Resources
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All of our forms have been updated for 2015. Please see the list of forms below along with helpful links to articles and explanations. |
2018 Forms:
Here is a helpful blog article written about file organization.
Here is another blog article about file organization.
ASSET FORMS
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Bank Account Verification: use this to verify bank accounts such as savings, checking, CD
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Investment Account Verification: use this to verify mutual funds, annuities, IRA, 401K, etc.
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Life Insurance Verification: use to verify whole or universal policies. Term accounts have no cash value and do not count as assets.
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Real Estate Verification: suggest also printing up values from zillow.com or trulia.com. Here is a blog article about real estate.
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Real Estate Asset Worksheet: used by manager to show real estate calculations
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Trust Account Verification: note trust accounts can be income or assets
INCOME FORMS
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Employment Verification: revised in 2018 as a fillable form with additional questions. Available as WORD or PDF. Here is a blog article explaining the changes.
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Unable to Obtain 3rd Party Verification: used by manager to document file with efforts to obtain 3rd party verification
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Year to Date Clarification: use this when annualized YTD pay does not closely match projected pay data provided by employer
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Gift Income Verification: use this to verify ongoing cash contributions or for recurring contributions for things such as rent payments, utility payments, etc.
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Self Employed Income Affidavit: use this for anyone who receives income as a business owner, independent contractor, sole proprietor, cash pay, odd jobs, etc. Here is a blog article about self employment income.
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Court Verification of Child Support or Alimony: use to verify child support or alimony through the court system.
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Child Support/Alimony Verification: this can be used by a 3rd party making payments
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Veterans Income Verification: send to VA office
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Section 8 Income Verification: use to verify income for a voucher assisted household
TENANT AFFIDAVIT FORMS
Leasing staff should not fill out tenant affidavit forms!
- Authorization to Release Information
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Certification of Zero Income: use this for any adult tenant with no reported income
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Unemployed Status Affidavit: use this for any adult tenant with no job.
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Seasonal Work Affidavit: use this for any tenant employed in a seasonal capacity
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Custody and Child Support Affidavit: use for any child not living with both biological or adoptive parents to help establish income and student eligibility. Here is a blog article about child support income. Here is a blog article about 50% custody.
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Marital Status Affidavit: use for anyone divorced, separated, widowed, or estranged from their spouse
- Tip Affidavit
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Live In Aide Affidavit: used by a tenant with a live in aide. Make sure to also obtain medical verification of this.
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Live In Aide Verification: use to obtain medical verification for the need of a live in aide
STUDENT FORMS
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Student Status Affidavit: all adult members of household complete and sign this if detailed student questions are not on your application/questionnaire. Here is a blog article about student status.
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Financial Aid Affidavit: use for all college/university students. Click here for blog article about financial aid.
MANAGEMENT FORMS
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LIHTC Income & Asset Worksheet: use this form to create a record of your income and rent limits along with the income and asset calculations for each household. Click here for blog article about calculator tape and income worksheets.
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Clarification Form: use to document information obtained verbally or to explain any unusual circumstance in the file. Here is a blog article about clarifications.
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Application: here is a blog article about application forms.
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Household Eligibility Questionnaire: replaces interview checklist and recert questionnaire. Suggest making this form a requirement in our state monitoring and no longer requiring the 8 page application form.
- Tenant Income Certification Effective January 1, 2017
LEASE ADDENDUM FORMS