Selling & Servicing Guide Forms
Instructions, Scope of Work, Statement of Assumptions and Limiting Conditions, and Certification for Appraisals Using COVID-19 Temporary Flexibilities
These forms are provided for use in meeting our Selling and Servicing Guides requirements.
Guide form instructions
Form instructions are appended to the back of each individual form (with a few appended to the front).
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Selling and Servicing Guide Forms
Form ID | Title | Status |
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Non-Routine Litigation Form |
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Property Inspection Report |
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Data Access Authorization Agreement |
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Report of Property Insurance Loss |
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Request for Military Indulgence |
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Agreement for Modification, Re-Amortization, or Extension of a Mortgage |
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Adverse Action Notice |
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Adverse Action Notification Certification |
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Mortgage Release Program Lease Option Referral Form |
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Mortgage Release Program Cancellation Form |
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Deficiency Wavier Agreement |
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Short Sale Affidavit |
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Personal Property Release Form |
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Mortgage Release Program Transition Option Referral Form |
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eMortgage Servicer Questionnaire |
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Fannie Mae eNote Transfer of Control Request |
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Charge-Off Questionnaire |
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Servicer Selection Form (Excel) |
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Application for Release of Security |
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Certificate of Authority, Incumbency, and Specimen Signatures |
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Reconciliation of ShortageSurplus |
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Reconciliation of ShortageSurplus (Excel) |
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Schedule 3 Supplement |
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Schedule 3 Supplement (Excel) |
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Reconciliation of Mortgage Portfolio |
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Reconciliation of Mortgage Portfolio (Excel) |
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Reconciliation of Interest RatePass-Through Rate |
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Reconciliation of Interest RatePass-Through Rate (Excel) |
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Seller's Designation of Wire Transfer Instructions |
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Principal and Interest (P&I) Custodial Account Analysis |
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Taxes and Insurance (T&I) Custodial Account Analysis |
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Reconciliation of Mortgage Portfolio - SS MBS & MRS |
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Reconciliation of Mortgage Portfolio - SS MBS & MRS |
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Cash Disbursement Request |
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Request for Approval of Servicing or Subservicing Transfer |
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Participation Certificate |
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Mortgage Assistance Application |
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Home Affordable Modification Program Government Monitoring Data Form |
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Real Estate Fraud Certification |
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Borrower Solicitation Letter |
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Assumption of Liability Endorsement |
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Chapter 13 Bankruptcy Reporting Form |
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HomeStyle Approval Form |
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Authorization for Verification of Credit and Business References |
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Uniform Residential Loan Application |
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Uniform Residential Loan Application Interactive |
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Statement of Assets and Liabilities Interactive |
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Statement of Assets and Liabilities Interactive -- Spanish |
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Uniform Residential Loan Application Interactive -- Spanish |
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Uniform Residential Appraisal Report |
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Manufactured Home Appraisal Report |
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Appraisal Update andor Completion Report |
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Market Conditions Addendum to the Appraisal Report |
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Verification of Employment |
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Verification of Employment -- Spanish |
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Verification of Deposit |
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Verification of Deposit -- Spanish |
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Single-Family Comparable Rent Schedule |
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Uniform Underwriting and Transmittal Summary |
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Residential Loan Application for Reverse Mortgages |
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Residential Loan Application for Reverse Mortgages - Interactive |
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Special Lender Approval Form - Co-op Share Loans |
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Letter of Authorization for P&I Custodial Account |
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Letter of Authorization for T&I Custodial Account |
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Mortgage Insurance Claim for Loss |
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Certificate of Completion of Pre-purchase Housing Counseling |
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Servicemembers Civil Release Act (SCRA) Disbursement Request Form |
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Small Residential Income Property Appraisal Report |
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Application for Project Approval |
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Application for Project Acceptance--Type 2 Cooperatives |
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Warranty of Project Presales |
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Project Eligibility Review Service Document Checklist |
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Post-Closing Loan File Document Checklist |
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HomeStyle Renovation Maximum Mortgage Worksheet |
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Rental Income Worksheet - Principal Residence, 2- to 4-unit Property |
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Rental Income Worksheet - Individual Rental Income from Investment Property(s) (up to 4 properties) |
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Rental Income Worksheet - Individual Rental Income from Investment Property(s) (up to 10 properties) |
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Rental Income Worksheet - Business Rental Income from Investment Property(s) |
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Project Development Master Association Plan |
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Warranty of Condominium Project Legal Documents |
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FRMGEM Loan Schedule |
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ARMGPARM Loan Schedule |
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Statement of Insurance and Fidelity Coverage |
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Authorization for Automatic Transfer of Funds |
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Individual Condominium Unit Appraisal Report |
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Analysis of Annual Income and Expenses-Operating Budget |
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Request for Cooperative Project Information |
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Exterior-Only Inspection Individual Condominium Unit Appraisal Report |
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Condominium Project Questionnaire - Full Form |
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Condominium Project Questionnaire - Full Form - Interactive |
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Condominium Project Questionnaire - Short Form |
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Condominium Project Questionnaire - Short Form - Interactive |
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Final Certification of Substantial Project Completion |
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Notice of Property Acquired |
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Cash Flow Analysis |
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Comparative Income Analysis |
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Application for Approval of Established Project |
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Maintenance and Repair Work Authorization |
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Property Preservation Request for Repair |
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Summary of IRS Form 1099-A and 1099-C Filing |
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HomeStyle Change Order Request |
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Contractor Profile Report |
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HomeStyle Renovation Consumer Tips |
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One-Unit Residential Appraisal Field Review Report |
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Two- to Four-Unit Residential Appraisal Field Review Report |
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Annual Statement of Eligibility for Document Custodians |
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Release of Interest in Mortgages |
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Schedule of Mortgages |
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Application for Active Document Custodianship |
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Request for ReleaseReturn of Documents |
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Delivery Schedule |
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Master Custodial Agreement (new version) |
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Exterior-Only Inspection Residential Appraisal Report |
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Desktop Underwriter Property Inspection Report |
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Individual Cooperative Interest Appraisal Report |
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Exterior-Only Inspection Individual Cooperative Interest Appraisal Report |
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Community Land Trust Ground Lease Rider |
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Loan Modification Agreement (Providing for Adjustable Interest Rate) |
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Loan Modification Agreement (Providing for Fixed Interest Rate) |