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Multifamily Legal Guidelines
Review the legal guidelines before downloading Multifamily Loan Documents and Guide Forms & Exhibits files.
Legal Guidelines

On this page:

Choice Refinance
Form Number Form Title
6301 Modifications to Multifamily Security Instrument (Security of Choice Refinance ERL Obligations)
6302 Modifications to Multifamily Security Instrument (Security of Fannie Mae ERL Obligations)

Defeasance
Form Number Form Title
6104.12 Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium
Schedule -- Original Defeasance)
6104.13 Schedule 4 to Multifamily Loan and Security Agreement (Prepayment Premium
Schedule -- Alternative Defeasance)
6207 Modifications to Multifamily Loan and Security Agreement (Defeasance)
6616 Defeasance and Assumption Agreement [Replaces 6423]
6617 Defeasance Pledge Agreement [Replaces 6424]
6618 Opinion of Borrower's Counsel on Defeasance of Mortgage Loan with Enforceability Opinion [Replaces 6425]
4622 Defeasance Notice
4630 Defeasance Authorization for ACH Remittance
4631 Defeasance Transmittal Form

DUS® Early Rate Lock (ERL)
Form Number Form Title
6427 Fannie Mae Cash Early Rate Lock Borrower Certification (Preliminary Underwriting Prior to Rate Lock)
6428 Fannie Mae Cash Early Rate Lock Borrower Certification (Full Underwriting Prior to Rate Lock)
6429 MBS/Fannie Mae Early Rate Lock Borrower Certification (Preliminary Underwriting Prior to Rate Lock)
6430 MBS/Fannie Mae Early Rate Lock Borrower Certification (Full Underwriting Prior to Rate Lock)
4581 DUS ERL Delivery Certificate

Federal Housing Administration (FHA)
Form Number Form Title
6205 Modifications to Multifamily Loan and Security Agreement (FHA Risk Sharing Loans)
6316 Modifications to Security Instrument (FHA Risk Sharing Mortgage Loans)
6410 Borrower's Certificate (Multifamily Affordable Housing/FHA Risk Sharing Loans)
4673 Addendum to Risk Sharing Agreement
4674 FHA Risk Sharing Request Data Sheet

Housing Assistance Payments (HAP) Contracts
Form Number Form Title
6102.02 Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (Section 8 HAP Contract)
6102.18 Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (Restabilization Reserve)
6216 Modifications to Multifamily Loan and Security Agreement (Section 8 Hap Contract)
6233 Modifications to Multifamily Loan and Security Agreement (Restablization Reserve)
6403 Assignment of Housing Assistance Payments Contract
6404 Assignment of Housing Assistance Payments Contract (Credit Enhancements)
6411 Consent to Assignment of HAP Contract to Fannie Mae as Security for Fannie Mae Credit Enhancement
6412 Consent to Assignment of HAP Contract as Security for Fannie Mae Financing
6422 Section 8 HAP Contract Review Sheet and Certification

Manufactured Housing
Form Number Form Title
6102.01 Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (Manufactured Housing Community)
6208 Modifications to Multifamily Loan and Security Agreement (Manufactured Housing Community)
6307 Modifications to Multifamily Security Instrument (Manufactured Housing Community)
6433 Seasonal Working Capital Reserve Fund and Security Agreement (Manufactured Housing Community)
6434 Schedule A to UCC Financing Statement (Manufactured Housing)
6435 Opinion of Borrower's Counsel on Origination of Manufactured Housing Community Mortgage Loan [with Enforceability Opinion]

Maryland IDOT
Form Number Form Title
6001.NR.IDOT Multifamily Mortgage Loan and Security Agreement (Non-Recourse) (Maryland IDOT)
6010.IDOT Multifamily Note (Maryland IDOT)
6015.IDOT Guaranty of Non-Recourse Obligations (Maryland IDOT)
6020.IDOT IDOT Guaranty (Maryland IDOT)
6025.MD.IDOT Multifamily Security Instrument (Maryland Indemnity Deed of Trust)
6085.IDOT Environmental Indemnity Agreement (Maryland IDOT)
6101.FR.IDOT Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- Fixed Rate) (Maryland IDOT)
6101.F+1.IDOT Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- Fixed+1) (Maryland IDOT)
6101.ARM.IDOT Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- ARM) (Maryland IDOT)
6101.SARM.IDOT Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- SARM) (Maryland IDOT)
6101.HYARM.IDOT Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- HYARM) (Maryland IDOT)
6102.FR.IDOT Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Interest Rate Type -- Fixed Rate) (Maryland IDOT)
6102.F+1.IDOT Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Interest Rate Type -- Fixed +1) (Maryland IDOT)
6102.ARM.IDOT Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Interest Rate Type -- ARM) (Maryland IDOT)
6102.SARM.IDOT Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Interest Rate Type -- SARM) (Maryland IDOT)
6102.HYARM.IDOT Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Interest Rate Type -- HYARM) (Maryland IDOT)
6220.IDOT Modifications to Multifamily Loan and Security Agreement (Replacement Reserve -- Partially or Fully Waived) (Maryland IDOT)
6221.IDOT Modifications to Multifamily Loan and Security Agreement (Replacement Reserve -- Alternate Funding) (Maryland IDOT)
6402.IDOT Assignment of Collateral Agreements and Other Loan Documents (Maryland IDOT)
6405.IDOT Assignment of Management Agreement (Maryland IDOT)
6451.IDOT Opinion of Borrower's Counsel on Origination of Maryland Indemnity Deed of Trust Loan [with Enforceability Opinion] (Maryland IDOT)
6452.IDOT Schedule A to UCC Financing Statement (Maryland IDOT)
6460.IDOT.Borrower Multifamily Underwriting Certificate (IDOT Borrower) (Maryland IDOT)
6460.IDOT.IDOT Guarantor Multifamily Underwriting Certificate (IDOT Guarantor) (Maryland IDOT)
6620.IDOT.Borrower Annual Loan Agreement Certification (Borrower) (Maryland IDOT) [Replaces 6458.IDOT.Borrower]
6620.IDOT.IDOT.Guarantor Annual Loan Agreement Certification (IDOT Guarantor) (Maryland IDOT)) [Replaces 6458.IDOT.IDOT.Guarantor]

