Forms & Agreements

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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

Subsidiary/Affiliate Questionnaire
pdf

COL-131

Schedule of Customer Subsidiary/Affiliate Structures Status of Pledge or Non-Pledge of Assets
pdf

COL-139

UCC-1 Filing Information Request Form
pdf

HLB-100

Summary of Forms and Agreements
pdf

HLB-104

Correspondent Services Agreement (CSA)
pdf

HLB-106

Global Authorization Form (replaces HLB-107, HLB-111, HLB-112, and HLB-115 as of 3/3/2008)
pdf

HLB-109

Application for Advances Pursuant to Telephonic Request
pdf

HLB-110

Amendment to Correspondent Services Agreement (1LinkSK)
pdf

HLB-113

Revised Member Representations and Warranties
pdf

HLB-108

Wire Transfer Agreement
pdf

Instruction

HLB-203

Bank to Bank Wire Instructions
pdf

HLB-204

Third Party Wire Instructions
pdf

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 Forms and Agreements
pdf

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

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

Letters of Credit (L/C)

HLB-106

Global Authorization Form (replaces HLB-107, HLB-111, HLB-112, and HLB-115 as of 3/3/2008)
pdf

HLB-112

Letter of Credit Guide
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

Interest Rate Exchange Agreements1

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.

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

COL-152

Instructions for Establishing an Accommodations Account
pdf

HLB-106

Global Authorization Form (replaces HLB-107, HLB-111, HLB-112, and HLB-115 as of 3/3/2008)
pdf

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

HLB-121

Special Amendment to the ACPSA1
pdf

HLB-122

Member-Guarantor Representations and Warranties
pdf

Forms and Agreements to be executed by the Subsidiary

HLB-106

Global Authorization Form (replaces HLB-107, HLB-111, HLB-112, and HLB-115 as of 3/3/2008)
pdf

HLB-108

Wire Transfer Agreement1
pdf

HLB-123

Non-Member Correspondent Services Agreement1
pdf

HLB-203

Bank to Bank Wire Instructions
pdf

HLB-204

Third Party Wire Instructions
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 (replaces HLB-107, HLB-111, HLB-112, and HLB-115 as of 3/3/2008)
pdf

HLB-112

Letter of Credit Guide
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-130

Special Amendment to the ACPSA
pdf

HLB-131

Assistant/Corporate Secretary’s Certificate
pdf

HLB-120

Guaranty Agreement1
pdf

HLB-121

Special Amendment to the ACPSA1
pdf

HLB-122

Member-Guarantor Representations and Warranties
pdf

HLB-106

Global Authorization Form (replaces HLB-107, HLB-111, HLB-112, and HLB-115 as of 3/3/2008)
pdf

HLB-108

Wire Transfer Agreement1
pdf

HLB-123

Non-Member Correspondent Services Agreement1
pdf

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

HLB-007

For Credit Unions
xls

HLB-009

For Insurance Companies
xls

HLB-011

For Community Development Financial Institutions
xls

Link

More Information on Preliminary Worksheets

Membership Application

HLB-100

Summary of 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

Individual Membership Forms

COL-130

Subsidiary/Affiliate Questionnaire
pdf

COL-131

Schedule of Customer Subsidiary/Affiliate Structures Status of Pledge or Non-Pledge of Assets
pdf

COL-139

UCC-1 Filing Information Request Form
pdf

HLB-100

Summary of 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 (replaces HLB-107, HLB-111, HLB-112, and HLB-115 as of 3/3/2008)
pdf

HLB-109

Application for Advances Pursuant to Telephonic Request
pdf

HLB-110

Amendment to Correspondent Services Agreement (1LinkSK)
pdf

HLB-113

Revised 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

HLB-108

Wire Transfer Agreement
pdf

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

Subsidiary/Affiliate Questionnaire
pdf

COL-131

Schedule of Customer Subsidiary/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 (replaces HLB-107, HLB-111, HLB-112, and HLB-115 as of 3/3/2008)
pdf

HLB-109

Application for Advances Pursuant to Telephonic Request
pdf

HLB-113

Revised Member Representations and Warranties
pdf

HLB/APP-002

FHLBNY Housing Associate Application
pdf

Link

View optional forms and agreements

HLB-108

Wire Transfer Agreement
pdf

HLB-123

Non-Member Correspondent Services Agreement
pdf

Member Process to Enroll in FHLBNY File Transfer Service

COL-012

Getting Started with the FHLBNY Mortgage Data Reporting
pdf

COL-013

Technical Instructions for Transmitting Files Using the FHLBNY File Transfer Service
pdf

