| Rev Date |
Form |
Purpose |
Use When |
| 09/04 |
Form 8-1-22
WHEDA Apartment Lease
PDF (109 KB) | Exe
(96 KB)
|
Legal document that defines the regulations
of Lease Agreement between owner and tenant. |
New tenants move in or as needed. |
| 3/08 |
WHEDA Multifamily New or Revised Authorization Agreement for Automatic
Credits Automated Clearing House (ACH) Transfer
PDF (32 KB)
|
Authorizes WHEDA to deposit
or withdraw money from authorized accounts. |
New loans are closed and any
of the following changes: management agent, authorized signatory or
bank information. |
| 12/05 |
Form 800
Schedule of Profit and Loss for Multifamily Projects
PDF (124 KB) | Exe (80 KB)
|
Informs WHEDA of development's profits
and losses. |
Submitted with Annual Financial Statement
60 days after close of FY or as requested by Multifamily Project Manager.
|
| 10/02 |
Form 600AL
Annual Schedule of Assets for Multifamily Projects
PDF (61 KB) | Exe (76 KB)
|
Balance Sheet |
Submitted with Annual Financial Statement
60 days after close of FY or as requested by Multifamily Project Manager |
| 10/07 |
2007-2008 Audit Requirements Memorandum
PDF (51 KB) | Exe
not available.
|
Provides audit requirements. |
Preparing Audit information
only. WHEDA mails it to Owner/Agents in October. |
| 12/05 |
Electronic File Submission Specifications
PDF (124 KB) | Exe not available.
|
Provides specifications for reporting Form 600/800 electronically to WHEDA. |
Submitted with Annual Financial Statement 60 days after close of FY or as requested by Multifamily Project Manager |
| 9/03 |
Form 400
Owner's Yearly Compliance Certificate
PDF (15 KB) | Exe
not available. |
Owner's certification that
he or she is complying with loan documents. |
Submitted with the Audit (not
part of the Audit) 60 days after close of the FY. |
| 10/07 |
Form 700 Capital Expenditures Budget and Instructions
PDF (38 KB) | Exe (104 KB)
|
Show capital expenditures that Owner/Agent
anticipates by FY. Expenses identified as operating account or reserve
escrow. |
Submitted by Owner/Agent 30 days prior
to beginning of FY. |
| 11/00 |
Form 500
Reserve Disbursement Request
PDF (17 KB) | Exe (50 KB)
|
To request funds from reserves. |
Owner/Agent requests reserve funds. |
| 9/00 |
Development Contact List
PDF (15 KB) | Exe (49 KB)
|
Provide WHEDA with updated contact information. |
Submitted by Owner/Agents when contacts
change or for new loans. |
| 9/00 |
Management Entity Profile
PDF (20 KB) | Exe (52 KB)
|
Customer information. |
As needed. |
| 9/04 |
Form 100
Certificate of Authorized Signatures for Project Owners
PDF (26 KB) | Exe
not available.
|
Identifies individuals authorized to perform
various functions for the project. |
New Projects, changes in agents, ownership,
or staff. |
| 1/07 |
Delegated Administrator Agreement
PDF (33 KB) | Exe not available. |
To assign a Delegated Administrator in your organization who will be responsible for setting up and maintaining all the persons (Users) who will have security access to on-line eWHEDA Services. |
New Projects, changes in agents, ownership, or staff. |
| 5/06 |
4508P WHEDA Assignment of Management Agreement
PDF (33 KB) | Exe not available. |
Legal document for assigning management agreement rights to WHEDA. |
Ownership assigns management agreement rights to WHEDA. |
