AFFORDABLE HOUSING APPLICATION/CHECKLIST

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Alban McKinney
6 years ago
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1 AFFORDABLE HOUSIG APPLICATIO/CHECKLIST Date Received Time Received Received by Management Use Only Project # Apt. # Exp. Date PLEASE PRIT CLEARL Legal ame Relationship to First, Middle Initial, Last Head of Household 1 HEAD M/F Social Security umber Birthdate Month, Date, ear Student es or o Contact Information Daytime Phone: ( ) Evening Phone: ( ) Address: Emergency Contact: ame Phone: ( ) Housing References: (REQUIRED for initial tenants only. Current tenants do not need to fill out.) List the present and past housing references for the past two years. (If additional space is required, use the back of this page.) Current Address Landlord ame/address Own/Rent Dates 1. Own. to Present Phone: ( ) Rent Monthly Rent Previous Address Landlord ame/address Own/Rent Dates 2. Own Rent Monthly Rent Phone: ( ) Wisconsin Management Company is an equal opportunity employer and provider. Madison Area 4801 Tradewinds Parkway Madison, WI Phone Toll Free Fax WisconsinManagement.com Residential Commercial Condominiums Resorts Affordable Housing Maintenance Construction Compliance Investment Development

2 ALL QUESTIOS O THE REMAIIG PAGES MUST BE COMPLETED (Please circle ES or O for each item) es o Have you ever been convicted of a crime (excluding traffic offenses) or are you a registered sex offender? Explain: es o Have any household members lived in any other state than the one they currently reside? If es please list all other states: _ es o Have you ever been evicted from an apartment? If so when and for what reason? Explain: es o Do you have a pet? Type and/or Breed es o Do you require a service animal? Type and/or Breed es o Do you require a handicap accessible unit or special accommodations (i.e., first floor unit, grab bars, etc.) Specify: es o Will your household be receiving Section 8 Rental Assistance at the time of move-in or recertification? ame of Agency: ame of Caseworker: es o I certify this will be my primary place of residence. REQUIRED This property may entitle you to an elderly/disabled deduction. If you believe you qualify place an X on the line below. Please indicate with an X here: (Circle or ) es o Income Sources Employment: Member ame Employer(s) ame & Address or Phone # Monthly Gross Income Member ame Employer(s) ame & Address or Phone # Self Employed (Attach last two years tax returns) Unemployment Benefits Worker s Compensation Benefits Company ame & Address State where benefits are paid: 2 Revised

3 Periodic payments from pensions, retirement funds, annuities, inheritance, insurance policies or lottery winnings Member ame Source ame & Address or Phone # Policy umber: Member ame Source ame & Address or Phone # Policy umber: Veteran s Administration, GI Bill, ational Guard or Military benefits/income Social Security payments Attach most recent benefit letter(s) Member ame SS Member ame SS Supplemental Security Income (SSI) Attach most recent benefit letter(s) Member ame SS Member ame SS Unearned income from family members age 17 or under (example: Social Security, SSI, Trust Fund disbursements, etc.) Attach most recent benefit letter or appropriate documentation Disability or death benefits other than Social Security or SSI Company ame & Address or Phone # Policy umber: Public Assistance (examples: TAF, AFDC, W2) Do not include Food Stamps Educational grants, scholarships or other benefits ame & Address Maintenance, spousal support or alimony ame & Address Income from rental of real estate or personal property Attach a copy of most recent Federal Income Tax Schedule C or lease 3 Revised

4 Do you have a current court order for child support payments? If yes, circle a or b below: a. I am currently receiving child support payments b. I am not receiving any child support payments but it is court ordered that I do Circle one: 1. I am not pursuing the payments for the following reason: 2. I am making efforts to collect the child support owed to me List efforts being made: Cash contributions from persons not living with me, including rent or utility payments others pay ame & Address Income from a source other than those listed above Source ame & Address or Phone # (Circle or ) es o DO OU HAVE: ASSETS Checking and/or Savings accounts Bank ame & Address or Phone # CDs, Money Market, IRAs or other non-checking accounts Bank ame & Address or Phone # Whole Life Company ame & Address or Phone # Cash Value/ Balance Policy umber: 4 Revised

