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CFPB COMPLAINT GUIDE AND TEMPLATE


Table of Contents

  1. Overview of the CFPB Complaint Process
  2. Products and Issues Covered
  3. Complaint Draft Worksheet
  4. Writing an Effective Narrative
  5. After Filing — What to Expect
  6. Escalation Options

1. Overview

What Is the CFPB?

The Consumer Financial Protection Bureau (CFPB) is a federal agency created by the Dodd-Frank Act (12 U.S.C. § 5491) to protect consumers in the financial marketplace. Under 12 U.S.C. § 5534, one of the CFPB's primary functions is collecting, investigating, and responding to consumer complaints.

How the Complaint Process Works

  1. You submit a complaint — online, by phone, mail, or fax
  2. CFPB forwards it to the company — with all relevant documents
  3. Company must respond — generally within 15 calendar days (up to 60 days for final response)
  4. CFPB publishes the complaint — in the Consumer Complaint Database after the company responds or after 15 days
  5. You review the response — and provide feedback within 60 days

Filing Methods

Online (recommended): consumerfinance.gov/complaint
Phone: (855) 411-CFPB (2372) — Hours: Mon-Fri, 8 AM - 8 PM ET
Fax: (855) 237-2392
Mail: Consumer Financial Protection Bureau, P.O. Box 4503, Iowa City, IA 52244


2. Products and Issues Covered

The CFPB accepts complaints about the following financial products and services:

Financial Products

☐ Credit cards
☐ Mortgages and home loans
☐ Bank accounts (checking, savings)
☐ Student loans (federal and private)
☐ Vehicle loans and leases
☐ Personal loans
☐ Payday loans
☐ Prepaid cards
☐ Money transfers and virtual currency

Services and Issues

☐ Debt collection
☐ Credit reporting and scores
☐ Credit repair services
☐ Title loans

Common Issue Categories

☐ Incorrect information on credit report
☐ Debt collector harassment or violations
☐ Problems with loan modification
☐ Unauthorized charges or transactions
☐ Problems closing an account
☐ Denied credit or unfavorable terms
☐ Issues with loan servicing
☐ Improper fees or charges
☐ Identity theft related to financial products


3. Complaint Draft Worksheet

3.1 Company Information

Company Name: [FULL LEGAL NAME OF COMPANY]
Type of Company: ☐ Bank ☐ Credit Card Company ☐ Mortgage Servicer ☐ Student Loan Servicer ☐ Debt Collector ☐ Credit Bureau ☐ Other: [TYPE]
Account/Reference Number: [NUMBER]

3.2 Product Information

Product Type: [SELECT FROM LIST IN SECTION 2]
Sub-Product (if applicable): [SPECIFY — e.g., "Credit card — Store credit card"]

3.3 Issue Information

Primary Issue: [DESCRIBE THE MAIN PROBLEM — e.g., "Incorrect information on credit report"]
Sub-Issue: [DESCRIBE SPECIFIC PROBLEM — e.g., "Account status incorrect"]

3.4 What Happened (Draft Narrative)

Date the problem started: [DATE]
Dates of key events: [LIST CHRONOLOGICALLY]

Brief summary: [2-3 SENTENCES DESCRIBING THE CORE PROBLEM]

Detailed narrative: [SEE SECTION 4]

3.5 What You Want

Desired resolution (select all that apply):
☐ Correction of credit report information
☐ Refund of money paid — Amount: $[AMOUNT]
☐ Stop collection activity
☐ Written explanation or apology
☐ Correction of account records
☐ Compensation for damages
☐ Company to follow the law going forward
☐ Other: [DESCRIBE]

3.6 Prior Efforts to Resolve

Have you contacted the company about this issue? ☐ Yes ☐ No

If yes:
| Date | Method | Person Contacted | Result |
|------|--------|-----------------|--------|
| [DATE] | ☐ Phone ☐ Email ☐ Letter ☐ In-person | [NAME/DEPT] | [OUTCOME] |
| [DATE] | | | |

Have you filed a complaint with any other agency? ☐ Yes ☐ No
If yes, with whom? [AGENCY NAME, DATE, REFERENCE NUMBER]


4. Writing an Effective Narrative

Template Narrative Structure

PARAGRAPH 1 — The Problem:
On [DATE], I [DESCRIBE WHAT HAPPENED]. I have an account with [COMPANY NAME], account number [NUMBER]. The issue is [DESCRIBE THE CORE PROBLEM IN 1-2 SENTENCES].

