Resources Right at Your Fingertips

Here you will find forms and guides for our community programs, information about diverse business classifications for our suppliers, our press kit, our equal opportunity policies for prospective team members and suppliers, and financial reports. 

Notice and RepaymentDownload

Submit this form if there is a sale, transfer, assignment of title or deed, refinancing, foreclosure, or deed-in-lieu of foreclosure of any project units.

Guidance to help determine which repayment worksheet to submit.

Policy Updates and RegulationsDownload

Revised Homeless Households Definition, 2017 AHP Competitive Application Changes, and Miscellaneous Clarifications

2020 AHP Competitive Application Changes

New Amended AHP Regulations

AHP and WISH/IDEA Updates

2016 AHP Competitive Application Changes and Disbursement Policy Clarification

2018 AHP Competitive Application Changes

2021 AHP Competitive Application Changes

AHP and WISH Updates

Additional 2021 AHP Application and General Program Changes

Subsidy Repayments: Calculating a Homeowner's Net Gain on Sale or Refinance

2019 AHP Competitive Application Changes

Compliance Monitoring Site Visits

2021 Targeted Community Lending Plan

Additional 2020 AHP Competitive Application Changes and Homeless Definition Clarification

Homeownership Subsidy Repayments: Third Party Documentation Requirements for Household Investments and Capital Improvements

AHP Project Acquisition Costs

2021 AHP and WISH/IDEA Updates

Additional 2017 AHP Competitive Application Changes

Changes to AHP Compliance Requirements and Retention Documentation 

2015 AHP Competitive Application Changes and Clarifications

2021 AHP Implementation Plan Revisions

DisbursementDownload

Members and sponsors must submit this agreement upon award of funds.

Members must submit this form to request disbursement of funds.

Members must submit an updated budget to either request a disbursement or close-out a grant. Use the Disbursement Budget tab only for disbursement requests and the Compliance Budget tab only for closing-out a grant.

AHAC Annual ReportsDownload

Each year, the Chair of the Advisory Council reports on affordable housing and economic development challenges and opportunities in our region and details how we, our members, and their local partners use our grants and discounted credit programs to make our communities more vibrant, equitable, and resilient.

AHP

Members and sponsors must submit this form if project award changes are expected.

Additional 2017 AHP Competitive Application Changes

AHP and WISH/IDEA Updates

This file contains all materials required to complete an AHP Nevada Targeted Fund application for a rental project.

This file contains all materials required to complete an AHP Nevada Targeted Fund application for a rental project.

Members and sponsors must review the agreement prior to requesting a workspace. 

Instructions and a checklist to request disbursement.

2015 AHP Competitive Application Changes and Clarifications

Disbursement - RentalDownload

Instructions and a checklist for requesting your disbursement.

Established thresholds for construction cost financial benchmarks.

Project owners must submit this form when the project is complete.

Members and sponsors must submit this form if project award changes are expected.

A template for members as part of the AHP retention documentation.

A template for members to attach to the project’s Deed of Trust securing AHP funds.

A template for members to use as part of the AHP retention documentation for each project located on Tribal land.

Portal WorkspaceDownload

The Bank must create a secure online workspace for members and sponsors to submit AHP application, disbursement, or compliance documentation.

Members and sponsors must complete and email a request to the Bank at ahpportal@fhlbsf.com. Each workspace user will then receive an email with instructions and a link to the Blackberry Workspace.

Members and sponsors must review the agreement prior to requesting a workspace. 

Detailed instructions on uploading documents to the workspace.

Disbursement - RentalDownload

Instructions and a checklist for requesting your disbursement.

Established thresholds for construction cost financial benchmarks.

Project owners must submit this form when the project is complete.

Members and sponsors must submit this form if project award changes are expected.

A template for members as part of the AHP retention documentation.

A template for members to attach to the project’s Deed of Trust securing AHP funds.

A template for members to use as part of the AHP retention documentation for each project located on Tribal land.

