Forms
FORMS AND APPLICATIONS - MASTER INDEX
Applications for all Board of Investment programs may be submitted either electronically, by fax or in hard copy. However, the Board of Investment does require that if the application is submitted electronically or by fax, that the signature page (with original signature/s) of the application be mailed separately.
In-State Loan Program Policies and Application Forms Commercial Loan Policy & Application: Word Value-Added Loan Policy & Application: Word Infrastructure Loan Policy & Application: Word Residential Mortgage Loan Policy: Word Approved Lender Policy & Application: Word Job Creation Interest Rate Reduction Worksheet: Excel Debt Coverage Ratio Calculation - Example: Excel STIP Short-Term Investment Pool Policy & Application: Word Rate Sheets Commercial Rate Sheet (Updated Weekly): Residential Mortgage Rate Sheet (Updated Weekly): Other Forms and Lists Commercial Loan Reservation Application: Word Residential Conventional Offering Checklist: Word Residential FHA / VA Offering Checklist: Word Tax Exempt Bond Overview & Application: Word Approved Lender Commercial Service Agreement: Word Approved Lender Residential Service Agreement: Word
If you experience problems accessing any of the documents please contact Montana Board of Investments: (406) 444-0001.
If you have questions about any particular form please contact the individual listed on the application, or see the CONTACT US Section for more info.
Important: Please Note!
Some applications are available in several file formats, including Microsoft Word (.doc), Microsoft Excel (.xls), and Adobe Acrobat PDF (.pdf). Adobe Acrobat PDF files can be viewed if you have the reader installed and can be simply downloaded by clicking on the Adobe icon below.