Guide Forms
List of forms that lenders and servicers must use in fulfilling the requirements contained in the Selling and Servicing Guides.
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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 | Title |
|---|---|
| Form 20 | Non-Routine Litigation Form |
| Form 30 | Property Inspection Report |
| Form 101 | Data Access Authorization Agreement |
| Form 176 | Report of Property Insurance Loss |
| Form 180 | Request for Military Indulgence |
| Form 181 | Agreement for Modification, Re-Amortization, or Extension of a Mortgage |
| Form 182 | Adverse Action Notice |
| Form 183 | Adverse Action Notification Certification |
| Form 187 | Mortgage Release Program Lease Option Referral Form |
| Form 188 | Mortgage Release Program Cancellation Form |
| Form 189 | Deficiency Wavier Agreement |
| Form 191 | Short Sale Affidavit |
| Form 192 | Personal Property Release Form |
| Form 193 | Mortgage Release Program Transition Option Referral Form |
| Form 196 | eMortgage Servicer Questionnaire |
| Form 197 | Fannie Mae eNote Transfer of Control Request |
| Form 200 | Servicer Selection Form (Excel) |
| Form 236 | Application for Release of Security |
| Form 360 | Certificate of Authority, Incumbency, and Specimen Signatures |
| Form 472 | Reconciliation of Shortage/Surplus |
| Form 472 (Excel) | Reconciliation of Shortage/Surplus (Excel) |
| Form 472supp | Schedule 3 Supplement |
| Form 472supp (Excel) | Schedule 3 Supplement (Excel) |
| Form 473 | Reconciliation of Mortgage Portfolio |
| Form 473 (Excel) | Reconciliation of Mortgage Portfolio (Excel) |
| Form 473A | Reconciliation of Interest Rate/Pass-Through Rate |
| Form 473A (Excel) | Reconciliation of Interest Rate/Pass-Through Rate (Excel) |
| Form 482 | Seller's Designation of Wire Transfer Instructions |
| Form 496 | Principal and Interest (P&I) Custodial Account Analysis |
| Form 496A | Taxes and Insurance (T&I) Custodial Account Analysis |
| Form 512 | Reconciliation of Mortgage Portfolio - S/S MBS & MRS |
| Form 512 (Excel) | Reconciliation of Mortgage Portfolio - S/S MBS & MRS |
| Form 571 | Cash Disbursement Request |
| Form 582 | Lender Record Information |
| Form 629 | Request for Approval of Servicing or Subservicing Transfer |
| Form 638 | Participation Certificate |
| Form 710 | Mortgage Assistance Application |
| Form 710A | Home Affordable Modification Program Government Monitoring Data Form |
| Form 720 | Real Estate Fraud Certification |
| Form 745 | Borrower Solicitation Letter |
| Form 858 | Assumption of Liability Endorsement |
| Form 975 | Chapter 13 Bankruptcy Reporting Form |
| Form 1000A | HomeStyle Approval Form |
| Form 1001 | Authorization for Verification of Credit and Business References |
| Form 1002 | Mortgage Bankers' Financial Reporting Form (MBFRF) |
| Form 1003 | Uniform Residential Loan Application |
| Form 1003 | Uniform Residential Loan Application (redesigned version) |
| Form 1003Ai | Statement of Assets and Liabilities Interactive |
| Form 1003Asi | Statement of Assets and Liabilities Interactive -- Spanish |
| Form 1003i | Uniform Residential Loan Application Interactive |
| Form 1003si | Uniform Residential Loan Application Interactive -- Spanish |
| Form 1004 | Uniform Residential Appraisal Report |
| Form 1004C | Manufactured Home Appraisal Report |
| Form 1004D | Appraisal Update and/or Completion Report |
| Form 1004MC | Market Conditions Addendum to the Appraisal Report |
| Form 1005 | Verification of Employment |
| Form 1005s | Verification of Employment -- Spanish |
| Form 1006 | Verification of Deposit |
| Form 1006s | Verification of Deposit -- Spanish |
| Form 1007 | Single-Family Comparable Rent Schedule |
| Form 1008 | Uniform Underwriting and Transmittal Summary |
| Form 1009 | Residential Loan Application for Reverse Mortgages |
