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    • Conventional Product Forms & Exhibits
    • FHA Product Forms & Exhibits
    • Tax Advantage Product Forms & Exhibits
    • Home Improvement Product Forms & Exhibits
    Conventional Product Forms & Exhibits
    Rev
    Form
    Purpose
    Use When
    1/19Form 1
    Delegated Administrator New Lender Set Up
    To assist with setting up WHEDA-Connect
    After approval - required
    12/16Form 2 
    Borrower’s Affidavit 
    Determines income for all household occupants for compliance with county income limitsSubmit with Application Package. Must be signed by all borrowers.
    3/10Form 3 
    Residential Loan Application 
    Addendum
    Verifies type of credit. Used to comply with WI Martial Property ActSubmit with Application Package. Must be signed by all borrowers.
    12/14

    Form 4 
    Acknowledgment of 
    Federal Recapture
    Tax Requirements
    Informs borrower of potential recapture taxSubmit with Application Package for FTHB only. 

    10/18Form 6
    Application Package 
    Checklist
    Ensures all forms and documents are submittedSubmit with Application Package.
    10/15Form 6f 
    Release of Liability 
    Application Package 
    Checklist
    Ensures all forms and documents are submitted Contact WHEDA at 800-562-5546. 

    11/18Form 7 
    Funding Request
    Request funds for all loan productsSubmit 2 business days prior to the closing date.
    11/11Form 11 
    Gift Affidavit  
    Used if gifted funds will be used as funds to close. Lender may use their own version of this formSubmit with Application Package.
    10/18Form 12 
    Closing Package Checklist
    Ensures all forms and documents are submittedSubmit with Closing Package.
    01/19

    Form 14 
    Lender Training Request

    To request training on WHEDA programs As needed. 
    2/10Form 16 
    Lender Changes
    Inform WHEDA of changes in lender information (address, contact person, etc.)As needed.
    6/15Form 17 
    Authorization 
    Agreement for ACH 
    Transfers
    Authorizes WHEDA to credit lender’s account via Automate Clearing House (ACH)Submit when becoming a participating lender or when changes to ACH accounts are needed.
    3/16Form 23 
    Automatic Payment 
    Withdrawal Form
    Authorizes WHEDA to debit borrower’s depository account for WHEDA loan paymentsSubmit with Closing Package. Signed by borrower at closing.
    2/10Form 24 
    Compliance Income Calculation
    Worksheet 
    Tool to calculate compliance incomeDetermining borrower eligibility.
    9/15Form 27 
    TPO Authorization 
    Form
    Inform WHEDA of participating TPOsAuthorizing a TPO to originate on your behalf.
    4/18Form 29 
    Compliance Income Evaluation  
    Tool for lender to receive compliance income guaranty from WHEDAAs needed
    12/14Form 34 
    Lender Application
    Application for becoming a WHEDA approved lenderNew lender application or annual recertification.
    5/10Form 35 
    Certification of Zero Income
    Affidavit that borrower has no incomeAs needed
     10/18Form 38
    HomeStyle® Renovation Contract Agreement
    HomeStyle® Renovation Contract AgreementSubmit with Application Package.  Must be signed by the borrower(s) and Contractor(s)
     10/18Form 39
    HomeStyle® Renovation Loan Agreement 
    HomeStyle® Renovation Loan Agreement
    Submit with Application Package.  Must be signed by the borrower(s) and Lender
    10/18 Form 40
    HomeStyle® Renovation Multi Disbursement Form
    HomeStyle® Renovation Multi Disbursement Form
    Submit with paid receipts and lien waivers. 
    12/18Form 41
    HomeStyle® Renovation Maximum Mortgage Worksheet
    HomeStyle® Renovation calculation of maximum mortgage and renovations
    Must be submitted with Application package
    11/18Form 42
    HomeStyle® Renovation Contractor Acknowledgement 
    HomeStyle® Renovation Contractor acknowledgement of HomeStyle® terms
    As needed
    11/18Form 43
    HomeStyle® Permit Certification
    HomeStyle® Renovation request to municipality to confirm needed permits
    As needed
    3/19 Form 44
    HomeStyle® Renovation Pre-Close Review Request
    For use by Correspondent Lenders to receive WHEDA Certification on mortgage/renovation calculation, & scope of work eligibility Submit this form and required documentation prior to closing a HomeStyle® Renovation loan.
    3/19 Form 45
    Correspondent Pre-Delegated Review Request
    For use by New Correspondent Lenders to receive WHEDA certification on mortgage eligibility prior to receiving full delegated authority Submit this form and required documentation after lender underwriter has reviewed the file, but prior to lender issuing an approval
    11/18Form 1204
    HomeStyle® Renovation Mortgage Consumer Tips
    Helpful tips and information for Borrower(s)
    Submit with Application Package.  Must be signed by the borrower(s) and Lender
    1/17Exhibit 4 
    Schedule of Fees  
    Fees charged for various servicesAs needed
    3/11 