COL/APP-002

Member Secure Server Enrollment Form
pdf

HLB-005

For Commercial Banks and Thrift Institutions
xls

HLB-007

For Credit Unions
xls

HLB-009

For Insurance Companies
xls

HLB-011

For Community Development Financial Institutions
xls

Link

More Information on Preliminary Worksheets

HLB-100

Summary of 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

Subsidiary/Affiliate Questionnaire
pdf

COL-131

Schedule of Customer Subsidiary/Affiliate Structures Status of Pledge or Non-Pledge of Assets
pdf

COL-139

UCC-1 Filing Information Request Form
pdf

HLB-100

Summary of 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 (replaces HLB-107, HLB-111, HLB-112, and HLB-115 as of 3/3/2008)
pdf

HLB-109

Application for Advances Pursuant to Telephonic Request
pdf

HLB-110

Amendment to Correspondent Services Agreement (1LinkSK)
pdf

HLB-113

Revised 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

HLB-108

Wire Transfer Agreement
pdf

COL-130

Subsidiary/Affiliate Questionnaire
pdf

COL-131

Schedule of Customer Subsidiary/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 (replaces HLB-107, HLB-111, HLB-112, and HLB-115 as of 3/3/2008)
pdf

HLB-109

Application for Advances Pursuant to Telephonic Request
pdf

HLB-113

Revised Member Representations and Warranties
pdf

HLB/APP-002

FHLBNY Housing Associate Application
pdf

Link

View optional forms and agreements

HLB-108

Wire Transfer Agreement
pdf

HLB-123

Non-Member Correspondent Services Agreement
pdf

COL-012

Getting Started with the FHLBNY Mortgage Data Reporting
pdf

COL-013

Technical Instructions for Transmitting Files Using the FHLBNY File Transfer Service
pdf

COL/APP-002

Member Secure Server 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 Service

COL-154

Email Submission Form
xls

COL-101

Revised Subsidiary/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-118

Multifamily/Commercial Assignment of Mortgage Collateral Form
pdf

COL-121

Collateral System Mortgage Data Format Layout
pdf

COL-122

Collateral System Excel Format Template
xls

COL-125

Pledge Questionnaire
pdf

COL-128-RESI

Request Form for Approval of Individual Residential Loans of $25 Million or Greater
pdf

COL-138

FHLBNY Pledging of Purchased Pool Guidelines
pdf

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-153

Vault/Secure File Room Questionnaire
pdf

HLB-113

Revised Member Representations and Warranties
pdf

SFK-001

Delivery Instructions and Deadlines for Securities
pdf

1Link®

2015 Collateral Service Fees Schedule (Log onto 1Link® to view)

Link

FHLBNY Collateral Pledge Forms

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

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 Service

Member Process to Enroll in FHLBNY File Transfer Service

COL-012

Getting Started with the FHLBNY Mortgage Data Reporting
pdf

COL-013

Technical Instructions for Transmitting Files Using the FHLBNY File Transfer Service
pdf

COL-014

Instruction Manual for Web Browser Connections
pdf

COL/APP-002

Member Secure Server Enrollment Form
pdf

Collateral Pledge Forms

If you need assistance with these forms or agreements, please contact a Relationship Manager at (212) 441-6700.

Third Party Pledge Forms

COL-101

Revised Subsidiary/Affiliate Representations and Warranties
pdf

COL-125

Pledge Questionnaire
pdf

COL-129

Instructions for Pledging Collateral from a Third Party Subsidiary or Affiliate
pdf

COL-130

Subsidiary/Affiliate Questionnaire
pdf

COL-131

Schedule of Customer Subsidiary/Affiliate Structures Status of Pledge or Non-Pledge of Assets
pdf

COL-133

Net Equity Worksheet to Determine the Pledge Limit of Subsidiary/Affiliate Collateral
pdf

COL-134

Non Pledge of Subsidiary Assets Net Equity Worksheet
pdf

COL-139

UCC-1 Filing Information Request Form
pdf

COL-143

Collateral Assurance Letter
word

COL-152

Instructions for Establishing an Accommodations Account
pdf

Multi/CRE Pledge Forms

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

COL-106

Delivery of Mortgage Collateral Procedures
pdf

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 Service
pdf

COL-014

Instruction Manual for Web Browser Connections
pdf

COL/APP-002

Member Secure Server 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

Revised Subsidiary/Affiliate Representations and Warranties
pdf

COL-125

Pledge Questionnaire
pdf

COL-129

Instructions for Pledging Collateral from a Third Party Subsidiary or Affiliate
pdf

COL-130

Subsidiary/Affiliate Questionnaire
pdf

COL-131

Schedule of Customer Subsidiary/Affiliate Structures Status of Pledge or Non-Pledge of Assets
pdf

COL-133

Net Equity Worksheet to Determine the Pledge Limit of Subsidiary/Affiliate Collateral
pdf

COL-134

Non Pledge of Subsidiary Assets Net Equity Worksheet
pdf

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

First Home Clubsm

If you need assistance with these forms or agreements, please contact us at (212) 441-6850 or [email protected].

