Workforce Unit Application Holmes Beverly Beverly, MA

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Workforce Unit Application Holmes Beverly Beverly, MA Applications must be completed and received by 2 pm June 26 th, 2018.

*Rents for the units available in 2018 are subject to change. If the AMI increases or the utility allowances decrease, the rent may increase as further described in the Regulatory Agreement.

1 Workforce Unit Application Holmes Beverly Beverly, MA Applications must be completed and received by 2 pm June 26 th, % WORKFORCE Rents are $1,375* (Studio), $1,434* (1BR) and $1,693* (2 BR) and do not include any utilities. 110% WORKFORCE Rent are $2,040* (1BR) and $2,421* (2 BR) and do not include any utilities. *Rents for the units available in 2018 are subject to change. If the AMI increases or the utility allowances decrease, the rent may increase as further described in the Regulatory Agreement. MAXIMUM Household Income Limits for 80% WORKFORCE units: $60,368 (1 person), $68,992 (2 people), $77,616 (3 people), $86,240 (4 people) For 80% WORKFORCE units, households must make approximately $49,500 to lease a Studio unit, $51,624 to lease a 1BR and $60,948 to lease a 2BR unit (unless they have a Section 8 housing voucher or similar subsidy). MAXIMUM Household Income Limits for 110% WORKFORCE unit: $83,006 (1 person), $94,864 (2 people), $106,722 (3 person), $118,580 (4 people) For 110% WORKFORCE units, households must make approximately $73,440 to lease a 1BR unit and $87,156 to lease a 2BR unit. This is not subsidized housing. Rents do not change based on applicant s income and tenants will be responsible for paying the full rent themselves. Applicants with Section 8 Vouchers should contact their local housing authorities before applying. Please read the Information Packet for more details. Directions: Applications must be completed and delivered by the date at the top of this page. This application must be filled out entirely in order for your application to be processed. Every space given to initial must be initialed, even if you answer N/A. If a question does not apply to you, check N/A. LEAVE NOTHING BLANK. Send or drop off all applications by the date above to: SEB Housing Re: Holmes Beverly 257 Hillside Ave Needham, MA Fax: info@sebhousing.com This development does not discriminate in the selection of applicants on the basis of race, color, national origin, disability, age, ancestry, children, familial status, genetic information, marital status, public assistance recipiency, religion, sex, sexual orientation, gender identity, veteran/military status, or any other basis prohibited by law. 1

2 Holmes Beverly. Please provide all the following contact information for the Head of Household: Applicant s Name: Address: City: State: Zip: Home Phone:( ) Work Phone:( ) Cell Phone:( ) Employer: Please note: We will only use your address to contact you about this application. Providing your should facilitate the process of completing your application as you will be notified of missing documentation faster than if we can only send notifications via postal mail. We will not contact you about future lotteries unless requested. Anticipated Move-In/Lease Renewal : Bedroom Size Information: For which bedroom size are you applying (you can select more than one but please note that only Type II households qualify for a 2BR unit, see the following page for details on Household Type): Studio 1 bedroom 2 bedroom Do you currently receive or do you have a Section 8 mobile voucher or certificate? (The Lottery Agent does not discriminate based on source of income. This question is asked for the sole purpose of determining ability to pay rent.) Is every member of your household a full-time student or will be a full time student in the next 12 months? (Please Note: Households entirely comprised of full time students are not eligible for workforce housing unless they meet one of the 5 exceptions listed in the Student Status Verification form in the back of this Application/Certification. A full-time student is an individual who is or will be a full-time student at an educational organization for 5 of the months in the 12-month lease-term. The 5 months need not be consecutive. The full-time status is based on the criteria used at the educational institution. Please see the info packet for more details). Please fill out the chart below for everyone who will be occupying the unit: NAME A. AGE B. HEAD OF HOUSEHOLD OR DEPENDENT C. RELATIONSHIP TO APPLICANT LISTED AT THE TOP OF THIS PAGE D. I certify that my Household Size is (total number of entries in column A). Initial(s): Initial(s): 2

