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 PDF
Value-Added Loan Policy & Application: Word PDF
Infrastructure Loan Policy & Application: Word PDF
Residential Mortgage Loan Policy: Word PDF
Approved Lender Policy & Application: Word PDF
Job Creation Interest Rate Reduction Worksheet Excel PDF
Debt Coverage Ratio Calculation - Example Excel  
 
STIP
STIP Loan Application Policy: Word PDF
     
Rate Sheets
Commercial Rate Sheet (Updated Weekly): HTML  
Residential Mortgage Rate Sheet (Updated Weekly): HTML  
     
Other Forms and Lists
Commercial Loan Reservation Application: Word PDF
Residential Conventional Offering Checklist: Word PDF
Residential FHA / VA Offering Checklist: Word PDF
Tax Exempt Bond Overview & Application: Word PDF
Approved Lender Commercial Service Agreement: Word PDF
Approved Lender Residential Service Agreement: Word PDF

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), Adobe Acrobat PDF (.pdf), and standard HTML. All internet browsers can open HTML files by left clicking the mouse. However, opening the Microsoft Word and Microsoft Excel files varies depending upon the internet browser used. If Netscape is being used, then left click on the mouse and the file will open as a Word or Excel document. The file can then be saved on your computer. If Microsoft Explorer is being used, then right click mouse, choose "Save Target As", and save the file on your computer. Adobe Acrobat PDF files can be viewed in either browser if you have the plug-in installed, or can be simply downloaded and viewed using Adobe Acrobat Reader (click here for free download).