Counterparty Authorization

For approved Seller/Servicers that have worked with us for a while, as well as those that are new to Freddie Mac − plus our warehouse lender partners, DF&C (default fees and claims) vendors, mortgage insurance partners and other parties − after your initial certification of incumbency, we require recertification on a biannual basis.

To make the processing of related certification forms as easy as possible, you’ll find them all here on this page. They can all be submitted via email to [email protected].

Certificates of Incumbency:

Here are the forms you need to provide to us:

• Form 988SF: Certificate of Incumbency for a Bank, Savings Bank, Savings and Loan Association, Credit Union, Corporation or Limited Liability Company
• Form 988SF-HFA: Certificate of Incumbency for Housing Finance Authority
• Form 989SF: Certificate of Incumbency For Limited Partnerships
• Form 990SF: Agreement and Certificate of Incumbency: Warehouse Lender
• Form 99V: Certificate of Incumbency and Wire Transfer Authorization: Default Fees and Claims Vendor
• Form 99MI: Certificate of Incumbency and Wire Transfer Authorization: Mortgage Insurance Company
• Form 99RV: Certificate of Incumbency For Reinsurance Vendor
• Form 99SCO: Securities Operations Certificate of Incumbency & Secretary Certificate

Internal Revenue Service (IRS):

• W-9 Request for Taxpayer Identification Number and Certification

Wire Instructions:

Has any information changed? If you’ve changed your bank and/or authorized new signers, here are the forms you may need to provide to us at [email protected]:

• Form 483: Wire Transfer Authorization
• Form 987E: Wire Transfer Authorization for a Warehouse Delivery
• Form 98: Authorization for the Automatic Transfer of Funds Through the Automated Clearing House (ACH) for Vendors
• Form 1132: Authorization for Automatic Transfer of Funds Through the Automated Clearing House (ACH) for Seller/Servicers
• Form 1132A: Authorization for Automatic Transfer of Funds from a Principal and Interest Custodial Account Through the Automated Clearing House (ACH)
• Form 98SO: Authorization for the Automatic Transfer of Funds for Securities Operations

If you have any questions related to the Freddie Mac Single-Family Seller/Servicer Guide, access the Guide here.

Reference These Freddie Mac Single-Family Seller/Servicer Guide Sections:

• 2201.1: Seller/Servicer Certificate of Incumbency requirements
• 2405.7: Use of Reimbursement System by Permitted Vendors and process for Permitted Vendors to receive reimbursement of expenses and payment of incentives
• 6305.3: Wire transfer instructions for Pledged Mortgages sold for cash
• 6305.10: Seller indemnification
• 6305.12: Special Warehouse Lender acknowledgments and agreements

Submit any questions and/or your documents to Freddie Mac at [email protected].