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Compliance Forms

Latest Compliance Form Updates

01/03/2024    HOTMA (Housing Opportunity Through Modernization Act) Memo

01/03/2024    HOTMA (Housing Opportunity Through Modernization Act) FAQ

  • The deadline for submission of the 2023 Owner's Certification for all LIHTC, 1602, TCAP, HOME, NSP and HTF developments is March 1, 2024. 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

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
Missing Middle Program Forms 

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
05/24 Notice Of Change In Ownership (PDF)
05/24 Notice Of Change In Ownership (Word)
05/24 Notice Of Change In Management Agent (PDF)
05/24 Notice Of Change In Management Agent (Word)
05/24 Notice of Building Casualty Loss or Damage (PDF)
05/24 Notice of Building Casualty Loss or Damage (Word)
05/24 Change in System Contact Form (PDF)
05/24 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.

Waiver of Third-Party Verification Forms (fka Recertification Elimination Forms)
10/08 HERA of 2008 Update Memorandum
04/23 Request to Waive Third-Party Verification (PDF)
04/23 Request to Waive Third-Party Verification (Word)

Unit Reporting Forms

Provided below with the Year End Reports.

Physical Inspection Forms

Extension Request Form (For All Inspections)
08/22 Extension Request (PDF)
08/22 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:
04/23 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:

01/24 Affidavit of Income Self Certification (PDF)
01/24 Affidavit of Income Self Certification (Word)

01/24 Tenant Income Certification (TIC) (PDF) (Mandatory Form)
01/24    Tenant Income Certification (TIC) (Word) (Mandatory Form)
01/24    TIC Instructions

01/24 MSHDA Checklist (PDF) (Mandatory Form)
01/24    MSHDA Checklist (Word) (Mandatory Form)

01/24 Student Verification (PDF)
01/24    Student Verification (Word)

01/24 Annual Student Eligibility Certification LIHTC & Tax Exempt Bond (PDF) (Mandatory Form)
01/24    Annual Student Eligibility Certification LIHTC & Tax Exempt Bond (Word) (Mandatory Form)

01/24 Annual HOME Certification of Student Status (PDF) (Mandatory Form)
01/24    Annual HOME Certification of Student Status (Word) (Mandatory Form)

09/04 Authorization to Release Information for Section 8 Participants

01/24 Certification of Zero Income (PDF) (Mandatory MSHDA Best Practice Form)
01/24    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.

01/24 LIHTC/1602/TCAP Owner's Certification of Continued Program Compliance (PDF)

01/24 LIHTC/1602/TCAP Owner's Certification of Continued Program Compliance (Word)

01/24 HOME/NSP Owner's Certification of Continued Program Compliance (PDF)
01/24 HOME/NSP Owner's Certification of Continued Program Compliance (Word)

01/24 HOME Rent and Occupancy Report (for HOME Projects Only) (PDF)
01/24 HOME Rent and Occupancy Report (for HOME Projects Only (Excel)

01/24 NSP Rent and Occupancy Report (for NSP Projects Only) (PDF)
01/24 NSP Rent and Occupancy Report (for NSP Projects Only) (Excel)

01/24 HTF Rent and Occupancy Report (PDF)
01/24 HTF Rent and Occupancy Report (Excel)

05/24 Common Area Unit Designation (PDF)
05/24 Common Area Unit Designation (Word)

05/24 First Year Credit Statement (PDF)
05/24 First Year Credit Statement (Word)

05/24 List of Unit Numbers (PDF)
05/24 List of Unit Numbers (Excel)

01/24 Resident Fees (PDF)
01/24 Resident Fees (Excel)

Missing Middle Program Forms

The following forms are for the Missing Middle Program only, they must be kept in property/site folders and also submitted to MSHDA annually.

01/24    Tenant Income Certification - Rental (PDF)
01/24    Tenant Income Certification - Rental (Word)

01/24    Owner Income Certification - Sale (PDF)
01/24    Owner Income Certification - Sale (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.