5 US Savings Bonds Attach a copy of each bond (only required on initial application) If yes, have you bought or sold any in the past 12 months Explain: Stock, Bonds or other investment accounts Financial Institution/Brokerage Firm ame & Address or Phone # Own Real Estate or a Mobile Home Attach a copy of most recent tax bill Land Contract Attach a copy of the land contract and amortization schedule (only required on initial application) Personal property held for investment purposes (this includes gems, jewelry, coin/stamp collections, etc.) Any other assets not listed above Asset Type: Have you sold, given away or transferred ownership of assets within the last two years for less than fair market value? Asset Type: (Circle or ) es o DEDUCTIOS DO OU PA: Childcare expenses for children under the age of 13 Reason (Check one): For me to work For me to go to school Provider ame & Address or Phone # Amount Per Month THE FOLLOWIG SECTIO OL APPLIES IF OU ARE ELDERL, HADICAPPED OR DISABLED (Circle or ) DEDUCTIOS Amount Per es o DO OU PA: Month or ear Medicare premiums deducted from Social Security Check / Mo or r Periodic health insurance premiums (including Medicare Supplement, Medical Insurance, Dental Insurance, Medicare Part D, etc.) Insurance Company ame & Address or Phone # Policy umber: / Mo or r 5 Revised

6 (Circle or ) Amount Per es o HAVE OU PAID: Month or ear Prescription expenses in the past 12 months: Pharmacy ame & Address or Phone # / Mo or r Dental/Optical expenses in the past 12 months: Provider ame(s) & Address or Phone # / Mo or r Physician co-pays in the past 12 months: Provider ame & Address or Phone # / Mo or r Clinic/Hospital co-pays in the past 12 months: Provider ame & Address or Phone # / Mo or r List any additional providers on a separate page (Circle or ) es o STUDET STATUS Does the household consist of persons who are part-time or full-time students (1 st grade and higher)? Examples: Elementary, High School, College/ University, Trade School, etc. If es, which members: Has anyone in the household been a full-time student in the last 12 months or anticipate becomming a full-time student in the next 12 months? If es, which members: If you answered es to either question above, are you: Receiving assistance under Title IV of the Social Security Act (AFDC/TAF) Enrolled in a job training program receiving assistance through the Job Training Participation Act (JTPA) or other similar program Married and filing a joint tax return Single parent with a dependent child or children and neither you nor your child(ren) are dependent of another individual 6 Revised

7 Please indicate for each household member listed above and use the codes listed here: Race Ethnicity Citizenship Race codes: Ethnicity codes: Citizenship codes Member 1: W-White 1-Hispanic/Latino Member 2: Member 3: Member 4: Member 5: H-ative Hawaiian or Other Pacific Islander B-Black or African American A-Asian I-American Indian or ative Alaskan 2-on Hispanic/Latino 1-citizen by birth or naturalization 2-U.S. national 3-eligible immigrant over 62 4-eligible immigrant other The information regarding race, ethnicity, and sex designation solicited on this application is required in order to assure the Federal Government, acting through Rural Development Housing Service and/or HUD that Federal laws prohibiting discrimination against tenant applications on the basis of race, color, national origin, religion, sex, familial status, age, and handicap are complied with. ou are not required to furnish the information but are encouraged to do so. This information will not be used in evaluating your application or to discriminate against you in any way. However, if you choose not to furnish it, the owner is required to note the race, ethnicity, and sex of individual applicants on the basis of visual observance or surname. UDER PEALT OF PERJUR, I CERTIF THAT THE IFORMATIO PRESETED O THIS FORM IS TRUE AD ACCURATE TO THE BEST OF M/OUR KOWLEDGE. THE UDERSIGED FURTHER UDERSTADS THAT PROVIDIG FALSE REPRESETATIOS HEREI COSTITUTES A ACT OF FRAUD. FALSE, MISLEADIG OR ICOMPLETE IFORMATIO WILL RESULT I THE DEIAL OF APPLICATIO OR TERMIATIO OF THE LEASE AGREEMET. I AUTHORIZE THE BORROWER/MAAGIG AGET TO IVESTIGATE A REFERECES OR PERFORM A CREDIT/CRIMIAL/SEX OFFEDER CHECKS. Each adult member of the household (18 years or older) must sign this checklist. Printed ame Signature Date Printed ame Signature Date Printed ame Signature Date 7 Revised

