||Standardized Financials Template
||Required to be provided by each WHEDA financed property annually.
||Completing a property’s balance sheet and income statement.
||Form 8-1-22 WHEDA Apartment Lease
||Legal document that defines the regulations of Lease Agreement between owner and tenant.
||New tenants move in or as needed.
||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.
||New loans are closed and any of the following changes: management agent, authorized signatory or bank information.
||WHEDA Financial Statement Requirements
||Provides guidance on WHEDA’s financial statement preparation, surplus cash calculation and submission requirements.
||Preparing financial statements.
||Form 700 Capital Expenditures Budget and Instructions
||Show planned capital expenditures.
||Submitted by Owner/Agent 30 days prior to beginning of FY.
||Form 500 Reserve Disbursement Request
||To request funds from reserves.
||Owner/Agent requests reserve funds.
||Form 500 - Instructions
||Step by step instructions for completing the Form 500 online.
||When requesting releases of funds from the reserve account electronically.
||Development Contact List
||Provide WHEDA with updated contact information.
||Submitted by Owner/Agents when contacts change or for new loans.
||Management Entity Profile
||Delegated Administrator Agreement
||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.
||4508P WHEDA Assignment of Management Agreement
||Legal document for assigning management agreement rights to WHEDA.
||Ownership assigns management agreement rights to WHEDA.
||Amendment to Management Agreement
||To notify WHEDA of the intent to change the management fee.
||Owner/Agent proposes a management fee change.