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APPENDIX 2 FORMS AND INSTRUCTIONS
List of Forms and Instructions
The following are forms noted within the handbook. Forms are separated by action. Some forms are Agency only specific and require only Agency action (as noted in the “Agency Use Only” column). Some forms are optional and should be used at the discretion of the lender (as noted in the “Optional Use by Lender” column).
All forms are in-fillable format and can be accessed from the Rural Development Instructions website at: https://forms.sc.egov.usda.gov/eForms/, unless otherwise noted with a link to the form. Select “Browse Forms” from the home page and then enter the form number in the applicable field.
Lender Participation
Form Number
Form Name Optional
Agency
See HB Chapter
Use by Lender
Use Only
Form RD 3555-16 Agreement for Participation in Single Family Housing Guaranteed/Insured Loan Programs of the United States Government
3, 4, App. 7
Origination and Processing
Form Number Form Name Optional
Agency
See HB Chapter
Use by Lender
Use Only
Form RD 3555-21 Request for Single Family Housing Loan Guarantee 2, 5, 8, 9, 10, 15 Form RD 1910-5 Request for Verification of Employment √ 9, 11, 15
Form RD 1944-62 Request for Verification of Deposit √ 9, 11, 15
Standard Flood Hazard Determination Form https://www.fema.gov/flood- insurance/find-form/underwriting
FEMA Flood Certification
12, 15, 16
Form RD 1922-15 Administrative Appraisal Review for Single Family Housing √ 2, 12
(03-09-16) SPECIAL PN 1 of 3 Revised (05-05-25) PN 640 Guidance documents lack the force and effect of law, unless expressly authorized by statute or incorporated into a contract. USDA may not cite, use, or rely on any guidance that is not available through their guidance portal, except to establish historical facts.
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Form Number
Form Name Optional
Agency
See HB Chapter
Use by Lender
Use Only
RD Instruction 1970 F, Exhibit B, Attachment B 2, (Form)
Template Private Party Notice to Applicant/Lender for Floodplain √ N/A
RD Instruction 1970-B, Exhibit D (Form)
Environmental Checklist for Categorical Exclusions √ 2
RD Instruction 1970 B, Exhibit C (Form)
Guide to Applicants for Preparing Environmental Reports for Categorical Exclusions
√ N/A
Commitment
Form Number
Form Name Optional
Agency
See HB Chapter
Use by Lender
Use Only
Form RD 3555-18 Conditional Commitment for Single Family Housing Loan Guarantee √ 2, 7, 9,12, 14,15,16 Form RD 3555-18E Conditional Commitment for Single Family Housing Loan Guarantee (Electronic)
√ 2, 12,15, 16
Loan Closing
Form Number
Form Name Optional
Agency
See HB Chapter
Use by Lender
Use Only
Form RD 451-2 Schedule of Remittances √ App. 6 Form RD 3555-11 Lender Record Change 3, 4,17, App. 4 Form RD 3555-17 Loan Note Guarantee √ 2, 10,16 Form RD 3555-17E Loan Note Guarantee (Electronic) √ 2, 10,16
(03-09-16) SPECIAL PN 2 of 3 Revised (05-05-25) PN 640 Guidance documents lack the force and effect of law, unless expressly authorized by statute or incorporated into a contract. USDA may not cite, use, or rely on any guidance that is not available through their guidance portal, except to establish historical facts.
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Interest Assistance
Form Number Form Name Optional
Agency
See HB Chapter
Use by Lender
Use Only
Form RD 3555-87 Shared Equity Payment √ App. 6 Form RD 3555-12 Master Interest Assistance and Shared Equity Agreement with Promissory Note
App. 6
Form RD 3555-13 Annual Interest Assistance Agreement App. 6 Form RD 3555-14 Interest Assistance Shared Equity Determination
√
App. 6
Instructions Referenced
RD Instruction 1901-E Civil Rights Compliance Requirements RD Instruction 1970 Environmental
(03-09-16) SPECIAL PN 3 of 3 Revised (05-05-25) PN 640 Guidance documents lack the force and effect of law, unless expressly authorized by statute or incorporated into a contract. USDA may not cite, use, or rely on any guidance that is not available through their guidance portal, except to establish historical facts.
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