Regulations

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

Forms & Agreements

AHP/FHC-001

Affordable Housing Program (AHP) / First Home Club (FHC): Recapture Request Form
xls

FHC-119

FHC-119 Employment History Statement
pdf

FHC-105

Funding Certification
pdf

FHC-118

Income Calculation Worksheet
xls

FHC-115

Transfer Notification Form
pdf

FHC-120

FHC-120 Child Support Statement
pdf

Supplemental Guidelines & Policies

FHC-110

FHC Program Guidelines
pdf

Affordable Housing Program

Tutorials

AHP Project Life Cycle Tutorial

 
 
In the Other Agreements tab there are standard agreements that must be executed following the approval of a project.

For Rental Projects

AHP-123

AHP Funding Application for Rental Projects
pdf

AHP-124

Rental Project Drawdown Cover Pages
pdf

AHP-125

Rental Project Workbook
xls

AHP/APP-109

Project Construction Form
xls

Letter Templates

AHP-Sponsor-LOI

AHP Sponsor Letter of Commitment Template
word

AHP-TPSP-LOI

AHP Third-Party Service Provider Letter of Commitment Template
word

For Owner-Occupied Projects

AHP-128

AHP Funding Application for Owner-Occupied Projects
pdf

AHP-129

Rehabilitation of Existing Homes Exhibit Cover Pages
pdf

AHP-130

Purchase of Existing Homes Exhibit Cover Pages
pdf

AHP-131

Purchase of Homes Developed by the Project Sponsor Exhibit Cover Pages
pdf

AHP-132

Owner-Occupied Project Workbook
xls

AHP-133

Final Cost Certification for Owner-Occupied Rehabilitation Projects
pdf

AHP-135

Intake Certification Worksheet
xls

Regulations

Link

Official AHP Regulations

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

AHP-100

2019 AHP Implementation Plan
pdf

Income Guidelines

Link

HUD Income limits/guidelines

Regulations

Link

Official AHP Regulations

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

AHP Agreement

AHP-140

Affordable Housing Program Direct Subsidy Agreement
pdf

AHP-147

Programa de Vivienda Asequible Acuerdo de Subsidio Directo (Puerto Rico)
pdf

AHP Income Calculation

AHP/HDP-001

AHP/HDP Zero-Income Certification
pdf

AHP-152

AHP Income Calculation Worksheet
xls

AHP Progress Reporting Forms

AHP-141

Affordable Housing Program Progress Report Form
xls

AHP Project Modification Request Form

AHP-146

AHP Project Modification Request Form
pdf

AHP Long-Term Monitoring Forms

AHP-106

Rental Project Certification Form
pdf

AHP-126

Rental Income Verification Worksheet
xls

AHP / FHC Recapture Request Form

AHP/FHC-001

Affordable Housing Program (AHP) / First Home Club (FHC): Recapture Request Form
xls

For Owner-Occupied Projects

AHP-111

Repayment Mortgage for Owner-Occupied Projects
pdf

AHP-150

AHP Owner-Occupied Income Verification Worksheet
xls

For Rental Projects

AHP-113

Affordable Housing Program 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 Regulations

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

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].

Community Investment Program

CIP/APP-002

CIP Eligibility Guidelines
xls

CIP/APP-001

CIP Application Form
xls

Disaster Relief Funding

DRF-QUAL

Disaster Relief Funding Qualification Worksheet
xls

HCL-DRF

Disaster Relief Funding Application Form
pdf

DRF Guidelines

Disaster Relief Funding Guidelines
pdf

Rural and Urban Development Advance Program

RDA-UDA/APP-001

RDA & UDA Application Form
xls

RDA-UDA/APP-002

RDA & UDA Eligibility Guidelines
xls

Regulations

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

Homebuyer Dream ProgramTM

Prior to the completion and submission of the request, we recommend you review the tutorials available on FHLBNY's YouTube channel, displayed below.
If you need assistance with these forms or agreements, please contact us at [email protected] or review program details in the Homebuyer Dream ProgramTM Guidelines.
We look forward to working with you to address the diverse affordable housing needs of your communities.

