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  • Low Income Housing Tax Credit Forms

    • Allocating Forms
    • Monitoring Forms
    • Extended Use Period
    Allocating Forms
    Rev DateFormPurposeUse When
    8/14

    WHEDA Multifamily New or Revised Authorization Agreement for Automatic Credits Automated Clearing House (ACH) Transfer

    Permits WHEDA to electronically collect compliance monitoring feesPreparing and submitting final application
    5/15

    Competitive Allocation Certification Request (ACR) Spreadsheet and Instructions

    To provide development data required to issue competitive IRS 8609 form(s)Preparing and submitting final competitive LIHTC application
    4/16

    Noncompetitive Allocation Certification Request (ACR) Spreadsheet and Instructions

    To provide development data required to issue noncompetitive IRS 8609 form(s)Preparing and submitting final noncompetitive LIHTC application
     

    Building Worksheet Calculations: REScheck Compliance Certificate 2000 IECC (non-WHEDA form)

    To calculate energy efficiency (for use by architect)Preparing and submitting final application
    1/17

    Capital Needs Assessment Solicitation of Interest

    For review and approval of potential Capital Needs Assessment ProvidersApplying to become a WHEDA-approved Capital Needs Assessment Provider
    6/06

    Carryover Provision Request (CPR)

    To provide detailed information required to issue Carryover LetterPreparing and submitting Review Two (competitive applications)
    9/14

    Carryover (Review Two) Submission Checklist

    Lists items required when requesting Carryover Allocations (competitive applicants)Preparing and submitting Review Two (competitive applications)
    6/15

    Cost Certification Packet (multiple forms)

    To provide satisfaction of mandatory third-party Cost Certification (for use by your accountant)Preparing and submitting final application
    3/17

    Credit Award Checklist

    Lists required post-threshold documentationPreparing submission of Competitive Application Two and Noncompetitive Application One
    3/17

    Final Review Checklist (What to Do When a Tax Credit Project Places in Service)

    Lists items required when requesting IRS 8609 formPreparing and submitting final application
    10/13

    General Contractor Energy Efficiency Certification

    To provide certification of development energy efficiencyPreparing and submitting final application
    10/13

    Owner Energy Efficiency Certification

    To provide certification of development energy efficiencyPreparing and submitting final application
    8/09

    Market Study Solicitation of Interest

    For review and approval of potential Market Study ProvidersApplying to become a WHEDA-approved Market Study Provider
    1/06

    Rental Completion Report (sample)

    Submitted to Home Fund agency prior to final draw requestPreparing and submitting final applications if Home Funds are a source of financing
    11/16

    10% Test Packet (multiple forms)

    1. 10% Test Procedures
    2. 10% Test Instructions
    3. 10% Test Worksheet & Owners Certification
    4. 10% Test 3rd Party Opinion Letter
    To provide satisfaction of mandatory IRS 10% test requirementPreparing and submitting information for 10% test deadline (competitive applications)
    9/16 LIHTC Management Agent Annual CertificationTo certify management agents for LIHTC applicationsPreparing & submitting LIHTC application
    Monitoring Forms

    LIHTC (AHTC) Compliance/Monitoring Manual

    Rev DateFormPurposeUse When
    8/14

    WHEDA Multifamily New or Revised Authorization Agreement for Automatic Credits Automated Clearing House (ACH) Transfer

    Authorizes WHEDA to deposit or withdraw money from authorized accounts.Submitting a new or revised authorization agreement for automatic credits of tax credit compliance fees.
    7/16

    Form 001
    Report Submission Instructions

    Report submission schedule.Looking for information on reporting requirements and timeline.
    12/14

    Form 100
    Owner's Certificate of Continuing Program Compliance

    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.
    12/14    

    Form 100 A1
    Nonprofit Addendum Owner's Certificate of Continuing Program Compliance - Nonprofit Addendum

    Required form for owner's certification of program compliance when allocated from the nonprofit set-aside.Submitting owner's annual certificate of compliance due with initial reports & in January of each year.
    2/16

    Form 105
    Tax Credit Contact Information

    Required form for updating owner/agent contact information.Updating owner or agent contact information due to change in personnel, address, ownership or management.
    4/00

    Form 120
    Full-time Resident Manager Unit Designation Certification

    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.)
    11/11

    Form 200
    Unit Status Report

    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).
    7

    Form 201
    Unit Status Report Instructions

    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).
    1/12

    Form 202A
    Unit Number Change

    Report unit number changesRequesting unit number changes to update systems.
    11/11