3 HOUSEHOLD TYPE (please check one, read the Information Packet for more details): Type II 4 person household: all types 3 person household: all types 2 person household: 2 heads-of-household who cannot be required to share a bedroom as a consequence of sharing would be a severe adverse impact on his or her mental or physical health 2 person household: 1 head-of-household plus one dependent Type I 2 person household: 2 heads-of-household 1 person household: all types RACE: (OPTIONAL) You are requested to complete the following optional section in order to assist in determining preference. Completing this section may qualify you for additional lottery pools. (Please check all boxes that apply): Alaskan Native and Native American Black or African American Hispanic or Latino White (not of Hispanic origin) Asian Native Hawaiian or Pacific Islander Other (please specify) RELATED PARTY Is any member of the household related to or employed by the developer or related to or employed by the Property Management Company? If yes, please explain the relationship in the space provided here: REASONABLE ACCOMMODATION Persons with disabilities are entitled to request a reasonable accommodation in rules, policies, practices, or services, or to request a reasonable modification in the housing, when such accommodations or modifications may be necessary to afford persons with disabilities an equal opportunity to use and enjoy the housing. Does any member of the household have any accessibility or reasonable accommodation requests or changes in a unit or development or alternative ways we need to communicate with you? If yes, please explain in the space provided here or write a signed statement and attach it: 3

4 PREFERENCE INFORMATION Please note that documentation will be required to verify preferences after the lottery and households who incorrectly apply for a preference will be dropped from all waiting lists. Leaving the boxes unchecked is the equivalent of answering NO. Are you, or any member of your household, in need of an accessible unit? This is defined as persons with a physical disability that meet standards established by the Department of Housing and Community Development and state laws for disabled accessible housing and who needs the features of a disabled-accessible unit. Are you Homeless due to Displacement by Natural Forces? An applicant, otherwise eligible and qualified, who has been displaced by: (i) fire not due to the negligence or intentional act of applicant or a household member; (ii) earthquake, flood or other natural cause; or (iii) a disaster declared or otherwise formally recognized under disaster relief laws. Are you Homeless due to Displacement by Public Action (Urban Renewal)? An applicant, otherwise eligible and qualified, who will be displaced within 90 days, or has been displaced within the three years prior to application, by: (i) any low rent housing project as defined in M.G. L. c. 121B, 1, or (ii) a public slum clearance or urban renewal project initiated after January 1,1947, or (iii) other public improvement. Are you Homeless due to Displacement by Public Action (Sanitary Code Violations): An applicant, otherwise eligible and qualified, who is being displaced, or has been displaced within 90 days prior to application, by enforcement of minimum standards of fitness for human habitation established by the State Sanitary Code or local ordinances, provided that: (i) neither the applicant nor a household member has caused or substantially contributed to the cause of enforcement proceedings; and (ii) the applicant has pursued available ways to remedy the situation by seeking assistance through the courts or appropriate administrative or enforcement agencies. Note: For purposes of this subsection, enforcement is interpreted as a formal condemnation of the apartment. Citation for code violations does not, without more, constitute a condemnation. Are you Involuntarily Displaced by Domestic Violence? Domestic Violence as defined in M.G.L. c. 209A means actual or threatened physical violence directed against one or more members of the applicant s family by a spouse or other member of the applicant s household. An applicant is involuntarily displaced by domestic violence if: (i) The applicant has vacated a housing unit because of domestic violence; or (ii) The applicant lives in a housing unit with a person who engages in domestic violence. If the applicant is still living in the housing unit with a person who engages in domestic violence at the time of selection, the violence must have occurred within six months or be of a continuing nature. Priority for Involuntary Displacement by Domestic Violence applies only to households with one or more children under the age of 18. 4

