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LIHTC Rental Application

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The Woda Group Rental Application

Property Name:

Phone Number:

Email Address:

PLEASE READ AND FOLLOW THESE INSTRUCTIONS

THE SITE MANAGER CAN ASSIST WITH ANY QUESTIONS CONCERNING YOUR APPLICATION TO THIS COMMUNITY

Print legibly or type all entries. All “Yes or No” questions must be answered with “Yes or No” and provide explanation for given response as requested. Other questions must be answered with either applicable information or “N/A” (not applicable) where you have no information that applies.

Each adult member of the household must sign and certify to the completeness and accuracy of the information provided in this application.

Applicant Information

Applicant Name:

Address: City State Zip Code

Phone Number: Email Address:

Cell Phone Number:

Best time and method for us to contact you?

How many bedrooms are you requesting?

How did you hear about our community?

Desired Move-In Date: OR

Do you wish to have priority for an apartment with special design features for persons with disabilities?

Household Composition

List all household members who will live in the apartment within the next twelve months.

Last Name First Name Middle Initial Relationship Gender Social Security Number Date of Birth Marital Status

Do your minor son(s) and/or daughter(s) listed above live with you in the household 50% or more of the time? If no, please explain:

Do you have legal custody of minors, other than your son(s) and/or daughter(s) listed above? If no, please explain:

Are you currently in the process of adopting minors listed above? If yes, please explain:

Income Information

For everyone 18 and older:

Employment Wages or Salaries? If yes, what date did you begin with current employer:

Anticipated income that has been secured/awarded but not started?

Self-Employment?

Regular pay as a member of the Armed Forces/Military?

Income Source(s)

Name Employer and/or Source of Income Annual/Monthly Gross Income

Asset Information

Name Source of Income Type of Account Cash Value of Asset

Current Residential Housing References

Previous housing history if current residency is less than five years.

Current Residency Address: City State Zip County

Monthly Payment:

Daytime Phone: Email Address:

Own/Rent: Date of Move-In:

Other Information

Does your household currently have a Section 8 Voucher for rental assistance? If yes, please list name of agency:

Have you or any member of your household applied for Section 8 rental assistance?

Are you fleeing or attempting to flee domestic violence, dating violence, sexual assault, stalking, or other violent dangerous or life-threatening conditions?

Are you able to obtain utility service in your name?

Do you have or plan to obtain renters insurance?

Have you or any member of the household been evicted, or are currently under eviction from a rental unit? If yes, please explain:

Emergency Contact

Name:

Address: City State Zip

Phone Number: Email Address:

Relationship:

Vehicles

How many vehicles do you own?

1) YEAR MAKE MODEL COLOR

LICENSE PLATE #: STATE

2) YEAR MAKE MODEL COLOR

LICENSE PLATE #: STATE

Student Status

Does your household currently consist ENTIRELY of persons who are FULL-TIME students?

Does your household anticipate becoming a household that would consist ENTIRELY of FULL-TIME students in the next 12 months?

Signature Clause

I/We hereby apply to the above named community for an apartment on substantially the terms set forth herein.

Supplemental Information Form

Property Name:

Head of Household Name:

Resident/Applicant: I do not wish to furnish information regarding ethnicity, race and other household composition.

Authorization to Release Information

The undersigned individual(s) has applied for residency at .

I/we agree that a photocopy of this authorization may be used for the purposes stated above.

NOTE: THIS GENERAL CONSENT MAY NOT BE USED TO REQUEST A COPY OF A TAX RETURN.

Enter text✕

What the LIHTC Rental Application Is and who it serves

A LIHTC Rental Application is the tenant-facing form used by Low-Income Housing Tax Credit properties to screen households, collect income and household data, and document eligibility for income-restricted units. It typically gathers applicant identity, household composition, income sources, asset information, and consent for verification checks. Housing providers use the application to determine whether an applicant meets program income limits, occupancy rules, and unit-targeting requirements established by state housing agencies and the property's tax credit regulatory agreement.

Why a correct LIHTC Rental Application matters

A properly completed LIHTC Rental Application helps property managers establish eligibility, avoid tax-credit noncompliance, and maintain accurate tenant records required by state allocating agencies. Accurate applications reduce recertification workload and exposure to credit recapture events.

Why a correct LIHTC Rental Application matters

Who completes and relies on the LIHTC Rental Application

The LIHTC Rental Application is used by multiple stakeholders at move-in and during income recertification periods.

  • Property managers and owners who screen applicants and maintain regulatory files for LIHTC compliance.
  • Applicants and household members who must disclose income, assets, and household composition for eligibility determinations.
  • State housing agency staff or auditors who review records for compliance, monitoring, and audit purposes.

Each party has different responsibilities: applicants must be truthful, managers must document verifications, and agencies enforce program rules.

Stepwise process to complete and submit a LIHTC Rental Application

Follow these steps to collect, verify, and file applicant information for LIHTC eligibility.

