Forms & Agreements
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FHLBNY Member
New Membership
Collateral
Housing & Community Lending
Required Forms
Below you will find forms and agreements that are required to participate in the FHLBNY’s Advance program. In addition, these forms and agreements are required for membership at the FHLBNY, along with the files requested in the Membership Application or Housing Associate Application pages.
To participate in the Putable and Letters of Credit programs, additional agreements are required.
If you need assistance with these forms or agreements, please contact a Relationship Manager at (212) 441-6700.
COL-130 | Affiliate Questionnaire |
pdf
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COL-131 | Schedule of Customer Affiliate Structures Status of Pledge or Non-Pledge of Assets |
pdf
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COL-139 | UCC-1 Filing Information Request Form |
pdf
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HLB-100 | Summary of Membership Forms and Agreements |
pdf
|
HLB-104 | Correspondent Services Agreement (CSA) |
pdf
|
HLB-106 | Global Authorization Form |
pdf
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HLB-108 | Wire Transfer Agreement |
pdf
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HLB-109 | Application for Advances Pursuant to Telephonic Request |
pdf
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HLB-110 | Amendment to Correspondent Services Agreement (1LinkSK) |
pdf
|
HLB-113 | Member Representations and Warranties |
pdf
|
Instruction
HLB-203 | Wire Instructions |
pdf
|
HLB-204 | Third Party Wire Instructions |
pdf
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Additional Product Forms
Below you will find additional forms and agreements that are required to participate in the FHLBNY’s Putable and Letters of Credit programs, as well as other product forms & agreements. If you haven’t completed the required FHLBNY forms and agreements, please do so first.
If you need assistance, please contact a Relationship Manager at (212) 441-6700.
HLB-100 | Summary of Membership Forms and Agreements |
pdf
|
Zero-Percent Development Advance (ZDA) Program
ZDA-001 | Zero-Percent Development Advance (ZDA) Program Reservation Form |
pdf
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ZDA-002 | Zero-Percent Development Advance (ZDA) Program Application Form |
pdf
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Callable, Putable, and Putable with Customized Strike Advance Program
HLB-125 | Callable Advance, Putable Advance, Putable Advance with Customized Strike, Adjustable Rate Advance with Cap and Fixed Rate Advance with Cap Product Disclosure |
pdf
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HLB-126 | Callable Advance, Putable Advance, Putable Advance with Customized Strike, Adjustable Rate Advance with Cap and Fixed Rate Advance with Cap Customer Certification |
pdf
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HLB-127 | Advances Modification Certification |
word
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Letters of Credit (L/C)
HLB-106 | Global Authorization Form |
pdf
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HLB-112 | Letter of Credit Guide |
pdf
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HLB-114 | Instructions for Applying for a FHLBNY Letter of Credit |
pdf
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HLB-115 | Irrevocable Letter of Credit Reimbursement Agreement |
pdf
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HLB-116 | Application for Issuance of Irrevocable Letter of Credit |
pdf
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HLB-117 | MULOC Issuance Application |
pdf
|
HLB-118 | Refundable Municipal Letter of Credit Application |
pdf
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HLB-118R | Refundable Municipal Letter of Credit Certification Form |
pdf
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HLB_118r Issued Prior June 2020 | Refundable Municipal Letter of Credit Application (Issued Prior June 1, 2020) |
pdf
|
Link | CICA Regulation |
link
|
Interest Rate Exchange Agreements 1
HLB-130 | Special Amendment to the ACPSA |
pdf
|
HLB-131 | Assistant/Corporate Secretary’s Certificate |
pdf
|
Safekeeping Forms
If you need assistance with these forms or agreements, please contact the Safekeeping Department at (201) 356-1033 or a Relationship Manager at (212) 441-6700.
COL-152 | Instructions for Establishing an Accommodations Account |
pdf
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HLB-106 | Global Authorization Form |
pdf
|
SFK-001 | Delivery Instructions and Deadlines for Securities |
pdf
|
SFK-002 | Custody and Pledging Services – Purchase(s)/Receive(s) Form |
pdf
|
SFK-003 | Custody and Pledging Services – Sale(s)/Delivery(ies) Form |
pdf
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SFK-004 | Safekeeping & Securities Services – Federal Reserve Pledge Form |
xls
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SFK-005 | Custody and Pledging Services – NJ Department of Banking and Insurance GUDPA Form |
pdf
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SFK-006 | Custody and Pledging Services – Third Party Pledge Form |
pdf
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SFK-007 | Securities Account Control Agreement |
pdf
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SFK-008 | New York City Department of Finance Form |
pdf
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Subsidiary
Below you will find additional forms and agreements that are required for subsidiary accounts. Forms marked with (1) also have to be executed by the FHLBNY.
If you need assistance with these forms or agreements, please contact a Relationship Manager at (212) 441-6700.
Forms and Agreements to be executed by the Member
HLB-120 | Guaranty Agreement1 |
pdf
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HLB-121 | Special Amendment to the ACPSA1 |
pdf
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HLB-122 | Member-Guarantor Representations and Warranties |
pdf
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Forms and Agreements to be executed by the Subsidiary
HLB-106 | Global Authorization Form |
pdf
|
HLB-123 | Non-Member Correspondent Services Agreement1 |
pdf
|
ZDA-001 | Zero-Percent Development Advance (ZDA) Program Reservation Form |
pdf
|
ZDA-002 | Zero-Percent Development Advance (ZDA) Program Application Form |
pdf
|
HLB-125 | Callable Advance, Putable Advance, Putable Advance with Customized Strike, Adjustable Rate Advance with Cap and Fixed Rate Advance with Cap Product Disclosure |
pdf
|
HLB-126 | Callable Advance, Putable Advance, Putable Advance with Customized Strike, Adjustable Rate Advance with Cap and Fixed Rate Advance with Cap Customer Certification |
pdf
|
HLB-127 | Advances Modification Certification |
word
|
HLB-106 | Global Authorization Form |
pdf
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HLB-112 | Letter of Credit Guide |
pdf
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HLB-114 | Instructions for Applying for a FHLBNY Letter of Credit |
pdf
|
HLB-115 | Irrevocable Letter of Credit Reimbursement Agreement |
pdf
|
HLB-116 | Application for Issuance of Irrevocable Letter of Credit |
pdf
|
HLB-117 | MULOC Issuance Application |
pdf
|
HLB-118 | Refundable Municipal Letter of Credit Application |
pdf
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HLB-118R | Refundable Municipal Letter of Credit Certification Form |
pdf
|
HLB_118r Issued Prior June 2020 | Refundable Municipal Letter of Credit Application (Issued Prior June 1, 2020) |
pdf
|
Link | CICA Regulation |
link
|
HLB-120 | Guaranty Agreement1 |
pdf
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HLB-121 | Special Amendment to the ACPSA1 |
pdf
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HLB-122 | Member-Guarantor Representations and Warranties |
pdf
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Membership
If you need assistance with these forms or agreements, please contact a Relationship Manager at (212) 441-6700.
Preliminary/Eligibility Worksheets
HLB-005 | For Commercial Banks and Thrift Institutions |
xls
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HLB-007 | Credit Unions Eligibility Worksheets |
xls
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HLB-009 HIC | Health Insurance Companies Eligibility Worksheets |
xls
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HLB-009 LC | Life Insurance Companies Eligibility Worksheets |
xls
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HLB-009 PC | Property & Casualty Insurance Companies Eligibility Worksheets |
xls
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HLB-011 | For Community Development Financial Institutions |
xls
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Link | More Information on Preliminary Worksheets |
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Membership Application
HLB-100 | Summary of Membership Forms and Agreements |
pdf
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HLB/APP-001 | The Membership Application Package contains all the information and required agreements and forms. You have the option to print out the forms individually in this file. |
pdf
|
Individual Membership Forms
COL-130 | Affiliate Questionnaire |
pdf
|
COL-131 | Schedule of Customer Affiliate Structures Status of Pledge or Non-Pledge of Assets |
pdf
|
COL-139 | UCC-1 Filing Information Request Form |
pdf
|
HLB-100 | Summary of Membership Forms and Agreements |
pdf
|
HLB-101 | Advances, Collateral Pledge and Security Agreement (ACPSA) |
pdf
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HLB-104 | Correspondent Services Agreement (CSA) |
pdf
|
HLB-106 | Global Authorization Form |
pdf
|
HLB-108 | Wire Transfer Agreement |
pdf
|
HLB-109 | Application for Advances Pursuant to Telephonic Request |
pdf
|
HLB-110 | Amendment to Correspondent Services Agreement (1LinkSK) |
pdf
|
HLB-113 | Member Representations and Warranties |
pdf
|
HLB/APP-001 | The Membership Application Package contains all the information and required agreements and forms. You have the option to print out the forms individually in this file. |
pdf
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SFK-007 | Securities Account Control Agreement |
pdf
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Housing Associate Application
To apply for an Housing Associate, you must submit these forms as well as the files requested in the Housing Associates page.
If you need assistance with these forms or agreements, please contact a Relationship Manager at (212) 441-6700.
