconheço” if not aware of any illness, or groups A, B, C if an illness exists.

What if I leave out an illness?

The form warns that omitting or misstating illnesses you knew about may cost you the right to an insurance payout.

How many participants can there be?

Up to four: columns 1st–4th of the table and four signature lines with CPF, in the same order.

Is the appraisal fee refunded?

According to the form, no: the appraisal fee paid is not refunded if you withdraw from the deal.

Where do I get the contract number?

CAIXA fills it in; leave that box blank.

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