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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-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 Revised Member Representations and Warranties
pdf

Instruction

HLB-203 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
HLB_118r Issued Prior June 2020 Refundable Municipal Letter of Credit Application (Issued Prior June 1, 2020)
pdf

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
HLB-106 Global Authorization Form (replaces HLB-107, HLB-111, HLB-112, and HLB-115 as of 3/3/2008)
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

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-123 Non-Member Correspondent Services Agreement1
pdf
HLB-203 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_118r Issued Prior June 2020 Refundable Municipal Letter of Credit Application (Issued Prior June 1, 2020)
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-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-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 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

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-108 Wire Transfer Agreement
pdf
HLB-109 Application for Advances Pursuant to Telephonic Request
pdf
HLB-113 Revised 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

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-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 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
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-108 Wire Transfer Agreement
pdf
HLB-109 Application for Advances Pursuant to Telephonic Request
pdf
HLB-113 Revised 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
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
1Link® 2015 Collateral Service Fees Schedule (Log onto 1Link® to view)
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
COL-154 Email Submission Form
xls
HLB-113 Revised Member Representations and Warranties
pdf
SBA PPP U.S. Small Business Administration Paycheck Protection Program
xls
SFK-001 Delivery Instructions and Deadlines for Securities
pdf

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.
SBA PPP U.S. Small Business Administration Paycheck Protection Program
xls

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

Affordable Housing Program

Training & Webinar Materials

Webinar 2021 AHP General Fund Virtual Training Webinar
Presentation 2021 AHP General Fund Virtual Training Presentation
Tutorial Overview of the AHP Project Life Cycle
Tutorial AHP-153 Recapture Request Form – Part 1: Reviewing the Form
Tutorial AHP-153 Recapture Request Form – Part 2: Household Example

Please note: In the ‘Other Forms and Agreements’ tab below there are standard agreements which must be executed following the approval of a project.


For Rental Projects

AHP-123 AHP General Fund 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

For Owner-Occupied Projects

AHP-128 AHP General Fund Funding Application for Homeownership 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-150 AHP Owner-Occupied Income Verification Worksheet
xls

Regulations

Link Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement
Link Official AHP/HDP Regulations
AHP-100 2021 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
Link HUD Income limits/guidelines

Regulations

Link Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement
Link Official AHP/HDP Regulations

AHP Initial Monitoring Forms

AHP-154 AHP General Fund IMR Certification Form
pdf

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-152 AHP Income Calculation Worksheet
xls
AHP/HDP-001 AHP/HDP Zero-Income Certification
pdf

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 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 Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement
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 Reservation Request Tutorial
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
Webinar 2021 HDP Round Virtual Training Webinar
Presentation 2021 HDP Round Virtual Training Presentation

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
HDP-004 HDP Homebuyer Certification
pdf
HDP-005 Homebuyer Dream Program 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

Supplemental Guidelines & Policies

AHP-011NJ (HDP) MRB Median Income Guidelines for New Jersey (HDP)
pdf
AHP-011NY MRB Median Income Guidelines for New York
pdf
AHP-011PR MRB Median Income Guidelines for Puerto Rico
pdf
HDP-003 Homebuyer Dream Program® Guidelines
pdf
Link HUD Income limits/guidelines

Regulations

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

Community Lending Program Forms

CLP-001 Community Lending Programs Guidelines
pdf
CLP-002 Community Lending Programs Application
xls

Regulations

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

Small Business Recovery Grant Program

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

For Rental Projects

AHP-123 AHP General Fund 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

For Owner-Occupied Projects

AHP-128 AHP General Fund Funding Application for Homeownership 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-150 AHP Owner-Occupied Income Verification Worksheet
xls

Regulations

Link Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement
Link Official AHP/HDP Regulations
AHP-100 2021 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
Link HUD Income limits/guidelines

Regulations

Link Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement
Link Official AHP/HDP Regulations

AHP Initial Monitoring Forms

AHP-154 AHP General Fund IMR Certification Form
pdf

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-152 AHP Income Calculation Worksheet
xls
AHP/HDP-001 AHP/HDP Zero-Income Certification
pdf