Housing Associate Application
COL-130 | Affiliate Questionnaire |
pdf
|
COL-131 | Schedule of Customer Affiliate Structures Status of Pledge or Non-Pledge of Assets |
pdf
|
COL-139 | UCC-1 Filing Information Request Form |
pdf
|
HLB-100N | Summary of Forms and Agreements for Housing Associates |
pdf
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HLB-101N | ACPSA for Nonmembers |
pdf
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HLB-106 | Global Authorization Form |
pdf
|
HLB-108 | Wire Transfer Agreement |
pdf
|
HLB-109 | Application for Advances Pursuant to Telephonic Request |
pdf
|
HLB-113 | Member Representations and Warranties |
pdf
|
HLB-123 | Non-Member Correspondent Services Agreement |
pdf
|
HLB/APP-002 | FHLBNY Housing Associate Application |
pdf
|
Link | View optional forms and agreements |
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Member Process to Enroll in FHLBNY File Transfer System
COL-012 | Getting Started with the FHLBNY Mortgage Data Reporting |
pdf
|
COL-013 | Technical Instructions for Transmitting Files Using the FHLBNY File Transfer System |
pdf
|
COL/APP-002 | File Transfer System Enrollment Form |
pdf
|
HLB-005 | For Commercial Banks and Thrift Institutions |
xls
|
HLB-007 | Credit Unions Eligibility Worksheets |
xls
|
HLB-009 HIC | Health Insurance Companies Eligibility Worksheets |
xls
|
HLB-009 LC | Life Insurance Companies Eligibility Worksheets |
xls
|
HLB-009 PC | Property & Casualty Insurance Companies Eligibility Worksheets |
xls
|
HLB-011 | For Community Development Financial Institutions |
xls
|
Link | More Information on Preliminary Worksheets |
|
HLB-100 | Summary of Membership Forms and Agreements |
pdf
|
HLB/APP-001 | The Membership Application Package contains all the information and required agreements and forms. You have the option to print out the forms individually in this file. |
pdf
|
COL-130 | Affiliate Questionnaire |
pdf
|
COL-131 | Schedule of Customer Affiliate Structures Status of Pledge or Non-Pledge of Assets |
pdf
|
COL-139 | UCC-1 Filing Information Request Form |
pdf
|
HLB-100 | Summary of Membership Forms and Agreements |
pdf
|
HLB-101 | Advances, Collateral Pledge and Security Agreement (ACPSA) |
pdf
|
HLB-104 | Correspondent Services Agreement (CSA) |
pdf
|
HLB-106 | Global Authorization Form |
pdf
|
HLB-108 | Wire Transfer Agreement |
pdf
|
HLB-109 | Application for Advances Pursuant to Telephonic Request |
pdf
|
HLB-110 | Amendment to Correspondent Services Agreement (1LinkSK) |
pdf
|
HLB-113 | Member Representations and Warranties |
pdf
|
HLB/APP-001 | The Membership Application Package contains all the information and required agreements and forms. You have the option to print out the forms individually in this file. |
pdf
|
SFK-007 | Securities Account Control Agreement |
pdf
|
COL-130 | Affiliate Questionnaire |
pdf
|
COL-131 | Schedule of Customer Affiliate Structures Status of Pledge or Non-Pledge of Assets |
pdf
|
COL-139 | UCC-1 Filing Information Request Form |
pdf
|
HLB-100N | Summary of Forms and Agreements for Housing Associates |
pdf
|
HLB-101N | ACPSA for Nonmembers |
pdf
|
HLB-106 | Global Authorization Form |
pdf
|
HLB-108 | Wire Transfer Agreement |
pdf
|
HLB-109 | Application for Advances Pursuant to Telephonic Request |
pdf
|
HLB-113 | Member Representations and Warranties |
pdf
|
HLB-123 | Non-Member Correspondent Services Agreement |
pdf
|
HLB/APP-002 | FHLBNY Housing Associate Application |
pdf
|
Link | View optional forms and agreements |
|
COL-012 | Getting Started with the FHLBNY Mortgage Data Reporting |
pdf
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COL-013 | Technical Instructions for Transmitting Files Using the FHLBNY File Transfer System |
pdf
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COL/APP-002 | File Transfer System Enrollment Form |
pdf
|
General Collateral Forms
If you need assistance with these forms or agreements, please contact a Relationship Manager at (212) 441-6700.
For an overview of the collateral process, please visit our Collateral Guide.
› Enroll in the FHLBNY File Transfer System
1Link® | Collateral Service Fees Schedule (Log onto 1Link® to view) |
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COL-101 | Affiliate Representations and Warranties |
pdf
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COL-104 | Private Placement Checklist |
pdf
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COL-106 | Delivery of Mortgage Collateral Procedures |
pdf
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COL-107 | Mortgage Status Report Form |
pdf
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COL-109 | Request for Mortgage Collateral Withdrawal |
xls
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COL-110 | 1-4 Family/Manufacturing Housing Loan Required Documents Checklist |
pdf
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COL-111 | 1-4 Family Loan Required Documents Checklist (Puerto Rico Properties) |
pdf
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COL-112 | Co-op Loan Required Documents Checklist |
pdf
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COL-114 | Multifamily/Commercial Mortgage Loans Required Documentation Checklist |
pdf
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COL-115 | Assignment of Mortgage Collateral |
pdf
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COL-115A | Assignment of Assignment of Rents and Leases |
pdf
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COL-116 | Assignment of Mortgage Collateral (Puerto Rico) |
pdf
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COL-121 | Collateral System Format |
pdf
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COL-122 | Collateral System Excel Format Template |
xls
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COL-125 | Pledge Questionnaire |
pdf
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COL-128-RESI | Request Form for Approval of Individual Residential Loans of $25 Million or Greater |
pdf
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COL-138 | FHLBNY Pledging of Purchased Pool Guidelines |
pdf
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COL-145 | MERS Questionnaire |
pdf
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COL-146 | Sample Note Allonge Format |
pdf
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COL-150 | Standing Instructions Agreement |
pdf
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COL-151 | Sample Standing Instructions Agreement |
pdf
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COL-153 | Vault/Secure File Room Questionnaire |
pdf
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COL-154 | Email Submission Form |
xls
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HLB-113 | Member Representations and Warranties |
pdf
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SBA PPP | U.S. Small Business Administration Paycheck Protection Program |
xls
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SFK-001 | Delivery Instructions and Deadlines for Securities |
pdf
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Delivery Procedures
If you need assistance with these forms or agreements, please contact a Relationship Manager at (212) 441-6700.
Process to Deliver Collateral
COL-106 | Delivery of Mortgage Collateral Procedures |
pdf
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SFK-001 | Delivery Instructions and Deadlines for Securities |
pdf
|
FHLBNY File Transfer Enrollment Forms
If you need assistance with these forms or agreements, please contact a Relationship Manager at (212) 441-6700.
› Enroll in the FHLBNY File Transfer System
Member Process to Enroll in FHLBNY File Transfer System
COL-012 | Getting Started with the FHLBNY Mortgage Data Reporting |
pdf
|
COL-013 | Technical Instructions for Transmitting Files Using the FHLBNY File Transfer System |
pdf
|
COL-014 | File Transfer System Guide |
pdf
|
COL/APP-002 | File Transfer System Enrollment Form |
pdf
|
Collateral Pledge Forms
If you need assistance with these forms or agreements, please contact a Relationship Manager at (212) 441-6700.
SBA PPP | U.S. Small Business Administration Paycheck Protection Program |
xls
|
Third Party Pledge Forms
COL-101 | Affiliate Representations and Warranties |
pdf
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COL-125 | Pledge Questionnaire |
pdf
|
COL-129 | Instructions for Pledging Collateral from a Third Party Affiliate |
pdf
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COL-130 | Affiliate Questionnaire |
pdf
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COL-131 | Schedule of Customer Affiliate Structures Status of Pledge or Non-Pledge of Assets |
pdf
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COL-133 | Net Equity Worksheet to Determine the Pledge Limit of Affiliate Collateral |
pdf
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COL-134 | Non Pledge of Affiliate Assets – Net Equity Worksheet |
pdf
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COL-139 | UCC-1 Filing Information Request Form |
pdf
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COL-143 | Collateral Assurance Letter |
word
|
COL-152 | Instructions for Establishing an Accommodations Account |
pdf
|
Multi/CRE Pledge Forms
COL-125 | Pledge Questionnaire |
pdf
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COL-128-IP | Request Form for Approval of Individual Income-Producing Large Loans |
pdf
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COL-144 | Submission Form to Request Approval for Participation/Syndication Loan |
pdf
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COL-144a | Submission Worksheet to List Multiple Participation/Syndication Loans |
xls
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COL-106 | Delivery of Mortgage Collateral Procedures |
pdf
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SFK-001 | Delivery Instructions and Deadlines for Securities |
pdf
|
COL-012 | Getting Started with the FHLBNY Mortgage Data Reporting |
pdf
|
COL-013 | Technical Instructions for Transmitting Files Using the FHLBNY File Transfer System |
pdf
|
COL-014 | File Transfer System Guide |
pdf
|
COL/APP-002 | File Transfer System Enrollment Form |
pdf
|
Collateral Pledge Forms
If you need assistance with these forms or agreements, please contact a Relationship Manager at (212) 441-6700.