  • 01
    1. Obtain application: Provide application prior to screening or at property office.
  • 02
    2. Complete fields: Applicant fills all required fields and signs where indicated.
  • 03
    3. Submit documents: Attach paystubs, benefit letters, and ID for verification.
  • 04
    4. Verify and record: Manager completes income calculations and retention in tenant file.

How to set up an online LIHTC application workflow

Configure an online workflow to collect applicant data, required attachments, and signatures securely.

Field Configuration
Required Fields Mark identity, household, income, and signature fields as required.
Attachments Allow uploads for paystubs, benefit letters, IDs, and third-party verifications.
Authentication Use email links or SMS one-time codes for signer attribution.
Retention Enable secure storage with restricted access and audit logging.

Typical document flow from application to file

A consistent process reduces errors and ensures all verification steps are documented.

  • Issue Application: Send or provide the form to applicant for completion.
  • Collect Evidence: Receive attachments and consent forms for income verification.
  • Verify Data: Confirm income, assets, and household composition per program rules.
  • File Record: Store signed application and supporting docs in the tenant file.

Technical and platform features to support LIHTC e-submission

Choose a platform that provides secure uploads, identity attribution, and an auditable activity log.

  • File formats: Accept PDF, DOCX, JPG, PNG uploads.
  • Authentication: Email link, SMS code, or stronger MFA available.
  • Audit trail: Timestamps, IP, and action history recorded.

Ensure the platform supports HIPAA/tenant privacy as required, secure storage (AES-256), and role-based access controls for monitoring and audits.

Essential elements a professional LIHTC Rental Application should include

A complete application balances program compliance with clarity for applicants; include these sections and controls.

Identity and Contacts

Clear full-name fields, contact details, and government ID references to ensure correct identification during verification and future audits.

Household Composition

Structured entries for every household member, relationship, and birthdate to calculate household size and determine income limits accurately.

Income and Assets

Itemized income sources and asset disclosure fields that align with state LIHTC rules and include frequency and gross amount fields for precise calculations.

Consent and Verification

Explicit consent checkboxes for third-party verifications, public data checks, and authorization to obtain wage and benefit information.

Supporting Attachments

Designated upload slots for paystubs, award letters, bank statements, and photo ID to avoid missing documentation during intake.

Signature and Certification

Signature block with date, printed name, and certification language attesting to the truthfulness of entries and consequences for false statements.

Required applicant data elements commonly collected

Legal Name: Full name
Date of Birth: MM/DD/YYYY
Social Security Number: SSN required for verification
Income Details: Gross amounts
Household Members: Names & relations
Signature: Signed and dated

Common errors that slow LIHTC application processing

  • Incomplete income disclosure or missing paystubs that prevent accurate income calculation and delay eligibility determination.
  • Mismatched names between ID and application that require manual identity checks and additional applicant contact.
  • Unsigned or undated signature blocks that render the application incomplete and may require resubmission.
  • Incorrect household composition entries that change income limits and cause later recertification adjustments.

Consequences of incorrect or incomplete LIHTC Rental Applications

Loss of Credit: Credit recapture risk
Tenant Ineligibility: Lease termination risk
Audit Findings: Repayment obligations possible
Administrative Fines: State penalty exposure
Delayed Occupancy: Move-in postponement
Data Breach: Privacy compliance risk

Timing considerations for application and verification

Timely submission and prompt verification reduce risk and ensure compliance with program recertification cycles.

Application Submission:

Submit before move-in or within the property's advertised application window.

Income Verification Window:

Collect recent paystubs or benefit letters covering the program-specified look-back period.

Move-in Effective Date:

Document effective date on lease and application for eligibility start.

Annual Recertification:

Complete annual income recertifications per regulatory agreement.

File Retention Trigger:

Retain documents for the required post-termination period after tenancy ends.

Practical examples of LIHTC application workflows in use

These scenarios show typical intake and verification outcomes when forms and processes are applied correctly.

Application at Lease-up

A property issues the LIHTC Rental Application during an open leasing period and requires paystub uploads.

  • Staff use the evidence to confirm income within the program look-back period.
  • Proper documentation enabled a timely move-in and a clean monitoring review, avoiding manual follow-ups and reducing occupancy delays.

Annual Recertification

Existing tenants receive a digital recertification packet before their anniversary date.

  • Tenants return updated income documents and electronic signatures.
  • Automated checks flagged a change in household income, triggering a recalculation of rent share and timely notice to the tenant without needing paper files.

eSignature vendor comparison for LIHTC application workflows

Compare common features and starting prices for eSignature vendors used to collect LIHTC Rental Applications and supporting documents.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Trial available Trial available Trial available Trial available
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Frequently asked questions about LIHTC Rental Applications

Answers to common questions about completion, verification, electronic signing, and recordkeeping for LIHTC tenant files.


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