HTC Compliance Forms & Resources
Household Eligibility Forms
Forms you may need to determine and verify household eligibility.
Household Eligibility Summary
Affidavit of Marital Status
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
HTC Lease Addendum
Intermediate Care Facility Election of Optional Services
Live-In Aide Housing Agreement
Live-In Aide/Disability Verification
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 Status and Financial Aid Verification
Student Status Certification
Telephone Verification
Tenant Income Certification
Tenant Release & Consent
Under $5000 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.
AOC Report Checklist
Occupancy (Rent Roll) Report
Occupancy (Rent Roll) Report Instructions
Owner's Certification of Continuing Program Compliance
Payment Processing Form
Supplemental Certification of HTC Compliance
Non-profit Addendum to Owners Certification of Continuing Program Compliance
Special Needs Population Log
Quarterly Status Report Forms
A QOR is required of all active HTC developments that have NOT reached its targeted applicable fraction by the end of the reporting period.
Quarterly Compliance Status Report
Occupancy (Rent Roll) Report
Quarterly Occupancy Report Checklist
Development Status Forms
Authorization to Release
Building Unit Setup
Notice of GP/Management Change
Notice of Physical Damage
Notice of Property Transfer
Development Team Composition Form
Staff Unit Request/Change Form
Common Area/Staff Unit Status Affidavit
Community Service Sign-In Sheet
Compliance Verfication Request Form
Owner's Certification of Utility Estimate
Income and Rents
If you need a statewide Income & Rent Limits sheet, click the links below to print it in PDF format.
2021 Mississippi Income & Rent Limits
2021 Non-Metropolitan Income & Rent Limits
2020 Mississippi Income & Rent Limits
2020 Non-Metropolitan Income & Rent Limits
2019 Mississippi Income & Rent Limits
2019 Non-Metropolitan Income & Rent Limits
2018 Mississippi Income & Rent Limits
2018 Non-Metropolitan Income & Rent Limits
2017 Mississippi Income & Rent Limits
2017 Non-Metropolitan Income & Rent Limits
2016 Mississippi Income & Rent Limits
2016 Non-Metropolitan Income & Rent Limits
2016 30% Income & Rent Limits
2015 Mississippi Income & Rent Limits
2015 Non-Metropolitan Income & Rent Limits
2014 Mississippi Income & Rent Limits
2014 Non-Metropolitan Income & Rent Limits
2013 Mississippi Income & Rent Limits
2013 Non-Metropolitan Income & Rent Limits
2012 Mississippi Income & Rent Limits
2012 Non-Metropolitan Income & Rent Limits
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
Financial Analysis
The Development Financial Analysis Report (DFAR) may be accessed online. Upon entering the DFAR online system, users will encounter a login screen. The DFAR system is designed to be accessed by the development’s governing management company. Upon entering the system, managers should be able to access their complete active management portfolio.
Development Financial Analysis Report
DFAR Instructions
DFAR Electonic Submission Quick Reference Guide
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.
2020 Compliance Monitoring Plan
2019 Compliance Monitoring Plan
2018 Compliance Monitoring Plan
2017 Compliance Monitoring Plan
2016 Compliance Monitoring Plan
2015 Compliance Monitoring Plan
2014 Compliance Monitoring Plan
2013 Compliance Monitoring Plan
2012 Compliance Monitoring Plan
2011 Compliance Monitoring Plan
2010 Compliance Monitoring Plan
2009 Compliance Monitoring Plan
2008 Compliance Monitoring Plan
2007 Compliance Monitoring Plan
2006 Compliance Monitoring Plan
2005 Compliance Monitoring Plan
2004 Compliance Monitoring Plan
2003 Compliance Monitoring Plan
2002 Compliance Monitoring Plan
Need Assistance?
For more information regarding the HTC or for technical assistance, contact