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.
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Individual Forms
If you don’t need the whole packet, you can download the documents you need below.
Asset Forms
Title | Content | File Size | File Type | Link |
---|---|---|---|---|
Trust Account Verification | Note trust accounts can be income or assets | 27 KB | ||
Real Estate Asset Worksheet | Used by manager to show real estate calculations | 99 KB | ||
Real Estate Verification | Suggest also printing up values from zillow.com or trulia.com. | 26 KB | ||
Life Insurance Verification | Use to verify whole or universal policies. Term accounts have no cash value and do not count as assets. | 27 KB | ||
Investment Account Verification | Use this to verify mutual funds, annuities, IRA, 401K, etc. | 37 KB | ||
Bank Account Verification | Use this to verify bank accounts such as savings, checking, CD | 52 KB |
Income Forms
Title | Content | File Size | File Type | Link |
---|---|---|---|---|
No Change in Income Statement | 19 KB | |||
Section 8 Income Verification | Use to verify income for a voucher assisted household | 95 KB | ||
Social Security Verification | 53 KB | |||
Pension Verification | 105 KB | |||
Unemployment Benefit Income Verification | 96 KB | |||
Veterans Income Verification | Send to VA office | 46 KB | ||
Child Support/Alimony Verification | This can be used by a 3rd party making payments | 40 KB | ||
Court Verification of Child Support or Alimony | Use to verify child support or alimony through the court system. | 53 KB | ||
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 KB | ||
Gift Income Verification | Use this to verify ongoing cash contributions or for recurring contributions for things such as rent payments, utility payments, etc. | 41 KB | ||
Year to Date Clarification | Use this when annualized YTD pay does not closely match projected pay data provided by employer | 25 KB | ||
Unable to Obtain 3rd Party Verification | Used by manager to document file with efforts to obtain 3rd party verification | 22 KB | ||
Verification of Terminated Employment | 23 KB | |||
Employment Verification | Revised in 2020 as a fillable form with additional questions. | 108 KB |
Tenant Affidavit Forms
Title | Content | File Size | File Type | Link |
---|---|---|---|---|
Live-In Aide Verification | Use to obtain medical verification for the need of a live-in aide | 100 KB | ||
Tip Affidavit | 14 KB | |||
Marital Status Affidavit | Use for anyone divorced, separated, widowed, or estranged from their spouse | 19 KB | ||
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 KB | ||
School Employee Affidavit | 24 KB | |||
Seasonal Work Affidavit | Use this for any tenant employed in a seasonal capacity | 24 KB | ||
Unemployed Status Affidavit | Use this for any adult tenant with no job | 17 KB | ||
Certification of Zero Income | Use this for any adult tenant with no reported income | 49 KB | ||
Under $5000 Asset Certification | 60 KB | |||
Authorization to Release Information | 37 KB |
Student Forms
Title | Content | File Size | File Type | Link |
---|---|---|---|---|
Student Status, Tuition & Financial Aid Verification | 123 KB | |||
Student Status Affidavit | All adult members of household complete and sign this if detailed student questions are not on your application/questionnaire. | 32 KB | ||
Financial Aid Affidavit | Use for all college/university students. | 47 KB |
Management Forms
Title | Content | File Size | File Type | Link |
---|---|---|---|---|
Over Income Clarification Form | 102 KB | |||
Resyndication Clarification | 85 KB | |||
Tenant Income Certification Effective January 1, 2021 | 353 KB | |||
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 KB | ||
Application | 235 KB | |||
Clarification Form | Use to document information obtained verbally or to explain any unusual circumstance in the file. | 76 KB | ||
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 KB | xlsx |
Download All Forms
Single file, ZIP format, 3.6MB
Helpful Links
- IRC Section 42 Code
- 8823 Audit Technique Guide
- HUD Handbook 4350.3
- National Council of State Housing Agencies (NCSHA)
- The Tax Credit Advisor
Tips
Here are two articles that can help when it comes to organization your forms: