CUSIP - TBA CUSIP Format

TBA CUSIP Format

There is a special assignment of CUSIP numbers for TBA Security. Working with the MBSCC, CUSIP Global Services (CGS) developed a specialized identification scheme for TBA (To Be Announced) mortgage-backed securities.

TBA CUSIPs incorporate, within the identifier itself, a security’s mortgage type (Ginnie Mae, Fannie Mae,Freddie Mac), coupon, maturity and settlement month.

TBA Algorithm:

Position 1-2: Product Code (e.g. Single Family Mortgage, ARM, Balloon, etc.)

Position 3: Type of Mortgage (Ginnie Mae, Fannie Mae, Freddie Mac)

Position 4-6: Coupon

Position 7: Maturity

Position 8: Settlement Month

Position 9: Check Digit

The exact values for each position are available in a spreadsheet called the TBA Grid.

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