Tutorials

Household Reservation Request
How to Calculate Income
Funding Request
HDP Training Webinar (held on June 6, 2019)

Forms & Agreements

HDP-006

Retention Documents
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

Homebuyer Dream Program Request Form
xls

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

AHP/HDP-001

AHP/HDP Zero-Income Certification
pdf

AHP/FHC-001

Affordable Housing Program (AHP) / First Home Club (FHC): Recapture Request Form
xls

Supplemental Guidelines & Policies

HDP-003

Homebuyer Dream Program Guidelines
pdf

AHP-100

2019 AHP Implementation Plan
pdf

Regulations

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

AHP/FHC-001

Affordable Housing Program (AHP) / First Home Club (FHC): Recapture Request Form
xls

FHC-119

FHC-119 Employment History Statement
pdf

FHC-105

Funding Certification
pdf

FHC-118

Income Calculation Worksheet
xls

FHC-115

Transfer Notification Form
pdf

FHC-120

FHC-120 Child Support Statement
pdf

FHC-110

FHC Program Guidelines
pdf

For Rental Projects

AHP-123

AHP Funding Application for Rental Projects
pdf

AHP-124

Rental Project Drawdown Cover Pages
pdf

AHP-125

Rental Project Workbook
xls

AHP/APP-109

Project Construction Form
xls

Letter Templates

AHP-Sponsor-LOI

AHP Sponsor Letter of Commitment Template
word

AHP-TPSP-LOI

AHP Third-Party Service Provider Letter of Commitment Template
word

For Owner-Occupied Projects

AHP-128

AHP Funding Application for Owner-Occupied Projects
pdf

AHP-129

Rehabilitation of Existing Homes Exhibit Cover Pages
pdf

AHP-130

Purchase of Existing Homes Exhibit Cover Pages
pdf

AHP-131

Purchase of Homes Developed by the Project Sponsor Exhibit Cover Pages
pdf

AHP-132

Owner-Occupied Project Workbook
xls

AHP-133

Final Cost Certification for Owner-Occupied Rehabilitation Projects
pdf

AHP-135

Intake Certification Worksheet
xls

Regulations

Link

Official AHP Regulations

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

AHP-100

2019 AHP Implementation Plan
pdf

Income Guidelines

Link

HUD Income limits/guidelines

Regulations

Link

Official AHP Regulations

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

AHP Agreement

AHP-140

Affordable Housing Program Direct Subsidy Agreement
pdf

AHP-147

Programa de Vivienda Asequible Acuerdo de Subsidio Directo (Puerto Rico)
pdf

AHP Income Calculation

AHP/HDP-001

AHP/HDP Zero-Income Certification
pdf

AHP-152

AHP Income Calculation Worksheet
xls

AHP Progress Reporting Forms

AHP-141

Affordable Housing Program Progress Report Form
xls

AHP Project Modification Request Form

AHP-146

AHP Project Modification Request Form
pdf

AHP Long-Term Monitoring Forms

AHP-106

Rental Project Certification Form
pdf

AHP-126

Rental Income Verification Worksheet
xls

AHP / FHC Recapture Request Form

AHP/FHC-001

Affordable Housing Program (AHP) / First Home Club (FHC): Recapture Request Form
xls

For Owner-Occupied Projects

AHP-111

Repayment Mortgage for Owner-Occupied Projects
pdf

AHP-150

AHP Owner-Occupied Income Verification Worksheet
xls

For Rental Projects

AHP-113

Affordable Housing Program 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 Regulations

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

AHP-123

AHP Funding Application for Rental Projects
pdf

AHP-124

Rental Project Drawdown Cover Pages
pdf

AHP-125

Rental Project Workbook
xls

AHP/APP-109

Project Construction Form
xls

AHP-Sponsor-LOI

AHP Sponsor Letter of Commitment Template
word

AHP-TPSP-LOI

AHP Third-Party Service Provider Letter of Commitment Template
word

AHP-128

AHP Funding Application for Owner-Occupied Projects
pdf

AHP-129

Rehabilitation of Existing Homes Exhibit Cover Pages
pdf

AHP-130

Purchase of Existing Homes Exhibit Cover Pages
pdf

AHP-131

Purchase of Homes Developed by the Project Sponsor Exhibit Cover Pages
pdf

AHP-132

Owner-Occupied Project Workbook
xls

AHP-133

Final Cost Certification for Owner-Occupied Rehabilitation Projects
pdf

AHP-135

Intake Certification Worksheet
xls

Link

Official AHP Regulations

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

Link

HUD Income limits/guidelines

Link

Official AHP Regulations

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

AHP-140

Affordable Housing Program Direct Subsidy Agreement
pdf

AHP-147

Programa de Vivienda Asequible Acuerdo de Subsidio Directo (Puerto Rico)
pdf

AHP/HDP-001

AHP/HDP Zero-Income Certification
pdf

AHP-152

AHP Income Calculation Worksheet
xls

AHP-141

Affordable Housing Program Progress Report Form
xls

AHP-146

AHP Project Modification Request Form
pdf

AHP-106

Rental Project Certification Form
pdf

AHP-126

Rental Income Verification Worksheet
xls

AHP/FHC-001

Affordable Housing Program (AHP) / First Home Club (FHC): Recapture Request Form
xls

AHP-111

Repayment Mortgage for Owner-Occupied Projects
pdf

AHP-150

AHP Owner-Occupied Income Verification Worksheet
xls

AHP-113

Affordable Housing Program 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 Regulations

