Forward Commitment Loan Documents


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The following loan documents should be used in connection with Forward Commitment Mortgage transactions.

Each document is presented as either a Microsoft® Word, Excel or an Adobe® Acrobat® PDF file. To view or download the document, left click on the link to open and/or save the file.

NumberTitle
4065 Tax Credit Modification to Security Instrument
4193 Rate Lock Note (GICs)
4211 Construction Period Monitoring
4212 Conversion Loan Analysis Work Sheet
4243 Certification to Project Rent Rolls & Instructions
4503 Subordination Agreement - Affordable
4517 FRLL Table of Contents for Rate Lock Loan Delivery Package - GICs
4517 FCAL Table of Contents for Construction Advance Loan Delivery Package
4517 FPML Table of Contents for Permanent Mortgage Loan Conversion Delivery Package
4518 Certificate of Borrower
4527 Assignment of Investment Agreement - GOCs
4540 Subordinate Financing Certificate
4543 Pre-Construction Monitoring Package
4547-A Certificate of Loan Terms (Exhibit A)
4547-B Escrow Agreement (Exhibit B)
4547 Recourse A Addendum to MFFA Fixed Interest Rate Recourse Obligations
4547 Recourse B Addendum to MFFA Variable Interest Rate Recourse Obligations
4547 Recourse C Addendum to MFFA 1 mo ARM Variable Interest Rate Recourse Obligations
4547 Recourse D Addendum to MFFA 3 mo ARM Variable Interest Rate Recourse Obligations
4547 Recourse E Addendum to MFFA Opinion Letter of Construction Lender's Counsel - Recourse Obligations
4547-C Construction Letter of Credit (Exhibit C)
4547-D-1 Initial Bank Certificate (Exhibit D-1)
4547-D-2 Subsequent Bank Certificate (Exhibit D-2)
4547-E Letter of Credit Rating Requirements (Exhibit E)
4158-ARM Mod Delivery Assurance Certificate - ARM Financing Method (Moderate Income and Market Rate)
4158 Cash Mod Delivery Assurance Certificate - Cash Financing Method (Moderate Income and Market Rate)
4158-FRLL Mod Delivery Assurance Certificate - Investment Agreement (Moderate Income and Market Rate)
4547-Guaranty Addendum to Master Forward Financing Guaranty Agreement (Guaranty)
4548 Forward Commitment w/Rate Lock Loan and Security Agreement with Exhibits - GIC
4557 Term and Information Sheet - GIC
4558 Timeline and Checklist - GIC
4559 Request for Binds on Investment Agreement (GIC)
4560 Rate Lock Loan and Investment Agreement Information Sheet - GIC
4561 Corporate Resolution with Certification and Incumbency Certificate - Single Rate Lock Loan - GIC
4562 Corporate Resolution with Certification and Incumbency Certificate - Global Rate Lock Loan Program - GIC
4563 Form of Legal Opinion - GIC - Investment Agreement Provider is a Bank
4564 Form of Legal Opinion - GIC - Investment Agreement Provider is Not a Bank
4566.MAH.Funded.RLL Borrower Certificate - Cash and Rate Lock Loan Financing Methods
4566.MAH.Unfunded.RLL Borrower Certificate - Unfunded Rate Lock Loan Financing Methods
4600 FRLL Instruction for Preparing the Rate Lock Loan Delivery Package - GIC
4600 FCAL Instruction for Preparing the Construction Advance Loan Delivery Package
4614 Negative Arbitrage Worksheet - GIC
4615 New Construction Forward Product Pre-Review Worksheet
4616 Notice of Conversion for Cash, MBS and Rate Lock Transactions
4617 Notice of Conversion for Bond Credit Enhancement and MBS Transactions
4618 Conversion Analysis Summary
4644 Term Sheet for Unfunded Forward Rate Lock Commitment

Important Legal Notice
Any multifamily lender is authorized to reproduce verbatim and use the forms accessible from this page solely in the course of its regular lending business activities. All other restrictions described in the Legal Information section of the Web site remain in full effect. All conditions applicable to Fannie Mae approved Multifamily Lenders remain in full effect. All users are advised that most changes to the Fannie Mae form Loan Documents (even those made using a standard Fannie Mae modification Exhibit or Schedule) must be approved in writing by Fannie Mae prior to the delivery for purchase of any Multifamily Loan to Fannie Mae.

The forms accessible from this page are revised on a regular basis. Fannie Mae is not responsible to notify any user, other than Fannie Mae approved Multifamily Lenders, of any changes made to the Loan Documents. The user is responsible for determining whether it has the most up-to-date publication.