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Step 1: Select Advance Step 2: Forms & Agreements Step 3: Determine Collateral Step 4: Initiate Advance Step 5: Receive Funds Step 6: Review Transaction

 

Key Contacts

Calling Officers: (212) 441-6700   Credit Service Reps: (212) 441-6600   1Link Helpdesk: 800-546-5101

Step 2: Forms & Agreements

No matter what type of advance you are considering, you must have all the necessary forms and agreements completed. (If you recently became a member of the HLB, you completed most of these forms and agreements during the membership application process. If you are concerned that you may be missing a form or agreement, contact a Calling Officer and we will let you know what, if any, are needed.)

 

Required filed forms and agreements* include:

Advances, Collateral Pledge and Securities Agreement & Amendments Correspondent Services Agreement Application for Advances Pursuant to Telephonic Request Wire Transfer Authorization and Agreement: Terms and Conditions Global Authorization Form** Revised Member Representations and Warranties 1Link Agreements (All)

VIEW Forms 1-6       VIEW 1Link Information

 

Our OLOC, Convertibles, Swaps, and Letters of Credit programs require additional agreements; please contact a Calling Officer if you would like to participate in these programs.

 

* These forms and agreements are available in pdf format. Download the Free Adobe Acrobat Reader to view the pdf files.

** In order to initiate an advance, you must be authorized to initiate advances on the Global Authorization Form.