5 DATABASE INFORMATION How did you find out about this workforce housing opportunity? (please be as specific as possible, if found online please provide web address) INSTRUCTIONS FOR COMPLETING THE FOLLOWING INCOME TABLE No documentation is required now, but if you get the opportunity to reserve a unit, you WILL need to provide documentation to support the claims made in this application. IF YOU FILED TAXES LAST YEAR: Please complete the table based on the total income on your most recent tax return. If you are able to reserve a Workforce Unit at this Property, you will eventually need to submit your complete tax transcripts (1040s). IF YOU DID NOT FILE TAXES LAST YEAR: Please complete the table based on the total income you will earn over the next 12 months. If you are able to reserve a Workforce Unit at this Property, you will eventually need to submit a STATEMENT OF NO FILING from the IRS (directions on how to get that statement will be provided in the letter sent to you when you are found eligible for the lottery) AND you will need to provide all documentation (income, assets, affidavits) required to meet the conditions of HUD REV-1 to verify all claims made in this application. For the purpose of income determination, Household shall mean all persons whose names appear on the lease, and also all persons who intend to occupy the housing unit as their permanent primary residence, even if they are not included on the lease. Legally married couples shall both be considered part of the household, even if separated. The incomes of all household members will be included, with the exception of income from employment for household members under the age of 18 or any income over $480/year of full-time students who are dependents (but please note that documentation of income for those dependents still needs to be supplied). Please note for households who did NOT file taxes: 1. Gross income from current wages, salaries, tips, etc. is the full amount, before any deductions, and is the amount used to determine estimated current annualized income. 2. For self-employed applicants- include the contract or job name in the space provided, and you need to provide your Self- Employed Income after expenses. 3. Interest Income refers to any amount that you receive from any asset except for amounts drawn down from a retirement account or 401K as those go on the lines for pension or retirement funds. 5

6 Household Member Name INCOME Source of Income Current GROSS Monthly Income Self-Employed (contract/job name) Self-Employed (contract/job name) Self-Employed (contract/job name) Child Support/Alimony Child Support/Alimony Social Security Income Social Security Income Social Security Income Social Security Income SSDI SSDI Pension (list source) Pension (list source) Retirement Funds 6

7 Household Member Name Source of Income Current GROSS Monthly Income Unemployment Compensation Workman s Compensation Severance Pay Title IV/TANF Full-Time Student Income (18 & Over Only) Full-Time Student Income (18 & Over Only) Periodic payments from family/friends & Recurring Gifts (i.e. rent assistance from family) Other Income (name/source) Other Income (name/source) Gross Monthly Household Income (GMHI) $ /month GMHI x 12 = Gross Annual Household Income $ /year 7

8 ASSETS If a section doesn t apply, cross out or write NA. In the next section you will be directed to submit detailed bank/balance statements for EVERY ASSET listed here. If any household member has divested themselves of an asset for less than full and fair present cash value of the asset within two years prior to this application, the full and fair cash value of the asset at the time of its disposition must be listed below. Last 4 Digits of Acct Bank Name Amount Number Checking Accounts Savings Accounts Venmo/Paypal/ Cash-Apps Trust Account Certificates (or CDs) Savings Bonds Maturity : Value $ Maturity : Value $ 401k, IRA, Retirement Accounts (Net Cash Value) Mutual Funds Stocks Company Name: Value $ Company Name: Value $ Company Name: Value $ Company Name: Value $ Name: # of Shares: Interest/ Dividends Bonds Investment Property Appraised Value $ REAL ESTATE Value Do you, or anyone on this application, own any property or have owned property in the past 2 years? Yes No Are you, or anyone on this application, entitled to receive any amount of money from the sale of any property? (currently or thru an upcoming court settlement) If yes to either question, type of property: Location of property: $ Appraised Market Value: $ Mortgage or outstanding loans balance due: $ 8 Yes No

9 All applicants who are at least 18 years old must now read, complete, sign, and date the following two pages, regardless of student status. Please note, all household members who are at least 18 years old and are currently or have been full time students in the past 12 months must also submit student documentation as directed by the following affidavit. 9

