Compliance Forms

Property managers or owners of OHFA-funded communities need to complete various forms in order to certify your residents are qualifying for housing.

For questions or problems concerning the following compliance forms, contact the PC help desk.

E-Signature Policy

OHFA now offers the ability for partners to submit Eligible Program Documents with electronic signatures. In order to do so, Projects Sponsors and Partners must receive initial approval from OHFA and a recertification on an annual basis thereafter. Please review the E-Signature Policy below and submit the Partner Certification for Use of Electronic Signatures (Appendix A of the policy) to the OHFA e-signature mailbox at mfesignature@ohiohome.org. OHFA will notify the Participating Sponsor and Partner of its approval by email.

• E-Signature Policy (228 KB Adobe PDF File)

Required Compliance Forms

Please see the News Flash issued on 4/20/2022 for specific instructions regarding updated forms.

Tenant File

• LIHTC Addendum (PC-E05) (72 KB Adobe PDF File) – updated 6/1/2022
• HOME/NHTF Lease Addendum (61 KB Adobe PDF File) – updated 6/1/2022
• Student Certification (PC-E42) (127 KB Adobe PDF File) – updated 6/1/2022
• Supporting Document from PHA – required form if used (PC-E04) (62 KB Adobe PDF File) – updated 1/1/2023
• Tenant Sworn Income and Asset Statement (PC-E01) (135 KB Adobe PDF File) – updated 6/1/2022
• Under $5,000 Asset Certification – required form if used (PC-E03) (67 KB Adobe PDF File) – updated 6/1/2022
• Tenant Income Certification – Sample Copy (66 KB Adobe PDF File)

Other Required

• Updated HOME/HTF Rent and Occupancy Report form will be available soon
• Affirmative Fair Housing Marketing Information and Forms
• Management Questionnaire (PC-I225F) (135 KB Adobe PDF File) – updated 1/1/2023
• Violence Against Women Act (VAWA) Information and Forms
• Project Covid-19 Status (84 KB Adobe PDF File) – updated 9/21/2021

Suggested Compliance Forms

Income Verifications

• Alimony and/or Informal Child Support Affidavit (PC-E34) (65 KB Adobe PDF File) – updated 1/1/2023
• Child Support Verification (PC-E10) (67 KB Adobe PDF File) – updated 1/1/2023
• Employment Verification (PC-E02) (73 KB Adobe PDF File) – updated 1/1/2023
• Financial Aid Verification (PC-E12) (68 KB Adobe PDF File) – updated 1/1/2023
• Informal Support Verification (PC-E14) (63 KB Adobe PDF File) – updated 1/1/2023
• Military Pay Verification (PC-E09) (67 KB Adobe PDF File) – updated 1/1/2023
• Pension Verification (PC-E08) (67 KB Adobe PDF File) – updated 1/1/2023
• Public Assistance Verification (PC-E13) (70 KB Adobe PDF File) – updated 1/1/2023
• Social Security/Supplemental Security Income Verification (PC-E07) (75 KB Adobe PDF File) – updated 1/1/2023
• Unemployment Verification (PC-E11) (63 KB Adobe PDF File) – updated 1/1/2023
• Zero Income Verification (PC-E15) (65 KB Adobe PDF File) – updated 1/1/2023

Asset Verifications

• Annuity Verification (PC-E18) (69 KB Adobe PDF File) – updated 1/1/2023
• Bank Account Verification (PC-E16) (68 KB Adobe PDF File) – updated 1/1/2023
• Life Insurance Verification (PC-E17) (69 KB Adobe PDF File) – updated 1/1/2023
• Real Estate Worksheet (PC-E19) (54 KB Adobe PDF File) – updated 1/1/2023
• Retirement Savings Plan Verification (PC-E35) (71 KB Adobe PDF File) – updated 1/1/2023
• Stock Verification (PC-E36) (69 KB Adobe PDF File) – updated 1/1/2023
• Trust Account Verification (PC-E29) (68 KB Adobe PDF File) – updated 1/1/2023

Certification Tools

• Clarification Record (PC-E20) (56 KB Adobe PDF File) – updated 1/1/2023
• Income and Asset Sources Contact Information (PC-E21) (61 KB Adobe PDF File) – updated 1/1/2023

Additional Forms

• Caregiver Affidavit (PC-E24) (63 KB Adobe PDF File) – updated 1/1/2023
• External Link to Lead-Based Paint Disclosure Rule and Forms
• Live-In Caregiver Verification of Need (PC-E23) (63 KB Adobe PDF File) – updated 1/1/2023
• Marital Separation Certification (PC-E22) (58 KB Adobe PDF File) – updated 1/1/2023
• Move In/Move Out Inspection Form (PC-E26) (139 KB Adobe PDF File) – updated 1/1/2023
• Annual Inspection (PC-E27) (108 KB Adobe PDF File) – effective 1/1/2023