COL-101 | Affiliate Representations and Warranties |
pdf
|
COL-125 | Pledge Questionnaire |
pdf
|
COL-129 | Instructions for Pledging Collateral from a Third Party Affiliate |
pdf
|
COL-130 | Affiliate Questionnaire |
pdf
|
COL-131 | Schedule of Customer Affiliate Structures Status of Pledge or Non-Pledge of Assets |
pdf
|
COL-133 | Net Equity Worksheet to Determine the Pledge Limit of Affiliate Collateral |
pdf
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COL-134 | Non Pledge of Affiliate Assets – Net Equity Worksheet |
pdf
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COL-139 | UCC-1 Filing Information Request Form |
pdf
|
COL-143 | Collateral Assurance Letter |
word
|
COL-152 | Instructions for Establishing an Accommodations Account |
pdf
|
COL-125 | Pledge Questionnaire |
pdf
|
COL-128-IP | Request Form for Approval of Individual Income-Producing Large Loans |
pdf
|
COL-144 | Submission Form to Request Approval for Participation/Syndication Loan |
pdf
|
COL-144a | Submission Worksheet to List Multiple Participation/Syndication Loans |
xls
|
Affordable Housing Program
Prior to the completion and submission of the request, we recommend you review the AHP tutorials.
If you need assistance with these forms or agreements, please contact us at [email protected] or review program details in the AHP Implementation Plan.
We look forward to working with you to address the diverse affordable housing needs of your communities.
Please note: In the ‘Other Forms and Agreements’ tab below there are standard agreements which must be executed following the approval of a project.
AHP-155 | AHP Drawdown Review Certification For Green Building Innovation Projects |
pdf
|
AHP-158 | FHLBNY AHP General Fund Letter of Continued Commitment (Supportive Housing) |
word
|
For Rental Projects
AHP-125 | Rental Project Workbook |
xls
|
AHP/APP-109 | Project Construction Form |
xls
|
For Owner-Occupied Projects
AHP-132 | Owner-Occupied Project Workbook |
xls
|
AHP-133 | Final Cost Certification for Owner-Occupied Rehabilitation Projects |
pdf
|
AHP-135 | Intake Certification Worksheet |
xls
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AHP-150 | AHP Owner-Occupied Income Verification Worksheet |
xls
|
Regulations
Link | Official AHP/HDP Regulations |
|
AHP-100 | 2023 AHP Implementation Plan |
pdf
|
Income Guidelines
AHP-011NJ | MRB Median Income Guidelines for New Jersey |
pdf
|
AHP-011NY | MRB Median Income Guidelines for New York |
pdf
|
AHP-011PR | MRB Median Income Guidelines for Puerto Rico |
pdf
|
AHP-011USVI | HUD Median Income Guidelines for US Virgin Islands |
pdf
|
Regulations
Link | Official AHP/HDP Regulations |
|
AHP-157 | AHP System Authorization Form for Sponsors |
pdf
|
AHP Initial Monitoring Forms
AHP-154 | AHP General Fund IMR Certification Form |
pdf
|
AHP-156 | AHP Initial Monitoring Review Certification For Green Building Innovation Projects |
pdf
|
AHP-158 | FHLBNY AHP General Fund Letter of Continued Commitment (Supportive Housing) |
word
|
AHP Agreement
AHP-140 | Affordable Housing Program General Fund Direct Subsidy Agreement |
pdf
|
AHP-147 | Fondo General del Programa de Vivienda Asequible Acuerdo de Subsidio Directo (Puerto Rico) |
pdf
|
AHP Income Calculation
AHP-152 | AHP Income Calculation Worksheet |
xls
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AHP/HDP-001 | AHP/HDP Zero-Income Certification |
pdf
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AHP Progress Reporting Forms
AHP Project Modification Request Form
AHP-146 | AHP Project Modification Request Form |
pdf
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AHP Long-Term Monitoring Forms
AHP-106 | AHP General Fund Annual Long-Term Compliance Monitoring Rental Project Certification Form |
pdf
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AHP-126 | Rental Income Verification Worksheet |
xls
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AHP Recapture Request Form
AHP-153 | Affordable Housing Program (AHP) Recapture Request Form |
xls
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For Owner-Occupied Projects
AHP-111 | Repayment Mortgage for Owner-Occupied Projects |
pdf
|
AHP-111FHA | AHP FHA Retention Documents |
pdf
|
For Rental Projects
AHP-113 | AHP Subordinate Mortgage for Rental Projects |
pdf
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For Rental Projects using Section 811 or 202 Funds
AHP-117 | Rider to Lender’s Security Agreement |
pdf
|
For Rental Projects using Low Income Tax Credits
AHP-121 | Rider to Subordinate Mortgage |
pdf
|
For Owner-Occupied Projects in Puerto Rico
AHP-142 | Affordable Housing Program Promissory Note for Owner-Occupied Dwellings |
pdf
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AHP-144 | Affordable Housing Program Subordinate Mortgage for Owner-Occupied Projects |
pdf
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For Rental Projects in Puerto Rico
AHP-143 | Affordable Housing Program Promissory Note for Rental Projects |
pdf
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AHP-145 | Affordable Housing Program Subordinate Mortgage for Rental Projects |
pdf
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Third Party Plan Cost Review
AHP-148 | Third Party Plan and Cost Review |
xls
|
Regulations
Link | Official AHP/HDP Regulations |
|
Homebuyer Dream Program®
Prior to the completion and submission of the request, we recommend you review the tutorials below.
If you need assistance with these forms or agreements, please contact us at [email protected] or review program details in the Homebuyer Dream Program® Guidelines.
We look forward to working with you to address the diverse affordable housing needs of your communities.
Training & Webinar Materials
Tutorial | HDP Funding Request Tutorial |
Tutorial | HDP Secure File Transfer Portal Tutorial |
Tutorial | AHP-153 Recapture Request Form – Part 1: Reviewing the Form |
Tutorial | AHP-153 Recapture Request Form – Part 2: Household Example |
Forms & Agreements
AHP-153 | Affordable Housing Program (AHP) Recapture Request Form |
xls
|
AHP/HDP-001 | AHP/HDP Zero-Income Certification |
pdf
|
HDP-001 | HDP Member Participation Agreement |
pdf
|
HDP-002 | HDP Secure File Transfer Enrollment Form |
pdf
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HDP-004 | HDP Homebuyer Certification |
pdf
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HDP-005 | 2023 HDP Round Request Form |
xls
|
HDP-006 | Retention Documents |
pdf
|
HDP-006COOP | Co-Op Intention to Record |
pdf
|
HDP-006FHA | FHA Retention Documents |
pdf
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HDP-006FHAPR | FHA Retention Documents (for Puerto Rico only) |
pdf
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HDP-006PR | Retention Documents (for Puerto Rico only) |
pdf
|
Supplemental Guidelines & Policies
HDP-003 | Homebuyer Dream Program® Guidelines |
pdf
|
Regulations
Link | Official AHP/HDP Regulations |
|
Community Lending Programs
The following applications must be executed by an authorized signatory of the Customer and should be forwarded to [email protected].
For assistance, please contact us at (212) 441-6600 or (800) 546-5101, option 1 or [email protected].