| Form 1009i | Residential Loan Application for Reverse Mortgages - Interactive |
| Form 1011 | Special Lender Approval Form - Co-op Share Loans |
| Form 1013 | Letter of Authorization for P&I Custodial Account |
| Form 1014 | Letter of Authorization for T&I Custodial Account |
| Form 1015 | Mortgage Insurance Claim for Loss |
| Form 1017 | Certificate of Completion of Pre-purchase Housing Counseling |
| Form 1022 | Servicemembers Civil Release Act (SCRA) Disbursement Request Form |
| Form 1025 | Small Residential Income Property Appraisal Report |
| Form 1026 | Application for Project Approval |
| Form 1026A | Application for Project Acceptance--Type 2 Cooperatives |
| Form 1029 | Warranty of Project Presales |
| Form 1030 | Project Eligibility Review Service Document Checklist |
| Form 1032 | Post-Closing Loan File Document Checklist |
| Form 1035 | HomeStyle Renovation Maximum Mortgage Worksheet |
| Form 1037 | Rental Income Worksheet - Principal Residence, 2- to 4-unit Property |
| Form 1038 | Rental Income Worksheet - Individual Rental Income from Investment Property(s) (up to 4 properties) |
| Form 1038A | Rental Income Worksheet - Individual Rental Income from Investment Property(s) (up to 10 properties) |
| Form 1039 | Rental Income Worksheet - Business Rental Income from Investment Property(s) |
| Form 1051 | Project Development / Master Association Plan |
| Form 1054 | Warranty of Condominium Project Legal Documents |
| Form 1068 | FRM/GEM Loan Schedule |
| Form 1069 | ARM/GPARM Loan Schedule |
| Form 1071 | Statement of Insurance and Fidelity Coverage |
| Form 1072 | Authorization for Automatic Transfer of Funds |
| Form 1073 | Individual Condominium Unit Appraisal Report |
| Form 1073A | Analysis of Annual Income and Expenses-Operating Budget |
| Form 1074 | Request for Cooperative Project Information |
| Form 1075 | Exterior-Only Inspection Individual Condominium Unit Appraisal Report |
| Form 1076 | Condominium Project Questionnaire - Full Form |
| Form 1076i | Condominium Project Questionnaire - Full Form - Interactive |
| Form 1077 | Condominium Project Questionnaire - Short Form |
| Form 1077i | Condominium Project Questionnaire - Short Form - Interactive |
| Form 1081 | Final Certification of Substantial Project Completion |
| Form 1082 | Notice of Property Acquired |
| Form 1084 | Cash Flow Analysis |
| Form 1088 | Comparative Income Analysis |
| Form 1091 | Application for Approval of Established Project |
| Form 1093 | Maintenance and Repair Work Authorization |
| Form 1095 | Property Preservation Request for Repair |
| Form 1100 | Summary of IRS Form 1099-A and 1099-C Filing |
| Form 1200 | HomeStyle Change Order Request |
| Form 1202 | Contractor Profile Report |
| Form 1204 | HomeStyle Renovation Consumer Tips |
| Form 2000 | One-Unit Residential Appraisal Field Review Report |
| Form 2000A | Two- to Four-Unit Residential Appraisal Field Review Report |
| Form 2001 | Annual Statement of Eligibility for Document Custodians |
| Form 2004A | Release of Interest in Mortgages |
| Form 2005 | Schedule of Mortgages |
| Form 2008 | Application for Active Document Custodianship |
| Form 2009 | Request for Release/Return of Documents |
| Form 2014 | Delivery Schedule |
| Form 2017 | Master Custodial Agreement (new version) |
| Form 2055 | Exterior-Only Inspection Residential Appraisal Report |
| Form 2075 | Desktop Underwriter Property Inspection Report |
| Form 2090 | Individual Cooperative Interest Appraisal Report |
| Form 2095 | Exterior-Only Inspection Individual Cooperative Interest Appraisal Report |
| Form 2100 | Community Land Trust Ground Lease Rider |
| Form 3161 | Loan Modification Agreement (Providing for Adjustable Interest Rate) |
| Form 3179 | Loan Modification Agreement (Providing for Fixed Interest Rate) |