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 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 Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement
Link Official AHP/HDP Regulations
AHP-123 AHP General Fund 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-128 AHP General Fund Funding Application for Homeownership 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-150 AHP Owner-Occupied Income Verification Worksheet
xls
Link Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement
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
Link HUD Income limits/guidelines
Link Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement
Link Official AHP/HDP Regulations
AHP-154 AHP General Fund IMR Certification Form
pdf
AHP-140 Affordable Housing Program Direct Subsidy Agreement
pdf
AHP-147 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-141 Affordable Housing Program Progress Report Form
xls
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 Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement
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 Homebuyer Dream Program 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
AHP-011NJ (HDP) MRB Median Income Guidelines for New Jersey (HDP)
pdf
AHP-011NY MRB Median Income Guidelines for New York
pdf
AHP-011PR MRB Median Income Guidelines for Puerto Rico
pdf
HDP-003 Homebuyer Dream Program® Guidelines
pdf
Link HUD Income limits/guidelines
Link Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement
Link Official AHP/HDP Regulations
CLP-001 Community Lending Programs Guidelines
pdf
CLP-002 Community Lending Programs Application
xls
Link CICA Regulation
Link Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement
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 2021 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-123 AHP General Fund 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 General Fund Funding Application for Homeownership 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-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-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-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-106 Application Manual for Rental Projects
pdf
AHP/APP-107 Rental Exhibit Cover Pages
word
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
AHPAPP-103-Manual AHP Owner-Occupied Instruction Manual (for the AHP/APP-104)
pdf
AHPAPP-107-Manual AHP Rental Instruction Manual (for the AHP/APP-108)
pdf
Amendment UMBS Amendment to the Correspondent Services Agreement for UMBS Exchange Transactions for the Enterprises
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 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-154 Email Submission Form
xls
COL/APP-002 Member Secure Server Enrollment Form
pdf
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 Homebuyer Dream Program 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-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 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 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-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-128 Security Device Application Form
pdf
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
Link HUD Income limits/guidelines
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 2021 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-123 AHP General Fund 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 General Fund Funding Application for Homeownership 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-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-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-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-106 Application Manual for Rental Projects
pdf
AHP/APP-107 Rental Exhibit Cover Pages
word
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
AHPAPP-103-Manual AHP Owner-Occupied Instruction Manual (for the AHP/APP-104)
pdf
AHPAPP-107-Manual AHP Rental Instruction Manual (for the AHP/APP-108)
pdf
Amendment UMBS Amendment to the Correspondent Services Agreement for UMBS Exchange Transactions for the Enterprises
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 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-154 Email Submission Form
xls
COL/APP-002 Member Secure Server Enrollment Form
pdf
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 Homebuyer Dream Program 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-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 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 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-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-128 Security Device Application Form
pdf
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
Link HUD Income limits/guidelines
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

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
1Link® 2015 Collateral Service Fees Schedule (Log onto 1Link® to view)
1Link® System Requirements 1Link System Requirements
pdf
2020 Empowerment Commitment Letter for Sponsor 2020 Empowerment Commitment Letter for Sponsor
word
2020 Empowerment Commitment Letter for Third Party Agency 2020 Empowerment Commitment Letter for Third Party Agency
word
2021 Target Community Lending Plan Current Targeted Community Lending Plan
pdf
AHP-011NJ MRB Median Income Guidelines for New Jersey
pdf
AHP-011NJ (HDP) MRB Median Income Guidelines for New Jersey (HDP)
pdf
AHP-011NY MRB Median Income Guidelines for New York
pdf
AHP-011PR MRB Median Income Guidelines for Puerto Rico
pdf
AHP-100 2021 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-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-123 AHP General Fund 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 General Fund Funding Application for Homeownership 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-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-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-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-Sponsor-LOI AHP Sponsor Letter of Commitment Template
word
AHP-TPSP-LOI AHP Third-Party Service Provider Letter of Commitment Template
word
AHP/APP 108 AHP Rental Project Workbook
xls
AHP/APP-001 Affordable Housing Program Application Form
xls
AHP/APP-102 Application Manual for Owner-Occupied Projects
pdf
AHP/APP-103 Homeowner Exhibit Cover Pages
word
AHP/APP-104 AHP Owner-Occupied Project Workbook
xls
AHP/APP-106 Application Manual for Rental Projects
pdf
AHP/APP-107 Rental Exhibit Cover Pages
word
AHP/APP-109 Project Construction Form
xls
AHP/APP-110 Application Form Technical Instructions Guide
pdf
AHP/APP-126 AHP Rental Income Verification Workbook
pdf
AHP/HDP-001 AHP/HDP Zero-Income Certification
pdf
AHPAPP-103-Manual AHP Owner-Occupied Instruction Manual (for the AHP/APP-104)
pdf
AHPAPP-107-Manual AHP Rental Instruction Manual (for the AHP/APP-108)
pdf
Amendment UMBS Amendment to the Correspondent Services Agreement for UMBS Exchange Transactions for the Enterprises
pdf
CIP/APP-001 CIP Application Form
xls
CIP/APP-002 CIP Eligibility Guidelines
xls
CLP - 003 Community Lending Program System Authorization Form
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 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-154 Email Submission Form
xls
COL/APP-002 Member Secure Server Enrollment Form
pdf
Covid-19 SBRG Program Guidelines COVID-19 Small Business Recovery Grant Program Guidelines
pdf
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
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 Homebuyer Dream Program 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-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 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 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-123 Non-Member Correspondent Services Agreement
pdf
HLB-123 Non-Member Correspondent Services Agreement1
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-128 Security Device Application Form
pdf
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
Link CICA Regulation
Link More Information on Preliminary Worksheets
Link View optional forms and agreements
Link View individual Collateral System Enrollment forms
Link HUD Income limits/guidelines
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
Target CLP 2021 2021 Targeted Community Lending Plan
pdf
User Guide for 1Link-IPR User Guide for 1Link-IPR
pdf
Link Members subject to the federal CRA must complete Part 1 of the FHFA Community Support Statement
Link Official AHP/HDP Regulations