    Exhibit 5 
    Confirmation of 
    Receipt of 
    Appraisal Report
      
    Borrower acknowledges they received a copy of the property appraisalAs needed 

    9/16Exhibit 7 
    Recapture Tax 
    Reimbursement
    To request reimbursement of recapture tax paidAs needed
    10/18Exhibit 9 
    Finance Charges
    Used to determine fees included in the APR calculationWhen preparing the truth in lending disclosure.
    7/14Exhibit 13
    Delegated Administrator (DA) Agreement 
    Used to authorize user for WHEDA-Connect New lender application or change in Delegated Administrator

     

    FHA Product Forms & Exhibits
    RevFormPurposeUse When
    12/12Form 1a 
    Loan Registration Form
    Request FHA Case # from WHEDA  Processing a WHEDA FHA Advantage loan as a Sponsored Originator 
    12/16Form 2 
    Borrower's Affidavit
    Disclosure of income for all household occupants for compliance with county income limitSubmit with Application Package. Must be signed by all borrowers
    3/10Form 3 
    Residential Loan Application Addendum
    Verifies type of credit, used to comply with WI Marital Property ActSubmit with Application Package. Must be signed by all borrowers

    3/17

    Form 6
    Application Package Checklist
    Checklist for lenders to ensure all forms and documents are submittedSubmit to WHEDA for underwriting
    11/18Form 7 
    Funding Request
    Request funds for all loan productsSubmit 2 business days prior to the loan closing date
    11/11Form 11 
    Gift Affidavit
    Used if gift funds will be used as funds to close. Lender may use their own version of this formSubmit with Application Package
    6/18Form 12 
    Closing Package Checklist
    Checklist for lender to ensure all forms and documents are submittedSubmit with Closing Package
    8/11Form 14 
    Condominium Insurance Warranty
    To determine adequate insurance coverage for a condominiumSubmit with Application Package
    2/10Form 16 
    Lender Changes
    Informs WHEDA of changes or corrections in an institution’s name, contact person, address and telephone numberSubmit to WHEDA when notification is necessary
    6/15Form 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
    3/16Form 23 
    Automatic Payment Withdrawal Form
    Authorizes WHEDA to debit borrower’s depository account for WHEDA loan paymentsSubmit with Closing Package. Signed by borrower at closing
    2/10Form 24 
    Compliance Income Calculation worksheet
    Tool for lender to assist in determining Compliance IncomeAs needed
    12/16Form 29 
    Compliance Income Evaluation
    Tool for lender to receive a Compliance Income guaranty from WHEDAAs needed
    5/14Form 34 
    Lender Application
    Application for becoming a WHEDA approved lenderNew lender application or annual recertification
    11/14Form 34c 
    Originator Application
    Application to submit FHA loan applicationsAs needed
    5/10Form 35 
    Certification of Zero Income
    Affidavit that borrower has no incomeAs needed
    8/11Form 36 
    Affidavit of Identity of Interest
    Used to document variances in borrower nameSubmit with Application Package
    3/19 Form 45
    Correspondent Pre-Delegated Review Request
    For use by New Correspondent Lenders to receive WHEDA certification on mortgage eligibility prior to receiving full delegated authority Submit this form and required documentation after lender underwriter has reviewed the file, but prior to lender issuing an approval
    1/17Exhibit 4 
    WHEDA Schedule of Fees
    Breakdown of fees for various servicesAs needed
    3/11Exhibit 5 
    Confirmation of Receipt of Appraisal
    Signed by borrower to verify receipt of appraisalSubmit with the Closing Package
    8/11Exhibit 6 
    Lender Certification for Individual Unit Financing
    Lender certifying the condominium project is in compliance with FHA guidelinesUse for any condominium financing.
    10/15Exhibit 9 
    Finance Charges
    Used to determine fees included in the APR calculationWhen preparing the truth in lending disclosure
    7/14Exhibit 13
    Delegated Administrator (DA) Agreement 
    Used to authorize user for WHEDA-Connect New lender application or change in Delegated Administrator


