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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 #
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 6/15/22
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
  DOWN PAYMENT ASSISTANCE PROGRAM - DAP    
029 Down Payment Assistance Program (DAP) - Applicant Notice DAPDiscl 5/23/22
034 Down Payment Assistance Program (DAP) - Borrower/s Certificate  DAP95-05 6/14/22
037 Down Payment Assistance Program (DAP) Second Mortgage Deed DAP08MD 6/1/17
038 Down Payment Assistance Program (DAP) Second Mortgage Note DAP07NOT 5/1/16
  FORGIVABLE DOWN PAYMENT PROGRAM - TIME TO OWN    
028 Time To Own - Applicant Notice TTODiscl 6/7/22
035 Time To Own - Borrower/s Certificate TTO95-05 6/14/22
042 Time To Own - Mortgage Deed TTODeed 6/6/22
043 Time To Own - Mortgage Note TTONote 6/6/22
  DOWN PAYMENT PROGRAM/S - WORKSHEET & CHECKLISTS    
030 Down Payment Assistance Program/s  - Worksheet   (Fillable version) DAPappcc 11/17/22
036A Down Payment Assistance Program/s  - Closing Checklist Procedures DAP-ID 6/15/22
036B Down Payment Assistance Program/s  - Closing Checklist Procedures DAP-AM-LNDR  11/17/22
       
044 Employment Verification (Telephone) - Sample 057-1195 - S 7/16/16
049 Gift Letter - Sample 022-1195 - S 7/16/16
       
059 Income, Sales Price Limits, Target Areas - Eff.  5-27-22 (AKA #139)  064-0308 5/27/22
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 - 2022    064-0450 1/1/2022
       
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
080 Loan Purchase Request 066-0408 7/18/22
081 Loan Purchase Request - Authorized Signers 067-0817 8/1/17
085 Mobile Manufactured Home - Criteria Worksheet and Instructions MH012-2112 8/17/21
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 12-2021
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 6/13/22
115B Processing Checklist and Loan File Submission - Idaho Gov. Mtg                       009-1107B     Gov- ID 6/13/22
116A Processing Checklist and Loan File Submission - AmeriNat Conv. Mtg   009-1108A  Conv-AM 6/13/22
116B Processing Checklist and Loan File Submission - AmeriNat Gov. Mtg   

009-1108B 

Gov- AM

6/13/22
       
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 3/1/21
126 Recapture Tax (Federal) - Threshold Income Limits Chart- Eff. 5-27-22   048-0405 5/27/22
       
139 Sales Price, Income Limits, Target Areas - Eff.  5-27-22 (AKA#059) 064-0308 5/27/22
145 Tax-Exempt Financing Rider 053-1199 8/1/14
150 Teachers Mortgage Program - Statement of Eligibility Jul 2022- Jun 2023  031-030 7/01/22
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
  ALM Modification Sample Workflow N/A 10-12-21
078 Forbearance Modification Agreement LN MOD 11-15-20
079 FNMA 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
  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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