Forms
Each of the programs that the North Carolina Housing Finance Agency monitors has the following forms associated with it.
Low Income Housing Tax Credit
Effective January 1, 2007, NCHFA will require the use of a limited number of forms for all developments monitored by NCHFA, including those with an allocation of tax credits. The number of required forms will be kept to a minimum. While not required, several other forms were created to address documentation issues. Many forms in the market place do not collect enough information to accurately determine whether households qualify under the housing program’s income restrictions. These “Best Practice Forms” were designed to collect information necessary to facilitate the determination of eligibility. A third category of forms has been created and provided for general use.
On all of the NCHFA forms the social security number of individuals has been removed. NCHFA understands that in order to comply with federal laws governing the LIHTC program you may be required to provide a third party with personal information such as a social security number (i.e., to obtain a credit report). However, all material transmitted to NCHFA must have an individual's social security number or other personal information redacted.
Required Forms:
Tenant Income Certification (Excel)
Tenant Income Certification (pdf)
Employment Verification
Under $5,000 Asset Certification
Other Project Required Forms
Owner's Certification of Continuing Program Compliance (Excel)
Owner's Certification of Continuing Program Compliance (pdf)
Annual Compliance Activity Report (Excel)
Annual Compliance Activity Report (pdf)
Recertification Waiver
Information Package (pdf)
Supportive Services Monitoring Checklist (pdf)
Best Practice Forms
Certification Questionnaire
Alimony/Child Support Affidavit
Asset Verification
Lease Addendum for LIHTC Properties
Pension Income Verification
Student Status Verification
Zero Income Affidavit
Additional Forms
Affidavit of Marital Separation Status
Clarification Statement
Companion Animal Request Verification
Employment Termination Verification
Landlord Reference Form
Lease Addendum for Drug Free Housing
Lease Addendum for Smoke Detectors
Live-In Care Attendant Affidavit
Live-In Care Attendant Verification
Non-Employment Affidavit
Public Assistance Verification
Real Estate Verification
Recurring Gift Verification
Self-Employment Affidavit
Student Status Affidavit
Unemployment Benefits Verification
Rental Production Program Loans (RPP)
(Also see Tax Credit forms)
Rent Increase Worksheet
DHHS Targeting Plans and Key Program Assistance
Certain LIHTC properties participate in one or both of these programs. Listed below are forms and resources for property managers and lead service agencies.
Program Procedures and Requirements
Support Coordinator Contact Information
Targeting Plan Template
Letter of Referral
Checklist for Initial Funding and Move-Ins
Direct Deposit Authorization
Owner Agreement to Participate
Rent and Subsidy Calculation Worksheet
Rent and Subsidy Calculation Worksheet 2008
Payment Requisition
Termination Notice
IRS Form W-9
Project-Based Section 8
Non-Performance-Based Section 8 Portfolio
(Contact Gwen Belcredi, Team Leader Asset Management, 919-877-5648 or gbelcredi@nchfa.com)
Performance-Based Contract Administration
(Contact NC Quadel for required forms on properties under Performance-Based Contract Administrator)
Rent Schedule
Added Instructions for Preparation of the Rent Schedule
Budget Based Worksheet
Budget Based Rent Increase Submission Requirements
OCAF Worksheet
References for Rent Adjustments & Contract Renewals
Affordable Housing Program (AHP) (formally known as RTC)
Tenant Income Certification (Excel)
Tenant Income Certification (pdf)
Employment Verification
Under $5,000 Asset Certification
RTC Owner's Annual Certification
RTC Annual Compliance Report - Part A
RTC Annual Compliance Report - Part B
Supportive Housing Development Program
Employment Verification
Monitoring Checklist
Monitoring Checklist Annual Update
Owner Affidavit
Participant Eligibility Certification
Participant Eligibility Guide
Qualified Tenant Roll
Qualified Tenant Roll - Instructions
Tenant Affidavit
Tenant Income Certification
Supportive Housing Rent and Subsidy Calculation Worksheet
Under $5,000 Asset Certification
Tenant-Based Rental Assistance (TBRA)
No forms at this time.
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