Move In Paperwork Checklist
|Property Name: | |
|Apartment Number: | |
|Completed By: | |Date: | |
|Reviewed By: | |Date: | |
Section 1
□ Tax Credit Lease Agreement (Form R-2)
□ Project Based Voucher Lease Addendum (Form R-2A)
~OR~
□ Public Housing Lease Addendum (Form R-2B)
□ Section 42 Addendum (Form R-49)
□ VAWA Addendum (Form C-17)
□ Mold Addendum (Form R-5)
□ Bed Bug Addendum (From R-6)
□ Sub Metering Addendum (Form R-48) (if applicable)
□ Smoke Detector Addendum (Form R-57)
□ Rent Collection Policy Addendum (Form R-58)
□ Crime Free Addendum (Form R-59)
□ Pet Lease Addendum (Form R-7) (if applicable)
□ Lead Base Paint Disclosure (Form C-20) (If property built before 1978)
□ Parking Addendum (Form R-56B)
Section 2 (MOVE IN ONLY)
□ Move In and Out Inspection Sheet (Form R-9)
□ Key Receipt (Form F-12)
□ Tax Credit Community Rules Addendum (Form R-8)
□ Tax Credit Application (Form R-39)
□ Resident Selection Plan (Form R-41)
□ Resident Holding Deposit (Form R-42)
□ Background Check Form (Form C-7)
□ Copy of Sex Offender Database Report
□ Copy of Credit and Criminal Approved with conditions or Appeals Request and Approvals (if applicable)
□ Copy of Social Security Card (use this document to enter tenant’s full name into Yardi)
□ Copy of Birth Certificate
□ Copy of Picture ID (if available)
□ EIV Existing Tenant Search
□ Copy of Move Out paperwork from previous complex (if applicable)
□ Race and Ethnicity (Form C-9)
□ HUD 92006 Optional Contact Person or Organization (Form R-60)
□ Owners Notice 1 for Applicant Family (Form R-61)
□ M-19P Declaration of Citizenship Status (one for each household member) (HOME forms section)
□ Family Summary (Form R-62)
□ Owner Summary (Form R-63)
□ Security Deposit Agreement (Form F-25)
□ Copy of Security Deposit Payment
□ Utility Verification (Form R-10)
□ Landlord Verification (Form R-43)
Section 3
□ 50058 (prints out of Visual Homes)
Section 4
□ TIC (prints out of Yardi)
□ Income Worksheet (This prints out of Yardi)
□ Verification of Childcare (Form C-27) (if applicable)
□ Verification of Employment (Form R-13) (if applicable)
□ Self-Employment Declaration & copies of Schedule C from past 3 years, if available (Form R-14) (if applicable)
□ Declaration of Non Employed Status (Form R-15) (if applicable)
o Printout from Unemployment Office (if applicable)
□ Verification of Social Security (Form R-16) (if applicable)
□ Verification of Pension (Form R-17) (if applicable)
□ Certification of Child Support/No Child Support (for all households with children) (Form R-18)
o Original Child Support Decree OR Notarized Self Certification (Form R-19) (if court ordered CS) AND
o Family Court Printout (if court ordered CS)
o Third Party Verification of Child Support (Form R-20) (if voluntary CS)
□ Divorce Decree OR Statement of Divorce (Form R-21) (if applicable)
□ Certification of Student Status (for all households) (Form R-23)
o Verification of Student Status (Form R-24) (if applicable)
o Verification of Student Income (Form R-25) (if applicable)
□ Verification of Public Assistance (Form R-22) (if applicable)
□ Unemployment Affidavit (Form O-3) (if applicable)
□ Verification of Other Income (Annuities Form R-26, Military Income Form R-27, etc.) (if applicable)
□ Verification of Recurring Gift (Form R-28) (if applicable)
□ Zero Income Questionnaire (Form O-1) (if applicable)
□ Statement of No Income (Form O-2) (if applicable)
□ EIV Income Report (PRINT ALL TABS PUT IN SPECIAL FOLDER)
□ EIV Income Discrepancy Report
□ EIV No Income Report (If applicable)
□ EIV New Hires Report (If applicable)
□ Verification of Real Estate (Form R-34) (if applicable)
o Real Estate Value Worksheet (Form R-35)
□ Verification of Whole Life (Form R-36) (if applicable)
□ Checking Account Worksheet (Form C-16) USE THIS FORM IF YOU USED SIX BANK STATMENTS
□ Under $5,000 Asset Certification (Form R-32) (if applicable)
□ Verification of Assets (Form R-33) (if $5,000 or more)
□ Declaration of Estrangement (Form R-37) (if applicable)
□ Military Questionnaire (Form R-38) (if applicable)
□ Declaration of Pregnancy (Form R-40) (if applicable)
□ Tax Credit Recert Questionnaire (one for each household member 18 & over unless married couple) (Form R-47)
□ Copy of Sex Offender Database Report
□ HUD 9886 (Form R-64)
□ Residents Rights & Responsibilities & HUD Fact Sheet and Rules, Regulations Receipt & Notice of Occupancy Rights (Form F-18 dated April 2017 REV)
□ Initial Recertification Notice (1 page this prints out of Yardi)
□ Reminder Notices (1 page this prints out of Yardi)
o 120 day Reminder Notice
o 90 day Reminder Notice (if applicable)
o 60 day Reminder Notice (if applicable)
Section 5
□ Correspondence
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