Mezzanine Loan Financing
Form Number Form Title
6102.10 Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (Mezzanine Financing)
6209 Modifications to Multifamily Loan and Security Agreement (Mezzanine Financing)
6437 Completion Guaranty (Mezzanine)
6438 CI Mezzanine Acknowledgment and Waiver (Mezzanine Financing)
6439 Mezzanine Lender Certification
6440 Intercreditor Agreement

New York CEMA
Form Number Form Title
6025.NY Multifamily Security Instrument (New York Mortgage)
6025.NY.CEMA Consolidation, Extension, and Modification Agreement (New York)
6102.19.FR Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (New York Gap Note Modifications) (Interest Rate Type -- Fixed Rate)
6102.19.F+1 Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (New York Gap Note Modifications) (Interest Rate Type -- Fixed+1)
6102.19.ARM Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (New York Gap Note Modifications) (Interest Rate Type -- ARM)
6102.19.SARM Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (New York Gap Note Modifications) (Interest Rate Type -- Structured ARM)
6102.19.HYARM Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (New York Gap Note Modifications) (Interest Rate Type -- Hybrid ARM)
6234 Modifications to Multifamily Loan and Security Agreement (New York Gap Note Modifications)

Preferred Equity
Form NumberForm Title
6015.PE Guaranty of Non-Recourse Obligations (Preferred Equity Transactions)
6015.PEG Guaranty of Non-Recourse Obligations (Preferred Equity Guarantor)
6102.20 Addenda to Schedule 2 (Preferred Equity Transactions)
6236 Modifications to Loan and Security Agreement (Preferred Equity Transactions)
6460.Borrower Multifamily Underwriting Certificate (Borrower)

Refi Plus™
Form Number Form Title
6102.08 Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (Supplemental Lien -- Refi Plus™ -- Senior Loan Terms)
6201 Modifications to Multifamily Loan and Security Agreement (Supplemental Lien -- Refi Plus™ -- Senior Loan Terms)
6303 Modifications to Multifamily Security Instrument (Supplemental Lien -- Refi Plus™ -- Senior Loan Terms)
6416 Modification to Security Instrument (Security of Refi Plus™ Commitment Obligations)
6417 Cash Early Rate Lock Borrower Certification (Refi Plus)

Seniors Housing
Form Number Form Title
6001.NR.SRS Multifamily Mortgage Loan and Security Agreement (Non-Recourse) (Seniors Housing)
6101.FR.SRS Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- Fixed Rate) (Seniors Housing)
6101.F+1.SRS Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- Fixed+1) (Seniors Housing)
6101.ARM.SRS Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- ARM) (Seniors Housing)
6101.SARM.SRS Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- SARM) (Seniors Housing)
6101.HYARM.SRS Schedule 1 to Multifamily Loan and Security Agreement -- Definitions Schedule (Interest Rate Type -- HYARM) (Seniors Housing)
6102.FR.SRS Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Interest Rate Type -- Fixed Rate) (Seniors Housing)
6102.F+1.SRS Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Interest Rate Type -- Fixed+1) (Seniors Housing)
6102.ARM.SRS Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Interest Rate Type -- ARM) (Seniors Housing)
6102.SARM.SRS Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Interest Rate Type -- SARM) (Seniors Housing)
6102.HYARM.SRS Schedule 2 to Multifamily Loan and Security Agreement -- Summary of Loan Terms (Interest Rate Type -- HYARM) (Seniors Housing)
6310.SRS Modifications to Multifamily Security Instrument (Seniors Housing)
6446.SRS Subordination, Assignment, and Security Agreement (Borrower and Operator) (Seniors Housing)
6447.SRS Depositary Agreement (Seniors Housing)
6448.SRS Medicaid Transition Reserve and Security Agreement (Seniors Housing)
6449.SRS.Borrower Schedule A to UCC Financing Statement -- Borrower (Seniors Housing)
6449.SRS.Operator Schedule A to UCC Financing Statement -- Property Operator (Seniors Housing)
6450.SRS Opinion of Borrower's Counsel on Origination of Mortgage Loan Opinion (Seniors Housing)

Structured ARM
Form Number Form Title
6102.06 Modifications to Multifamily Loan and Security Agreement -- Schedule 2 Addenda -- Summary of Loan Terms (Conversion Option -- SARM Loan)
6225 Modifications to Multifamily Loan and Security Agreement (Conversion Option -- SARM Loan)
6442 Interest Rate Cap, Reserve, and Security Agreement
6443 Schedule A to UCC Financing Statement (Rate Cap (SARM))
6444 Form of Opinion of Counsel to Issuer of Rate Cap Agreement
6614 Amendment to Mortgage Loan and Security Agreement (Conversion to Fixed Rate) [FOR USE WITH 6000 SERIES LOAN DOCUMENTS] [Replaces 6453]
4643 Hedge Delivery Information