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Resident Certification Package

UPDATES & NOTICES

• New & Revised Forms - #1-2012 Memo 01/2012
• New & Revised Forms - #1-2011 Memo 03/2011
• Full Sets of Camera Ready Forms and Instructions Rev 12/2011

INDIVIDUAL FORMS & INSTRUCTIONS

See the Tax Credit Manual or Bond Manual for reference. 
All files in PDF format unless otherwise noted.

• Compliance Checklist Rev 12/2011
  Instructions Rev 12/2011

REQUIRED ELIGIBILITY FORMS

• Household Eligibility Certification (HEC) (Excel) Rev 12/2011
  Blank Form No Calculations (PDF) Rev 12/2011
  Instructions Rev 12/2011
  Sample (PDF) Rev 03/2011
   
• Resident Eligibility Application (REA) Rev 12/2011
  Instructions Rev 12/2011

OR

• Self-Certification of Annual Income (100% LIHTC Properties Only) Rev 12/2011
  Instructions Rev 12/2011
   
• Household Declaration Supplement to REA  NEW 12/2011
  Instructions  NEW 12/2011

ADDITIONAL REQUIRED FORMS

• Household Demographics Reporting Form (LIHTC Units Only) 03/2011
  Instructions 03/2011
   
  
• Authorization to Release Confidential Information Rev 12/2011
  Instructions Rev 12/2011

INCOME

We have a form for most but not all income verification situations.  Every source of income that a household puts on an REA needs supporting documentation.  Income verification forms and/or supporting documentation should be submitted in REA questionnaire order.  You may also find it helpful to review the Income and Asset Certification and Reporting chapters in both the Tax Credit and Bond Manuals. The Income and Asset Verification Summary Chart (PDF) may also be helpful.

• Verification Cover Letter Rev 06/2010 
  Instructions Rev 06/2010
   
• Employment Verification 12/2011
  Instructions Rev 12/2011
  Helpful: theworknumber.com Social Services Area
  UW Verification of Employee Income: Explanation Letter VOE Request Form
  timeanddate.com calendars for year-to-date calculation
  Minimum Wage WA | US
   
• Income Verification/Clarification by Telephone Rev 06/2010 
  Instructions Rev 06/2010
   
• Self-Employment Income Worksheet Rev 03/2011 
  Instructions Rev 03/2011
   
• Self-Employment Verification Rev 06/2010 include signed copy last year return
  Instructions Rev 06/2010
   
• Seasonal Worker Statement Rev 01/2009 
  Instructions Rev 01/2009
   
  
• Social Security Verification and/or Consent for Release of Information SSA3288 or Government Forms 
  The Commission no longer provides a form to verify Social Security/SSI benefits.  Please follow one of the links above to the Social Security Administration website to download their form. Type form ID# SSA-3288 in search.
  Cost-of-Living Adjustments | Codes | Death Index
   
• Child Support Affidavit Rev 12/23/2011 
  Instructions Rev 12/23/2011
   
• Public Assistance Verification Rev 12/23/2011 
  Instructions Rev 12/23/2011
   
• Unemployment Benefits Verification Request Rev 06/2010
  Instructions Rev 06/2010
   
• Military Pay Verification Rev 12/23/2011
  Instructions Rev 12/23/2011
  Helpful: Defense Finance and Accounting Service
   
• Pension Verification Rev 01/2009 
  Instructions Rev 01/2009
  Helpful: Veterans Benefits Administration
   
• Annuity or Stock Verification Rev 01/2009
  Instructions Rev 01/2009
   
• Gift Affidavit Rev 01/2009 
  Instructions Rev 01/2009
   
• Zero Income Certification Rev 01/2009 
  Instructions Rev 01/2009
   

ASSETS

• Calculating Assets 101 Training Video Part 1-2 05/2008
   
• Deposit Verification Request Rev 01/2009 
  Instructions  Rev 01/2009
   
• Under $5,000 Asset Certification or Sworn Statement of Net Household Assets Rev 01/2009
  Instructions  Rev 01/2009
  Use for tax credit or bond properties only if assets are under $5,000.
  Assets over this amount always require third-party verification. 
   
• Real Estate Evaluation Worksheet if applicable Rev 01/2009
  Instructions  Rev 01/2009
   
• Cash on Hand Affidavit  NEW 12/23/2011 
  Instructions  NEW 12/23/2011
   

COMMISSION SPECIAL NEEDS SET-ASIDES AND COMMITMENTS

• Proof of Age (for properties with Elderly Set-Asides)
   
  
• Disability Certification Rev 12/23/2011 
  Instructions properties with Disabled Set-Aside  Rev 12/23/2011
   
• Disability Verification Rev 01/2009 
  Instructions properties with Disabled Set-Aside  Rev 01/2009
   
• Homeless Certification Rev 04/27/2011 
  Instructions properties with Homeless or Transitional Set-Aside
   
• Farmworker Household Initial Certification Rev 01/2009
  Instructions prove $3,000 farm work Rev 01/2009
  Farm Work Reference Rev 02/2008
  Farm Work Household Certification Training Video 05/2008
   
• Farm Work W-2 Certification Rev 01/2009 
  Instructions Rev 01/2009
   

STUDENTS

• Student Certification Rev 03/2011 
  Instructions Rev 03/2011
   
• Student Exception Affidavit Rev 01/2009 
  Instructions Rev 01/2009
   
• Foster Care Verification Rev 01/2009 
  Instructions Rev 01/2009
   
• Student Status Verification Rev 01/2009 
  Instructions Rev 01/2009 
  Helpful: Student Clearinghouse
   
• Fulltime Student Job Training Exception Verification 06/2010 
  Instructions 06/2010
   

MISCELLANEOUS

• Estrangement Certification Rev 12/23/2011
  Instructions Rev 12/23/2011
   
• Identification Certification Rev 01/2009
  Instructions Rev 01/2009
   
• Live-In Aide Agreement Rev 02/2010
  Instructions Rev 02/2010
   
• Pregnancy Self-Certification Rev 01/2009
  Instructions Rev 01/2009
   

LEASE RIDERS

• Tax Credit Lease Rider - Tax Credit Property Rev 12/23/2011
  Instructions Rev 12/23/2011
   
• Bond Lease Rider - Bond Property Rev 01/2009 
  Instructions Rev 01/2009
   

COMPLETE SETS OF CAMERA READY FORMS & INSTRUCTIONS

• All Forms in One File (PDF 1,112KB)  Rev 12/31/2011
  
• All Instructions in One File (PDF 1,203KB) Rev 12/31/2011

01/31/2012