Qualified Collateral Report (PDF)
View a sample Qualified Collateral Report (QCR). For additional information on completing and submitting the QCR please contact the Collateral Department at (617) 292-9733. For valuations for collateral purposes, please see Appendix A of the Products Policy.

Additional Forms and Instructions for Pledging Collateral
Please use the following forms and instructions to pledge HELOCs or loans secured by commercial real estate, multi-family properties, or non-owner occupied properties.

Commercial Real Estate Loans

• Template for CRE Loans (Excel)
• Format for CRE Loans (Excel)
• CRE Pledging Guidelines (PDF)
• CRE Loan Questionaire (PDF)
• Excluded CRE Types (PDF)

HELOCs and HELs

• Template for HELOCs (Excel)
• Format for HELOCs (Excel)
• HELOC and HEL Pledging Guidelines (PDF)
• HELOC and HEL Servicing Questionaire (PDF)

Multifamily Mortgage Loans

• Template for Multifamily Mortgage Loans (Excel)
  
• Format for Multifamily Mortgage Loans (Excel)
  
• Multifamily Pledging Guidelines (PDF)
• Multifamily Loan Questionaire (PDF)

Non-Owner Occupied Loans

• Template for Non-Owner Occupied Loans (Excel)
• Format for Non-Owner Occupied Loans (Excel)
• Non-Owner Occupied Loans Pledging Guidelines (PDF)
• Non-Owner Occupied Loans Questionaire (PDF)

Supplement A to Application for Advance (PDF)
Members in delivery collateral status must submit this form at least three business days prior to the expected commitment date of the advance.

Independent Auditors Report (PDF)
All borrowing members in blanket-lien and listing status must submit, on at least an annual basis, an auditor opinion that confirms they are maintaining sufficient amounts of qualified collateral.

Request for Release of Pledged Mortgage Collateral (PDF)
Use this form to request that the Bank remove a loan from your institution's collateral listing when the loan pays off, when the matures, or when your institution no longer needs the loan as collateral.

Real Estate Investment Trusts (REITs) and Passive Investment Companies (PICs)
You must complete the first seven forms below in order to pledge REIT or PIC assets to the Bank. Please read the cover letter explaining the documentation (PDF) before beginning.

1. Stock Pledge (PDF)
   
   
2. Asset Pledge (PDF)
   
   
3. Suretyship Agreement (PDF)
   
   
4. Counsel Opinion (Microsoft Word)
   
   
5. Qualified Collateral Report (PDF)
   
   
6. Documentation Checklist (PDF)
   
   
7. Termination of Agreements (PDF) — if necessary

Security Corporations
If you would like to pledge security-corporation assets to the Bank, please contact the Collateral Department, at collateral@fhlbboston.com or 617-292-9729, before completing the following forms.

• Stock Pledge (PDF)
  
  
• Quarterly Certification (PDF)
  

If you have any questions, contact the Collateral Department at collateral@fhlbboston.com or 617-292-9729.