CalCAP CARB Participating Financial Institution (PFI) Lenders: Forms and Tools
Tools for CalCAP CARB PFI Lenders
- Tools are for use only with loans which have already been enrolled. No new enrollments after July 31, 2023.
- Participating Financial Institution Lender Manual (Please request a copy from calcap@treasurer.ca.gov)
- North American Industry Classification System (NAICS) Code
- Census Tract Tool
- Census Tract Tool (guided walkthrough)
- Claim Interest Calculator
Forms for CalCAP CARB PFI Lenders
- Forms are for use only with loans which have already been enrolled. No new enrollments after July 31, 2023.
- Change in Loan Terms
- Notification of Change in Loan Terms Form
- Loan Enrollment Application - CARB (If needed to accompany Change in Loan Terms, please request a copy from calcap@treasurer.ca.gov)
- Participating Financial Institution Lender Certification – CARB (If needed to accompany Change in Loan Terms, please request a copy from calcap@treasurer.ca.gov)
- Borrower Certification – CARB (If needed to accompany Change in Loan Terms, please request a copy from calcap@treasurer.ca.gov)
- Claims
- Reports
- Media Release Authorization