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

CIP/APP-002

CIP Eligibility Guidelines
xls

CIP/APP-001

CIP Application Form
xls

DRF-QUAL

Disaster Relief Funding Qualification Worksheet
xls

HCL-DRF

Disaster Relief Funding Application Form
pdf

DRF Guidelines

Disaster Relief Funding Guidelines
pdf

RDA-UDA/APP-001

RDA & UDA Application Form
xls

RDA-UDA/APP-002

RDA & UDA Eligibility Guidelines
xls

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

AHP/FHC-001

Affordable Housing Program (AHP) / First Home Club (FHC): Recapture Request Form
xls

HDP-001

HDP Member Participation Agreement
pdf

HDP-002

HDP Secure File Transfer Enrollment Form
pdf

HDP-006COOP

Co-Op Intention to Record
pdf

AHP/HDP-001

AHP/HDP Zero-Income Certification
pdf

HDP-004

HDP Homebuyer Certification
pdf

HDP-005

Homebuyer Dream Program Request Form
xls

HDP-006

Retention Documents
pdf

HDP-006FHAPR

FHA Retention Documents (for Puerto Rico only)
pdf

HDP-006PR

Retention Documents (for Puerto Rico only)
pdf

HDP-006FHA

FHA Retention Documents
pdf

AHP-100

2019 AHP Implementation Plan
pdf

HDP-003

Homebuyer Dream Program Guidelines
pdf

Link

Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement

AHP/APP-103

Homeowner Exhibit Cover Pages
word

AHP-100

2019 AHP Implementation Plan
pdf

AHP-106

Rental Project Certification Form
pdf

AHP-108

Subsidy Agreement & Memorandum of Understanding Owner-Occupied Project
pdf

AHP-109

Subsidy Agreement & Memorandum of Understanding Rental Project
pdf

AHP-111

Repayment Mortgage for Owner-Occupied Projects
pdf

AHP-112

Repayment Mortgage Note for Owner-Occupied Projects
pdf

AHP-113

Affordable Housing Program Subordinate Mortgage for Rental Projects
pdf

AHP-114

Promissory Note for Rental Projects
pdf

AHP-115

Promissory Note for Rental Projects with Section 811 or Section 202 Funding
pdf

AHP-116

Security Agreement for Rental Projects
pdf

AHP-117

Rider to Lender’s Security Agreement
pdf

AHP-118

Instructions Regarding Long Term Retention Requirements
pdf

AHP-119

Recapture Agreement for Rental Projects
pdf

AHP-120

Promissory Note
pdf

AHP-121

Rider to Subordinate Mortgage
pdf

AHP-123

AHP Funding Application for Rental Projects
pdf

AHP-124

Rental Project Drawdown Cover Pages
pdf

AHP-125

Rental Project Workbook
xls

AHP-126

Rental Income Verification Worksheet
xls

AHP-128

AHP Funding Application for Owner-Occupied Projects
pdf

AHP-129

Rehabilitation of Existing Homes Exhibit Cover Pages
pdf

AHP-130

Purchase of Existing Homes Exhibit Cover Pages
pdf

AHP-131

Purchase of Homes Developed by the Project Sponsor Exhibit Cover Pages
pdf

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-137A

Homeowner Projects (Construction)
pdf

AHP-137B

Homeowner Projects (General)
pdf

AHP-137C

Rental Projects (at 6 months)
pdf

AHP-138A

Initial Progress Report – Homeowner Projects
pdf

AHP-138B

Initial Progress Report – Rental Projects
pdf

AHP-138C

Semi-Annual Progress Report – Homeowner Projects
pdf

AHP-138D

Semi-Annual Progress Report – Rental Projects
pdf

AHP-140

Affordable Housing Program Direct Subsidy Agreement
pdf

AHP-141

Affordable Housing Program Progress Report Form
xls

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

Programa de Vivienda Asequible Acuerdo de Subsidio Directo (Puerto Rico)
pdf

AHP-148

Third Party Plan and Cost Review
xls

AHP-Sponsor-LOI

AHP Sponsor Letter of Commitment Template
word

AHP-TPSP-LOI

AHP Third-Party Service Provider Letter of Commitment Template
word

AHP/APP-102

Application Manual for Owner-Occupied Projects
pdf

AHPAPP-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

AHPAPP-107-Manual

AHP Rental Instruction Manual (for the AHP/APP-108)
pdf

AHP/APP-110

Application Form Technical Instructions Guide
pdf

AHP/FHC-001

Affordable Housing Program (AHP) / First Home Club (FHC): Recapture Request Form
xls

Amendment_UMBS

Amendment to the Correspondent Services Agreement for UMBS Exchange Transactions for the Enterprises
pdf

