| Rev |
Form |
Purpose |
Use When |
| 5/09 |
Form 2
Borrower's Affidavit |
Determines income of all household occupants for compliance with county income limit. |
Submit with Application Package. Must be signed by all borrowers |
| 5/09 |
Form 3
Residential Loan Application Addendum |
Verifies type of credit, used to comply with WI Marital Property Act. |
Submit with Application Package. Must be signed by all borrowers |
5/10
|
Form 6
Uniform Application Package Checklist |
Form for lender to ensure all forms and documents are submitted. |
Submit with Application Package |
| 5/10 |
Form 6d
Pre-Approval Application Package Checklist |
Form to ensure all forms and documents are submitted. |
Submit with Application Package |
| 2/10 |
Form 7
Funding Certificate |
Requests funds for loan closing. |
Submit 2 business days prior to the closing date |
| 5/09 |
Form 11
Gift Affidavit |
Used if gifted funds will be used as funds to close. Lender may use their own version of this form. |
Submit with Application Package |
| 2/10 |
Form 12
Closing Package Checklist |
Form for lender to ensure all forms and documents are submitted. |
Submit with Closing Package |
| 5/09 |
Form 13
Lender's Warranty |
Certifies that loan complies with requirements. |
Submit with Closing Package |
5/09
|
Form 17
Authorization Agreement for ACH Transfers |
Authorizes WHEDA to credit lender's account via Automated Clearing House (ACH). |
Submit when becoming a participating lender or when changes to ACH accounts are needed |
11/09
|
Form 21
Mortgage Rider |
Requires owner occupancy for life of loan and addresses environmental concerns. |
Closing a loan |
5/09
|
Form 23
Automatic Payment Withdrawal Form |
Authorizes WHEDA to debit borrower's depository account for WHEDA loan payments. |
Submit with Closing Package. Signed by borrower at closing |
| 5/10 |
Form 29
Compliance Income Evaluation |
Tool for lender to receive Compliance Income guaranty from WHEDA. |
As needed |
| 5/09 |
Form 31
Quality Control Release |
Authorizes WHEDA to perform a Quality Control review. |
Submit with Closing Package |
| 9/09 |
HQS Inspection |
Compliance with Federal guidelines |
Submit with Application Package |
| 6/09 |
Exhibit 1
Job Loss Protection Borrower Information |
To provide borrowers with basic information regarding Job Loss Protection Plan. |
Give to the borrower at time of application |
| 5/09 |
Exhibit 2
Job Loss Protection Q&A for Lenders |
To provide lenders with basic information regarding Mortgage Guardian: Mortgage Payment Protection Plan. |
As needed |
| 8/09 |
Exhibit 4
WHEDA Schedule of Fees for Service |
Breakdown of fees charged for various services. |
As needed |