HTC Compliance Forms & Resources
Household Eligibility Forms
Forms you may need to determine and verify household eligibility.
Household Eligibility Summary
Affidavit of Marital Status
Affidavit of Student Financial Assistance
Certification of Tip Income
Certification of Zero Income
Child Support Affidavit
Clarification Memo
Demographic Profile Form
Documentation of Unit Transfer
Employment Verification
HTC Eligibility Application
Intermediate Care Facility Election of Optional Services
Live-In Aide Housing Agreement
Live-In Aide/Disability Verification
MHC Post HOTMA Cover sheet
MHC Pre HOTMA Cover sheet
Non-Custodial Child Affidavit
Non-Employment Affidavit
ORA Lease Addendum
Self-Certification of Unborn Child/Adoption/Custody
Self-Employment Affidavit
Student and Rent Declaration
Student Self-Certification
Student Status Verification
Telephone Verification
Tenant Income Certification
Tenant Release & Consent
Under $50K Asset Certification
Verification of Public Assistance
Verification of Regular Contributions
Annual Owner Certification Forms
An AOC Report is required of owners of ALL active HTC developments, excluding developments that have not received IRS Form 8609 HTC Allocation and Certification from MHC AND have not met their targeted applicable fraction as of 12/31 of the reporting period. A development that met its targeted applicable fraction during the reporting period, yet did NOT have an IRS form(s) 8609 issued by MHC, must submit a complete AOC Report.
Supplemental Certification of HTC Compliance
Occupancy (Rent Roll) Report
Occupancy (Rent Roll) Report Instructions
Report Updates Quick Reference Guide
Report Guidelines
Physical Condition Form
Property Primary Point of Contact Form
Initial Compliance Status Report Forms
Development Status Forms
Community Service Sign-In Sheet
Deeper Targeting Set-Aside Log
MHC Request for Extension
Monitoring Acknowledgment Form & PAQ
Multiple Building Election Certification Form
Notice of Physical Damage
Owner's Certification of Utility Estimate
Owner's Physical Inspection Acknowledgement Form
Sample MOU for MAOI
Utility Allowance Request Checklist
Income Rent Limit Usage Worksheet
Non-Metropolitan Counties in Mississippi
IRS Guidance
8823 Guide
Regulation 1.42-5: Tax Credit Compliance Monitoring
Regulation 1.42-15: Available Unit Rule
Revenue Ruling 90-89: Minimum Set-Asside Requirements
Revenue Ruling 95-57: Changes in Area Median Gross Income
Revenue Ruling 98-47: Tax Exempt Bond Ruling on Assisted Living
Revenue Procedure 94-57: Gross Rent Floor
Revenue Procedure 94-65: Documentation of Income from Assets
Dispositions, Transfer & Property Changes
What are you trying to do?
Sell or Transfer a Building/Property
- Building/Disposition (Sale) Request Checklist
- Notice of Property Transfer
- Authorization to Release
- Related disposition guidance
- Sample Organization/Ownership Schematic
Change Ownership / General Partner / Management
- Notice of GP/Management Change
- Property Management Change Checklist
- Property Primary Point of Contact Form
Change Building or Unit Status
- Minimum Sales Price Worksheet
- HTC Homeownership Policy Guide
- SFLP FAQs
- SFLP Management Information
- LIHTC SFLP Affordable Housing List
- Sample Right of First Refusal (ROFR) Notice
Qualified Contract
A request for a qualified contract allows eligible owners of Low Income Housing Tax Credit (LIHTC) developments to exit the tax credit program after the end of the compliance period. There are certain terms and conditions owners must follow when requesting to exit the tax credit program. The following links will help guide you in this process.
Qualified Contract Worksheets
Qualified Contract Preliminary Application
Sample Qualified Contract Letter
Compliance Monitoring Plan
Designed to provide a basic description and explanation of the rules and regulations of the Housing Credit program as it relates to developments receiving an allocation of credits in the state of Mississippi pursuant to Section 42 of the Internal Revenue Code.
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Need Assistance?
For more information or questions regarding the AOD/COL program, contact your assigned compliance officer or email compliance.htc@mshc.com