Spectrum Forms

All the LIHTC forms you’ll need in one easy download

Welcome to our complete form library.

We regularly update our forms to comply with changing standards. Please see the list of forms below along with helpful links to articles and explanations.

Follow us on Facebook for notices about updated forms, blog posts and LIHTC related articles

Individual Forms

If you don’t need the whole packet, you can download the documents you need below.

Asset Forms

TitleContentFile SizeFile TypeLink
Trust Account Verification

Note trust accounts can be income or assets

27 KBpdf
Real Estate Asset Worksheet

Used by manager to show real estate calculations

99 KBpdf
Real Estate Verification

Suggest also printing up values from zillow.com or trulia.com.

26 KBpdf
Life Insurance Verification

Use to verify whole or universal policies. Term accounts have no cash value and do not count as assets.

27 KBpdf
Investment Account Verification

Use this to verify mutual funds, annuities, IRA, 401K, etc.

37 KBpdf
Bank Account Verification

Use this to verify bank accounts such as savings, checking, CD

52 KBpdf

Income Forms

TitleContentFile SizeFile TypeLink
No Change in Income Statement19 KBpdf
Section 8 Income Verification

Use to verify income for a voucher assisted household

95 KBpdf
Social Security Verification53 KBpdf
Pension Verification105 KBpdf
Unemployment Benefit Income Verification96 KBpdf
Veterans Income Verification

Send to VA office

46 KBpdf
Child Support/Alimony Verification

This can be used by a 3rd party making payments

40 KBpdf
Court Verification of Child Support or Alimony

Use to verify child support or alimony through the court system.

53 KBpdf
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.

27 KBpdf
Gift Income Verification

Use this to verify ongoing cash contributions or for recurring contributions for things such as rent payments, utility payments, etc.

41 KBpdf
Year to Date Clarification

Use this when annualized YTD pay does not closely match projected pay data provided by employer

25 KBpdf
Unable to Obtain 3rd Party Verification

Used by manager to document file with efforts to obtain 3rd party verification

22 KBpdf
Verification of Terminated Employment23 KBpdf
Employment Verification

Revised in 2020 as a fillable form with additional questions.

108 KBpdf

Tenant Affidavit Forms

Leasing staff should not fill out tenant affidavit forms!

TitleContentFile SizeFile TypeLink
Live-In Aide Verification

Use to obtain medical verification for the need of a live-in aide

100 KBpdf
Tip Affidavit14 KBpdf
Marital Status Affidavit

Use for anyone divorced, separated, widowed, or estranged from their spouse

19 KBpdf
Custody and Child Support Affidavit

Use for any child not living with both biological or adoptive parents to help establish income and student eligibility.

228 KBpdf
School Employee Affidavit24 KBpdf
Seasonal Work Affidavit

Use this for any tenant employed in a seasonal capacity

24 KBpdf
Unemployed Status Affidavit

Use this for any adult tenant with no job

17 KBpdf
Certification of Zero Income

Use this for any adult tenant with no reported income

49 KBpdf
Under $5000 Asset Certification60 KBpdf
Authorization to Release Information37 KBpdf

Student Forms

TitleContentFile SizeFile TypeLink
Student Status, Tuition & Financial Aid Verification123 KBpdf
Student Status Affidavit

All adult members of household complete and sign this if detailed student questions are not on your application/questionnaire.

32 KBpdf
Financial Aid Affidavit

Use for all college/university students.

47 KBpdf

Management Forms

TitleContentFile SizeFile TypeLink
Over Income Clarification Form102 KBpdf
Resyndication Clarification85 KBpdf
Tenant Income Certification Effective January 1, 2021353 KBpdf
Household Eligibility Questionnaire

Replaces interview checklist and recertification questionnaire. Suggest making this form a requirement in our state monitoring and no longer requiring the 8 page application form.

168 KBpdf
Application235 KBpdf
Clarification Form

Use to document information obtained verbally or to explain any unusual circumstance in the file.

76 KBpdf
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.

18 KBxlsx

Lease Addendum Forms

TitleContentFile SizeFile TypeLink
Utility Allowance92 KBpdf
Tax Credit Eligibility14 KBpdf
Smoke Detector89 KBpdf
Lease Renewal41 KBpdf
Income Limits90 KBpdf
Fraud86 KBpdf
140%93 KBpdf
Live-In Aide16 KBpdf

Download All Forms

Single file, ZIP format, 3.6MB

Video Guide (YouTube)