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Healthcare Documents

Everything you need to know about healthcare documentation for HUD 232 loans.

In this article:
  1. HUD 232 Healthcare Documents
  2. Accounts Receivable Documents
  3. Asset Management Documents
  4. Construction Documents
  5. Escrow Documents
  6. Lender Narratives
  7. Legal Documents
  8. Master Lease Documents
  9. ORCF Documents
  10. Production Certifications
  11. Consolidated Certifications
  12. Get Financing
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HUD 232 Healthcare Documents

Below is a list of Final 232 forms for Firm Commitments (taken from Revised Section 232 Healthcare Documents). These documents can also be found here by their document numbers.

Accounts Receivable Documents

A/R Financing Certification

Intercreditor Agreement (for AR Financed Projects)

Asset Management Documents

Application for Transfer of Physical Assets (TPA)

Application for Transfer of Physical Assets (and Lender Narrative) - OPTIONAL

Borrower Certification and Request Detail

Borrower Certification - Completion of Non-Critical Repairs

Certification of Exigent Health & Safety (EH&S) Issues

Certification Physical Condition in Compliance

Computation of Surplus Cash

Funds Authorizations

Lender Narrative, Capital Improvements - OPTIONAL

Lender Narrative, Change of Operator/Lessee - OPTIONAL

Lender Narrative, Change of Management Agent - OPTIONAL

Model Form Bill of Sale and Assignment

Monthly Report for Establishing Net Income

Operator’s Notification to HUD of Threats to Permits and Approvals - OPTIONAL

Personal Financial and Credit Statement

Schedule of Accounts Payable

Schedule of Disbursements

Servicer’s Notification to HUD of Risks to Healthcare Project and Action Plan for Remedy - OPTIONAL

Construction Documents

Agreement and Certification

Building Loan Agreement

Building Loan Agreement Supplemental

Completion Assurance

Construction Contract

Design Architect Certification

Design Professional's Certification of Liability Insurance

Escrow Agreement for Incomplete Construction

Financial Statement Certification - General Contractor

HUD Amendment to B108

HUD Representative's Trip Report

Lender Certification for New Construction Cost Certifications

Memo for Post-Commitment Early Start of Construction Request

Offsite Bond - Dual Obligee

Performance Bond - Dual Obligee

Payment Bond

Request for Endorsement

Request for Final Endorsement

Request for Permission to Commence Construction Prior to Initial Endorsement for Mortgage Insurance (Post-Commitment Early Start of Construction)

Staffing Schedule

Supplementary Conditions of the Contract for Construction

Working Capital Escrow

Escrow Documents

Escrow Agreement for Incomplete Construction

Escrow Agreement Noncritical Deferred Repairs

Escrow Agreement for Operating Deficits

Initial Operating Deficit Escrow Calculation Template

Latent Defects Escrow

Minor Moveable Escrow

Request Approval Advance of Escrow Funds

Lender Narratives

223a7 - Main

223a7 - Addenda - PCNA

223a7.223d.232i - Addendum – ALTA/ACSM Land Title Survey

223a7 - Addendum - Environmental

223a7 - Addendum – Other Existing Eligible Indebtedness

223a7.223d.232i - Addendum - Principal of Borrower

223a7.223d.232i - Addendum - Operator

223a7.223d.232i - Addendum - Management Agent

223a7.223d.232i - Addendum - Transfer of Physical Assets

223a7.223d.232i - Addendum - AR Financing

223f - Refinance

241a - Supplemental Loan

New Construction - Single Stage

New Construction - 2 Stage Initial Submittal | Final Submittal

Substantial Rehabilitation - Single Stage

Substantial Rehabilitation - 2 Stage

Initial Submittal | Final Submittal

232(i) - Fire Safety Equipment Installation, without Existing HUD Insured Mortgage

232(i) -Fire Safety Equipment Installation, with Existing HUD Insured Mortgage

223(d) - Operating Loss Loan

Cost Certification Supplement

Legal Documents

Operator Estoppel Certificate

Instructions to Guide for Opinion of Borrower’s and Operator’s Counsel

Guide for Opinion of Borrower's Counsel

Exhibit A to Opinion of Borrower's Counsel - Certification

Guide for Opinion of Operator's Counsel and Certification

Master Lease Documents

Cross-Default Guaranty of Subtenants

Guide for Opinion of Master Tenant’s Counsel

Healthcare Regulatory Agreement - Master Tenant

Master Lease SNDA

Master Lease Addendum

Master Lease Estoppel Agreement

Master Tenant Security Agreement

ORCF Documents

Addendum to Operating Lease

Agreement for Payment of Real Property Taxes

Borrower’s Certificate of Actual Cost

Certificate of Need for Health Facility

Contact Sheet

Financial Statement Certification

Lenders FHA Number Request Form

Healthcare Facility Note

Healthcare Regulatory Agreements - Borrower | Operator | Master Tenant

Lease Addendum

Management Agreement Addendum - OPTIONAL

Management Certification—Residential Care Facility

Maximum Insurable Loan Calculation

Operator Security Agreement

Residual Receipts Note - Non Profit Mortgagor

Request of Overpayment of Firm Application Exam Fee

Request for Waiver of Housing Directive

Security Instrument/Mortgage/Deed of Trust

Schedule of Facilities Owned Operated or Managed

Subordination Agreement - Financing

Subordination, Non-Disturbance and Attornment Agreement of Operating Lease (SNDA)

Surplus Cash Note

Survey Instructions and Borrower’s Certification

Production Certifications

Auditor Certification

Borrower’s Certification – Completion of Critical Repairs

Building Code Certification

Consolidated Certifications

Lender

Borrower

Principal of the Borrower

Operator

Parent of Operator

Management Agent

Contractors

Certification for Electronic Submittal

Certification of Outstanding Obligations

Lender Certification

Lender’s Certification, Insurance Coverage - OPTIONAL

In this article:
  1. HUD 232 Healthcare Documents
  2. Accounts Receivable Documents
  3. Asset Management Documents
  4. Construction Documents
  5. Escrow Documents
  6. Lender Narratives
  7. Legal Documents
  8. Master Lease Documents
  9. ORCF Documents
  10. Production Certifications
  11. Consolidated Certifications
  12. Get Financing

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