Special Purpose Documents

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Instruments on this Page

Introduction

Special purpose documents are those that have been developed for use:

  • as an alternative to the standard security instrument and note under certain circumstances (as is the case with the various state-specific Balloon Loan Refinancing Instruments and the New York Consolidation, Extension and Modification Agreement);
  • in connection with specific types of mortgages that require extra documentation in addition to the standard security instruments, notes, riders, and addenda (such as the affidavit and agreement that is required for Texas Section 50(a)(6) mortgages or construction-related documents for HomeStyle® mortgages);
  • when changes are made to the terms of a mortgage (such as the Loan Modification Agreement); or
  • as a standardized means of assigning a security instrument.

This page provides downloadable copies of standard and negotiated instruments, provided in separate tables, including:

  • Fannie Mae/Freddie Mac Uniform Instruments
  • Fannie Mae Uniform Instruments (marked with an *)

Standard Instruments

Summary ------ English ------ Spanish
Modification Agreements .doc .pdf .doc .pdf
Home Affordable Modification Agreement Summary 3157 3157 3157S
* Loan Modification Agreement (Providing for Adjustable Interest Rate) Summary 3161 3161
* Loan Modification Agreement (Providing for Step Interest Rate) Summary 3162 3162
New York Consolidation, Extension and Modification Agreement Summary 3172 3172 3172S
* Loan Modification Agreement (Providing for Fixed Interest Rate) Summary 3179 3179 3179S
* Arizona Balloon Loan Refinancing Instrument Summary 3269.03 3269.03
* Arkansas Balloon Loan Refinancing Instrument Summary 3269.04 3269.04
* California Balloon Loan Refinancing Instrument Summary 3269.05 3269.05
* Florida Balloon Loan Refinancing Instrument Summary 3269.10 3269.10
* Georgia Balloon Loan Refinancing Instrument Summary 3269.11 3269.11
* Hawaii Balloon Loan Refinancing Instrument Summary 3269.12 3269.12
* Idaho Balloon Loan Refinancing Instrument Summary 3269.13 3269.13
* Illinois Balloon Loan Refinancing Instrument Summary 3269.14 3269.14
* Indiana Balloon Loan Refinancing Instrument Summary 3269.15 3269.15
* Iowa Balloon Loan Refinancing Instrument Summary 3269.16 3269.16
* Kansas Balloon Loan Refinancing Instrument Summary 3269.17 3269.17
* Louisiana Balloon Loan Refinancing Instrument Summary 3269.19 3269.19
* Missouri Balloon Loan Refinancing Instrument Summary 3269.26 3269.26
* Montana Balloon Loan Refinancing Instrument Summary 3269.27 3269.27
* Nevada Balloon Loan Refinancing Instrument Summary 3269.29 3269.29
* North Carolina Balloon Loan Refinancing Instrument Summary 3269.34 3269.34
* North Dakota Balloon Loan Refinancing Instrument Summary 3269.35 3269.35
* Ohio Balloon Loan Refinancing Instrument Summary 3269.36 3269.36
* Oklahoma Balloon Loan Refinancing Instrument Summary 3269.37 3269.37
* Rhode Island Balloon Loan Refinancing Instrument Summary 3269.40 3269.40
* South Carolina Balloon Loan Refinancing Instrument Summary 3269.41 3269.41
* South Dakota Balloon Loan Refinancing Instrument Summary 3269.42 3269.42
* Tennessee Balloon Loan Refinancing Instrument Summary 3269.43 3269.43
* Texas Balloon Loan Refinancing Instrument Summary 3269.44 3269.44
* Utah Balloon Loan Refinancing Instrument Summary 3269.45 3269.45
* Wisconsin Balloon Loan Refinancing Instrument Summary 3269.50 3269.50
* Wyoming Balloon Loan Refinancing Instrument Summary 3269.51 3269.51
Summary ------ English ------
Assignments .doc .pdf .doc
* Multistate Mortgage Assignment Summary 3741 3741
* Multistate Mortgage Assignment Summary 3742 3742
* Multistate Deed of Trust Assignment Summary 3743 3743
* Multistate Deed of Trust Assignment Summary 3744 3744
* Georgia Security Deed Assignment Summary 3745 3745
* Louisiana Notarial Endorsement & Note/Mortgage Assignment Summary 3746 3746
Summary ------ English ------
Subordination Agreements .doc .pdf .doc
Subordination Agreement (Refinance Mortgage) Summary 3747 3747
Subordination Agreement (Modified Mortgage) Summary 3748 3748
Summary ------ English ------
Ground Lease Renewals .doc .pdf .doc
* Mississippi Ground Lease Renewals Summary 3759.25 3759.25

Negotiated Instruments

Summary ------ English ------
.doc .pdf .doc
Texas Home Equity Affidavit and Agreement First Lien Summary 3185 3185
* Multistate Construction Contract Summary 3734 3734
* Multistate Construction Loan Agreement Summary 3735 3735
* Multistate Lien Waiver Summary 3739 3739