CLP Documents
CLP System User Guide | Community Lending Programs System User Guide |
pdf
|
CLP-001 | Community Lending Programs Guidelines |
pdf
|
CLP-002 | Community Lending Programs Application |
xls
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HLB-106 | Global Authorization Form |
pdf
|
Regulations
Link | CICA Regulation |
link
|
Small Business Recovery Grant Program
DRP-104 | COVID-19 Small Business Recovery Grant Program Application & Funding Request Form (DRP 104) |
xls
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SBRG Batch Request Form | COVID-19 Small Business Recovery Grant Program Batch Request Form |
xls
|
SBRG Member Acknowledgement Form | COVID-19 Small Business Recovery Grant Program Member Acknowledgement |
pdf
|
AHP-155 | AHP Drawdown Review Certification For Green Building Innovation Projects |
pdf
|
AHP-158 | FHLBNY AHP General Fund Letter of Continued Commitment (Supportive Housing) |
word
|
For Rental Projects
AHP-125 | Rental Project Workbook |
xls
|
AHP/APP-109 | Project Construction Form |
xls
|
For Owner-Occupied Projects
AHP-132 | Owner-Occupied Project Workbook |
xls
|
AHP-133 | Final Cost Certification for Owner-Occupied Rehabilitation Projects |
pdf
|
AHP-135 | Intake Certification Worksheet |
xls
|
AHP-150 | AHP Owner-Occupied Income Verification Worksheet |
xls
|
Regulations
Link | Official AHP/HDP Regulations |
|
AHP-100 | 2023 AHP Implementation Plan |
pdf
|
Income Guidelines
AHP-011NJ | MRB Median Income Guidelines for New Jersey |
pdf
|
AHP-011NY | MRB Median Income Guidelines for New York |
pdf
|
AHP-011PR | MRB Median Income Guidelines for Puerto Rico |
pdf
|
AHP-011USVI | HUD Median Income Guidelines for US Virgin Islands |
pdf
|
Regulations
Link | Official AHP/HDP Regulations |
|
AHP-157 | AHP System Authorization Form for Sponsors |
pdf
|
AHP Initial Monitoring Forms
AHP-154 | AHP General Fund IMR Certification Form |
pdf
|
AHP-156 | AHP Initial Monitoring Review Certification For Green Building Innovation Projects |
pdf
|
AHP-158 | FHLBNY AHP General Fund Letter of Continued Commitment (Supportive Housing) |
word
|
AHP Agreement
AHP-140 | Affordable Housing Program General Fund Direct Subsidy Agreement |
pdf
|
AHP-147 | Fondo General del Programa de Vivienda Asequible Acuerdo de Subsidio Directo (Puerto Rico) |
pdf
|
AHP Income Calculation
AHP-152 | AHP Income Calculation Worksheet |
xls
|
AHP/HDP-001 | AHP/HDP Zero-Income Certification |
pdf
|
AHP Progress Reporting Forms
AHP Project Modification Request Form
AHP-146 | AHP Project Modification Request Form |
pdf
|
AHP Long-Term Monitoring Forms
AHP-106 | AHP General Fund Annual Long-Term Compliance Monitoring Rental Project Certification Form |
pdf
|
AHP-126 | Rental Income Verification Worksheet |
xls
|
AHP Recapture Request Form
AHP-153 | Affordable Housing Program (AHP) Recapture Request Form |
xls
|
For Owner-Occupied Projects
AHP-111 | Repayment Mortgage for Owner-Occupied Projects |
pdf
|
AHP-111FHA | AHP FHA Retention Documents |
pdf
|
For Rental Projects
AHP-113 | AHP Subordinate Mortgage for Rental Projects |
pdf
|
For Rental Projects using Section 811 or 202 Funds
AHP-117 | Rider to Lender’s Security Agreement |
pdf
|
For Rental Projects using Low Income Tax Credits
AHP-121 | Rider to Subordinate Mortgage |
pdf
|
For Owner-Occupied Projects in Puerto Rico
AHP-142 | Affordable Housing Program Promissory Note for Owner-Occupied Dwellings |
pdf
|
AHP-144 | Affordable Housing Program Subordinate Mortgage for Owner-Occupied Projects |
pdf
|
For Rental Projects in Puerto Rico
AHP-143 | Affordable Housing Program Promissory Note for Rental Projects |
pdf
|
AHP-145 | Affordable Housing Program Subordinate Mortgage for Rental Projects |
pdf
|
Third Party Plan Cost Review
AHP-148 | Third Party Plan and Cost Review |
xls
|
Regulations
Link | Official AHP/HDP Regulations |
|
AHP-125 | Rental Project Workbook |
xls
|
AHP/APP-109 | Project Construction Form |
xls
|
AHP-132 | Owner-Occupied Project Workbook |
xls
|
AHP-133 | Final Cost Certification for Owner-Occupied Rehabilitation Projects |
pdf
|
AHP-135 | Intake Certification Worksheet |
xls
|
AHP-150 | AHP Owner-Occupied Income Verification Worksheet |
xls
|
Link | Official AHP/HDP Regulations |
|
AHP-011NJ | MRB Median Income Guidelines for New Jersey |
pdf
|
AHP-011NY | MRB Median Income Guidelines for New York |
pdf
|
AHP-011PR | MRB Median Income Guidelines for Puerto Rico |
pdf
|
AHP-011USVI | HUD Median Income Guidelines for US Virgin Islands |
pdf
|
Link | Official AHP/HDP Regulations |
|
AHP-154 | AHP General Fund IMR Certification Form |
pdf
|
AHP-156 | AHP Initial Monitoring Review Certification For Green Building Innovation Projects |
pdf
|
AHP-158 | FHLBNY AHP General Fund Letter of Continued Commitment (Supportive Housing) |
word
|
AHP-140 | Affordable Housing Program General Fund Direct Subsidy Agreement |
pdf
|
AHP-147 | Fondo General del Programa de Vivienda Asequible Acuerdo de Subsidio Directo (Puerto Rico) |
pdf
|
AHP-152 | AHP Income Calculation Worksheet |
xls
|
AHP/HDP-001 | AHP/HDP Zero-Income Certification |
pdf
|
AHP-146 | AHP Project Modification Request Form |
pdf
|
AHP-106 | AHP General Fund Annual Long-Term Compliance Monitoring Rental Project Certification Form |
pdf
|
AHP-126 | Rental Income Verification Worksheet |
xls
|
AHP-153 | Affordable Housing Program (AHP) Recapture Request Form |
xls
|
AHP-111 | Repayment Mortgage for Owner-Occupied Projects |
pdf
|
AHP-111FHA | AHP FHA Retention Documents |
pdf
|
AHP-113 | AHP Subordinate Mortgage for Rental Projects |
pdf
|
AHP-117 | Rider to Lender’s Security Agreement |
pdf
|
AHP-121 | Rider to Subordinate Mortgage |
pdf
|
AHP-142 | Affordable Housing Program Promissory Note for Owner-Occupied Dwellings |
pdf
|
AHP-144 | Affordable Housing Program Subordinate Mortgage for Owner-Occupied Projects |
pdf
|
AHP-143 | Affordable Housing Program Promissory Note for Rental Projects |
pdf
|
AHP-145 | Affordable Housing Program Subordinate Mortgage for Rental Projects |
pdf
|
AHP-148 | Third Party Plan and Cost Review |
xls
|
Link | Official AHP/HDP Regulations |
|
AHP-153 | Affordable Housing Program (AHP) Recapture Request Form |
xls
|
AHP/HDP-001 | AHP/HDP Zero-Income Certification |
pdf
|
HDP-001 | HDP Member Participation Agreement |
pdf
|
HDP-002 | HDP Secure File Transfer Enrollment Form |
pdf
|
HDP-004 | HDP Homebuyer Certification |
pdf
|
HDP-005 | 2023 HDP Round Request Form |
xls
|
HDP-006 | Retention Documents |
pdf
|
HDP-006COOP | Co-Op Intention to Record |
pdf
|
HDP-006FHA | FHA Retention Documents |
pdf
|
HDP-006FHAPR | FHA Retention Documents (for Puerto Rico only) |
pdf
|
HDP-006PR | Retention Documents (for Puerto Rico only) |
pdf
|
HDP-003 | Homebuyer Dream Program® Guidelines |
pdf
|
Link | Official AHP/HDP Regulations |
|
CLP System User Guide | Community Lending Programs System User Guide |
pdf
|
CLP-001 | Community Lending Programs Guidelines |
pdf
|
CLP-002 | Community Lending Programs Application |
xls
|
HLB-106 | Global Authorization Form |
pdf
|
Link | CICA Regulation |
link
|
DRP-104 | COVID-19 Small Business Recovery Grant Program Application & Funding Request Form (DRP 104) |
xls
|
SBRG Batch Request Form | COVID-19 Small Business Recovery Grant Program Batch Request Form |
xls
|
SBRG Member Acknowledgement Form | COVID-19 Small Business Recovery Grant Program Member Acknowledgement |
pdf
|
AHP-100 | 2023 AHP Implementation Plan |
pdf
|
AHP-106 | AHP General Fund Annual Long-Term Compliance Monitoring Rental Project Certification Form |
pdf
|
AHP-111 | Repayment Mortgage for Owner-Occupied Projects |
pdf
|
AHP-111FHA | AHP FHA Retention Documents |
pdf
|
AHP-117 | Rider to Lender’s Security Agreement |
pdf
|
AHP-121 | Rider to Subordinate Mortgage |
pdf
|
AHP-125 | Rental Project Workbook |
xls
|
AHP-126 | Rental Income Verification Worksheet |
xls
|
AHP-132 | Owner-Occupied Project Workbook |
xls
|
AHP-133 | Final Cost Certification for Owner-Occupied Rehabilitation Projects |
pdf
|
AHP-135 | Intake Certification Worksheet |
xls
|
AHP-140 | Affordable Housing Program General Fund Direct Subsidy Agreement |
pdf
|
AHP-142 | Affordable Housing Program Promissory Note for Owner-Occupied Dwellings |
pdf
|
AHP-143 | Affordable Housing Program Promissory Note for Rental Projects |
pdf
|
AHP-144 | Affordable Housing Program Subordinate Mortgage for Owner-Occupied Projects |
pdf
|
AHP-145 | Affordable Housing Program Subordinate Mortgage for Rental Projects |
pdf
|
AHP-146 | AHP Project Modification Request Form |
pdf
|
AHP-147 | Fondo General del Programa de Vivienda Asequible Acuerdo de Subsidio Directo (Puerto Rico) |
pdf
|
AHP-148 | Third Party Plan and Cost Review |
xls
|
AHP-150 | AHP Owner-Occupied Income Verification Worksheet |
xls
|
AHP-152 | AHP Income Calculation Worksheet |
xls
|
AHP-153 | Affordable Housing Program (AHP) Recapture Request Form |
xls
|
AHP-154 | AHP General Fund IMR Certification Form |
pdf
|
AHP/APP-102 | Application Manual for Owner-Occupied Projects |
pdf
|
AHP/APP-103 | Homeowner Exhibit Cover Pages |
word
|
AHP/APP-103-Manual | AHP Owner-Occupied Instruction Manual (for the AHP/APP-104) |
pdf
|
AHP/APP-106 | Application Manual for Rental Projects |
pdf
|
AHP/APP-107 | Rental Exhibit Cover Pages |
word
|
AHP/APP-107-Manual | AHP Rental Instruction Manual (for the AHP/APP-108) |
pdf
|
AHP/APP-109 | Project Construction Form |
xls
|
AHP/APP-110 | Application Form Technical Instructions Guide |
pdf
|
AHP/HDP-001 | AHP/HDP Zero-Income Certification |
