Guide and Forms

Freddie Mac Multifamily Guide forms, and commonly used underwriting forms and other documents, are listed below. Seller/Servicer Guide (Guide) forms are also available on AllRegs®.

Please note: The use of Guide forms by Optigo^SM 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.

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Forms

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

Numbered Guide Forms
1. .htmForm 16M: Multifamily Annual Certification Report
2. .htmForm 17M: Multifamily Annual Certification Report – Structured Transaction & Tax-Exempt Bond Seller/Servicers
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 5/17/2017
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 5/17/2017
14. .pdfForm 1057: Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account 4/30/2019
15. .pdfForm 1058: Letter Agreement for Servicer's Reserve Custodial Account 5/17/2017
16. .pdfForm 1059: Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account 4/30/2019
17. .pdfForm 1060: Letter Agreement for Reserve Custodial Account 5/17/2017
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 6/27/2019
26. .zipForm 1104: SBL Physical Risk Report 6/29/2018
27. .zipForm 1105: Property Condition Assessment 6/27/2019
28. .zipForm 1106: Green Report 5/23/2018
29. .pdfForm 1107M: Multifamily Seller/Servicer Change Notification 6/27/2019
30. .zipForm 1108: Physical Risk Report 8/28/2019
31. .htmForm 1110M: Multifamily Annual Certification Report – Servicer Only
32. .pdfForm 1114: Certification - Organizational Chart 9/28/2018
33. .pdfForm 1115: Borrower and Borrower Principal Certificate 9/28/2018
34. .pdfForm 1115SBL: SBL-Borrower and Borrower Principal Certificate 9/28/2018
35. .xlsForm 1116: Real Estate Schedule 2/28/2018
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
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. .xlsExhibit 1.2 SBL UW Checklist 6/27/2019
2. .pdfExhibit 1.1 Conventional UW Checklist 6/27/2019
3. .xlsInteractive Conventional and TAH Cash UW Checklist 6/27/2019
4. .pdfExhibit 2 Origination Guidelines for TAH Mortgages 6/27/2019
5. .pdfExhibit 1.26 TAH - Cash Mortgage Full UW & Early Rate-Lock Checklist 4/30/2019
6. .pdfExhibit 1.31 TAH - Cash Conversion UW Checklist 4/30/2019
7. .pdfExhibit 1.33 TAH - Bond CE Conversion UW Checklist 4/30/2019
8. .pdfExhibit 1.29 TAH - Bond CE Mortgage - Full UW Checklist 9/28/2018
9. .pdfExhibit 1.30 TAH - Cash Forward Commitment - Full UW Checklist 9/28/2018
10. .pdfExhibit 1.32 TAH - Bond CE Forward Commitment - UW Checklist 9/28/2018
11. .pdfExhibit 1.25 TAH - Prescreen Package Checklist 9/18/2014
Forms for Originate and Underwrite
1. .docRegulatory Agreement Questionnaire - SBL 5/20/2019
2. .docSBL – Exception Request Form 6/12/2018
3. .pdfGeographical Waiver Request 11/15/2016
4. .pdf501(c)(3) Compliance Checklist Mortgage Purchase Eligibility - TAH 11/15/2016
5. .pdfCertification Regarding Payment of Fees and Expenses of Freddie Mac's Outside Legal Counsel - TAH 11/15/2016
6. .pdfException Request - TAH 11/15/2016
7. .pdfLIHTC Syndicator Approval Request 11/15/2016
8. .xlsProperty Inspection and Lease Audit - SBL 5/19/2016
9. .docLetter of Credit - SBL 6/3/2015
10. .xlsBond Credit Enhancement Mortgage Transaction Parties and Details - TAH 9/18/2014
Forms for Asset Management
1. .pdfCSO Certification (MHC Tenant Protections) 7/11/2019
2. .zipUnstabilized Property Monitoring Form 6/27/2019
3. .xlsBond ADS Supplemental Form 4/5/2018
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
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
19. .pdfBorrower Certification - Partial Completion 5/3/2017
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 11/15/2016
2. .pdfICT User Access Request 11/15/2016

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