10 STUDENT STATUS AFFIDAVIT Applicant/Tenant Name: Address: Completed For: (check one) [ ] Move-in; effective date: [ ] Annual recertification; effective date: List ALL household members here and answer the full-time student question for each member. A Student is an individual who is a fulltime student at an educational organization which normally maintains a regular faculty and curriculum and normally has a regularly enrolled body of pupils or students in attendance at the place where its educational activities are regularly carried on, for at least five calendar months during a calendar year. If a household member is a part-time student and expects to remain a part-time student in the upcoming year, mark No for them, but please note that supporting documentation must still be submitted. If a household is a current full-time student, will be a full-time Name Age student OR has been a full-time student for 5 of the past 12 months, you must mark YES. Otherwise mark NO Did you check YES for ALL household members listed above? If YES, to the question directly above, then is anyone in your household: A student and receiving AFDC/TANF? A student who was previously in a foster care program under Part B or Part E of title IV of the Social Security Act? A student enrolled in a job training program under the Job Training Partnership Act (federal, state or local)? A single parent living with his/her minor children and such parent is not a dependent (as defined in Section 152) and whose children are not dependents of another individual other than a parent? Married and file a joint return For every household member who is a student (either full-time OR part-time), I have attached verification of his/her student status which specifies in the form of: Letter from the Registrar, Transcript or other enrollment verification. I agree to notify management immediately if my student status changes. I understand that changes in student status may affect my eligibility to participate in this Program. I hereby certify under penalty of perjury that the information provided above is accurate and complete to the best of my knowledge. I consent to release such information in order to comply with Program regulations. I understand that providing false or misleading information may subject me to criminal penalties. (Signature of Tenant) (Signature of Co-Tenant) (Signature of Co-Tenant) (Signature of Co-Tenant) (Signature of Manager) 10

11 Please read each item below carefully before you sign. 1. I hereby declare under pain and penalty of perjury that the information provided on every page of this application is true and correct. I understand that if any sources of income or assets are not disclosed on this application, or any information provided herein is not true and accurate, this application may be removed immediately from further consideration and I will no longer be allowed to reserve a unit. 2. I understand that this application will be incomplete if I do not sign and date this page and initial at all indicated points in the application and that the failure to timely and/or fully supply information in accordance with the application may result in the the denial of my application and loss of position on all Waiting Lists. 3. The undersigned certify that none of the people listed in this application, or their families, have a financial interest in the development and none of the people listed in this application can be considered a Related Party by the Workforce housing guidelines that govern this property. 4. The undersigned certify that the Workforce unit will be undersigned s principal residence and the undersigned cannot own a home elsewhere or in trust while living in an Workforce unit. 5. I understand that while previous years tax transcripts and documentation are required, SEB Housing LLC does not use income reported on the previous years tax documentation to calculate current annualized income. 6. I understand that the lease or residency agreement for the units to be occupied through this Workforce housing program may be subject to cancellation if any of the information above is not true and accurate. 7. I understand that this is a preliminary application and the information provided does not guarantee housing. I also understand this is not the lease application used by the management company where the management company (not SEB Housing) will us criteria such credit score, tenant history and criminal background screening (in addition to Workforce housing eligibility) to determine eligibility for an Workforce unit. 8. I understand that any material change in the income or assets of my household that occurs after the submission of this application may make me ineligible for Workforce housing. I understand that any changes to income or assets that may put my household into another income tier must be reported to SEB Housing. 9. Co-signers and Guarantors are not permitted unless they are co-tenants who will reside in the unit. 10. I acknowledge that if my address is provided in this application, SEB Housing, LLC will correspond with me by instead of postal mail unless I make a written request otherwise. I understand that any changes to my contact information or household composition must be reported to SEB Housing. 11. I acknowledge that the determination of eligibility by SEB Housing is based upon the guidelines that govern the Workforce Housing Program for the development and, as such, barring any confirmed error by SEB Housing in applying the guidelines and/or calculating income, the decision is final and I further agree to hold harmless SEB Housing from any claim(s) related to this application. 12. The undersigned give consent to the City of Beverly, SEB Housing LLC, MassHousing, Barnat Beverly LLC or their assigns to verify the information provided in this application. The undersigned authorize the release of information necessary in determining income and assets from third-party references. Applicant s Signature Applicant s Signature Attach all documentation as directed. Send applications with ALL required documentation as directed on the cover page. For Questions contact info@sebhousing.com or (617) This development does not discriminate in the selection of applicants on the basis of race, color, national origin, disability, age, ancestry, children, familial status, genetic information, marital status, public assistance recipiency, religion, sex, sexual orientation, gender identity, veteran/military status, or any other basis prohibited by law. 11

DO NOT SEND APPLICATIONS TO THE PROPERTY. SEND APPLICATIONS TO THE NEEDHAM ADDRESS BELOW.

Newton Affordable Unit Application Property Name: 1521 Beacon Completed Applications and Mortgage Pre-Approvals must be delivered by 2:00pm August 20 th, 2018. DO NOT SEND APPLICATIONS TO THE PROPERTY.