Resident Certification Forms

Household Demographics Reporting Form (for LIHTC Properties Only) Rev 5/2025

INCOME AND ASSET VERIFICATION FORMS

The following forms are provided as a courtesy if companies cannot verify income/assets via Level 5 or Level 4 verification.  For more information about how to verify income/assets, review Chapter 5 of the Tax Credit Compliance Procedures Manual:

Verification Cover Letter Rev 06/2010 | Instruction Rev 06/2010

Employment Verification Rev 10/2017 | Instruction Rev 10/2017

UW Verification of Employee Income: Explanation Letter | VOE Request Form

Self-Employment Income Worksheet Rev 01/2014 | Instruction Rev 01/2014

Self-Employment Verification (include signed copy of last year return)  Rev 10/2017 | Instruction Rev 10/2017

Seasonal Worker Statement Rev 01/2009 | Instruction Rev 01/2009

Military Pay Verification Rev 12/23/2011 | Instruction Rev 12/23/2011

Pension Verification Request Rev 01/2009 | Instruction Rev 01/2009 | Helpful: Veterans Benefits Administration

Annuity, Stock Verification, or 401(k) Rev 10/2017 | Instruction Rev 10/2017

Verification of Veterans Benefits New 09/2019 | Instruction New 09/2019

Real Estate Evaluation Worksheet (if applicable) Rev 01/2014 | Instruction  Rev 01/2014

Student Status and Financial Assistance Verification - NEW Jan 2025

 Income Verification/Clarification by Telephone Rev 02/2013 | Instruction Rev 02/2013

COMMISSION SPECIAL NEEDS COMMITMENTS

Proof of Age (for properties with Elderly Set-Asides)

Disability Status Certification Rev 10/2019 | Instruction properties with Disabled Set-Aside  Rev 10/2019

Disability Verification Rev 10/2019 | Instruction properties with Disabled Set-Aside  Rev 10/2019

Homeless Certification Rev 04/27/2011 | Instruction properties with Homeless or Transitional Set-Aside

Farmworker Household Initial Certification Rev 03/30/2020 | Instruction prove $3,000 farm work Rev 03/30/2020
Farm Work Reference Rev 02/2008 | Farm Work Household Certification Training Video 05/2008

Farm Work Status Verification/Clarification by Telephone 03/30/2020 | Instruction 03/30/2020

Verification of Farm Work Status Rev 03/30/2020 | Instruction Rev 03/30/2020

STUDENTS

Student Certification Rev 04/2017 | Instructions Rev 04/2017

Student Status Verification  Use this form if the only thing you need to verify is the status of a household member who is a student.  If you need to verify Student Financial Assistance income, please use the new Student Status and Financial Assistance Verification form under Income and Asset Verification Forms.

Helpful: Student Clearinghouse

Fulltime Student Job Training Exception Verification Rev 04/2017 | Instructions Rev 04/2017

Foster Care Verification Rev 06/2012 | Instructions Rev 06/2012

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 04/23/2015 | Instructions Rev 01/2014

Pregnancy Self-Certification Rev 01/2009 | Instructions Rev 01/2009

LEASE RIDERS

REMINDER: A revised version of the LIHTC Lease Rider was published in December 2024. All LIHTC properties MUST have all residents sign the new Lease Rider prior to 12/31/2025. 

Tax Credit Lease Rider - Tax Credit Property Rev 12/2024

Lease Rider for Tax Credit ARRA Project Rev 12/2024

Bond Lease Rider - Bond Property Rev 01/2009 | Instructions Rev 01/2009 | Fillable with Signature 05/05/2020

05/14/2025