Forms
FORMS AND APPLICATIONS - MASTER INDEX
Applications for all Board of Investment programs may be submitted either electronically or in hard copy. If the application is submitted electronically, the Board does require a faxed hard copy of the signature page of the application.
The Board of Investments voted to reinstate the Residential Loan Program on August 26, 2004 and approved the revised residential mortgage policy on October 21, 2004. All forms for the Residential Loan Program are available below.
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).
If you experience problems accessing any of the documents please contact Kim Dallas kdallas@mt.gov or phone (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.
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 INTERCAP INTERCAP Loan Application/Policy: Word INTERCAP Application Checklist Word University System Application: Word STIP STIP Loan Application Policy: Word Rate Sheets Commercial Rate Sheet (Updated Weekly): HTML Residential Mortgage Rate Sheet (Updated Weekly): HTML 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
- Exhibit A - Loan Service Report
Word
- Exhibit B - Property Inspection Report
Word
- Exhibit C - Cash Disbursement Request
Word
- Exhibit G - Mortgage Paid in Full Form
Excel
- Exhibit H - Reconciliation Statement of Mortgage Loans Form
Excel
- Exhibit I - Exception Reporting Form
Excel
- Exhibit J - Electronic Funds Transfer Form
Word
- Exhibit K - Mortgages Interim Remittance Form
Excel
- Exhibit L - Mortgage Maturity Form
Excel
