Forms & Documents

                      Asset Management - Guidance

Capital Needs Assessment Guide 
Capital Needs Assessment Approved Vendors
Common Rental Application for Housing in VT (not for housing vouchers) 
Insurance handbook for multifamily properties
Replacement Reserve Surplus Cash Distributions

 

                                             Financial Requirements

ACH withdrawal authorization form
Audit memo
Audit requirements -- Audits are due 60 days after the end of the project fiscal year
Operating budget instructions
Operating budget worksheet
Quarterly Project Summary (Form 808)
Replacement Reserve / Project Cost Escrow / Residual Receipts / Project Operating Account Form (Form 814)
Supportive Service Plan and Budget

 

                       Housing Credit Forms - DUE Feb 28th

Housing Credit Guidance Housing Credit Templates
VHFA Housing Credit Forms for On Site Inspections
VHFA Fair Housing questionnaire Housing Credit Income Limits
VHFA LIHTC questionnaire Calculate Income limits here
Owner's Certificate of Continuing Program Compliance

2025 Section 8 HUD limits

2025 Income limits & rents

2025 Average Income limits

2024 Income limits & rents

2024 Average Income limits

VHFA LIHTC Compliance Monitoring Status Report

2022 Income limits & rents

2021 Income limits & rents

 

Owner's certificate of extended use period compliance Average Income Worksheet
VHFA LIHTC extended use period status report Average Income Policy
   
Documents to Submit for E-File Review - VHFA; Evernorth; VHCB; USDA Guidance  
Fact sheet: Extended use period (post year 15) Employment verification form
H.R. 3221: Housing & Economic Recovery Act of 2008

Full-time student eligibility form

Student Financial Assistance Affidavit

Housing Tax Credit Year 15 Policy --Details on compliance monitoring after Year 15, incl. Qualified Contract Process Resident annual self-certification
IRS 8823 Audit Technique Guide Student status verification form
VHFA LIHTC Compliance Manual Tenant income certification form
Tax Credit compliance memo -- 3rd party verifications

Asset self-certification form

Under $5,000 asset certification form

IRS Regulations on Compliance Monitoring Zero income certification form
LIHTC compliance monitoring tenant file review

 

Check here for the latest form updates!

Management on site review checklist
 
 
   

 

                                     Important Information

Federal Disaster Announcements
VAWA
HUD VAWA Act of 2022
HUD-5380 - Notice of Occupancy Rights under VAWA
HUD-5381 - Emergency Transfer Plan
HUD-5382 - Certification of Domestic Violence
HUD-5383 - Emergency Transfer Request
HUD-5384 - Emergency Transfer Data Collection
Acknowledgement of Receipt of VAWA Documents
VAWA Lease Addendum (form 91067)