Disbursement - Owner-OccupiedDownload

Members must submit this form when the project is complete.

Instructions and a checklist to request disbursement.

Members and sponsors must submit this form if project award changes are expected.

Established thresholds for construction cost financial benchmarks.

A template for members to  use as part of the AHP retention documentation for each homebuyer.

A template for members to use for AHP retention documentation for each owner-occupied unit located on Tribal land.

A template for members to attach to the project’s Deed of Trust securing AHP funds for each owner-occupied unit.

Sponsors must submit this form for each homebuyer.

ModificationDownload

Submit this form for member or sponsor changes to awarded rental projects.

Submit this form for member or sponsor changes to awarded owner-occupied projects.

Members and sponsors must submit this form if project award changes are expected.

Notice and RepaymentDownload

Submit this form if there is a sale, transfer, assignment of title or deed, refinancing, foreclosure, or deed-in-lieu of foreclosure of any project units.

Policy Updates and RegulationsDownload

Revised Homeless Households Definition, 2017 AHP Competitive Application Changes, and Miscellaneous Clarifications

2020 AHP Competitive Application Changes

New Amended AHP Regulations

AHP and WISH/IDEA Updates

2016 AHP Competitive Application Changes and Disbursement Policy Clarification

2018 AHP Competitive Application Changes

2021 AHP Competitive Application Changes

AHP and WISH Updates

Additional 2021 AHP Application and General Program Changes

Subsidy Repayments: Calculating a Homeowner's Net Gain on Sale or Refinance

2019 AHP Competitive Application Changes

Compliance Monitoring Site Visits

2021 Targeted Community Lending Plan

Additional 2020 AHP Competitive Application Changes and Homeless Definition Clarification

Homeownership Subsidy Repayments: Third Party Documentation Requirements for Household Investments and Capital Improvements

AHP Project Acquisition Costs

2021 AHP and WISH/IDEA Updates

Additional 2017 AHP Competitive Application Changes

Changes to AHP Compliance Requirements and Retention Documentation 

2015 AHP Competitive Application Changes and Clarifications

2021 AHP Implementation Plan Revisions

AHAC Annual ReportsDownload

Each year, the Chair of the Advisory Council reports on affordable housing and economic development challenges and opportunities in our region and details how we, our members, and their local partners use our grants and discounted credit programs to make our communities more vibrant, equitable, and resilient.

Targeted Community Lending PlanDownload

Each year, we gather and conduct research to identify housing and economic development needs, community lending credit needs, and market opportunities in the Bank’s district of Arizona, California, and Nevada.

Application MaterialsDownload

Detailed program information and application instructions on how to participate in the 2024 application cycle.

Members must submit this form to participate in the 2024 application cycle.

Members must submit this form to participate in the 2024 application cycle.

Portal WorkspaceDownload

The Bank must create a secure online workspace for members to submit MDPA program documentation.

Members must complete and email the request form to the Bank at outreach@fhlbsf.com to participate. Each workspace user will then receive an email with instructions and a link to the Blackberry Workspace.   

Members must review the agreement prior to requesting a workspace.

Detailed instructions on uploading documents to the workspace.

DisbursementDownload

Submit this form as part of request for disbursement of funds.

Submit this form as part of request for disbursement of funds.

High-level overview of the disbursement process.

Guidance on how to determine 100% HUD Area Median Income (AMI) limits

Disaster Relief Certification and Disbursement RequestDownload

Member must submit this form with all Disaster relief matching requests.

Pandemic Relief Certification and Disbursement RequestDownload

Member must submit this form with all Pandemic relief matching requests.

Application MaterialsDownload
Targeted Community Lending PlanDownload

Each year, we gather and conduct research to identify housing and economic development needs, community lending credit needs, and market opportunities in the Bank’s district of Arizona, California, and Nevada.

Disaster Relief Certification and Disbursement RequestDownload

Member must submit this form with all Disaster relief matching requests.