CIP/APP-002

CIP Eligibility Guidelines
xls

CIP/APP-001

CIP Application Form
xls

COL-154

Email Submission Form
xls

COL-012

Getting Started with the FHLBNY Mortgage Data Reporting
pdf

COL-013

Technical Instructions for Transmitting Files Using the FHLBNY File Transfer Service
pdf

COL-014

Instruction Manual for Web Browser Connections
pdf

COL-101

Revised Subsidiary/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-118

Multifamily/Commercial Assignment of Mortgage Collateral Form
pdf

COL-121

Collateral System Mortgage Data Format Layout
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 Subsidiary or Affiliate
pdf

COL-130

Subsidiary/Affiliate Questionnaire
pdf

COL-131

Schedule of Customer Subsidiary/Affiliate Structures Status of Pledge or Non-Pledge of Assets
pdf

COL-133

Net Equity Worksheet to Determine the Pledge Limit of Subsidiary/Affiliate Collateral
pdf

COL-134

Non Pledge of Subsidiary 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/APP-002

Member Secure Server Enrollment Form
pdf

Package

Package for applicants who intend to pledge mortgage loans as collateral.
pdf

DRF-QUAL

Disaster Relief Funding Qualification Worksheet
xls

FHC-117FHA

FHA Retention Documents
pdf

FHC-119

FHC-119 Employment History Statement
pdf

FHC-105

Funding Certification
pdf

FHC-110

FHC Program Guidelines
pdf

FHC-117s

Documentos de la Retencion
pdf

FHC-118

Income Calculation Worksheet
xls

HCL-001

Photograph Waiver and Release Form
pdf

HCL-DRF

Disaster Relief Funding Application Form
pdf

HDP-001

HDP Member Participation Agreement
pdf

HDP-002

HDP Secure File Transfer Enrollment Form
pdf

HLB-001

FHLBNY Rate Indication: Daily email sign-up sheet
xls

HLB-005

For Commercial Banks and Thrift Institutions
xls

HLB-007

For Credit Unions
xls

HLB-009

For Insurance Companies
xls

HLB-011

For Community Development Financial Institutions
xls

HLB-100

Summary of 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 (replaces HLB-107, HLB-111, HLB-112, and HLB-115 as of 3/3/2008)
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 Agreement1
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

Revised 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-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

Bank to Bank 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

AHP/APP-109

Project Construction Form
xls

FHC-115

Transfer Notification Form
pdf

HLB/APP-002

FHLBNY Housing Associate Application
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

RDA-UDA/APP-001

RDA & UDA Application Form
xls

RDA-UDA/APP-002

RDA & UDA Eligibility Guidelines
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

