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Massachusetts E-Forms
Law firms representing M&T Bank in a commercial lending transaction can download required forms below.
To download a form from your browser:
Click on the file name in the “Form Number” column. Then, follow the browser prompts to save the file to a convenient location.
NOTE: A few forms provided below should only be used when the M&T Loan Approval specifically requires it. We’ve indicated which forms might be required in the “Form Number” column below.
NOTES
Document Description |
Current Revision Date |
Form Number |
TERM NOTE (Actual Balance) |
5/19 |
|
CONSTRUCTION-TO-PERMANENT LOAN NOTE (Actual Balance) |
5/19 |
|
CONSTRUCTION LOAN NOTE (Actual Balance) |
5/19 |
|
MULTIPLE DISBURSEMENT TERM NOTE |
5/19 |
|
DEMAND NOTE |
4/15 |
|
SCHEDULED REPAYMENT OF DEMAND NOTE |
3/06 |
|
REVOLVING LINE NOTE |
4/15 |
|
LIBOR DEMAND NOTE |
11/19 |
|
STANDARD LIBOR GRID NOTE (Libor Only) |
12/19 |
|
STANDARD LIBOR GRID NOTE (Libor & Prime) |
12/19 |
|
DAILY ADJUSTING LIBOR REVOLVING LINE NOTE |
12/19 |
|
MONTHLY ADJUSTING LIBOR REVOLVING LINE NOTE |
12/19 |
|
BUSINESS FLEX LINE OF CREDIT NOTE |
|
|
BUSINESS ACCESS LINE OF CREDIT NOTE |
|
|
SBA EXPRESS BUSINESS ACCESS LINE OF CREDIT NOTE |
|
|
SBA EXPRESS TERM NOTE |
|
|
| SBA EXPRESS BUSINESS REVOLVING GRID NOTE |
|
|
**Universal forms for all states
RIDERS TO NOTES
Document Description |
Current Revision Date |
Form Number |
ADDENDUM TO LINE OF CREDIT NOTE (Formula Based Credit) |
2/11 |
|
LIBOR RATE RIDER (Actual Balance) |
11/19 |
|
PREPAYMENT PREMIUM RIDER (Yield Maintenance) |
5/10 |
|
PREPAYMENT PREMIUM RIDER (Decreasing %) |
4/17 |
|
CALL OPTION / INTEREST RATE ADJUSTMENT RIDER |
|
|
**Universal forms for all states
COLLATERAL DOCUMENTS
Document Description |
Current Revision Date |
Form Number |
MORTGAGE |
11/19 |
|
ASSIGNMENT OF RENTS |
12/18 |
|
PLEDGE AND ASSIGNMENT OF DEPOSIT ACCOUNT |
11/19 |
|
CONTROL AGREEMENT (For Deposit Accounts) |
4/15 |
|
PLEDGE OF SECURITIES |
12/18 |
|
CONTROL AGREEMENT (For Investment Property) |
4/15 |
|
TRADING RIDER |
5/15 |
|
LETTER AGREEMENT REGARDING PLEDGED SECURITIES |
5/15 |
|
GENERAL SECURITY AGREEMENT |
5/19 |
|
SPECIFIC SECURITY AGREEMENT |
5/19 |
|
SECURITY AGREEMENT QUESTIONNAIRE |
11/04 |
|
CONTINUING AND COLLATERAL ASSIGNMENT OF LIFE INSURANCE POLICY |
4/15 |
|
HYPOTHECATION AGREEMENT (Business Organization) |
12/18 |
**Universal forms for all states
LOAN AGREEMENTS
Document Description |
Current Revision Date |
Form Number |
CREDIT AGREEMENT |
5/19 |
|
EQUIPMENT LINE OF CREDIT AGREEMENT |
5/19 |
|
CONSTRUCTION LOAN AGREEMENT |
5/19 |
GUARANTIES
Document Description |
Current Revision Date |
Form Number |
CONTINUING GUARANTY (Personal) |
9/17 |
|
CONTINUING GUARANTY (Business Organization) |
12/18 |
|
CONTINUING GUARANTY(%) (Personal) |
9/17 |
|
CONTINUING GUARANTY(%) (Business Organization) |
12/18 |
OTHER DOCUMENTS
Document Description |
Current Revision Date |
Form Number |
GENERAL SUBORDINATION AGREEMENT |
8/19 |
|
LANDLORD/MORTGAGEE WAIVER |
4/15 |
|
AUTHORIZATION TO COLLECT COUPONS |
11/04 |
|
SUBORDINATION, NONDISTURBANCE AND ATTORNMENT AGREEMENT |
11/19 |
|
HAZARD INSURANCE LETTER |
8/09 |
|
SCHEDULE TO HAZARD INSURANCE LETTER |
8/09 |
|
NOTICE OF SPECIAL FLOOD HAZARD AND AVAILABILITY OF FEDERAL DISASTER RELIEF ASSISTANCE |
11/04 |
|
COMPANY GENERAL CERTIFICATE |
9/12 |
|
BORROWING RESOLUTION |
1/17 |
|
RESOLUTION TO AUTHORIZE GUARANTY, SUBORDINATE DEBT OR PLEDGE ASSETS |
1/19 |
|
CONSENT OF SHAREHOLDERS |
1/19 |
|
INCUMBENCY CERTIFICATE |
1/19 |
|
IRREVOCABLE STOCK OR BOND POWER |
11/04 |
|
STATEMENT OF PURPOSE FOR CREDIT SECURED BY MARGIN STOCK (Regulation U) |
11/18 |
**Universal forms for all states
ENVIRONMENTAL DOCUMENTS
Document Description |
Current Revision Date |
Form Number |
ENVIRONMENTAL AUTHORIZATION, WAIVER AND INDEMNIFICATION AGREEMENT |
11/04 |
|
ENVIRONMENTAL COMPLIANCE AND INDEMNIFICATION AGREEMENT |
12/18 |
**Universal forms for all states
SBA SUPPLEMENTAL DOCUMENTS
Document Description |
Current Revision Date |
Form Number |
SBA SUPPLEMENTAL GENERAL CERTIFICATE |
6/18 |
|
SBA EVIDENCE OF EQUITY INJECTION |
5/18 |
|
SBA Borrower and Operating Company Certification |
4/19 |
|
SBA SUPPLEMENTAL LOAN AGREEMENT |
11/04 |
|
SBA RIDER TO LANDLORD/MORTGAGEE WAIVER |
4/17 |
**Universal forms for all states
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