Low-Income Housing Tax Credit Program Compliance

Program compliance forms and information on this page is updated frequently. It is highly recommended that Owners and Agents check this page regularly to obtain the most current information and latest forms.

Compliance Materials

Rent Increase Requests Webpage here.

OHCS LIHTC Compliance Manual, June 2016

LIHTC Compliance FAQs

8823 Guide Update Notice, October 2009

Household Data Sheet

Income/Asset Inclusion & Exclusions (HUD 4350.3 Exhibits)

NSPIRE Property Inspection Standards

The forms below are mandatory for LIHTC funded properties. CM stands for Compliance Mandatory. Forms with CM have been updated to align with the Housing Opportunity Through Modernization Act.

CM.01 Applicant Tenant Income Questionnaire

CM.02 Tenant Income Certification (TIC)

Use the CM.02a TIC Instructions to help fill out the TIC

CM.03 Income Status Certification

CM.04 Asset Self Certification

Fill out the CM.04a Asset Self Certification Worksheet using the information from the Asset Self Certification form.

CM.05 Annual LIHTC/Bond Certification Student Status

CM.06 Student Status Financial Assistance Verification

CM.07 Affidavit of Student Financial Assistance

Employment Verification

Unit Transfer Certification

OHCS Programs Self-Certification

Property Staff/Employee Unit Request

Staff/Employee Unit Certification

Self-Employment Income Verification

The forms below are not mandatory but can be used as a template or resource if you need to collect any of the information below. CR stands for Compliance Recommended.

CR. 01 Assessment of Household Demographics

Employment Termination Verification

Certification of Child Support and/or Alimony

Divestiture of Assets Certification

Estrangement/Separation Certification

Live-in Caregiver

Periodic Assistance Verification

Annuity Verification

Public Assistance Verification

Public Housing Authority Statement

Pension Verification

Social Security Benefits Verification