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Compliance Forms

Latest Compliance Form Updates

01/07/2022 MSHDA 2021 Annual Certification Year End Reporting Memorandum

  • The deadline for submission of the 2021 Owner's Certification for all LIHTC, 1602, TCAP, HOME, NSP and HTF developments is March 1, 2022. Complete uploads through the Compliance Portal (Production) link available on the Online Systems page.

12/19 New MSHDA Inspection Requirements Memorandum
12/19 CO Detector Owner Verification Form
04/19 Carbon Monoxide Detectors & IRS Final Regulations for LIHTC Memorandum

Page Contents

Customer Service Surveys
File Audit Forms - Complete through the CARS application on the Online Systems page.
HUD Forms - Can be found on the HUDCLIPS website.
IRS Forms
Management Agent Forms
Physical Inspection Forms
Tenant File Forms
Year End Report Forms

Customer Service Surveys

10/17 Auditor-Inspector Customer Service Survey (PDF)
10/17 Auditor-Inspector Customer Service Survey (Word)
10/17 Compliance Officer Customer Service Survey (PDF)
10/17 Compliance Officer Customer Service Survey (Word)

IRS Forms

The forms linked below are intended for informational purposes only. If you are looking for a particular form, you should check for the most recent version on the Internal Revenue Service (IRS) website, as forms are periodically updated.

IRS Form 8586 - Low Income Housing Credit
IRS Form 8609 - Low Income Housing Credit Allocation Certification
IRS Form 8609-A - Annual Certification for Low Income Housing Credit
IRS Form 8611 - Recapture of Low Income Housing Credit
IRS Form 8693 - Low Income Housing Credit Disposition Bond
IRS Form 8821 - Tax Information Authorization
IRS Form 8823 - Low Income Housing Credit Agencies Report of Noncompliance

Management Agent Forms

The following forms are for use by Management Agents to provide Development Information for and to notify the Compliance Monitoring Unit of Management Agent Updates.

Development Information Forms
01/19 Notice Of Change In Management Agent (PDF)
01/19 Notice Of Change In Management Agent (Word)
08/20 Notice Of Change In Ownership (PDF)
08/20 Notice Of Change In Ownership (Word)
01/19 Notice of Building Casualty Loss or Damage (PDF)
01/19 Notice of Building Casualty Loss or Damage (Word)
01/19 Change in System Contact Form (PDF)
01/19 Change in System Contact Form (Word)

Lease Addendums
All units must have a valid lease. Section 8 and 236 properties are requires to use specific leases which must be U.S. Department of Housing and Urban Development (HUD) approved. For all other Michigan State Housing Development Authority (MSHDA) and Low Income Housing Tax Credit (LIHTC) properties there is no specific required lease. Below are MSHDA approved recommended leases and addendums.

LIHTC Lease Addendum (PDF)
LIHTC Lease Addendum (Word)

MSHDA model lease forms are located on the AM Policies and Forms page.

Recertification Elimination Forms
10/08 HERA of 2008 Update Memorandum
03/20 Request To Eliminate Re-certifications (PDF)
03/20 Request To Eliminate Re-certifications (Word)

Unit Reporting Forms

Provided below with the Year End Reports.

Physical Inspection Forms

Extension Request Form (For All Inspections)
05/20 Extension Request (PDF)
05/20 Extension Request (Word)

Requirements For Substituting A REAC Or RHS Inspection For A MSHDA Inspection:
07/14 LIHTC Compliance Policy #10

Owner Physical Inspection Certification Forms:
05/20 Owner's Certificate and Attachment A Instructions
03/14 Owners Certification of Completion of Repairs (PDF)
03/14 Owners Certification of Completion of Repairs (Word)
03/14 Owners Certification Attachment A (PDF)
03/14 Owners Certification Attachment A (Word)

Tenant File Forms

The following forms are for use in creating tenant files:

10/08 Affidavit of Income Self Certification (PDF)
10/08 Affidavit of Income Self Certification (Word)

12/14 Tenant Income Certification (TIC) (PDF) (Mandatory Form)
12/14 Tenant Income Certification (TIC) (Word) (Mandatory Form)
12/14 TIC Instructions

12/15 MSHDA Checklist (PDF) (Mandatory Form)
12/15 MSHDA Checklist (Word) (Mandatory Form)
12/12 MSHDA Checklist (Spanish) (PDF) (Mandatory Form)

04/17 Under $5,000 Asset Certification

10/15 Student Verification (PDF)
10/15 Student Verification (Word)

11/15 Annual Student Eligibility Certification LIHTC & Tax Exempt Bond (PDF) (Mandatory Form)
11/15 Annual Student Eligibility Certification LIHTC & Tax Exempt Bond (Word) (Mandatory Form)

10/15 Annual HOME Certification of Student Status (PDF) (Mandatory Form)
10/15 Annual HOME Certification of Student Status (Word) (Mandatory Form)

09/04 Authorization to Release Information for Section 8 Participants

12/15 Certification of Zero Income (PDF) (Mandatory MSHDA Best Practice Form)
12/15 Certification of Zero Income (Word) (Mandatory MSHDA Best Practice Form)

03/11 HUD 9887 and 9887A

09/00 Employment Verification

01/05 Income Certification for 125-150% AMGI (PDF)
01/05 Income Certification for 125-150% AMGI (Word)

11/13 HUD 50058 Sample Form
06/14 HUD 50059 Sample Form
07/03 RHS 1944-8 Sample Form

Year End Report Forms

The following forms are for site use in filing a project's annual year end reports.

01/22 LIHTC/1602/TCAP Owner's Certification of Continued Program Compliance (PDF)

01/22 LIHTC/1602/TCAP Owner's Certification of Continued Program Compliance(Word)

01/22 HOME/NSP Owner's Certification of Continued Program Compliance (PDF)
01/22 HOME/NSP Owner's Certification of Continued Program Compliance (Word)

01/22 HOME Rent and Occupancy Report (for HOME Projects Only) (PDF)
01/22 HOME Rent and Occupancy Report (for HOME Projects Only (Excel)

01/22 NSP Rent and Occupancy Report (for NSP Projects Only) (PDF)
01/22 NSP Rent and Occupancy Report (for NSP Projects Only) (Excel)

01/22 HTF Rent and Occupancy Report (PDF)
01/22 HTF Rent and Occupancy Report (Excel)

01/18 Utility Allowance Documentation (PDF)
01/18 Utility Allowance Documentation (Excel)

11/15 Common Area Unit Designation (PDF)
11/15 Common Area Unit Designation (Word)

01/19 First Year Credit Statement (PDF)
01/19 First Year Credit Statement (Word)

08/16 List of Unit Numbers (PDF)
08/16 List of Unit Numbers (Excel)

01/22 Resident Fees (PDF)
01/22 Resident Fees (Excel)

02/11 Ownership Entity Information Form (PDF)
02/11 Ownership Entity Information Form (Excel) 

Optional - for property use only:
09/04 Annual Project Summary (PDF)
09/04 Annual Project Summary (Word)


If there are questions regarding Compliance Forms, please email Compliance Monitoring Unit or call (517) 241-2560. When e-mailing, please provide a descriptive subject line to assist with directing inquiries to the proper staff members.