Guide and Forms

Freddie Mac Multifamily Seller/Servicer Guide (Guide) forms, commonly used underwriting forms, and other forms and documents are listed below. Access the Guide via AllRegs®.

Please note: The use of Guide forms by Optigo® Lenders is subject to the terms and conditions of the Purchase Documents, as that term is defined in the Guide.

Terms of Use and Printing Instructions

The electronic versions of our Guide forms are available here in Adobe Acrobat Reader format and cannot be altered. A free Acrobat Reader "plug-in" is required to view and/or print the forms. If a form does not appear after clicking a link on the Multifamily Guide Forms page, then you need to download Acrobat Reader. Please note that you'll be downloading Acrobat Reader from the Adobe website to your computer.

Printing Instructions

To print a form, click on the form you need. The form will be displayed in Acrobat Reader. At the top of the Acrobat Reader window, click on the printer icon (not the "Print" button on your browser's task bar. A "Print" dialog box will appear where you can set print options, if necessary.

Applications

AllRegs^®

Seller/Servicer Guide

AllRegs User Guide
Guide Free Site Training

MES

Multifamily Eligibility System

MES eLearning Module
MES User Manual
MES Webinar Presentation
Contact MES

Forms

Quick Find

Filter through the resources below by entering a keyword, filetype or year.

