Loan Eligibility Guidelines| Forms| Guide Updates

Forms

Please select from the Program or Servicing forms provided below.
Form Index  - Revised 06/05/03

Program Forms

Form#

Form Name
01 CalPERS Loan Certification  Revised 10/19/09
02 CalPERS MHLP Commitment Request  - Revised 1/11/2010
04 Notification of Commitment Cancellation  - Revised 2.24.10
05 Notification of Intent to Relock  - Revised 2.24.10
06 Condominium/PUD Certification  - Revised 12/05/05
07 Reserved for future use  
08 Payment Distribution  (Servicing Released Only)
09 Certificate of Hazard Insurance  - updated 2.24.10
10 Mortgage Broker Sponsorship Notification  - Revised 2.24.10
11 Tax Certification Form  - Revised 5/16/08
12 Original Document Delivery Extension  - Revised 05/05/03
13 Interest Only Feature Informational Disclosure  - Added 2.24.10
14 Certification of Residency  
15 Borrower Authorization for Counseling  - Revised 04/18/05
16 Personal Loan Doc Draw Request  - Revised 02/15/10
17 Personal Retirement Account Secured Loan (PRASL) - Loan Originator Worksheet  
24 New Loan Reconciliation Transmittal  
25 Servicing of Mortgage Loans Requested with MERS Certification  
30 Certificate of Achievement - Home Buyer Education  - Effective 04/18/05
31 Documents Transmittal Summary  - Revised 08/15/05
38 Personal Loan Funding Request  
39 Delivery Checklist - Released  Revised - 3/06/10
40 Delivery Checklist - Retained  Revised 4/20/10

Servicing Forms (Retained Participants Only)

Form# Form Name
S-1 Letter of Authorization of Participant's P  (Agency/Reclassified) - Revised 05/05/03
S-2 Letter of Authorization of Participant's T  (Agency/Reclassified) - Revised 05/05/03
S-3 Letter of Authorization of Participant's P  (Non-Agency) - Revised 05/05/03
S-4 Letter of Authorization of Participant's T  (Non-Agency) - Revised 05/05/03
S-5 Letter of Authorization of Participant's P  (Warehouse) - Revised 05/05/03
S-6 Letter of Authorization of Participant's T  (Warehouse) - Revised 05/05/03
S-7 Letter of Authorization of Participant's T  (Third Party Owned) - Revised 05/05/03
S-8 Letter of Authorization of Participant's T  (Third Party Owned) - Revised 05/05/03
S-9 Remittance Reconciliation  - Revised 05/05/03
S-10 Analysis of Custodial Accounts  - Revised 05/05/03
S-11 Monthly Remittance Summary Report  (Reclassified Agency Mortgage Loans) - Revised 05/05/03
S-12 Delinquent Payment Report  - Revised 05/05/03
S-13 Curtailments and Prepaid Installments Report  - Revised 05/05/03
S-14 New Mortgage Loans Report  - Revised 05/05/03
S-15 Collection Report  - Revised 05/05/03
S-16 Liquidation Schedule  - Revised 05/05/03
S-17 Loans Paid In Full Statement  (Reclassified Agency Mortgage Loans) - Revised 05/05/03
S-18 Trial Balance  - Revised 05/05/03
S-19 Pool Loan Detail Report  - Revised 05/05/03
S-20 Collateral Reconciliation  
S-21 Test of Expected P  
S-22 Foreclosure Remittance Summary  - Revised 05/05/03
S-23 Foreclosure Notification  - Revised 05/05/03
S-24 Delinquency Status  - Revised 05/05/03
S-25 Foreclosure Status Report  - Revised 05/05/03
S-26 Real Estate Owned Status Report  - Revised 05/05/03
S-27 Bankruptcy Status Report  - Revised 05/05/03
S-28 Report of Hazard Insurance Loss  - Revised 05/05/03
S-29 Mortgagor's and Contractor's Affidavit  
S-30 Request for MI Waiver  - Revised 05/05/03
S-31 CalPERS Membership Verification  - Revised 06/27/03
S-32 Change of Ownership  - Revised 05/05/03
S-33 Request for Release of Documents and Officer's Certification Statement  
S-34 Transfer of Servicing  - Revised 05/05/03
S-35 Subservicing Agreement  - Revised 05/05/03



If you are interested in a mortgage loan to purchase or refinance a home, please call us at
(800) 874-7377.