pdf
|
Amendment UMBS | Amendment to the Correspondent Services Agreement for UMBS Exchange Transactions for the Enterprises |
pdf
|
CLP System User Guide | Community Lending Programs System User Guide |
pdf
|
CLP-001 | Community Lending Programs Guidelines |
pdf
|
CLP-002 | Community Lending Programs Application |
xls
|
COL-012 | Getting Started with the FHLBNY Mortgage Data Reporting |
pdf
|
COL-013 | Technical Instructions for Transmitting Files Using the FHLBNY File Transfer System |
pdf
|
COL-014 | File Transfer System Guide |
pdf
|
COL-101 | Affiliate Representations and Warranties |
pdf
|
COL-104 | Private Placement Checklist |
pdf
|
COL-106 | Delivery of Mortgage Collateral Procedures |
pdf
|
COL-107 | Mortgage Status Report Form |
pdf
|
COL-109 | Request for Mortgage Collateral Withdrawal |
xls
|
COL-110 | 1-4 Family/Manufacturing Housing Loan Required Documents Checklist |
pdf
|
COL-111 | 1-4 Family Loan Required Documents Checklist (Puerto Rico Properties) |
pdf
|
COL-112 | Co-op Loan Required Documents Checklist |
pdf
|
COL-114 | Multifamily/Commercial Mortgage Loans Required Documentation Checklist |
pdf
|
COL-115 | Assignment of Mortgage Collateral |
pdf
|
COL-116 | Assignment of Mortgage Collateral (Puerto Rico) |
pdf
|
COL-121 | Collateral System Format |
pdf
|
COL-122 | Collateral System Excel Format Template |
xls
|
COL-125 | Pledge Questionnaire |
pdf
|
COL-128-IP | Request Form for Approval of Individual Income-Producing Large Loans |
pdf
|
COL-128-RESI | Request Form for Approval of Individual Residential Loans of $25 Million or Greater |
pdf
|
COL-129 | Instructions for Pledging Collateral from a Third Party Affiliate |
pdf
|
COL-130 | Affiliate Questionnaire |
pdf
|
COL-131 | Schedule of Customer Affiliate Structures Status of Pledge or Non-Pledge of Assets |
pdf
|
COL-133 | Net Equity Worksheet to Determine the Pledge Limit of Affiliate Collateral |
pdf
|
COL-134 | Non Pledge of Affiliate Assets – Net Equity Worksheet |
pdf
|
COL-138 | FHLBNY Pledging of Purchased Pool Guidelines |
pdf
|
COL-139 | UCC-1 Filing Information Request Form |
pdf
|
COL-143 | Collateral Assurance Letter |
word
|
COL-144 | Submission Form to Request Approval for Participation/Syndication Loan |
pdf
|
COL-144a | Submission Worksheet to List Multiple Participation/Syndication Loans |
xls
|
COL-145 | MERS Questionnaire |
pdf
|
COL-146 | Sample Note Allonge Format |
pdf
|
COL-150 | Standing Instructions Agreement |
pdf
|
COL-151 | Sample Standing Instructions Agreement |
pdf
|
COL-152 | Instructions for Establishing an Accommodations Account |
pdf
|
COL-153 | Vault/Secure File Room Questionnaire |
pdf
|
COL-154 | Email Submission Form |
xls
|
COL/APP-002 | File Transfer System Enrollment Form |
pdf
|
Daily Rates Sign Up | FHLBNY Daily Rates Indication Request |
|
FHC-117FHA | FHA Retention Documents FHC |
pdf
|
FHC-117s | Documentos de la Retencion |
pdf
|
HCL-001 | Photograph Waiver and Release Form |
pdf
|
HDP-001 | HDP Member Participation Agreement |
pdf
|
HDP-002 | HDP Secure File Transfer Enrollment Form |
pdf
|
HDP-003 | Homebuyer Dream Program® Guidelines |
pdf
|
HDP-004 | HDP Homebuyer Certification |
pdf
|
HDP-005 | 2023 HDP Round Request Form |
xls
|
HDP-006 | Retention Documents |
pdf
|
HDP-006COOP | Co-Op Intention to Record |
pdf
|
HDP-006FHA | FHA Retention Documents |
pdf
|
HDP-006FHAPR | FHA Retention Documents (for Puerto Rico only) |
pdf
|
HDP-006PR | Retention Documents (for Puerto Rico only) |
pdf
|
HLB-005 | For Commercial Banks and Thrift Institutions |
xls
|
HLB-007 | Credit Unions Eligibility Worksheets |
xls
|
HLB-009 HIC | Health Insurance Companies Eligibility Worksheets |
xls
|
HLB-009 LC | Life Insurance Companies Eligibility Worksheets |
xls
|
HLB-009 PC | Property & Casualty Insurance Companies Eligibility Worksheets |
xls
|
HLB-011 | For Community Development Financial Institutions |
xls
|
HLB-100 | Summary of Membership Forms and Agreements |
pdf
|
HLB-100N | Summary of Forms and Agreements for Housing Associates |
pdf
|
HLB-101 | Advances, Collateral Pledge and Security Agreement (ACPSA) |
pdf
|
HLB-101N | ACPSA for Nonmembers |
pdf
|
HLB-104 | Correspondent Services Agreement (CSA) |
pdf
|
HLB-106 | Global Authorization Form |
pdf
|
HLB-107 | Global Authorization Form Waiver – Complete only if your Corporate/Assistant Corporate Secretary is authorized to conduct transactions with the FHLBNY. |
word
|
HLB-108 | Wire Transfer Agreement |
pdf
|
HLB-109 | Application for Advances Pursuant to Telephonic Request |
pdf
|
HLB-110 | Amendment to Correspondent Services Agreement (1LinkSK) |
pdf
|
HLB-112 | Letter of Credit Guide |
pdf
|
HLB-113 | Member Representations and Warranties |
pdf
|
HLB-114 | Instructions for Applying for a FHLBNY Letter of Credit |
pdf
|
HLB-115 | Irrevocable Letter of Credit Reimbursement Agreement |
pdf
|
HLB-116 | Application for Issuance of Irrevocable Letter of Credit |
pdf
|
HLB-117 | MULOC Issuance Application |
pdf
|
HLB-118 | Refundable Municipal Letter of Credit Application |
pdf
|
HLB-118R | Refundable Municipal Letter of Credit Certification Form |
pdf
|
HLB-120 | Guaranty Agreement1 |
pdf
|
HLB-121 | Special Amendment to the ACPSA1 |
pdf
|
HLB-122 | Member-Guarantor Representations and Warranties |
pdf
|
HLB-123 | Non-Member Correspondent Services Agreement |
pdf
|
HLB-125 | Callable Advance, Putable Advance, Putable Advance with Customized Strike, Adjustable Rate Advance with Cap and Fixed Rate Advance with Cap Product Disclosure |
pdf
|
HLB-126 | Callable Advance, Putable Advance, Putable Advance with Customized Strike, Adjustable Rate Advance with Cap and Fixed Rate Advance with Cap Customer Certification |
pdf
|
HLB-127 | Advances Modification Certification |
word
|
HLB-130 | Special Amendment to the ACPSA |
pdf
|
HLB-131 | Assistant/Corporate Secretary’s Certificate |
pdf
|
HLB-203 | Wire Instructions |
pdf
|
HLB-204 | Third Party Wire Instructions |
pdf
|
HLB/APP-001 | The Membership Application Package contains all the information and required agreements and forms. You have the option to print out the forms individually in this file. |
pdf
|
HLB/APP-002 | FHLBNY Housing Associate Application |
pdf
|
HLB_118r Issued Prior June 2020 | Refundable Municipal Letter of Credit Application (Issued Prior June 1, 2020) |
pdf
|
MLC-000 | Member Loan Connection: Terms and Conditions |
pdf
|
MLC-001 | Member Loan Connection: Registration Form |
pdf
|
MLC-002 | Member Loan Connection: Loan Submission Form |
pdf
|
Moodys-FHLBNY-June-2015 | Moody’s Credit Opinion: Federal Home Loan Bank June 2015 |
pdf
|
MPF-200 | NYS Subprime Home Loan Test |
pdf
|
MPF/APP-101 | Application for Participating Financial Institutions |
pdf
|
Package | Package for applicants who intend to pledge mortgage loans as collateral. |
pdf
|
SBA PPP | U.S. Small Business Administration Paycheck Protection Program |
xls
|
SFK-001 | Delivery Instructions and Deadlines for Securities |
pdf
|
SFK-002 | Custody and Pledging Services – Purchase(s)/Receive(s) Form |
pdf
|
SFK-003 | Custody and Pledging Services – Sale(s)/Delivery(ies) Form |
pdf
|
SFK-004 | Safekeeping & Securities Services – Federal Reserve Pledge Form |
xls
|
SFK-005 | Custody and Pledging Services – NJ Department of Banking and Insurance GUDPA Form |
pdf
|
SFK-006 | Custody and Pledging Services – Third Party Pledge Form |
pdf
|
SFK-007 | Securities Account Control Agreement |
pdf
|
SFK-008 | New York City Department of Finance Form |
pdf
|
SP-FHLBNY-June-2015 | Standard & Poor’s credit rating: FHLBNY June 2015 |
pdf
|
AHP-100 | 2023 AHP Implementation Plan |
pdf
|
AHP-106 | AHP General Fund Annual Long-Term Compliance Monitoring Rental Project Certification Form |
pdf
|
AHP-111 | Repayment Mortgage for Owner-Occupied Projects |
pdf
|
AHP-111FHA | AHP FHA Retention Documents |
pdf
|
AHP-117 | Rider to Lender’s Security Agreement |
pdf
|
AHP-121 | Rider to Subordinate Mortgage |
pdf
|
AHP-125 | Rental Project Workbook |
xls
|
AHP-126 | Rental Income Verification Worksheet |
xls
|
AHP-132 | Owner-Occupied Project Workbook |
xls
|
AHP-133 | Final Cost Certification for Owner-Occupied Rehabilitation Projects |
pdf
|
AHP-135 | Intake Certification Worksheet |
xls
|
AHP-140 | Affordable Housing Program General Fund Direct Subsidy Agreement |
pdf
|
AHP-142 | Affordable Housing Program Promissory Note for Owner-Occupied Dwellings |
pdf
|
AHP-143 | Affordable Housing Program Promissory Note for Rental Projects |
pdf
|
AHP-144 | Affordable Housing Program Subordinate Mortgage for Owner-Occupied Projects |
pdf
|
AHP-145 | Affordable Housing Program Subordinate Mortgage for Rental Projects |
pdf
|
AHP-146 | AHP Project Modification Request Form |
pdf
|
AHP-147 | Fondo General del Programa de Vivienda Asequible Acuerdo de Subsidio Directo (Puerto Rico) |
pdf
|
AHP-148 | Third Party Plan and Cost Review |
xls
|
AHP-150 | AHP Owner-Occupied Income Verification Worksheet |
xls
|
AHP-152 | AHP Income Calculation Worksheet |
xls
|
AHP-153 | Affordable Housing Program (AHP) Recapture Request Form |
xls
|
AHP-154 | AHP General Fund IMR Certification Form |
pdf
|
AHP/APP-102 | Application Manual for Owner-Occupied Projects |
pdf
|
AHP/APP-103 | Homeowner Exhibit Cover Pages |
word
|
AHP/APP-103-Manual | AHP Owner-Occupied Instruction Manual (for the AHP/APP-104) |
pdf
|
AHP/APP-106 | Application Manual for Rental Projects |
pdf
|
AHP/APP-107 | Rental Exhibit Cover Pages |
word
|
AHP/APP-107-Manual | AHP Rental Instruction Manual (for the AHP/APP-108) |
pdf
|