SP-FHLBNY-June-2015

Standard & Poor’s credit rating: FHLBNY June 2015
pdf

FHC-120

FHC-120 Child Support Statement
pdf

AHP-150

AHP Owner-Occupied Income Verification Worksheet
xls

HDP-006COOP

Co-Op Intention to Record
pdf

AHP/HDP-001

AHP/HDP Zero-Income Certification
pdf

HDP-003

Homebuyer Dream Program Guidelines
pdf

HDP-004

HDP Homebuyer Certification
pdf

HDP-005

Homebuyer Dream Program Request Form
xls

HDP-006

Retention Documents
pdf

HDP-006FHAPR

FHA Retention Documents (for Puerto Rico only)
pdf

HDP-006PR

Retention Documents (for Puerto Rico only)
pdf

AHP/HDP-001

AHP/HDP Zero-Income Certification
pdf

HDP-001

HDP Member Participation Agreement
pdf

HDP-003

Homebuyer Dream Program Guidelines
pdf

HDP-004

HDP Homebuyer Certification
pdf

HDP-005

Homebuyer Dream Program Request Form
xls

HDP-006FHA

FHA Retention Documents
pdf

HLB-108

Wire Transfer Agreement
pdf

HLB-123

Non-Member Correspondent Services Agreement
pdf

DRF Guidelines

Disaster Relief Funding Guidelines
pdf

AHP-152

AHP Income Calculation Worksheet
xls

AHP/APP-103

Homeowner Exhibit Cover Pages
word

AHP-100

2019 AHP Implementation Plan
pdf

AHP-106

Rental Project Certification Form
pdf

AHP-108

Subsidy Agreement & Memorandum of Understanding Owner-Occupied Project
pdf

AHP-109

Subsidy Agreement & Memorandum of Understanding Rental Project
pdf

AHP-111

Repayment Mortgage for Owner-Occupied Projects
pdf

AHP-112

Repayment Mortgage Note for Owner-Occupied Projects
pdf

AHP-113

Affordable Housing Program Subordinate Mortgage for Rental Projects
pdf

AHP-114

Promissory Note for Rental Projects
pdf

AHP-115

Promissory Note for Rental Projects with Section 811 or Section 202 Funding
pdf

AHP-116

Security Agreement for Rental Projects
pdf

AHP-117

Rider to Lender’s Security Agreement
pdf

AHP-118

Instructions Regarding Long Term Retention Requirements
pdf

AHP-119

Recapture Agreement for Rental Projects
pdf

AHP-120

Promissory Note
pdf

AHP-121

Rider to Subordinate Mortgage
pdf

AHP-123

AHP Funding Application for Rental Projects
pdf

AHP-124

Rental Project Drawdown Cover Pages
pdf

AHP-125

Rental Project Workbook
xls

AHP-126

Rental Income Verification Worksheet
xls

AHP-128

AHP Funding Application for Owner-Occupied Projects
pdf

AHP-129

Rehabilitation of Existing Homes Exhibit Cover Pages
pdf

AHP-130

Purchase of Existing Homes Exhibit Cover Pages
pdf

AHP-131

Purchase of Homes Developed by the Project Sponsor Exhibit Cover Pages
pdf

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-137A

Homeowner Projects (Construction)
pdf

AHP-137B

Homeowner Projects (General)
pdf

AHP-137C

Rental Projects (at 6 months)
pdf

AHP-138A

Initial Progress Report – Homeowner Projects
pdf

AHP-138B

Initial Progress Report – Rental Projects
pdf

AHP-138C

Semi-Annual Progress Report – Homeowner Projects
pdf

AHP-138D

Semi-Annual Progress Report – Rental Projects
pdf

AHP-140

Affordable Housing Program Direct Subsidy Agreement
pdf

AHP-141

Affordable Housing Program Progress Report Form
xls

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

Programa de Vivienda Asequible Acuerdo de Subsidio Directo (Puerto Rico)
pdf

AHP-148

Third Party Plan and Cost Review
xls

AHP-Sponsor-LOI

AHP Sponsor Letter of Commitment Template
word

AHP-TPSP-LOI

AHP Third-Party Service Provider Letter of Commitment Template
word

AHP/APP-102

Application Manual for Owner-Occupied Projects
pdf

AHPAPP-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

AHPAPP-107-Manual

AHP Rental Instruction Manual (for the AHP/APP-108)
pdf

AHP/APP-110

Application Form Technical Instructions Guide
pdf

AHP/FHC-001

Affordable Housing Program (AHP) / First Home Club (FHC): Recapture Request Form
xls

Amendment_UMBS

Amendment to the Correspondent Services Agreement for UMBS Exchange Transactions for the Enterprises
pdf

CIP/APP-002

CIP Eligibility Guidelines
xls

CIP/APP-001

CIP Application Form
xls

COL-154

Email Submission Form
xls

COL-012

Getting Started with the FHLBNY Mortgage Data Reporting
pdf

COL-013

Technical Instructions for Transmitting Files Using the FHLBNY File Transfer Service
pdf

COL-014

Instruction Manual for Web Browser Connections
pdf

COL-101

Revised Subsidiary/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-118

Multifamily/Commercial Assignment of Mortgage Collateral Form
pdf

COL-121

Collateral System Mortgage Data Format Layout
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 Subsidiary or Affiliate
pdf

COL-130

Subsidiary/Affiliate Questionnaire
pdf

COL-131

Schedule of Customer Subsidiary/Affiliate Structures Status of Pledge or Non-Pledge of Assets
pdf

COL-133

Net Equity Worksheet to Determine the Pledge Limit of Subsidiary/Affiliate Collateral
pdf

COL-134

Non Pledge of Subsidiary 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/APP-002

Member Secure Server Enrollment Form
pdf

Package

Package for applicants who intend to pledge mortgage loans as collateral.
pdf

DRF-QUAL

Disaster Relief Funding Qualification Worksheet
xls

FHC-117FHA

FHA Retention Documents
pdf

FHC-119

FHC-119 Employment History Statement
pdf

FHC-105

Funding Certification
pdf

FHC-110

FHC Program Guidelines
pdf

FHC-117s

Documentos de la Retencion
pdf

FHC-118

Income Calculation Worksheet
xls

HCL-001

Photograph Waiver and Release Form
pdf

HCL-DRF

Disaster Relief Funding Application Form
pdf

HDP-001

HDP Member Participation Agreement
pdf

HDP-002

HDP Secure File Transfer Enrollment Form
pdf

HLB-001

FHLBNY Rate Indication: Daily email sign-up sheet
xls

HLB-005

For Commercial Banks and Thrift Institutions
xls

HLB-007

For Credit Unions
xls

HLB-009

For Insurance Companies
xls

HLB-011

For Community Development Financial Institutions
xls

HLB-100

Summary of 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 (replaces HLB-107, HLB-111, HLB-112, and HLB-115 as of 3/3/2008)
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 Agreement1
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

Revised 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-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

