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Asset Management Forms
Asset Management (Financed Multifamily Properties Servicing) Forms
Rev Date | Form | Purpose | Use When |
---|---|---|---|
01/21 | Standardized Financials Template | Required to be provided by each WHEDA financed property annually. | Completing a property’s balance sheet and income statement. |
10/14 | 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. |
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. | New loans are closed and any of the following changes: management agent, authorized signatory or bank information. |
10/20 | WHEDA Financial Statement Requirements | Provides guidance on WHEDA’s financial statement preparation, surplus cash calculation and submission requirements. | Preparing financial statements. |
11/16 | Form 700 Capital Expenditures Budget and Instructions | Show planned capital expenditures. | Submitted by Owner/Agent 30 days prior to beginning of FY. |
11/00 | Form 500 Reserve Disbursement Request | To request funds from reserves. | Owner/Agent requests reserve funds. |
5/15 | Form 500 - Instructions | Step by step instructions for completing the Form 500 online. | When requesting releases of funds from the reserve account electronically. |
9/00 | Development Contact List | Provide WHEDA with updated contact information. | Submitted by Owner/Agents when contacts change or for new loans. |
9/00 | Management Entity Profile | Customer information. | As needed. |
1/07 | 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. |
10/17 | 4508P WHEDA Assignment of Management Agreement | Legal document for assigning management agreement rights to WHEDA. | Ownership assigns management agreement rights to WHEDA. |
1/10 | Amendment to Management Agreement | To notify WHEDA of the intent to change the management fee. | Owner/Agent proposes a management fee change. |