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Lender Forms

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    Origination documents are highlighted below.  Include down payment assistance forms only if applicable.

Form ID LOAN PROGRAM - FORMS Form #
 
Last Revision Date
015 Borrower Eligibility Certificate   014-1107 7/29/24
018 Borrower Signature Affidavit 014-0718 8/1/17
022 Closed Ln Doc Checklist - (AmeriNat or Service Retained) 009-0810-F 9/12/23
026 Condominium Eligibility Certification  013-490 10/15/19
       
  DOWN PAYMENT ASSISTANCE PROGRAM (DAP)    
029 Down Payment Assistance Program (DAP) - Applicant Notice DAPDiscl 5/23/22
034 Down Payment Assistance Program (DAP) - Borrower Certificate  DAP95-05 6/14/22
037 Down Payment Assistance Program (DAP) Second Mortgage Deed DAP08MD 4/1/24
038 Down Payment Assistance Program (DAP) Second Mortgage Note DAP07NOT 4/1/24
       
  TIME TO OWN - FORGIVABLE DOWN PAYMENT PROGRAM    
027 Time To Own (TTO) - Area Median Income  AMI  9/23/24
028 Time To Own (TTO) - Applicant Notice TTODiscl 6/7/22
035 Time To Own (TTO) - Borrower Certificate TTO95-05 6/14/22
042 Time To Own (TTO) - Mortgage Deed TTODeed 4/1/24
043 Time To Own (TTO) - Mortgage Note TTONote

4/1/24

  Time to Own (TTO) - Worksheet Reservations prior to 9/23/24   4/29/24
 

Time to Own (TTO) - Worksheet Reservations on or after 9/23/24

  9/23/24
       
       
  DOWN PAYMENT PROGRAM/S - WORKSHEET & CHECKLISTS    
030 Down Payment Assistance Program/s  - Worksheet   (Fillable) DAPappcc 11/17/22
036 Down Payment Assistance Program/s - Closing Checklist  C4C DAP TTO 11/20/24
036A Down Payment Assistance Program/s  - Closing Checklist  DAP-ID 11/20/24
036B Down Payment Assistance Program/s  - Closing Checklist  DAP-AM-LNDR  11/20/24
       
045 Hazard Insurance- Reference Guide Hazard Ins Guide 8/21/24
059 Income, Sales Price Limits, Target Areas - Eff. 5-13-24 (AKA 139) 064-0308 5/13/24
       
060 Income Analysis Worksheet  064-0309

3/11/24

060 Income Analysis Worksheet - EXAMPLES 064-0309 3/11/24
068 Income Weekly Calculation Lender Calendar - 2023  064-0450 1/1/23
068 Income Weekly Calculation Lender Calendar - 2024  *NEW 064-0450 1/1/24
       
074 Homeownership Program - Statement of Eligibility 060-1005 10/20/23
080 Loan Purchase Request 066-0408-F 9/25/23
081 Loan Purchase Request - Authorized Signers 067-0817-F 8/1/17
085 Mobile Manufactured Home - Criteria Worksheet and Instructions MH012-2112 8/17/21
095 Owner - Occupancy Certificate/Uniform Mortgage Rider   025-0300 12-2021
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 Ln File Submission - IHFA Conv. Mtg   

009-1107A 

Conv-ID

11/20/24
115B Processing Checklist and Ln File Submission - IHFA Gov. Mtg                   

009-1107B 

Gov-ID

11/20/24
116A Processing Checklist and Ln File Submission - AmeriNat Conv.   

009-1108A

Conv-AM

11/20/24
116B Processing Checklist and Ln File Submission - AmeriNat Gov.    

009-1108B

Gov-AM

11/20/24
       
120 Recapture Tax (Federal) - Notice To Mortgagor - Method to Compute - Sample (Closing Disclosure ) 052-1195 - S 1/25/23
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 1/25/23
126 Recapture Tax (Federal) - Threshold Income Limits Chart  048-0405 5/13/24
       
139 Sales Price, Income Limits, Target Areas - Eff. 5-13-24 (AKA 059) 064-0308 5/13/24
       
148 Smart Rate Applicant Notice     Effective  7/29/2024 SmartRateDiscl 7/29/2024
149 Smart Rate - Area Median Income SmartRateAMI 7/29/24
145 Tax-Exempt Financing Rider 053-1199 8/1/14
150 Teachers Mtg. Program - Stmnt of Eligibility Jul 2024-Jun 2025  031-030 8/01/24
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 Advice - 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
  ALM Modification Sample Workflow N/A 10-12-21
  Payment Deferral Agreement PyAgree91520-F 9-15-20
  CHFA Loan Modification Agreement (single signer-Fillable version) CHFA-MOD (1) 9-9-21
  CHFA Loan Modification Agreement (Fillable Version) CHFA-MOD (2) 9-9-21
  Loan Modification & Certification (Fillable Version) LRC LM 9-9-21
  Payment Deferral & Certification LRC PD2 11-28-23
  Title Notification Form DS-TITLEVEST.0718 7-13-18
 
 
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