AHP/APP-109 | Project Construction Form |
xls
|
AHP/APP-110 | Application Form Technical Instructions Guide |
pdf
|
AHP/HDP-001 | AHP/HDP Zero-Income Certification |
pdf
|
Amendment UMBS | Amendment to the Correspondent Services Agreement for UMBS Exchange Transactions for the Enterprises |
pdf
|
CLP System User Guide | Community Lending Programs System User Guide |
pdf
|
CLP-001 | Community Lending Programs Guidelines |
pdf
|
CLP-002 | Community Lending Programs Application |
xls
|
COL-012 | Getting Started with the FHLBNY Mortgage Data Reporting |
pdf
|
COL-013 | Technical Instructions for Transmitting Files Using the FHLBNY File Transfer System |
pdf
|
COL-014 | File Transfer System Guide |
pdf
|
COL-101 | Affiliate Representations and Warranties |
pdf
|
COL-104 | Private Placement Checklist |
pdf
|
COL-106 | Delivery of Mortgage Collateral Procedures |
pdf
|
COL-107 | Mortgage Status Report Form |
pdf
|
COL-109 | Request for Mortgage Collateral Withdrawal |
xls
|
COL-110 | 1-4 Family/Manufacturing Housing Loan Required Documents Checklist |
pdf
|
COL-111 | 1-4 Family Loan Required Documents Checklist (Puerto Rico Properties) |
pdf
|
COL-112 | Co-op Loan Required Documents Checklist |
pdf
|
COL-114 | Multifamily/Commercial Mortgage Loans Required Documentation Checklist |
pdf
|
COL-115 | Assignment of Mortgage Collateral |
pdf
|
COL-116 | Assignment of Mortgage Collateral (Puerto Rico) |
pdf
|
COL-121 | Collateral System Format |
pdf
|
COL-122 | Collateral System Excel Format Template |
xls
|
COL-125 | Pledge Questionnaire |
pdf
|
COL-128-IP | Request Form for Approval of Individual Income-Producing Large Loans |
pdf
|
COL-128-RESI | Request Form for Approval of Individual Residential Loans of $25 Million or Greater |
pdf
|
COL-129 | Instructions for Pledging Collateral from a Third Party Affiliate |
pdf
|
COL-130 | Affiliate Questionnaire |
pdf
|
COL-131 | Schedule of Customer Affiliate Structures Status of Pledge or Non-Pledge of Assets |
pdf
|
COL-133 | Net Equity Worksheet to Determine the Pledge Limit of Affiliate Collateral |
pdf
|
COL-134 | Non Pledge of Affiliate Assets – Net Equity Worksheet |
pdf
|
COL-138 | FHLBNY Pledging of Purchased Pool Guidelines |
pdf
|
COL-139 | UCC-1 Filing Information Request Form |
pdf
|
COL-143 | Collateral Assurance Letter |
word
|
COL-144 | Submission Form to Request Approval for Participation/Syndication Loan |
pdf
|
COL-144a | Submission Worksheet to List Multiple Participation/Syndication Loans |
xls
|
COL-145 | MERS Questionnaire |
pdf
|
COL-146 | Sample Note Allonge Format |
pdf
|
COL-150 | Standing Instructions Agreement |
pdf
|
COL-151 | Sample Standing Instructions Agreement |
pdf
|
COL-152 | Instructions for Establishing an Accommodations Account |
pdf
|
COL-153 | Vault/Secure File Room Questionnaire |
pdf
|
COL-154 | Email Submission Form |
xls
|
COL/APP-002 | File Transfer System Enrollment Form |
pdf
|
Daily Rates Sign Up | FHLBNY Daily Rates Indication Request |
|
FHC-117FHA | FHA Retention Documents FHC |
pdf
|
FHC-117s | Documentos de la Retencion |
pdf
|
HCL-001 | Photograph Waiver and Release Form |
pdf
|
HDP-001 | HDP Member Participation Agreement |
pdf
|
HDP-002 | HDP Secure File Transfer Enrollment Form |
pdf
|
HDP-003 | Homebuyer Dream Program® Guidelines |
pdf
|
HDP-004 | HDP Homebuyer Certification |
pdf
|
HDP-005 | 2023 HDP Round Request Form |
xls
|
HDP-006 | Retention Documents |
pdf
|
HDP-006COOP | Co-Op Intention to Record |
pdf
|
HDP-006FHA | FHA Retention Documents |
pdf
|
HDP-006FHAPR | FHA Retention Documents (for Puerto Rico only) |
pdf
|
HDP-006PR | Retention Documents (for Puerto Rico only) |
pdf
|
HLB-005 | For Commercial Banks and Thrift Institutions |
xls
|
HLB-007 | Credit Unions Eligibility Worksheets |
xls
|
HLB-009 HIC | Health Insurance Companies Eligibility Worksheets |
xls
|
HLB-009 LC | Life Insurance Companies Eligibility Worksheets |
xls
|
HLB-009 PC | Property & Casualty Insurance Companies Eligibility Worksheets |
xls
|
HLB-011 | For Community Development Financial Institutions |
xls
|
HLB-100 | Summary of Membership Forms and Agreements |
pdf
|
HLB-100N | Summary of Forms and Agreements for Housing Associates |
pdf
|
HLB-101 | Advances, Collateral Pledge and Security Agreement (ACPSA) |
pdf
|
HLB-101N | ACPSA for Nonmembers |
pdf
|
HLB-104 | Correspondent Services Agreement (CSA) |
pdf
|
HLB-106 | Global Authorization Form |
pdf
|
HLB-107 | Global Authorization Form Waiver – Complete only if your Corporate/Assistant Corporate Secretary is authorized to conduct transactions with the FHLBNY. |
word
|
HLB-108 | Wire Transfer Agreement |
pdf
|
HLB-109 | Application for Advances Pursuant to Telephonic Request |
pdf
|
HLB-110 | Amendment to Correspondent Services Agreement (1LinkSK) |
pdf
|
HLB-112 | Letter of Credit Guide |
pdf
|
HLB-113 | Member Representations and Warranties |
pdf
|
HLB-114 | Instructions for Applying for a FHLBNY Letter of Credit |
pdf
|
HLB-115 | Irrevocable Letter of Credit Reimbursement Agreement |
pdf
|
HLB-116 | Application for Issuance of Irrevocable Letter of Credit |
pdf
|
HLB-117 | MULOC Issuance Application |
pdf
|
HLB-118 | Refundable Municipal Letter of Credit Application |
pdf
|
HLB-118R | Refundable Municipal Letter of Credit Certification Form |
pdf
|
HLB-120 | Guaranty Agreement1 |
pdf
|
HLB-121 | Special Amendment to the ACPSA1 |
pdf
|
HLB-122 | Member-Guarantor Representations and Warranties |
pdf
|
HLB-123 | Non-Member Correspondent Services Agreement |
pdf
|
HLB-125 | Callable Advance, Putable Advance, Putable Advance with Customized Strike, Adjustable Rate Advance with Cap and Fixed Rate Advance with Cap Product Disclosure |
pdf
|
HLB-126 | Callable Advance, Putable Advance, Putable Advance with Customized Strike, Adjustable Rate Advance with Cap and Fixed Rate Advance with Cap Customer Certification |
pdf
|
HLB-127 | Advances Modification Certification |
word
|
HLB-130 | Special Amendment to the ACPSA |
pdf
|
HLB-131 | Assistant/Corporate Secretary’s Certificate |
pdf
|
HLB-203 | Wire Instructions |
pdf
|
HLB-204 | Third Party Wire Instructions |
pdf
|
HLB/APP-001 | The Membership Application Package contains all the information and required agreements and forms. You have the option to print out the forms individually in this file. |
pdf
|
HLB/APP-002 | FHLBNY Housing Associate Application |
pdf
|
HLB_118r Issued Prior June 2020 | Refundable Municipal Letter of Credit Application (Issued Prior June 1, 2020) |
pdf
|
MLC-000 | Member Loan Connection: Terms and Conditions |
pdf
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MLC-001 | Member Loan Connection: Registration Form |
pdf
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MLC-002 | Member Loan Connection: Loan Submission Form |
pdf
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Moodys-FHLBNY-June-2015 | Moody’s Credit Opinion: Federal Home Loan Bank June 2015 |
pdf
|
MPF-200 | NYS Subprime Home Loan Test |
pdf
|
MPF/APP-101 | Application for Participating Financial Institutions |
pdf
|
Package | Package for applicants who intend to pledge mortgage loans as collateral. |
pdf
|
SBA PPP | U.S. Small Business Administration Paycheck Protection Program |
xls
|
SFK-001 | Delivery Instructions and Deadlines for Securities |
pdf
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SFK-002 | Custody and Pledging Services – Purchase(s)/Receive(s) Form |
pdf
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SFK-003 | Custody and Pledging Services – Sale(s)/Delivery(ies) Form |
pdf
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SFK-004 | Safekeeping & Securities Services – Federal Reserve Pledge Form |
xls
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SFK-005 | Custody and Pledging Services – NJ Department of Banking and Insurance GUDPA Form |
pdf
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SFK-006 | Custody and Pledging Services – Third Party Pledge Form |
pdf
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SFK-007 | Securities Account Control Agreement |
pdf
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SFK-008 | New York City Department of Finance Form |
pdf
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SP-FHLBNY-June-2015 | Standard & Poor’s credit rating: FHLBNY June 2015 |
pdf
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Member Loan Connection Forms & Agreements
If you need assistance with these forms or agreements, please contact a Relationship Manager at (212) 441-6700 or email [email protected].
MLC-000 | Member Loan Connection: Terms and Conditions |
pdf
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MLC-001 | Member Loan Connection: Registration Form |
pdf
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MLC-002 | Member Loan Connection: Loan Submission Form |
pdf
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1Link® | Collateral Service Fees Schedule (Log onto 1Link® to view) |
|
1Link® System Requirements | 1Link® System Requirements |
pdf
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2020 Empowerment Commitment Letter for Sponsor | 2020 Empowerment Commitment Letter for Sponsor |
word
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2020 Empowerment Commitment Letter for Third Party Agency | 2020 Empowerment Commitment Letter for Third Party Agency |
word
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2023 Target Community Lending Plan | Current Targeted Community Lending Plan |
pdf
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AHP-011NJ | MRB Median Income Guidelines for New Jersey |
