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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