8 RELEASE OF IFORMATIO COSET Information Requested From:,,,,,,,, I/We hereby authorize WISCOSI MAAGEMET COMPA, IC. to obtain ICOME, ASSET, MEDICAL, CHILDCARE AD HADICAPPED CARE EXPESE information from the above named entities. I/We understand this information will be used for the purpose of determining eligibility and/or calculating a level of benefits. I/We understand that my/our refusal to sign this consent form may result in the denial of benefits to which I/we may otherwise be eligible and may result in loss of my/our housing benefits. Some recipient(s) may not be subject to federal data privacy regulations and the information disclosed may be used or re-disclosed without those legal protections. I/We understand that I/we have a right to revoke this consent by written request to the address above, except to the extent that the disclosing party has taken action in reliance upon this consent. I/We understand that I/we am/are entitled to a copy of this consent and authorize Wisconsin Management Company, Inc. to make multiple copies of this consent to facilitate the collection of needed information. ote to Applicant/Tenant: ou do not have to sign this form if either the requesting organization or the organization supplying the information is left blank. PRITED TEAT/APPLICAT AME: SOCIAL SECURIT #: TEAT SIGATURE: PRITED CO-TEAT/CO-APPLICAT AME: SOCIAL SECURIT #: CO-TEAT SIGATURE: BIRTHDATE: DATE: BIRTHDATE: DATE: This authorization is valid for 13 months from the date of this authorization. TEAT/APPLICAT CURRET ADDRESS: PEALTIES FOR MISUSIG THIS COSET: Title 18, Section 1001 of the U.S. Code states that a person is guilty of a felony for knowingly and willingly making false or fraudulent statements to any department of the United States Government. HUD and any owner (or any employee of HUD or the owner) may be subject to penalties for unauthorized disclosures or improper uses of information collected based on the consent form. Use of the information collected based on this verification form is restricted to the purposes cited above. Any person who knowingly or willingly requests, obtains, or discloses any information under false pretenses concerning an applicant or participant may be subject to a misdemeanor and fined not more than 5,000. Any applicant or participant affected by negligent disclosure of information may bring civil action for damages and seek other relief, as may be appropriate, against the officer or employee of HUD or the owner responsible for the unauthorized disclosure or improper use. Penalty provisions for misusing the social security number are contained in the Social Security Act at **208 (a) (6), (7) and (8).** Violations of these provisions are cited as violations of 42 USC **408 (a) (6), (7) and (8).** Wisconsin Management Company is an equal opportunity employer and provider. Madison Area 4801 Tradewinds Parkway Madison, WI Phone Toll Free Fax WisconsinManagement.com Residential Commercial Condominiums Resorts Affordable Housing Maintenance Construction Compliance Investment Development

All applications that are incomplete will not be processed and returned for completion.

All applications that are incomplete will not be processed and returned for completion. Ph: 920-830-2010 GRADVIEW TOWHOMES TAX CREDIT PROPERT APPLICATIO ISTRUCTIOS A non-refundable application fee of $25 per household member over 18 yrs. is required. Payable by check or money order to Grand