PARAGRAPH 2 — Timeline of Events:
[DATE]: [WHAT HAPPENED]
[DATE]: [WHAT HAPPENED NEXT]
[DATE]: [WHAT HAPPENED AFTER THAT]
[Provide a chronological timeline of key events]

PARAGRAPH 3 — What You Did to Resolve It:
I attempted to resolve this issue by [DESCRIBE YOUR EFFORTS — e.g., calling on [DATE], writing on [DATE], disputing with credit bureau on [DATE]]. Despite these efforts, the company has [failed to respond / provided inadequate response / continued the problematic behavior].

PARAGRAPH 4 — The Impact:
As a result of the company's actions/inaction, I have suffered [DESCRIBE HARM — e.g., damage to credit score, financial losses of $[AMOUNT], inability to obtain credit, emotional distress, wasted time].

PARAGRAPH 5 — Legal Violations (if known):
I believe the company has violated [CITE SPECIFIC LAWS IF KNOWN — e.g., the Fair Debt Collection Practices Act by continuing to call after I sent a cease-and-desist letter; the Fair Credit Reporting Act by failing to investigate my dispute within 30 days; the No Surprises Act by balance-billing for emergency out-of-network services].

PARAGRAPH 6 — What You Want:
I request that the company [DESCRIBE DESIRED RESOLUTION — e.g., correct my credit report, refund $[AMOUNT], cease collection activity, provide documentation].

Tips for an Effective Complaint

Be specific. Include dates, amounts, account numbers, and names of representatives.
Be chronological. Present events in order.
Be factual. Avoid emotional language. Stick to what happened.
Cite laws. If you know which law was violated, mention it.
Attach documents. Upload supporting evidence (redact sensitive info like full SSN).
State what you want. Be clear about your desired resolution.
Keep it concise. Aim for 500-1,500 words. Too short lacks detail; too long loses focus.


5. After Filing

Timeline

Event Expected Timeline
Complaint acknowledged by CFPB Within 1-2 business days
Complaint forwarded to company Within 1-3 business days
Company initial response Within 15 calendar days
Company final response (if initial was not final) Within 60 calendar days
Complaint published in database After company responds or 15 days
Consumer feedback period 60 days from company response

Company Response Types

The company may respond with one of these categories:
- Closed with explanation — Company explained their position
- Closed with monetary relief — Company provided money (refund, credit, etc.)
- Closed with non-monetary relief — Company took corrective action
- Closed — Company addressed the issue
- In progress — Company is still investigating

Your Options After Response

Accept the response — Mark as satisfied in your CFPB portal
Dispute the response — Provide additional information explaining why the response is inadequate
Escalate — See Section 6 for additional options


6. Escalation Options

If the CFPB complaint does not resolve your issue:

Additional Regulatory Complaints

Federal Trade Commission (FTC): ReportFraud.ftc.gov — for deceptive practices
State Attorney General: [STATE AG CONSUMER PROTECTION DIVISION] — for state law violations
Office of the Comptroller of the Currency (OCC): helpwithmybank.gov — for national banks
Federal Deposit Insurance Corporation (FDIC): fdic.gov/consumers — for FDIC-insured banks
National Credit Union Administration (NCUA): ncua.gov — for credit unions
State Banking/Financial Regulator: [STATE AGENCY NAME] — for state-chartered institutions

Legal Options

☐ Consult with a consumer protection attorney (many work on contingency for FDCPA/FCRA cases)
☐ File a lawsuit in small claims court (for claims within the jurisdictional limit)
☐ File a federal lawsuit for FDCPA, FCRA, or TCPA violations
☐ Contact a legal aid organization for free assistance

Advocacy Resources

☐ National Consumer Law Center (NCLC): nclc.org
☐ National Association of Consumer Advocates (NACA): consumeradvocates.org
☐ Consumer Federation of America: consumerfed.org


COMPLAINT TRACKING LOG

Item Details
Complaint submitted Date: [DATE]
CFPB reference number [NUMBER]
Product type [TYPE]
Company [NAME]
Company response date [DATE]
Company response type [TYPE]
Consumer feedback submitted ☐ Yes ☐ No — Date: [DATE]
Issue resolved? ☐ Yes ☐ No
Escalation needed? ☐ Yes ☐ No

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CFPB COMPLAINT GUIDE

GENERAL TEMPLATE


Effective Date: [DATE]
Party A: [PARTY A NAME]
Address: [PARTY A ADDRESS]
Party B: [PARTY B NAME]
Address: [PARTY B ADDRESS]
Governing Law: [GOVERNING STATE]

This document is entered into by and between [PARTY A NAME] and [PARTY B NAME], effective as of the date set forth above, subject to the terms and conditions outlined herein and the laws of [GOVERNING STATE].
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