pdf
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AHP-011NY | MRB Median Income Guidelines for New York |
pdf
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AHP-011PR | MRB Median Income Guidelines for Puerto Rico |
pdf
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AHP-011USVI | HUD Median Income Guidelines for US Virgin Islands |
pdf
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AHP-100 | 2023 AHP Implementation Plan |
pdf
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AHP-106 | AHP General Fund Annual Long-Term Compliance Monitoring Rental Project Certification Form |
pdf
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AHP-111 | Repayment Mortgage for Owner-Occupied Projects |
pdf
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AHP-111FHA | AHP FHA Retention Documents |
pdf
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AHP-113 | AHP Subordinate Mortgage for Rental Projects |
pdf
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AHP-117 | Rider to Lender’s Security Agreement |
pdf
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AHP-121 | Rider to Subordinate Mortgage |
pdf
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AHP-125 | Rental Project Workbook |
xls
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AHP-126 | Rental Income Verification Worksheet |
xls
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AHP-132 | Owner-Occupied Project Workbook |
xls
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AHP-133 | Final Cost Certification for Owner-Occupied Rehabilitation Projects |
pdf
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AHP-135 | Intake Certification Worksheet |
xls
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AHP-140 | Affordable Housing Program General Fund Direct Subsidy Agreement |
pdf
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AHP-142 | Affordable Housing Program Promissory Note for Owner-Occupied Dwellings |
pdf
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AHP-143 | Affordable Housing Program Promissory Note for Rental Projects |
pdf
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AHP-144 | Affordable Housing Program Subordinate Mortgage for Owner-Occupied Projects |
pdf
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AHP-145 | Affordable Housing Program Subordinate Mortgage for Rental Projects |
pdf
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AHP-146 | AHP Project Modification Request Form |
pdf
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AHP-147 | Fondo General del Programa de Vivienda Asequible Acuerdo de Subsidio Directo (Puerto Rico) |
pdf
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AHP-148 | Third Party Plan and Cost Review |
xls
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AHP-150 | AHP Owner-Occupied Income Verification Worksheet |
xls
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AHP-152 | AHP Income Calculation Worksheet |
xls
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AHP-153 | Affordable Housing Program (AHP) Recapture Request Form |
xls
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AHP-154 | AHP General Fund IMR Certification Form |
pdf
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AHP-155 | AHP Drawdown Review Certification For Green Building Innovation Projects |
pdf
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AHP-156 | AHP Initial Monitoring Review Certification For Green Building Innovation Projects |
pdf
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AHP-157 | AHP System Authorization Form for Sponsors |
pdf
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AHP-158 | FHLBNY AHP General Fund Letter of Continued Commitment (Supportive Housing) |
word
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AHP-159 | Member Financial Certification Form |
pdf
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AHP-Sponsor-LOI | AHP Sponsor Letter of Commitment Template |
word
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AHP-TPSP-LOI | AHP Third-Party Service Provider Letter of Commitment Template |
word
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AHP/APP 108 | AHP Rental Project Workbook |
xls
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AHP/APP-102 | Application Manual for Owner-Occupied Projects |
pdf
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AHP/APP-103 | Homeowner Exhibit Cover Pages |
word
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AHP/APP-103-Manual | AHP Owner-Occupied Instruction Manual (for the AHP/APP-104) |
pdf
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AHP/APP-104 | AHP Owner-Occupied Project Workbook |
xls
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AHP/APP-106 | Application Manual for Rental Projects |
pdf
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AHP/APP-107 | Rental Exhibit Cover Pages |
word
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AHP/APP-107-Manual | AHP Rental Instruction Manual (for the AHP/APP-108) |
pdf
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AHP/APP-109 | Project Construction Form |
xls
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AHP/APP-110 | Application Form Technical Instructions Guide |
pdf
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AHP/APP-112 | AHP Member Application Certification |
pdf
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AHP/APP-113 | AHP Sponsor Application Certification |
pdf
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AHP/APP-114 | Preservation Certification for Rental Projects |
pdf
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AHP/APP-115 | Preservation Certification for Owner-Occupied Projects |
pdf
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AHP/APP-126 | AHP Rental Income Verification Workbook |
xls
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AHP/HDP-001 | AHP/HDP Zero-Income Certification |
pdf
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Amendment UMBS | Amendment to the Correspondent Services Agreement for UMBS Exchange Transactions for the Enterprises |
pdf
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CIP/APP-001 | CIP Application Form |
xls
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CIP/APP-002 | CIP Eligibility Guidelines |
xls
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CLP - 003 | Community Lending Program System Authorization Form |
pdf
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CLP System User Guide | Community Lending Programs System User Guide |
pdf
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CLP-001 | Community Lending Programs Guidelines |
pdf
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CLP-002 | Community Lending Programs Application |
xls
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COL-012 | Getting Started with the FHLBNY Mortgage Data Reporting |
pdf
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COL-013 | Technical Instructions for Transmitting Files Using the FHLBNY File Transfer System |
pdf
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COL-014 | File Transfer System Guide |
pdf
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COL-101 | Affiliate Representations and Warranties |
pdf
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COL-104 | Private Placement Checklist |
pdf
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COL-106 | Delivery of Mortgage Collateral Procedures |
pdf
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COL-107 | Mortgage Status Report Form |
pdf
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COL-109 | Request for Mortgage Collateral Withdrawal |
xls
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COL-110 | 1-4 Family/Manufacturing Housing Loan Required Documents Checklist |
pdf
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COL-111 | 1-4 Family Loan Required Documents Checklist (Puerto Rico Properties) |
pdf
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COL-112 | Co-op Loan Required Documents Checklist |
pdf
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COL-114 | Multifamily/Commercial Mortgage Loans Required Documentation Checklist |
pdf
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COL-115 | Assignment of Mortgage Collateral |
pdf
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COL-115A | Assignment of Assignment of Rents and Leases |
pdf
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COL-116 | Assignment of Mortgage Collateral (Puerto Rico) |
pdf
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COL-121 | Collateral System Format |
pdf
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COL-122 | Collateral System Excel Format Template |
xls
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COL-125 | Pledge Questionnaire |
pdf
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COL-128-IP | Request Form for Approval of Individual Income-Producing Large Loans |
pdf
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COL-128-RESI | Request Form for Approval of Individual Residential Loans of $25 Million or Greater |
pdf
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COL-129 | Instructions for Pledging Collateral from a Third Party Affiliate |
pdf
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COL-130 | Affiliate Questionnaire |
pdf
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COL-131 | Schedule of Customer Affiliate Structures Status of Pledge or Non-Pledge of Assets |