Numbered Guide Forms
1. .htmForm 16M: Multifamily Annual Certification Report To access these forms, you will need a valid User ID and password for the Multifamily Eligibility System (MES). Contact your system administrator for access to the MES.
2. .htmForm 17M: Multifamily Annual Certification Report – Structured Transaction & Tax-Exempt Bond Seller/Servicers To access these forms, you will need a valid User ID and password for the Multifamily Eligibility System (MES). Contact your system administrator for access to the MES.
3. .pdfForm 104: Loan and Real Estate Owned (REO) Expenses and Income 5/17/2017
4. .pdfForm 483M: Wire Transfer Authorization 4/30/2019
5. .pdfForm 921: Letter of Credit – SBL Certification 5/17/2017
6. .pdfForm 981M: Transfer of Servicing Agreement 7/17/2020
7. .pdfForm 987M: Wire Transfer Authorization – Cash Warehouse Delivery 5/17/2017
8. .pdfForm 988M: Multifamily Certificate of Authorized Representative 4/30/2019
9. .pdfForm 989M: Multifamily Certificate of Corporate Secretary 6/27/2019
10. .pdfForm 990M: Certificate of Limited Liability Company Secretary/Authorized Representative 4/30/2019
11. .pdfForm 996M: Warehouse Lender Release of Security Interest 5/17/2017
12. .xlsForm 1056: Reserves Held in Custodial Accounts 6/27/2019
13. .pdfForm 1057A: Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions 6/25/2020
14. .pdfForm 1057: Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account 6/25/2020
15. .pdfForm 1058: Letter Agreement for Servicer's Reserve Custodial Account 6/25/2020
16. .pdfForm 1059: Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account 6/25/2020
17. .pdfForm 1060: Letter Agreement for Reserve Custodial Account 6/25/2020
18. .pdfForm 1061A: Certificate of Incumbency and Authority To Draft Against Securities Custodial Accounts 5/17/2017
19. .pdfForm 1061: Certificate of Incumbency and Authority To Draft Against Custodial Accounts 5/17/2017
20. .pdfForm 1062: Sight Draft 5/17/2017
21. .pdfForm 1063: Notice Letter – Alternative CE Bond Billing Procedure 11/16/2017
22. .pdfForm 1065M: Report of IRS Form 1099-A and 1099-C Filings 6/17/2017
23. .pdfForm 1101: Legal Referral Form 5/17/2017
24. .zipForm 1102: Seismic Risk Assessment Summary 3/17/2017
25. .zipForm 1103: Environmental Site Assessment 9/26/2019
26. .zipForm 1104: SBL Physical Risk Report 6/29/2018
27. .zipForm 1105: Property Condition Assessment 2/27/2020
28. .zipForm 1106: Green Report 6/25/2020
29. .pdfForm 1107M: Multifamily Seller/Servicer Change Notification 6/27/2019
30. .zipForm 1108: Physical Risk Report 8/28/2019 Use this physical risk report for Conventional and Targeted Affordable Housing Loans
31. .htmForm 1110M: Multifamily Annual Certification Report – Servicer Only To access these forms, you will need a valid User ID and password for the Multifamily Eligibility System (MES). Contact your system administrator for access to the MES.
32. .pdfForm 1114: Certification - Organizational Chart 9/28/2018
33. .pdfForm 1115: Borrower and Borrower Principal Certificate 12/17/2019
34. .pdfForm 1115 SBL: SBL-Borrower and Borrower Principal Certificate 12/17/2019
35. .xlsForm 1116: Real Estate Schedule 12/17/2019
36. .xlsForm 1120: Student Housing Questionnaire 9/15/2017
37. .pdfForm 1125: Borrower Application for Partial Release or Easement 5/17/2017
38. .pdfForm 1126: Acknowledgement of Property Improvement Alterations 5/17/2017
39. .htmForm 1133: Seller/Servicer Certification of Insurance Coverage To access this form you will need a valid User ID and password for the Insurance Compliance Tool (ICT). Contact your system administrator for access to the ICT.
40. .pdfForm 1140: Hazard Loss Notification and Plan 10/17/2017
41. .pdfForm 1140-DR: Hazard Loss Disbursement Request 5/17/2017
42. .xlsForm 1143: Multifamily Principal & Interest Custodial Account Reconciliation Worksheet 6/15/2017
43. .pdfForm 1144: Verification of Collections 5/17/2017
44. .pdfForm 1146: System Administrator Add/Update/Remove Request 4/27/2018
45. .pdfForm 1148: System User Verification and Certification 5/17/2017
46. .pdfForm 1149: System Administrator Verification and Certification 5/17/2017
47. .pdfForm 1150: Wire Transfer Authorization – Non-Warehoused Mortgage 5/17/2017
48. .pdfForm 6011: Waiver of 50-page Limit for SBL Appraisal 6/27/2019
Checklists and Guide Exhibits for Underwriting
1. .pdfExhibit 1.1 Conventional UW Checklist 6/25/2020
2. .xlsInteractive Conventional and TAH Cash UW Checklist 6/25/2020
3. .xlsExhibit 1.2 SBL UW Checklist
4. .pdfExhibit 1.25 TAH - Prescreen Package Checklist Prescreen Package for Cash Mortgages and Bond Credit Enhancement Mortgages
5. .pdfExhibit 1.26 TAH - Cash Mortgage Full UW & Early Rate-Lock Checklist
6. .pdfExhibit 1.29 TAH - Bond CE Mortgage - Full UW Checklist
7. .pdfExhibit 1.30 TAH - Cash Forward Commitment - Full UW Checklist
8. .pdfExhibit 1.31 TAH - Cash Conversion UW Checklist
9. .pdfExhibit 1.32 TAH - Bond CE Forward Commitment - UW Checklist
10. .pdfExhibit 1.33 TAH - Bond CE Conversion UW Checklist
11. .pdfExhibit 2 Origination Guidelines for TAH Mortgages
Forms for Originate and Underwrite
1. .xlsSBL – Prescreen and Exception Request Form 6/2/2020
2. .pdfGeographical Waiver Request 11/15/2016
3. .pdfCertification Regarding Payment of Fees and Expenses of Freddie Mac's Outside Legal Counsel - TAH 11/15/2016
4. .pdfException Request - TAH 11/15/2016
5. .pdfLIHTC Syndicator Approval Request 11/15/2016
6. .xlsProperty Inspection and Lease Audit - SBL 5/19/2016
7. .xlsBond Credit Enhancement Mortgage Transaction Parties and Details - TAH 9/18/2014
8. .pdf501(c)(3) Compliance Checklist Mortgage Purchase Eligibility - TAH
Forms for Asset Management
1. .xlsBond ADS Supplemental Form 3/2/2020
2. .xlsUnstabilized Property Monitoring Form 11/8/2019
3. .pdfCSO Certification (MHC Tenant Protections) 7/11/2019
4. .pdfKensington Cap Escrow Adjustment Request 2/28/2018
5. .pdfBorrower Certification - Completion of Restoration 11/3/2017
6. .pdfBusiness Guidance Request – Securitized Loan 9/27/2017 Complete and upload to DMS when you want to ask for advice on how to implement the Freddie Mac Multifamily Servicing Standard.
7. .pdfCSO Certification (Freddie Mac-Owned Loan) 9/27/2017
8. .pdfCSO Certification (Securitized Loan) 9/27/2017
9. .pdfEasement Request 9/27/2017
10. .pdfGeneral Servicing Request 9/27/2017
11. .pdfProperty Management Change Certification 9/27/2017
12. .pdfProperty Management Change Request 9/27/2017
13. .pdfProperty Partial Release Request 9/27/2017
14. .pdfRelease/Extension of Monetary Collateral Request 9/27/2017
15. .pdfRepair/Rehab Agreement Extension/Modification Request 9/27/2017
16. .pdfTransfer of Ownership/Assumption Request 9/27/2017
17. .pdfUniform Supplemental Financing Checklist 9/27/2017
18. .pdfBorrower Certification - Completion 5/3/2017 Submit when all property repairs have been completed.
19. .pdfBorrower Certification - Partial Completion 5/3/2017 Submit when some of the property repair items have been completed, but there are still a few items outstanding.
20. .xlsCo-op Assessment Supplemental Form 3/20/2017
21. .zipValue-Add Monitoring Form 3/3/2017
22. .pdfCounterparty Approval Request 11/15/2016
23. .xlsServicer's Proforma 11/22/2013
Forms for Purchase and Deliver
1. .pdfMF Document Transmittal Form 3/27/2017
Access Request Forms
1. .pdfDMS New User Setup, Reactivation and Deactivation Form 1/30/2020
2. .pdfICT User Access Request 11/15/2016 Use to add/delete user access for the ICT.

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