    Form 203
    Correction or Amendment to Prior Period Report

    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.
    8/15

    Form 205
    Utilities Information

    Report utility allowance amounts and documentation.Submitting utility allowance information.
    8/98Form 205E
    Utility Allowance Period Election
    Identifies the time frame for which utility allowance information will be obtained for the property. Submitting initial monitoring reports.
    11/11

    Form 300
    Tenant Income Certification

    Certification of applicant or tenant income.Certifying household income.
    11/11

    Form 305
    Tenant Income Questionnaire

    Collect information on applicant/tenant sources of income.Collecting information on applicant or tenant sources of income.
    12/14

    Form 310
    Clarification Record

    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.
    11/11

    Form 400
    Authorization for Release of Income Verification for Employer

    Determining applicant/tenant eligibility and meeting record keeping requirements.Verifying employment information when preparing applicant/tenant income certification.
    11/11

    Form 410
    Social Security Verification

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

    Form 500
    Self Employed Income Statement

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

    Form 510
    Child Support Verification

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

    Form 520
    Public Housing Authority Income Certification

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

    Form 600
    Asset Certification - Under $5,000

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

    Form 605
    Divestiture of Asset Verification

    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

    Form 700
    Authorization for Release of Asset Information

    Determining applicant/tenant eligibility and meeting record keeping requirements.Verifying asset information when preparing applicant/tenant income certification.
    11/11

    Form 705
    Home/Real Estate Affidavit

    Determining applicant/tenant eligibility and meeting record keeping requirements.Obtaining applicant/tenant certification of intent regarding Real Estate Owned.
    11/11

    Form 800
    Student Certification Form

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

    Form 900
    Verification of Unemployment Benefits

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

    Form 905
    Certification of Zero Income

    Determining applicant/tenant eligibility and meeting record keeping requirements.Obtaining applicant/tenant certification of zero income.
    11/11

    Form 990
    Notice of Change in Ownership

    Notify WHEDA of change in project ownership.Report any time there is a change in project ownership.
    Extended Use Period
    Rev DateFormPurposeUse When
    12/14

    AHTC Extended Use Period
    Form 001
    Report Submission Instructions

    Report submission schedule.Looking for information on reporting requirements and timeline.
    12/14

    AHTC Form 100
    Owner's Certificate of Continuing Compliance

    Owner's certification of compliance with the Land Use Restriction Agreement (required).Submitting owner's annual certificate of compliance due January of each year during the extended use period.
    12/14

    AHTC 3-Year Tenant Protection Period
    Form 100
    Owner's Certificate of Continuing Compliance

    Owner's certification of compliance during the 3-year tenant protection period.Submitting owner's annual certificate of compliance due January of each year during the 3-year tenant protection period.
    12/14

    AHTC Form 100 A1
    Nonprofit Addendum Owner's Certificate of Continuing Program Compliance - Nonprofit Addendum

    Required form for owner's certification of program compliance when allocated from the nonprofit set-aside. Submitting owner's annual certificate of compliance due with initial reports & in January of each year.
    10/11

    AHTC Extended Use Period
    Form 200
    Unit Status Report

    Report tenant information during the extended use period. Tenant information includes move-in date, gross income, rent, move-out date, etc.Submitting Unit Status Report in paper format on an annual basis during the extended use period.
    10/11

    AHTC Extended Use Period
    Form 201
    Unit Status Report Instructions

    Instructions for completing and submitting Unit Status Reports and correcting prior reports.Preparing the following reports: Unit Status Report in paper or electronic format and correction or amendment to prior reports.
        
    11/11

    AHTC Extended Use Period
    Form 203
    Correction or Amendment to Prior Period Report

    Report correction or amendment to prior Unit Status Report, or report and event missed on a prior report.Submitting corrected or amended tenant information. Submit as soon as you realize there is an error or omission on a prior report.
    6/06

    AHTC Extended Use Period
    Form 300
    Tenant Income Self-Recertification

    Tenant self-recertification of income.Recertifying household income during the extended use period.
    9/12

    Calculation of Qualified Contract Price

    Excel spreadsheet to use for calculating the Qualified Contract Price.Calculating and submitting the Qualified Contract Price for Opt-Out.