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  • Rev
    Date
    Form Purpose Use When
    2/16 MCC-001
    Reservation Package Checklist 
    To reserve a MCC  Submit after receipt of a signed and accepted Offer to Purchase 
    4/13 MCC-002 
    Request for Conditional Commitment
     
    Applicant attestations  Submit with the Reservation Package Checklist 
    4/13 MCC-003 
    Acknowledgment of Federal Recapture Tax Requirements 
    Applicant’s acknowledgement of recapture tax provision  Submit with the Reservation Package Checklist 
    2/15 MCC-004 
    Income Tax Affidavit 
    Applicant’s explanation for missing tax returns  Submit with the Reservation Package Checklist 
    1/16 MCC-005
    Closing Package Checklist 
    Confirmation of loan closing  Submit within 10 business days of loan closing 
    5/13 MCC-006
    Lender Affidavit 
    Lender attestations  Submit with the Closing Package Checklist 
    4/13 MCC-007 
    Seller’s Affidavit 
    Seller attestations Submit with the Closing Package Checklist 
    4/13 MCC-008 
    Closing Affidavit 
    Applicant reaffirmations  Submit with Closing Package Checklist 
    4/13 MCC-009
    Owner Occupancy Certification 
    Applicant attestations  Request for reissuance if the first mortgage is refinanced 
    5/13 MCC-010
    Participation Agreement
    Lender Eligibility  Submit prior to submitting a reservation request 
    2/17 MCC-011
    Reissue Request
    Borrower request to reissue a MCC
    Within 1 year of a refinance
    4/13   Exhibit 1
    Tax Credit Worksheet 
    Example of  how to calculate the monthly benefit to the borrower for qualifying income purposes  May be provided to the applicant to demonstrate the benefit of the MCC 
    9/15   Exhibit 2
    Schedule of Fees 
    Conveys MCC processing fees  Refer to as needed 
    9/14 Exhibit 12
    Training Request Form 
    To identify program training As needed