Get Annual Eligibility Certification (form Og1)

The Annual Eligibility Certification (Form OG1) is a crucial document for Participating Financial Institutions (PFIs) seeking to maintain eligibility under the MPF Program. This guide provides detailed steps to assist you in accurately completing the form online.

Follow the steps to fill out the Annual Eligibility Certification (Form OG1) online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the requested return date and calendar year ended in the appropriate fields. Ensure that the dates are correct and match the period you are reporting on.
3. Fill in the PFI name and number, alongside your primary address, city, state, and telephone number. Double-check that all details are accurate.
4. Determine your status as a PFI by selecting from the options: Seller, Seller/Servicer, or Servicer. Answer the compliance questions relevant to your selected status.
5. For compliance questions, respond with 'Yes' or 'No' to indicate your adherence to regulatory requirements and MPF program policies. Attach explanations as needed.
6. Provide additional information requested in specific sections, such as details about servicers, loan origination and servicing systems, and any quality control program in place.
7. Attach any required documents mentioned throughout the form, like insurance certificates or additional servicer details, ensuring they are relevant to the reporting year.
8. Once all sections are completed and verified for accuracy, save your changes. You can choose to download, print, or share the form as needed.

Complete your Annual Eligibility Certification (Form OG1) online today to ensure your compliance with the MPF Program.