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

The following Forms are listed numerically. Note: Each form is saved as either a Microsoft® Word, Excel, or Adobe® Acrobat® PDF file.

Form Number Form Title
178 Report of Multifamily Hazard Insurance Loss
276 Custody Document Transmittal
485 Multifamily Principal and Interest (P&I) Custodial Account Analysis
486 Multifamily Taxes and Insurance (T&I) Custodial Account Analysis
487 Multifamily Collateral Agreement Custodial Account Analysis
1002 Mortgage Bankers' Financial Reporting Form
1055 Multifamily Authorization for Automatic Transfer of Funds
2050 Letter of Authorization for Multifamily P&I Custodial Account
2051 Letter of Authorization for Multifamily Collateral Agreement Custodial Account
2052 Letter of Authorization for Multifamily T&I Custodial Account
4090 Bond Credit Enhancement Activity Report
4096 Lender Pipeline Monitoring Report
4097 Multifamily Required Trade Information for Cash or MBS Form
4098 Fannie Mae Multifamily Special Disclosure Guidance
4099 Instructions for the PNA Property Evaluator
4099.A Appendix A: Streamlined PNA Report
4099.B Appendix B: Pre-Site Visit Questionnaire
4099.C Appendix C: Structural Risk Evaluation Questionnaire
4099.D Appendix D: Property Condition Standards and Ratings, and Instructions for Useful Life Table
4099.E Appendix E: Property Useful Life Table and Cost Estimate Schedules
4099.F Appendix F: Estimated Useful Life Tables
4099.G Appendix G: Known Problematic Materials
4099.H Appendix H: HPB Module Report Tables
4254.DEF Multifamily Analysis of Operations -- Form 4254 Line Item Definitions
4260 Multifamily Property Inspection Form
4261 Multifamily Catastrophic Loss Inspection
4262 Multifamily Property Assessment Form
4262B Multifamily Property Assessment Form (Exterior Walk-Around Inspection)
4327 Physical Needs Assessment (Small Loan)
4622 Defeasance Notice
4624 Borrower Designation Letter
4630 Defeasance Authorization for ACH Remittance
4631 Defeasance Transmittal Form
4636 Multifamily Asset Management Delegated Transaction Form
4637 Approved Multifamily Lender Certification
4638 Multifamily Waiver Review Form -- Insurance
4643 Hedge Delivery Information
4648 Substitution Sponsor Eligibility Request Form
4652 Opinion of Lender's Counsel on Execution of Reserve Agreement
4653 Opinion of Letter of Credit Issuer's Counsel
4654 Opinion of Lender's Counsel (Non-Letter of Credit as Collateral)
4655 Opinion of Letter of Credit Issuer's Counsel (Amendment to Letter of Credit)
4656 UCC Description of Non-Letter of Credit Collateral
4660 Multifamily Underwriting Standards
This is not available to the general public. Lenders: Contact your chief underwriter or production manager.
4661 Multifamily Quote Sheet Version 4.0 new
4662 Underwriting Data Form
4662.GUIDE Underwriter's Data Form 4662 Lender Guidance
4663 Letter of Credit and Sight Draft
4664 Letter of Credit Authorization and Certification Form
4665 Ground Lease Review Checklist
4666 Acceptable Super Lien Statutes
4669 Housing Assistance Payments (HAP) Contract Review Sheet
4670 Fannie Mae/FHA Pre-Application for a Reservation of Risk Sharing Units
4671 HUD Region Codes and State/Area Codes and Jurisdictions
4672 FHA Risk Sharing Subsidy Layering Information
4673 Addendum to Risk Sharing Agreement
4674 FHA Risk Sharing Request Data Sheet
4800 Multifamily Servicing File Content Requirements
4801 Structured Facilities Monitoring Narrative
4802 Structured Facilities Monitoring Spreadsheet
4803 Insurance Loss Payee Notice Letter
4804 Reservation of Rights Letter
4805 Multifamily Late Payment Letter -- Fees (Optional) Assessed
4806 Multifamily Partial Payment Letter -- Fees (Optional) Assessed
4807 Multifamily No Payment Received Letter -- Fees (Optional) Assessed
4808 Servicing Transfer Memo
4809 Checklist of Issues to Consider in Doing a Workout Analysis
4810 Servicer Workout Action Template
4811 Pre-negotiation Form Letter (NOI and Loan Document Provisions)
4812 Pre-negotiation Form Letter
4813 Collateral Submission Report
4814 Form Letter of Engagement for Appraiser
4815 Form Letter of Engagement for Environmental Consultant
4816 Fannie Mae Multifamily Selling and Servicing
Guide -- Contact Directory
4817 Loss Notification Form -- Secondary Risk Mortgage Loan
4818 DUS Delinquent Loan Report
4819 DUS Interim Loss Sharing Request for Reimbursement Report
4820 DUS Final Settlement of Loss Calculation Form
4821 Engagement Letter for Engineering Consultant (Joint Retention)
4822 Engagement Letter for Environmental Consultant (Joint Retention)
4823 Engagement Letter for Appraiser (Joint Retention)
4824 Engagement Letter for Review Appraiser (Single Appraisal)
4825 Appraiser Engagement Instructions
4826 Engagement Letter for Appraiser (Fannie Mae Retention)
4827 Engagement Letter for Review Appraiser (Dual Appraisals)
4828 Delinquency Advancing Stop and Advanced Payments Reimbursement Request Form
4829 Servicing Advances/Payment Reimbursement Request Form
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If you have any questions regarding any form listed on this page, please contact a Multifamily representative.

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.