Resident Certification Package

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ALL FORMS IN ONE FILE:
Print a complete set of Resident Certification Package Camera Ready Forms (PDF 423KB) in checklist order.  Revised May 2008

Individual Forms and Instructions

• Required Forms, Instructions and Helpful Links
• Income
• Assets
• Commission Special-Needs Set-Asides and Commitments
• Students
• Miscellaneous
• Lease Riders

ALL FORMS ARE EDITABLE PDFs UNLESS OTHERWISE NOTED and have fields that may be filled-out on your computer before printing.  For help, please read the instructions for filling out PDF forms. 
 

• View/Print the Compliance Checklist  Revised May 2008
  Instructions  Revised October 2007
   

Required Forms, Instructions and Helpful Links

• Eligibility Certification (Excel)  Revised March 2007
  (PDF)  Only use the PDF version if you do not have the Excel Program
  Instructions (PDF)  Revised January 2007 | NEW Sample (PDF)  Revised March 2007
  Helpful Link: timeanddate.com offers custom calendars for year-to-date calculation
   
• Rental Eligibility Application (REA)  Revised January 2008
  Instructions  Revised January 2008 | REA TIPS (PDF)
  Instructions for downloading the Eligibility Certification Excel file:
  STEP ONE: Right click the Excel link below (do not double click)
  STEP TWO: Save the file ("save target as") to your computer
  STEP THREE: Open Excel then open the file
  STEP FOUR: Save File (save often)
  STEP FIVE: Print and read NEW Instructions and NEW Sample below
   
• Authorization  Revised June 2006
  Instructions  Revised June 2006

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  Revised November 2006
  Instructions  Revised June 2006
   
• Employment Verification  Revised November 2006
  Instructions  Revised June 2006
  Helpful Link: theworknumber.com Social Services Area
  Helpful Link: UW Verification of Employee (VOE) Income: Explanation Letter (PDF) : VOE Request Form (PDF)
  Helpful Link: Minimum Wage  WA   US
   
• Income Verification/Clarification by Telephone  Revised February 2007
  Instructions  Revised February 2007
   
• Self-Employment Verification  Revised June 2006
  (include a signed copy of last year’s tax return)
  Instructions  Revised June 2006
   
• Social Security or Supplemental Security Income Benefits Verification Request 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’s website to download their form.  Note:  To access the form, you must type in the form’s id number  -  [SSA-3288]  -  into a search field when the link opens. 
  Helpful Link: Social Security (SS) Verification Note & Office Locator
  Helpful Link: SS Cost-of-Living Adjustments
  Helpful Link: Social Security Codes
  Helpful Link: SS Death Index
   
• Child Support Affidavit  Revised June 2006
  Instructions  Revised June 2006
  Helpful Link: Notaries Public Information
   
• Public Assistance Verification  Revised May 2008
  Instructions  Revised June 2006
   
• Unemployment Benefits Verification Request  Revised November 2006
  Instructions  Revised June 2006
   
• Military Pay Verification  Revised June 2006
  Instructions  Revised June 2006
  Helpful Link: Defense Finance and Accounting Service
   
• Pension Verification  Revised November 2006
  Instructions  Revised June 2006
  Helpful Link: Veterans Benefits Administration
   
• Annuity or Stock Verification  Revised February 2007
  Instructions  Revised June 2006
   
• Gift Affidavit  Revised June 2006
  Instructions  Revised June 2006
  Helpful Link: Notaries Public Information
   
• Student Financial Aid Worksheet  Revised June 2006
  Instructions Revised June 2007
   
• Zero Income Certification  Revised June 2006
  Instructions  Revised June 2006

Assets

• Calculating Assets 101 Webcast NEW! May 2008
   
• Deposit Verification Request  Revised June 2006
  Instructions  Revised June 2006
   
• Under $5,000 Asset Certification or Sworn Statement of Net Household Assets  Revised June 2006
  (use for tax credit or bond properties and only if assets are under $5,000.  Assets over this amount always require third-party verification)
  Instructions  Revised June 2006
   
• Real Estate Evaluation Worksheet (if applicable)  Revised June 2006
  Instructions  Revised June 2006

Commission Special-Needs Set-asides and Commitments

See Tax Credit or Bond Manual.

• Proof of Age (for properties with Elderly Set-Asides)
  
  
• Disability Certification Revised March 2008 (for properties with Disabled Set-Aside)
  Instructions Revised January 2008
  
• Disability Verification Revised June 2006 (for properties with Disabled Set-Aside)
  Instructions Revised June 2006
   
• Homelessness Certification   Revised June 2006 (if property has Homeless or Transitional Set-Aside)
  Instructions Revised June 2006
   
• Farmworker Household Initial Certification Revised May 2008 (to prove $3,000 was made in farm work)
  Instructions Revised November 2006 | Farm Work Reference Revised February 2008
  Farm Work Household Certification Webcast NEW! May 2008
   
• Farm Work W-2 Certification Revised June 2006
  Instructions Revised June 2006

Students

See Tax Credit or Bond Manual

• Student Certification  Revised March 2008
  Instructions  Revised June 2006
   
• Student Certification (HUD or RD)  Revised March 2008
  Instructions Revised March 2008
   
• Student Exception Affidavit  Revised April 2008
  Instructions  March 2008
   
• Student Status Verification  Revised June 2006
  Instructions  Revised June 2006
  Helpful Link: National Student Clearinghouse

Miscellaneous

See Tax Credit or Bond Manual

• Estrangement Certification  Revised November 2006
  Instructions  Revised June 2006
   
• Identification Certification  Revised November 2006
  Instructions  Revised June 2006
   
• Live-In Aide Agreement  Revised January 2008
  Instructions  Revised June 2006
   
• Pregnancy Self-Certification  Revised June 2006
  Instructions  Revised June 2006

Lease Riders

• Tax Credit Lease Rider - Tax Credit Property  Revised July 2006
  Instructions  Revised June 2006
   
• Bond Lease Rider - Bond Property  Revised June 2006
  Instructions  Revised June 2006

Compliance and Preservation Survey

This page was last modified on 08/04/2008.