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WHEDA Financing Forms

Rev Date Form Purpose Use 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. New loans are closed and any of the following changes: management agent, authorized signatory or bank information.
5/18

Multifamily Loan Application

Provides necessary information to WHEDA when applying for financing. Applying for WHEDA financing.
2/12

Land Survey Requirements

Shows existing structures for acquisition/rehab projects at the predesign stage. Prior to initial closing
8/15

Construction Draw Process

Provides instruction on WHEDA's draw process. As needed
10/14

Developer Instructions for the Developer Spreadsheet for Construction Draw

Provides instruction on using the Developer Spreadsheet for Construction Draw As needed
7/19

Solicitation of Interest for Capital Needs Assessment Reports

To provide WHEDA with information about potential Capital Needs Assessment Providers. Submitting a request to become an approved Capital Needs Assessment Provider.
1/19

WHEDA Construction Sign Specifications

Provides specifications, including size and text, to be used for signage on WHEDA financed and Tax Credit projects under construction (Click here for print-ready graphics files). During construction of a development.
9/13

Phase I Environmental Report Requirements

Provides instructions on WHEDA's Phase I environmental report requirements Prior to initial closing.
1/12

Insurance Specifications for Completed Developments

Provides instruction on WHEDA's insurance requirements Closing a WHEDA permanent loan
1/12

Insurance specifications for Developments in the Course of Construction

Provides instruction on WHEDA's insurance requirements Closing a WHEDA construction loan
10/16  Design Architect's Opinion Letter Provides template for submitting a Design Architect’s Opinion Letter  As needed
10/18 Form 105 
Tax Credit, HUD & WHEDA Contact Information
Updating owner or agent contact information due to change in personnel, address, ownership, or management.             
As needed