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Affordable Housing Tax Credit Monitoring Forms

About File Formats

Rev Date Form Purpose Use When
3/08

AHTC Automated Clearing House (ACH) Transfer

PDF (32 KB)

Automated Clearing House (ACH) Transfer agreement Submitting a new or revised authorization agreement for automatic credits of tax credit compliance fees.
11/06

AHTC Form 001
Report Submission Instructions

PDF (34 KB) | Exe (76 KB)

Report submission schedule. Looking for information on reporting requirements and timeline.
1/07

AHTC Form 100
Owner's Certificate of Continuing Program Compliance

PDF (69 KB) | Exe (91 KB)

Required form for owner's certification of program compliance. Submitting owner's annual certificate of compliance due with initial reports & in January of each year.
4/01

AHTC Form 110
Compliance Monitoring Initial Information

PDF (17 KB) | Exe (49 KB)

Report date project met minimum set-aside and contact information for owner and agent. Submitting initial monitoring report.
4/00

AHTC Form 120
Full-time Resident Manager Unit Designation Certification

PDF (76 KB) | Exe (64 KB)

Report full-time resident manager unit designation. Submitting initial monitoring reports or whenever there is a change in unit designation.
(Applies only to projects with full-time resident manager.)
9/02

AHTC Form 200
Unit Status Report

PDF (63 KB) | Exe (68 KB)

Report tenant information such as gross income, rent, subsidy, certification date, move-out date, etc. Submitting Unit Status Report in paper format (for initial and semi-annual reports).
6/06

AHTC Form 201
Unit Status Report Instructions

PDF (144 KB) | Exe (80 KB)

Instructions for completing and submitting Unit Status Reports, correcting prior reports and submitting initial unit information. Preparing the following reports:
Unit Status Report, in paper or electronic format (Form 200),
Unit Information (Form 202), and Correction or Amendment to Prior Period Report (Form 203).
6/06

AHTC Form 202
Unit Information

PDF (60 KB) | Exe (68 KB)

Report project/unit information including the unit number, square footage, and number of bedrooms. Submitting initial monitoring reports.
9/02

AHTC Form 203
Correction or Amendment to Prior Period Report

PDF (63 KB) | Exe (68 KB)

Report correction or amendment to prior Unit Status Report, or report an event missed on a prior report. Submitting corrected or amended tenant information. Submit as soon as you realize there was an error or omission on a prior report.
7/06

AHTC Form 205
Utilities Information

PDF (71 KB) | Exe (105 KB)

Report utility allowance amounts and documentation. Submitting utility allowance information.
5/02

AHTC Form 300
Tenant Income Certification

PDF (85 KB) | Exe (68 KB)

Certification of applicant or tenant income. Certifying household income.
10/00

AHTC Form 305
Tenant Income Questionnaire

PDF (29 KB) | Exe (57 KB)

Collect information on applicant/tenant sources of income. Collecting information on applicant or tenant sources of income.
10/00

AHTC Form 310
Clarification Record

PDF (16 KB) | Exe (49 KB)

Determining applicant/tenant eligibility and meeting record keeping requirements. Recording verbal clarification of information reported on 3rd party verification or when written verification is not possible.
10/00

AHTC Form 400
Authorization for Release of Income Verification for Employer

PDF (16 KB) | Exe (51 KB)

Determining applicant/tenant eligibility and meeting record keeping requirements. Verifying employment information when preparing applicant/tenant income certification.
10/00

AHTC Form 500
Self Employed Income Statement

PDF (16 KB) | Exe (50 KB)

Determining applicant/tenant eligibility and meeting record keeping requirements. Obtaining self-employed applicant/tenant income certification.
10/00

AHTC Form 510
Child Support Verification

PDF (18 KB) | Exe (50 KB)

Determining tenant applicant/eligibility and meeting record keeping requirements. Verifying child support information when preparing applicant/tenant income certification.
4/05

AHTC Form 520
Public Housing Authority Income Certification

PDF (30 KB) | Exe (68 KB)

Determining applicant/tenant eligibility and meeting record keeping requirements. Obtaining certification of applicant/tenant income as verified by Public Housing Authority.
3/00

AHTC Form 600
Asset Certification - Under $5,000

PDF (20 KB) | Exe (26 KB)

Determining applicant/tenant eligibility and meeting record keeping requirements. Obtaining applicant/tenant certification of households assets totaling less than $5,000.
3/00

AHTC Form 605
Divestiture of Asset Verification

PDF (13 KB) | Exe (25 KB)

Determining applicant/tenant eligibility and meeting record keeping requirements. Obtaining applicant/tenant certification of assets sold or disposed of for less than Fair Market Value.
10/00

AHTC Form 700
Authorization for Release of Asset Information

PDF (17 KB) | Exe (51 KB)

Determining applicant/tenant eligibility and meeting record keeping requirements. Verifying asset information when preparing applicant/tenant income certification.
9/02

AHTC Form 705
Home/Real Estate Affidavit

PDF (50 KB) | Exe (64 KB)

Determining applicant/tenant eligibility and meeting record keeping requirements. Obtaining applicant/tenant certification of intent regarding Real Estate Owned.
10/00

AHTC Form 800
Student Certification Form

PDF (17 KB) | Exe (51 KB)

Determining applicant/tenant eligibility and meeting record keeping requirements. Obtaining applicant/tenant certification of student status.
12/97

AHTC Form 900
Verification of Unemployment Benefits

PDF (18 KB) | Exe (50 KB)

Determining applicant/tenant eligibility and meeting record keeping requirements. Verifying unemployment benefits when preparing applicant/tenant income certification.
10/00

AHTC Form 905
Certification of Zero Income

PDF (18 KB) | Exe (51 KB)

Determining applicant/tenant eligibility and meeting record keeping requirements. Obtaining applicant/tenant certification of zero income.
6/07

AHTC Form 990
Notice of Change in Ownership

PDF (26 KB) | Exe (74 KB)

Notify WHEDA of change in project ownership. Report any time there is a change in project ownership.