pdf
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COL-133 | Net Equity Worksheet to Determine the Pledge Limit of Affiliate Collateral |
pdf
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COL-134 | Non Pledge of Affiliate Assets – Net Equity Worksheet |
pdf
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COL-138 | FHLBNY Pledging of Purchased Pool Guidelines |
pdf
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COL-139 | UCC-1 Filing Information Request Form |
pdf
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COL-143 | Collateral Assurance Letter |
word
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COL-144 | Submission Form to Request Approval for Participation/Syndication Loan |
pdf
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COL-144a | Submission Worksheet to List Multiple Participation/Syndication Loans |
xls
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COL-145 | MERS Questionnaire |
pdf
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COL-146 | Sample Note Allonge Format |
pdf
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COL-150 | Standing Instructions Agreement |
pdf
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COL-151 | Sample Standing Instructions Agreement |
pdf
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COL-152 | Instructions for Establishing an Accommodations Account |
pdf
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COL-153 | Vault/Secure File Room Questionnaire |
pdf
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COL-154 | Email Submission Form |
xls
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COL/APP-002 | File Transfer System Enrollment Form |
pdf
|
Covid-19 SBRG Program Guidelines | COVID-19 Small Business Recovery Grant Program Guidelines |
pdf
|
Daily Rates Sign Up | FHLBNY Daily Rates Indication Request |
|
DRF Guidelines | Disaster Relief Funding Guidelines 2020 |
pdf
|
DRF/APP-001 | Disaster Relief Funding Application |
xls
|
DRP-104 | COVID-19 Small Business Recovery Grant Program Application & Funding Request Form (DRP 104) |
xls
|
FHC-117FHA | FHA Retention Documents FHC |
pdf
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FHC-117s | Documentos de la Retencion |
pdf
|
FHLBNY Access System Requirements | FHLBNY Access System Requirements |
pdf
|
HCL-001 | Photograph Waiver and Release Form |
pdf
|
HDP-001 | HDP Member Participation Agreement |
pdf
|
HDP-002 | HDP Secure File Transfer Enrollment Form |
pdf
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HDP-003 | Homebuyer Dream Program® Guidelines |
pdf
|
HDP-004 | HDP Homebuyer Certification |
pdf
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HDP-005 | 2023 HDP Round Request Form |
xls
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HDP-006 | Retention Documents |
pdf
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HDP-006COOP | Co-Op Intention to Record |
pdf
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HDP-006FHA | FHA Retention Documents |
pdf
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HDP-006FHAPR | FHA Retention Documents (for Puerto Rico only) |
pdf
|
HDP-006PR | Retention Documents (for Puerto Rico only) |
pdf
|
HLB-005 | For Commercial Banks and Thrift Institutions |
xls
|
HLB-007 | Credit Unions Eligibility Worksheets |
xls
|
HLB-009 HIC | Health Insurance Companies Eligibility Worksheets |
xls
|
HLB-009 LC | Life Insurance Companies Eligibility Worksheets |
xls
|
HLB-009 PC | Property & Casualty Insurance Companies Eligibility Worksheets |
xls
|
HLB-011 | For Community Development Financial Institutions |
xls
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HLB-100 | Summary of Membership Forms and Agreements |
pdf
|
HLB-100N | Summary of Forms and Agreements for Housing Associates |
pdf
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HLB-101 | Advances, Collateral Pledge and Security Agreement (ACPSA) |
pdf
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HLB-101N | ACPSA for Nonmembers |
pdf
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HLB-104 | Correspondent Services Agreement (CSA) |
pdf
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HLB-106 | Global Authorization Form |
pdf
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HLB-107 | Global Authorization Form Waiver – Complete only if your Corporate/Assistant Corporate Secretary is authorized to conduct transactions with the FHLBNY. |
word
|
HLB-108 | Wire Transfer Agreement |
pdf
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HLB-109 | Application for Advances Pursuant to Telephonic Request |
pdf
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HLB-110 | Amendment to Correspondent Services Agreement (1LinkSK) |
pdf
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HLB-112 | Letter of Credit Guide |
pdf
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HLB-113 | Member Representations and Warranties |
pdf
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HLB-114 | Instructions for Applying for a FHLBNY Letter of Credit |
pdf
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HLB-115 | Irrevocable Letter of Credit Reimbursement Agreement |
pdf
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HLB-116 | Application for Issuance of Irrevocable Letter of Credit |
pdf
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HLB-117 | MULOC Issuance Application |
pdf
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HLB-118 | Refundable Municipal Letter of Credit Application |
pdf
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HLB-118R | Refundable Municipal Letter of Credit Certification Form |
pdf
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HLB-120 | Guaranty Agreement1 |
pdf
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HLB-121 | Special Amendment to the ACPSA1 |
pdf
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HLB-122 | Member-Guarantor Representations and Warranties |
pdf
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HLB-123 | Non-Member Correspondent Services Agreement |
pdf
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HLB-123 | Non-Member Correspondent Services Agreement1 |
pdf
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HLB-125 | Callable Advance, Putable Advance, Putable Advance with Customized Strike, Adjustable Rate Advance with Cap and Fixed Rate Advance with Cap Product Disclosure |
pdf
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HLB-126 | Callable Advance, Putable Advance, Putable Advance with Customized Strike, Adjustable Rate Advance with Cap and Fixed Rate Advance with Cap Customer Certification |
pdf
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HLB-127 | Advances Modification Certification |
word
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HLB-130 | Special Amendment to the ACPSA |
pdf
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HLB-131 | Assistant/Corporate Secretary’s Certificate |
pdf
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HLB-203 | Wire Instructions |
pdf
|
HLB-204 | Third Party Wire Instructions |
pdf
|
HLB/APP-001 | The Membership Application Package contains all the information and required agreements and forms. You have the option to print out the forms individually in this file. |
pdf
|
HLB/APP-002 | FHLBNY Housing Associate Application |
pdf
|
HLB_118r Issued Prior June 2020 | Refundable Municipal Letter of Credit Application (Issued Prior June 1, 2020) |
pdf
|
Link | More Information on Preliminary Worksheets |
|
Link | View optional forms and agreements |
|
Link | View individual Collateral System Enrollment forms |
|
Link | CICA Regulation |
link
|
Link | Official AHP/HDP Regulations |
|
Link | FHLBNY Collateral Pledge Forms |
|
MLC-000 | Member Loan Connection: Terms and Conditions |
pdf
|
MLC-001 | Member Loan Connection: Registration Form |
pdf
|
MLC-002 | Member Loan Connection: Loan Submission Form |
pdf
|
Moodys-FHLBNY-June-2015 | Moody’s Credit Opinion: Federal Home Loan Bank June 2015 |
pdf
|
MPF-200 | NYS Subprime Home Loan Test |
pdf
|
MPF/APP-101 | Application for Participating Financial Institutions |
pdf
|
Package | Package for applicants who intend to pledge mortgage loans as collateral. |
pdf
|
RDA-UDA/APP-001 | RDA & UDA Application Form |
xls
|
RDA-UDA/APP-002 | RDA & UDA Eligibility Guidelines |
xls
|
SBA PPP | U.S. Small Business Administration Paycheck Protection Program |
xls
|
SBRG Batch Request Form | COVID-19 Small Business Recovery Grant Program Batch Request Form |
xls
|
SBRG Member Acknowledgement Form | COVID-19 Small Business Recovery Grant Program Member Acknowledgement |
pdf
|
SFK-001 | Delivery Instructions and Deadlines for Securities |
pdf
|
SFK-002 | Custody and Pledging Services – Purchase(s)/Receive(s) Form |
pdf
|
SFK-003 | Custody and Pledging Services – Sale(s)/Delivery(ies) Form |
pdf
|
SFK-004 | Safekeeping & Securities Services – Federal Reserve Pledge Form |
xls
|
SFK-005 | Custody and Pledging Services – NJ Department of Banking and Insurance GUDPA Form |
pdf
|
SFK-006 | Custody and Pledging Services – Third Party Pledge Form |
pdf
|
SFK-007 | Securities Account Control Agreement |
pdf
|
SFK-008 | New York City Department of Finance Form |
pdf
|
SP-FHLBNY-June-2015 | Standard & Poor’s credit rating: FHLBNY June 2015 |
pdf
|
ZDA-001 | Zero-Percent Development Advance (ZDA) Program Reservation Form |
pdf
|
ZDA-002 | Zero-Percent Development Advance (ZDA) Program Application Form |
pdf
|