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. 

DisbursementDownload Files

Sponsors must submit this form for each tenant or homebuyer (unless the rental project is financed by Low Income Housing Tax Credits).

Checklist outlining required documents to request disbursement of funds.

Checklist outlining required documents to request disbursement of funds.

Members and homebuyers must submit this form to participate in the program.

Members and homebuyers must submit this form to participate in the program.

Members must request reservation of funds for homebuyers in advance.

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

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

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

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

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

Notice and RepaymentDownload Files

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 Files

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

Members must complete and email the request form to the Bank at wish-ideaportal@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.