10 Things to Know About FHLBanksDownload
Portal WorkspaceDownload

The Bank must create a secure online workspace for members to submit AHEAD application, disbursement, or compliance documentation.

Members must complete and email the request form to the Bank at aheadportal@fhlbsf.com. Each workspace user will then receive an email with instructions and a link to the Blackberry Workspace.

Members must review the agreement prior to requesting a workspace.

Detailed instructions on uploading documents to the workspace.

Application MaterialsDownload
DisbursementDownload

Members and sponsors must submit this agreement upon award of funds.

Members must submit this form to request disbursement of funds.

Members must submit an updated budget to either request a disbursement or close-out a grant. Use the Disbursement Budget tab only for disbursement requests and the Compliance Budget tab only for closing-out a grant.

ComplianceDownload

Members and sponsors must submit this form within 18 months of award.

Members must submit an updated budget to either request a disbursement or close-out a grant. Use the Disbursement Budget tab only for disbursement requests and the Compliance Budget tab only for closing-out a grant.

Portal WorkspaceDownload

The Bank must create a secure online workspace for members to submit WISH program application, disbursement, or compliance documentation.

Members must review the agreement prior to requesting a workspace.

Detailed instructions on uploading documents to the workspace.

Members must complete and email the request form to the Bank at wishportal@fhlbsf.com. Each workspace user will then receive an email with instructions and a link to the Blackberry Workspace.

ModificationDownload

Submit this form for member or sponsor changes to awarded rental projects.

Submit this form for member or sponsor changes to awarded owner-occupied projects.

Members and sponsors must submit this form if project award changes are expected.

DisbursementDownload

Submit this form as part of request for disbursement of funds.

Submit this form as part of request for disbursement of funds.

High-level overview of the disbursement process.

Guidance on how to determine 100% HUD Area Median Income (AMI) limits

Portal WorkspaceDownload

The Bank must create a secure online workspace for members and sponsors to submit AHP application, disbursement, or compliance documentation.

Members and sponsors must complete and email a request to the Bank at ahpportal@fhlbsf.com. Each workspace user will then receive an email with instructions and a link to the Blackberry Workspace.

Members and sponsors must review the agreement prior to requesting a workspace. 

Detailed instructions on uploading documents to the workspace.

Policy Updates and RegulationsDownload

2021 AHP and WISH/IDEA Updates

Changes to WISH and IDEA Program Subsidy Limits and Retention Documents

2021 AHP Implementation Plan Revisions

New Amended AHP Regulations

AHP and WISH/IDEA Updates

Subsidy Repayments: Calculating a Homeowner's Net Gain on Sale or Refinance

WISH Program Disbursement Policy Clarification: Sweat Equity as Homebuyer Contribution 

AHP and WISH Updates

Use of Homebuyer Income Proxy for Determining Potential Repayment Upon Sale

Homeownership Subsidy Repayments: Third Party Documentation Requirements for Household Investments and Capital Improvements

2021 Targeted Community Lending Plan

Revised WISH and IDEA Program Funds Reservation Process

Pandemic Relief Certification and Disbursement RequestDownload

Member must submit this form with all Pandemic relief matching requests.

ComplianceDownload

Members and sponsors must submit this form within 18 months of award.

Members must submit an updated budget to either request a disbursement or close-out a grant. Use the Disbursement Budget tab only for disbursement requests and the Compliance Budget tab only for closing-out a grant.

Portal WorkspaceDownload

The Bank must create a secure online workspace for members to submit AHEAD application, disbursement, or compliance documentation.

Members must complete and email the request form to the Bank at aheadportal@fhlbsf.com. Each workspace user will then receive an email with instructions and a link to the Blackberry Workspace.

Members must review the agreement prior to requesting a workspace.

Detailed instructions on uploading documents to the workspace.

