Preliminary/Eligibility Worksheets

If your institution is eligible for membership with the Federal Home Loan Bank of New York, please complete the appropriate Preliminary/Eligibility Worksheets below. We also recommend reviewing the application checklist for your institution type to familiarize yourself with the requirements before applying.

To help determine your institution’s eligibility, you may conduct a preliminary analysis by completing the relevant worksheets using data primarily from your regulatory financial reports.

Alternatively, you may request assistance from a Relationship Manager to perform the analysis on your behalf.

Please ensure that all applicable worksheets are fully completed and dated.

Banks & Thrifts

  • Commercial Banks and Thrift Institutions Eligibility Worksheets xlsx

CDFIs (Non-Depositories)

  • Community Development Financial Institutions (CDFIs) Eligibility Worksheets xlsx

Credit Unions

  • Puerto Rico-Chartered CDFI Credit Unions Eligibility Worksheets xlsx
  • Federally-Insured Credit Unions Eligibility Worksheets xls
  • Puerto Rico-Chartered Non-Federally-Insured Credit Unions Eligibility Worksheets xls

Insurance Companies*

*Note: Additional eligibility metrics will be required.

Key Contacts

Relationship Managers
(212) 441-6700

FHLBNY@fhlbny.com

For more information about membership, visit our Membership FAQs.