Tax Credit HOME Move in Checklist (Right Side)

Tax Credit HOME Move in Checklist (Right Side)

Tax Credit HOME Move In Checklist (Right Side)

Property Name: / Resident Name: / Apt. #:

Completed By: ______Date: ______

Reviewed By: ______Date: ______

□TIC System Generated

□HAP Verification (if applicable)

  • Housing Authority Tenant Income Certification (Form R-11) (Required)

VERIFICATION OF INCOME FORMS

□Calculating Annual Income (Form M-19) (Required)

□Income Worksheet (Prints out of Yardi)

□Verification of Employment (Form R-13) (if applicable)

  • 3rd Party Verification OR ○ 2nd Party Verification and Clarification as to why unable to obtain 3rd party

□Self-Employment Declaration and copies of Schedule C from past 3 years, if available (Form R-14) (if applicable)

□Declaration of Non Employed Status (Form R-15) (if applicable)

  • Printout from Unemployment Office (if applicable)

□Verification of Social Security Benefits (Form R-16)

  • Printout from Social Security Administration Office (if applicable)

□Verification of Pension (Form R-17) (if applicable)

□Certification of Child Support/No Child Support (for all households with children) (Form R-18)

  • Original Child Support Decree OR Notarized Self Certification (Form R-19) (if court ordered CS) AND
  • Family Court Printout (if court ordered CS)
  • Third Party Verification of Child Support (Form R-20) (if voluntary CS)

□Divorce Decree OR Statement of Divorce (Form R-21) (if applicable)

□Verification of Public Assistance (only if cash assistance is received) (Form R-22) (if applicable)

□Certification of Student Status (for all households) (Form R-23)

  • Verification of Student Status (Form R-24) (if applicable)
  • Verification of Student Income (Form R-25) (if applicable)

□Verification of Other Income (Annuities Form R-26, Military Income Form R-27, Recurring Gift Form R-28, etc.) (if applicable)

□Zero Income Certification (for any household member 18+ who does not have any income) (Form R-31) (if applicable)

VERIFICATION OF ASSETS FORMS

□Certification of Assets Disposed (Form M-19C) (Required)

□Under $5,000 Asset Certification (Form R-32) (if applicable)

□Verification of Assets (Form R-33) (if over $5,000 or HOME/HUD funds received)

□Verification of Real Estate (Form R-34) (if applicable)

  • Real Estate Value Worksheet (Form R-35)

□Verification of Whole Life Insurance (Form R-36) (if applicable)

ADDITIONAL FORMS/DOCUMENTATION

□Declaration of Citizenship Status (Form M-19P) (Required) (One for each household member)

□Declaration of Estrangement (Form R-37) (if applicable)

□Applicant Questionnaire (Form M-19A) (Required)

□Military Questionnaire (Form R-38) (if applicable)

□Tax Credit Rental Application (one for each household member 18 and over unless married couple) (Form R-39)

□Declaration of Pregnancy (Form R-40) (if applicable)

□Resident Selection Criteria (Form R-41)

□Holding Deposit Form (Form R-42)

□Copy of Social Security Card for all household members

□Copy of Birth Certificate for all dependents

□Copy of Picture ID for all adults

□Credit and Criminal Report

□Landlord References (Form R-43)

R-51B Tax Credit HOME Move In Checklist (Right Side) DO NOT PURGE April 2017 Rev

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