    Tax Advantage Product Forms & Exhibits
    Rev
    Date
    FormPurposeUse When
    2/16MCC-001
    Reservation Package Checklist 
    To reserve a MCC Submit after receipt of a signed and accepted Offer to Purchase 
    4/13MCC-002 
    Request for Conditional Commitment
    Applicant attestations Submit with the Reservation Package Checklist 
    4/13MCC-003 
    Acknowledgment of Federal Recapture Tax Requirements 
    Applicant’s acknowledgement of recapture tax provision Submit with the Reservation Package Checklist 
    2/15MCC-004 
    Income Tax Affidavit 
    Applicant’s explanation for missing tax returns Submit with the Reservation Package Checklist 
    11/18MCC-005
    Closing Package Checklist 
    Confirmation of loan closing Submit within 10 business days of loan closing 
    5/13MCC-006
    Lender Affidavit 
    Lender attestations Submit with the Closing Package Checklist 
    4/13MCC-007 
    Seller’s Affidavit 
    Seller attestationsSubmit with the Closing Package Checklist 
    4/13MCC-008 
    Closing Affidavit 
    Applicant reaffirmations Submit with Closing Package Checklist 
    4/13MCC-009
    Owner Occupancy Certification 
    Applicant attestations Request for reissuance if the first mortgage is refinanced 
    5/13MCC-010
    Participation Agreement
    Lender Eligibility Submit prior to submitting a reservation request 
    2/17MCC-011
    Reissue Request
    Borrower request to reissue a MCC
    Within 1 year of a refinance
    4/13  Exhibit 1
    Tax Credit Worksheet 
    Example of  how to calculate the monthly benefit to the borrower for qualifying income purposes May be provided to the applicant to demonstrate the benefit of the MCC 
    9/15  Exhibit 2
    Schedule of Fees 
    Conveys MCC processing fees Refer to as needed 
    9/14Exhibit 12
    Training Request Form 
    To identify program trainingAs needed

    Home Improvement Product Forms & Exhibits
    RevFormPurposeUse When
    9/16Form 1A
    Rate Lock Management Form 
    Locks interest rate on the Home Improvement Loan for 45 daysFax to WHEDA prior to submitting the application for underwriting
    9/16Form 1 
    Application Package Checklist
    Checklist for lender to ensure all forms and documents are submittedSubmit to WHEDA for underwriting
    9/16Form 2 
    Borrower's Affidavit
    Disclosure of income for all household occupants for compliance with county income limitSubmit with Application Package. Must be signed by all borrowers
    9/16Form 3 
    Funding Certificate
    Requests funds for loan closingSubmit by noon the day prior to the disbursement date
    9/16Form 4 
    Closing package Checklist
    Checklist for lender to ensure all forms and documents are submittedSubmit with Closing Package within 15 days of closing
    9/14Exhibit 12 
    Training Request Form 
    To identify program trainingAs needed