All of our forms have been updated for 2015.  Please see the list of forms below along with helpful links to articles and explanations.  Don’t forget to ‘Like’ us on Facebook for notices about updated forms, blog posts and LIHTC related articles.

 2015 Forms:

Here is a helpful blog article written about file organization.

Here is another blog article about file organization.

ASSET FORMS

• Bank Account Verification: use this to verify bank accounts such as savings, checking, CD

• Investment Account Verification: use this to verify mutual funds, annuities, IRA, 401K, etc.

• Life Insurance Verification: use to verify whole or universal policies.  Term accounts have no cash value and do not count as assets.

• Real Estate Verification: suggest also printing up values from zillow.com or trulia.com.  Here is a blog article about real estate.

• Real Estate Asset Worksheet: used by manager to show real estate calculations

• Trust Account Verification: note trust accounts can be income or assets

INCOME FORMS

• Employment Verification: revised in 2012 as a fillable form with additional questions.  Available as WORD or PDF.  Here is a blog article explaining the changes.

• Unable to Obtain 3rd Party Verification: used by manager to document file with efforts to obtain 3rd party verification

• Year to Date Clarification: use this when annualized YTD pay does not closely match projected pay data provided by employer

• Gift Income Verification: use this to verify ongoing cash contributions or for recurring contributions for things such as rent payments, utility payments, etc.

• 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.

• Court Verification of Child Support or Alimony: use to verify child support or alimony through the court system.

• Child Support/Alimony Verification: this can be used by a 3rd party making payments

• Veterans Income Verification: send to VA office

• Unemployment Benefit Income Verification

• Pension Verification

• Social Security Verification

• 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!

• Under $5000 Asset Certification: form has been re-formatted due to common errors with previous version

• Certification of Zero Income: use this for any adult tenant with no reported income

• Unemployed Status Affidavit: use this for any adult tenant with no job.  Note form was revised in 2013 with added questions

• Seasonal Work Affidavit: use this for any tenant employed in a seasonal capacity

• 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.

• Marital Status Affidavit: use for anyone divorced, separated, widowed, or estranged from their spouse

• Tip Affidavit

• Live In Aide Affidavit: used by a tenant with a live in aide.  Make sure to also obtain medical verification of this.

• Live In Aide Verification: use to obtain medical verification for the need of a live in aide

STUDENT FORMS

• 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.

• Financial Aid Affidavit: use for all college/university students.  Click here for blog article about financial aid.

MANAGEMENT FORMS

• 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.

• Clarification Form: use to document information obtained verbally or to explain any unusual circumstance in the file.  Here is a blog article about clarifications.

• Application: here is a blog article about application forms.

• 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:  updated with data collection requirements.  Click here for blog article.

• Tenant Income Certification Effective February 1, 2015

LEASE ADDENDUM FORMS

• 140%
• Fraud
• Income Limits
• Lease Renewal
• Smoke Detector
• Tax Credit Eligibility
• Utility Allowance