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Guide and Forms

Freddie Mac's Multifamily Guide forms, and commonly used underwriting forms and other documents are listed below.  Seller/Servicer Guide (Guide) forms are also available to you on AllRegs®. Please note:  The use of Guide forms by Freddie Mac-approved Sellers/Servicers 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 the hard drive of your desktop PC.

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Printing Instructions

To print a form, click on the form you need. The form will be displayed in a pop-up window via 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 and AllRegs

Multifamily Guide for Seller/Servicers

The Multifamily Seller/Servicer Guide defines all of our business requirements for Seller/Servicers and is electronically published on AllRegs®.




Form NumberForm NameLast Modified
16M Multifamily Annual Certification Report 02/2016
17M Multifamily Annual Certification Report – Structured Transaction & Tax-Exempt Bond Seller/Servicers  03/2016
71A Appraisal Report Residential Income Property 04/2004
104 Loan and Real Estate Owned (REO) Expenses and Income 06/2015
483M Wire Transfer Authorization 08/2014
921 Letter of Credit – SBL Certification 06/2016
939M Multifamily Negotiated Transactions Program Security Settlement Information and Delivery Authorization 01/2004
981M Transfer of Servicing Agreement 12/2014
987M Wire Transfer Authorization – Cash Warehouse Delivery 02/2015
988M Multifamily Certificate of Authorized Representative 07/2008
989M Multifamily Certificate of Corporate Secretary 07/2008
990M Certificate of Limited Liability Company Secretary/Authorized Representative 11/2012
996M Warehouse Lender Release of Security Interest 02/2015
1056 Reserves Held in Custodial Accounts 11/2014
1057A Letter Agreement for Securities Custodial Account for Tax-exempt Bond Transactions 10/2012
1057 Letter of Agreement for Servicer's Principal and Interest of P&I Disbursement Clearing Custodial Account 10/2007
1058 Letter Agreement for Servicer's Reserve Custodial Account 09/2015
1059 Letter of Agreement for Principal and Interest, or P&I Disbursement Clearing Custodial Account 10/2007
1060 Letter Agreement for Reserve Custodial Account 09/2015
1061A Certificate of Incumbency and Authority To Draft Against Securities Custodial Accounts 10/2012
1061 Certificate of Incumbency and Authority To Draft Against Custodial Accounts 12/2003
1062 Sight Draft 12/2013
1063 Notice Letter – Alternative CE Bond Billing Procedure 07/2012
1065M Report of IRS Form 1099-A and 1099-C Filings 12/2013
1101 Legal Referral Form 09/2015
1103 Environmental Site Assessment 12/2015
1104 SBL Physical Risk Report 08/2016
1105 Property Condition Assessment 07/2016
1107M Multifamily Seller/Servicer Change Notification 04/2013
1110M Multifamily Annual Certification Report – Servicer Only 03/2016
1115 Borrower and Borrower Principal Certificate 06/2016
1115SBL SBL-Borrower and Borrower Principal Certificate 06/2016
1116 Real Estate Schedule 07/2016
1120 Student Housing Questionnaire 09/2015
1125 Borrower Application for Partial Release or Easement 07/2014
1126 Acknowledgement of Property Improvement Alterations 02/2015
1133 [2] Seller/Servicer Certification of Insurance Coverage 11/2011
1140 Hazard Loss Notification and Plan 10/2016
1140-DR Hazard Loss Disbursement Request 03/2014
1143 Multifamily Principal & Interest Custodial Account Reconciliation Worksheet 06/2015
1144 Verification of Collections 01/2015
1146 System Administrator Request/Deactivation Form 02/2016
1148 System User Verification and Certification 02/2015
1149 System Administrator Verification and Certification 02/2015
1150 Wire Transfer Authorization – Non-Warehoused Mortgage 02/2015

Secured Forms secured

  1. Form 1133 - 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.




Originate and Underwrite: Conventional

Document NameDate
Conventional and TAH Cash Underwriting Checklist  10/14/2016
Geographical Waiver Request  10/1/2013

Originate and Underwrite: Small Balance Loan

Document NameDate
Exhibit 1 Underwriting Checklist, Section 1.2 Small Balance Loan Checklist  10/14/2016
Exception Request Form  1/15/2015
Letter of Credit Form (SBL)  6/3/2015
Property Inspection and Lease Audit (SBL)  5/19/2016
Regulatory Agreement Questionnaire  9/23/2016

Originate and Underwrite: Targeted Affordable Housing

Document NameDate
Compliance Checklist Mortgage Purchase Eligibility  2/28/2012
Conventional and TAH Cash Underwriting Checklist   10/14/2016
Exhibit 1 Section 1.25 TAH Prescreen Package Checklist   9/18/2014
Exhibit 1 Section 1.29 TAH Bond Credit Enhancement Mortgage - Full Underwriting Checklist  10/14/2016
Exhibit 1 Section 1.30 TAH Cash Mortgage Forward Commitment - Full Underwriting Checklist  10/14/2016
Exhibit 1 Section 1.31 TAH Cash Mortgage Forward Commitment - Conversion Underwriting Checklist  10/14/2016
Exhibit 1 Section 1.32 TAH Bond Credit Enhancement Mortgage Forward Commitment - Underwriting Checklist  10/14/2016
Exhibit 1 Section 1.33 TAH Bond Credit Enhancement Mortgage Forward Commitment - Conversion Underwriting Checklist  10/14/2016
LIHTC Syndicator Approval Request  7/1/2014
TAH Bond Credit Enhancement Mortgage Transaction Parties and Details  9/18/2014
TAH Certification Regarding Payment of Fees and Expenses of Freddie Mac's Outside Legal Counsel  5/13/2013
TAH Exception Request  7/1/2014

Asset Management: Servicing

Document NameDate
Borrower Certification of Completion   3/9/2015
Borrower Certification of Partial Completion   11/26/2014
Value-Add Monitoring Form  4/22/2016
Assignment of Management Agreement – New Property Manager  9/25/2015
Business Guidance Request – Securitized Loan   10/8/2014
Cap Escrow Adjustment Request  12/23/2014
Counterparty Approval Request  4/27/2016
CSO Certification (Freddie Mac-Owned Loan)  7/1/2014
CSO Certification (Securitized Loan)  7/1/2014
Easement Request  9/5/2014
General Servicing Request  9/5/2014
Property Management Change Certification  9/25/2015
Property Management Change Request  4/30/2014
Property Partial Release Request  9/5/2014
Release/Extension of Monetary Collateral Request  9/5/2014
Repair/Rehab Agreement Extension/Modification Request  9/5/2014
Servicer's Proforma  11/22/2013
Transfer of Ownership/Assumption Request  4/30/2014
Uniform Supplemental Financing Checklist  3/10/2016

Technical Resources

Document NameDate
DMS New User Setup, Reactivation and Deactivation Form  10/19/2016
ICT User Access Request   9/22/2015

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