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T3 FANNIE_MAE High Confidence Guidance

Announcement SVC-2026-04 – Servicing Guide Update

Operational efficiency improvements and digital transformation of GSE servicing processes

MODERATE
Impact Level
Top: Operational (3)

Advisory Assessment

Impact. This servicing guide update requires implementation of Fannie Mae's new digital platform for custodial account management, replacing paper-based Forms 1013 and 1014 submissions with an electronic application process. The changes also streamline remote online notarization requirements by eliminating video retention obligations while preserving audit trail documentation, and update several operational touchpoints including mortgage insurance communications and FHA claim filing procedures.

Risk. Technology implementation poses the primary exposure, as the digital custodial account platform rollout could disrupt critical account management workflows if not properly tested and integrated with existing servicing systems. Operations teams managing subservicing relationships face secondary risk from the new data access authorization requirements, particularly around ensuring compliant handoffs of RON documentation to subsequent servicers.

Recommended Action. Engage your technology team immediately to assess system integration requirements for the new digital custodial account platform and establish a project timeline targeting July completion well ahead of the August 1 deadline. Operations should simultaneously inventory current Forms 1013/1014 processes and subservicing agreements to map transition requirements.

Watch. Monitor Fannie Mae's release of the actual digital platform interface and technical specifications, which will likely emerge in the coming weeks as the August implementation date approaches.

Classification

Regulatory Program
GSE Servicing Requirements
Doc Type
Guidance
Effective Date
2026-05-13
Days to Action
68
Comment Deadline
Published
2026-05-13

Urgency Basis

Primary compliance deadline is August 1, 2026 (68 days from today) for Form 1013/1014 submission process changes

Operational Context

Flags
Systems Change Required
Affected Functions
Compliance Operations Technology
Institution Applicability
All

Impact by Category

Compliance
2
Operational
3
Data Governance
2
Model Risk
0
Reporting & Disclosure
2
Capital & Liquidity
0
Consumer Protection
0
Third-Party Risk
2

Key Requirements

- Implement digital Custodial Bank Account Management application for Forms 1013 and 1014 by August 1, 2026 - Execute new Data Access Authorization Agreement (Form 101) for subservicer access to custodial account data - Update mortgage insurance communications contact information by August 1, 2026 - Cease retention of RON video recordings for loans closed on or after May 6, 2026 - Maintain RON audit trail in electronic loan files and transfer to subsequent servicers - Update FHA MI claim filing procedures to use current Fannie Mae lockbox address

Scoring Rationale

This is a moderate operational update affecting GSE servicing processes. The primary impact is operational (score 3) due to the new digital platform implementation and multiple process changes across custodial account management, forms submission, and communications. Compliance impact is low-moderate (score 2) as these are updates to existing servicing obligations rather than new requirements. Data governance impact is low (score 2) as it simplifies RON requirements by removing video retention while maintaining audit trails. Third-party risk and reporting scores are low (score 2) reflecting updates to subservicing and form submission processes.

Scored: 2026-05-25T19:01:24.678Z Model: claude-sonnet-4-20250514 Confidence: High Aggregate Score: 2.2
AI Analysis Disclosure — This record, including its scores, impact assessments, and Advisory Assessment (impact, risk, and recommended actions), was generated by an AI model and may contain errors or omissions. The Advisory Assessment is a starting point for analysis, not a substitute for professional judgment. Effective dates, applicability determinations, impact assessments, and any recommended actions should be independently verified against primary regulatory source documents and reviewed by qualified compliance or legal personnel before taking compliance action. This output does not constitute legal or compliance advice.