Notice and RepaymentDownload

Submit this form if there is a sale, transfer, assignment of title or deed, refinancing, foreclosure, or deed-in-lieu of foreclosure of any project units.

Portal WorkspaceDownload

The Bank must create a secure online workspace for members to submit WISH program application, disbursement, or compliance documentation.

Members must review the agreement prior to requesting a workspace.

Detailed instructions on uploading documents to the workspace.

Members must complete and email the request form to the Bank at wishportal@fhlbsf.com. Each workspace user will then receive an email with instructions and a link to the Blackberry Workspace.

Application MaterialsDownload

Detailed program information and application instructions on how to participate in the 2024 application cycle.

Members must submit this form to participate in the 2024 application cycle.

Members must submit this form to participate in the 2024 application cycle.

DisbursementDownload

A template members can use as part of the retention documentation for each homebuyer.

Checklist outlining required documents to request disbursement of funds.

A template for members to attach to the Deed of Trust securing funds for each owner-occupied unit.

Members use this form to enroll a homebuyer in the program. Members submit this form as part of request for disbursement of funds.

Members must request reservation of funds for homebuyers in advance.

A template for members to use for WISH retention documentation for each owner-occupied unit located on Tribal land.

Submit this form as part of request for disbursement of funds.

Members must use this workbook to determine household income eligibility. Members submit this form as part of request for disbursement of funds.

Submit this form as part of request for disbursement of funds.

Notice and RepaymentDownload

Submit this form if there is a sale, transfer, assignment of title or deed, refinancing, foreclosure, or deed-in-lieu of foreclosure of any project units.

Guidance to help determine which repayment worksheet to submit.

Policy Updates and RegulationsDownload

2021 AHP and WISH/IDEA Updates

Changes to WISH and IDEA Program Subsidy Limits and Retention Documents

2021 AHP Implementation Plan Revisions

New Amended AHP Regulations

AHP and WISH/IDEA Updates

Subsidy Repayments: Calculating a Homeowner's Net Gain on Sale or Refinance

WISH Program Disbursement Policy Clarification: Sweat Equity as Homebuyer Contribution 

AHP and WISH Updates

Use of Homebuyer Income Proxy for Determining Potential Repayment Upon Sale

Homeownership Subsidy Repayments: Third Party Documentation Requirements for Household Investments and Capital Improvements

2021 Targeted Community Lending Plan

Revised WISH and IDEA Program Funds Reservation Process

Disbursement - Owner-OccupiedDownload

Members must submit this form when the project is complete.

Instructions and a checklist to request disbursement.

Members and sponsors must submit this form if project award changes are expected.

Established thresholds for construction cost financial benchmarks.

A template for members to  use as part of the AHP retention documentation for each homebuyer.

A template for members to use for AHP retention documentation for each owner-occupied unit located on Tribal land.

A template for members to attach to the project’s Deed of Trust securing AHP funds for each owner-occupied unit.

Sponsors must submit this form for each homebuyer.

Portal WorkspaceDownload

The Bank must create a secure online workspace for members to submit MDPA program documentation.

Members must complete and email the request form to the Bank at outreach@fhlbsf.com to participate. Each workspace user will then receive an email with instructions and a link to the Blackberry Workspace.   

Members must review the agreement prior to requesting a workspace.

Detailed instructions on uploading documents to the workspace.

DisbursementDownload

A template members can use as part of the retention documentation for each homebuyer.

Checklist outlining required documents to request disbursement of funds.

A template for members to attach to the Deed of Trust securing funds for each owner-occupied unit.

Members use this form to enroll a homebuyer in the program. Members submit this form as part of request for disbursement of funds.

Members must request reservation of funds for homebuyers in advance.

A template for members to use for WISH retention documentation for each owner-occupied unit located on Tribal land.

Submit this form as part of request for disbursement of funds.

Members must use this workbook to determine household income eligibility. Members submit this form as part of request for disbursement of funds.

Submit this form as part of request for disbursement of funds.