Selling & Servicing Guide Forms
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 Waiver 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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Charge-Off Questionnaire |
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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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Irrevocable Limited Power of Attorney |
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Cash Disbursement Request |
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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 – Spanish |
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Uniform Residential Appraisal Report |
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Uniform Residential Appraisal Report - Desktop |
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Uniform Residential Appraisal Report - Hybrid |
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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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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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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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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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Post-Closing QC Collateral Risk Assessment Analysis |
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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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Individual Condominium Unit Appraisal Report |
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Individual Condominium Unit Appraisal Report - Desktop |
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Individual Condominium Unit Appraisal Report - Hybrid |
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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 -- Spanish |
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PERS Documents Checklist – Co-op Projects |
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Limited or Shared Equity Co-op Worksheet |
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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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Supplemental Consumer Information Form |
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First‐Generation Homebuyer Certification |
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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 - Interactive |
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Request for Transfer of Control of eNotes - Interactive (New Version) |
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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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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) |