Bank to Bank 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

AHP/APP-109

Project Construction Form
xls

FHC-115

Transfer Notification Form
pdf

HLB/APP-002

FHLBNY Housing Associate Application
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

RDA-UDA/APP-001

RDA & UDA Application Form
xls

RDA-UDA/APP-002

RDA & UDA Eligibility Guidelines
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

SP-FHLBNY-June-2015

Standard & Poor’s credit rating: FHLBNY June 2015
pdf

FHC-120

FHC-120 Child Support Statement
pdf

AHP-150

AHP Owner-Occupied Income Verification Worksheet
xls

HDP-006COOP

Co-Op Intention to Record
pdf

AHP/HDP-001

AHP/HDP Zero-Income Certification
pdf

HDP-003

Homebuyer Dream Program Guidelines
pdf

HDP-004

HDP Homebuyer Certification
pdf

HDP-005

Homebuyer Dream Program Request Form
xls

HDP-006

Retention Documents
pdf

HDP-006FHAPR

FHA Retention Documents (for Puerto Rico only)
pdf

HDP-006PR

Retention Documents (for Puerto Rico only)
pdf

AHP/HDP-001

AHP/HDP Zero-Income Certification
pdf

HDP-001

HDP Member Participation Agreement
pdf

HDP-003

Homebuyer Dream Program Guidelines
pdf

HDP-004

HDP Homebuyer Certification
pdf

HDP-005

Homebuyer Dream Program Request Form
xls

HDP-006FHA

FHA Retention Documents
pdf

HLB-108

Wire Transfer Agreement
pdf

HLB-123

Non-Member Correspondent Services Agreement
pdf

DRF Guidelines

Disaster Relief Funding Guidelines
pdf

AHP-152

AHP Income Calculation Worksheet
xls

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

MLC-001

Member Loan Connection: Registration Form
pdf

MLC-002

Member Loan Connection: Loan Submission Form
pdf

How to Sign Up for the MPF® Program

To be eligible to participate in the MPF® Program, you must be a member of the FHLBNY. Please contact Muriel Brunken at (212) 441-6712 for application information if you are interested in participating in the program.
Note: If you are not a member and would like more information on how to become a member, please contact a Relationship Manager at (212) 441-6700 or visit our Membership section.

Application & Implementation Summary

MPF/APP-101

Application for Participating Financial Institutions
pdf

MPF/APP-101

Application for Participating Financial Institutions
pdf

AHP/APP-103

Homeowner Exhibit Cover Pages
word

AHP-100

2019 AHP Implementation Plan
pdf

AHP-106

Rental Project Certification Form
pdf

AHP-108

Subsidy Agreement & Memorandum of Understanding Owner-Occupied Project
pdf

AHP-109

Subsidy Agreement & Memorandum of Understanding Rental Project
pdf

AHP-111

Repayment Mortgage for Owner-Occupied Projects
pdf

AHP-112

Repayment Mortgage Note for Owner-Occupied Projects
pdf

AHP-113

Affordable Housing Program Subordinate Mortgage for Rental Projects
pdf

AHP-114

Promissory Note for Rental Projects
pdf

AHP-115

Promissory Note for Rental Projects with Section 811 or Section 202 Funding
pdf

AHP-116

Security Agreement for Rental Projects
pdf

AHP-117

Rider to Lender’s Security Agreement
pdf

AHP-118

Instructions Regarding Long Term Retention Requirements
pdf

AHP-119

Recapture Agreement for Rental Projects
pdf

AHP-120

Promissory Note
pdf

AHP-121

Rider to Subordinate Mortgage
pdf

AHP-123

AHP Funding Application for Rental Projects
pdf

AHP-124

Rental Project Drawdown Cover Pages
pdf

AHP-125

Rental Project Workbook
xls

AHP-126

Rental Income Verification Worksheet
xls

AHP-128

AHP Funding Application for Owner-Occupied Projects
pdf

AHP-129

Rehabilitation of Existing Homes Exhibit Cover Pages
pdf

AHP-130

Purchase of Existing Homes Exhibit Cover Pages
pdf

AHP-131

Purchase of Homes Developed by the Project Sponsor Exhibit Cover Pages
pdf

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-137A

Homeowner Projects (Construction)
pdf

AHP-137B

Homeowner Projects (General)
pdf

AHP-137C

Rental Projects (at 6 months)
pdf

AHP-138A

Initial Progress Report – Homeowner Projects
pdf

AHP-138B

Initial Progress Report – Rental Projects
pdf

AHP-138C

Semi-Annual Progress Report – Homeowner Projects
pdf

AHP-138D

Semi-Annual Progress Report – Rental Projects
pdf

AHP-140

Affordable Housing Program Direct Subsidy Agreement
pdf

AHP-141

Affordable Housing Program Progress Report Form
xls

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