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Lender Forms

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    Origination documents are highlighted below.   Include DAP forms only if applicable.

Form ID LOAN PROGRAM - FORMS Form #
S = Sample
Last Revision Date
007 Assignment of Mortgage - Sample 036-1014 - S 8/11/17
010 Assumption Agreement - Sample 036-1195 - S 7/16/16
011 Assumption Approval 035-1195 7/1/14
015 Borrower Eligibility Certificate 014-1107 6/1/14
018 Borrower Signature Affidavit 014-0718 8/1/17
022 Closed Ln Doc Checklist - (AmeriNat or Service Retained) 009-0810 3/1/19r
026 Condominium Eligibility Certification  013-490 10/15/19
       
030 Downpayment Assistance Program (DAP) Appl. for Dwnpymnt/Closing Costs DAPappcc 12/2/20
034 Downpayment Assistance Program (DAP) Borrower/s Certificate DAP95-05 8/1/14
036A Downpayment Assistance Program (DAP) Closing Checklist Procedures DAP-ID 9/20/19
036B Downpayment Assistance Program (DAP ) Closing Checklist Procedures DAP-AM-LNDR  6/2/20
037 Downpayment Assistance Program (DAP) Second Mortgage Deed DAP08MD 6/1/17
038 Downpayment Assistance Program (DAP) Second Mortgage Note DAP07NOT 5/1/16
       
044 Employment Verification (Telephone) - Sample 057-1195 - S 7/16/16
049 Gift Letter - Sample 022-1195 - S 7/16/16
       
059 Income and Sales Price Limits - Effective 4-23-2020 (AKA#139) 064-0308 4/23/20
060 Income Analysis Worksheet 064-0309 5/31/18
062 Income Analysis Worksheet - Sample 064-0309 - S 5/31/18
065 Income Analysis Worksheet - Self-Employed - Sample 064-0400 - S 5/1/16
068 Income Weekly Calculation Lender Calendar - 2020 064-0450 1/1/20
       
074 Landlord's Verification of Tenant/s Address 060-1005 7/1/14
076 Lender COVID-19 Loan Forbearance Statement 060-0420 5/7/20
078 Forbearance Modification Agreement LNMOD 11/15/20
079 FNMA Payment Deferral Agreement PyAgree-91520-F 9/15/20
080 Loan Purchase Request 066-0408 9/1/19
081 Loan Purchase Request - Authorized Signers 067-0817 8/1/17
085 Mobile Manufactured Home Loan Application 012-2112 10/1/19
087 Mortgage Insurance Application - CHFA Insured Pilot Program (CIPP) 024-1114 12/1/14
089 Mortgage Insurance Disclosure - Sample 024-1214 - S 7/16/16
095 Owner Occupancy Certificate/Uniform Mortgage Rider 025-0300 7/1/14
100 Owner Occupancy Inspection - Sample (Post Closing) 025-0400 - S 7/16/16
105 Participating Lender Certification 019-1101 7/16/16
110 Police Mortgage Program - Statement of Eligibility 031-027 7/1/19
       
115A Processing Checklist and Loan File Submission - Idaho Conv. Mtg 009-1107A  Conv-ID 10/30/19
115B Processing Checklist and Loan File Submission - Idaho Gov. Mtg 009-1107B     Gov- ID 10/30/19
116A Processing Checklist and Loan File Submission - AmeriNat Conv. Mtg 009-1108A  Conv-AM 3/2020
116B Processing Checklist and Loan File Submission - AmeriNat Gov. Mtg

009-1108B 

Gov- AM

7/2019
       
120 Recapture Tax (Federal) - Notice To Mortgagor - Method to Compute - Sample (Closing Disclosure ) 052-1195 - S 6/1/17
122 Recapture Tax (Federal) - Notice To Mortgagor - Potential Tax  (Application Disclosure ) 051-0597 6/16/16
124 Recapture Tax (Federal) - Notice to Mortgagor - Understanding Tax (Application Disclosure) 050-0597 6/16/16
125 Recapture Tax (Federal) - Reimbursement Request 049-0313 4/1/17
126 Recapture Tax (Federal) - Threshold Income Limits Chart - Eff.  10-7-2019 048-0405 10/7/19
       
139 Sales Price and Income Limits - Effective 4-23-2020 (AKA#059) 064-0308 4/23/20
145 Tax-Exempt Financing Rider 053-1199 8/1/14
150 Teacher's Mortgage Program -Statement of Eligibility Jul 2020 - Jun 2021 031-030 07/01/20
180 Veteran's Statement Re: Due on Sale 018-0296 4/1/15
       
  INVESTOR REPORTING - FORMS    
  Curtailments and Prepayment IRRG\EXCEPT-CC/CF 1/23/15
  Delinquent Level Payments IRRG\EXCEPT-D 1/23/15
  Delinquent Level Payments of Payoff IRRG\EXCEPT-DP 1/23/15
  Funds Transmittal Advise - NIBP Servicer IRRG\FTA-NIBP 1/23/15
  Funds Transmittal Advise - Non NIBP IRRG\FTA 1/23/15
  Monthly Remittance Reconciliation IRRG\MMR 1/23/15
  Payoff Reporting IRRG\PAYOFF 1/23/15
  Prepayment Reporting IRRG\EXCEPT-P 1/23/15
  Reversal of Curtailment or Level Payment IRRG\EXCEPT-RC/RN 1/23/15
       
  DELINQUENCY REPORTING - FORMS    
  90 Day Reporting File Format plus Status & Reason Code Tables N/A 7-13-18
  COVID-19 Post-Forbearance Loan Retention Options - Quick Reference N/A 12-1-20
  FHA COVID-19 Modification Agreement FHA LNMOD-F 11-30-20
  Loan Modification & Certification LRC LM 12-1-20
  Forbearance Modification & Repayment Certification LRC RP 12-1-20
  Payment Deferral & Certification LRC PD 12-1-20
  Title Notification Form DS-TITLEVEST.0718 7-13-18
 
 
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