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Tenant Portal

Download the Tenant Income Certification Form

Tenant Portal users can download and print a simple Tenant Income Certification, or TIC, form from the Tenant Event screen. The form is specific to the LIHTC program as well as to events on or after January 1, 2024. The form is applicable to all events except Move Out and Transfer Out events. You cannot download the form for Market or Employee unit types.

Before owner/agents can access the TIC form for tenant events, the agency administrator needs to enable the functionality in the Tenant Portal. See Configure the Tenant Portal for more information.

  1. Navigate to the Tenant Portal for the property WorkCenter.

    The Compliance Periods page opens.

  2. Click View Events for the applicable period.

    The Compliance Period {Year} page opens.

  3. Click the row of the applicable unit.

    The tenant event list page for the unit opens.

  4. Click the row of the applicable tenant event.

    The Tenant Event edit page opens.

    Tenant-Events-TIC-Form.png
  5. Click Download TIC at the top of the page.

  6. Save or print the form as needed, provide to the household for signature, and complete the owner/representative signature.

The system populates some information in the TIC form based on the data entered into the system, including some header info, property information, household members, household annual income, household income from assets, income eligibility, rent, student status, and program type.

If data has not been entered for a field in ProLinkHFA/Tenant Portal, then the data will not be populated on the form. For example, if the record is an average income property but no unit designation has been set, then the income and rent values on the form will not be populated.

Tenant-Events-TIC-Form-PDF.png
Table 1. TIC Form Mapping

Field

Description

Header

Initial Certification checkbox

Populated when Event Type = Initial Certification

Recertification checkbox

Populated when Event Type = Recertification

Other checkbox

Populated when Event Type = Move-In, Transfer-In, Household Update, Student Update, or Rent Update.

Effective Date

The tenant event date.

Move-in Date

The initial move-in date.

Part I Development Data

Property Name

The property name.

County

The county name for the property building.

BIN #

The building identification number assigned to the building.

Address

Address 1 and Address 2 for the building.

Unit Number

The unit number from the tenant event.

# Bedrooms

The number of bedrooms for the tenant event unit.

Part II Household Composition

The grid includes each household member. The head of household will be populated in row 1. All other household members will be listed in rows 2–8. If more than eight household members, then the form includes an overflow page.

Last Name

The last name of the household member.

First Name & Middle Initial

The first name and middle initial of the household member.

Relationship to Head of Household

The relationship of the household member.

Date of Birth

The birthdate of the household member.

F/T Student

Indicates if the household member is a LIHTC full-time student (Y or N).

Last 4 Digits of Social Security No.

The last four digits of the household member's social security number.

Part III Gross Annual Income

The grid includes only eligible household income. For example, if the household includes a live-in aide or foster children, then they are listed in Part II, but their income will not be displayed in this grid.

The member number will match the household member listed in Part II.

Employment or Wages

When the Income Source is set to the following, the system populates with the sum of all annual income amounts for the household member:

  • Non Federal Wages

  • Federal Wages

  • Business

  • Military Pay

Social Security/Pension

When the Income Source is set to the following, the system populates with the sum of all annual income amounts for the household member:

  • Pension

  • Social Security

  • Supplemental Security Income

Public Assistance

When the Income Source is set to the following, the system populates with the sum of all annual income amounts for the household member:

  • TANF

  • General Assistance

Other Income

When the Income Source is set to the following, the system populates with the sum of all annual income amounts for the household member:

  • Unemployment Benefits

  • Indian Trust

  • Child Support

  • Other

Total Income

Sum of all income for all household members (sum of totals from Employment or Wages, Social Security/Pension, Public Assistance, and Other Income columns, including any overflow pages).

Part IV Income from Assets

The grid includes only eligible household income from assets. For example, if the household includes a live-in aide or foster children, then they are listed in Part II, but their income from assets will not be displayed in this grid.

The member number will match the household member listed in Part II.

Type of Asset

The type of asset as selected on the Asset record:

  • --Select-- = blank

  • Cash

  • CD's

  • Marketable Securities

  • Real Estate

  • Gems

  • Coins/Stamps

  • Art/Antiques

  • Automobiles - Antique

  • Lump Sum Receipts

  • Trust

  • Other

C/I

The asset status selected on the Asset record:

  • blank = Average, no selection in the system

  • C = Current

  • I = Imputed

Cash Value of Asset

The cash value enter on the Asset record.

Annual Income from Asset

Displays the Annual Income value, if it is populated on the record.

Displays the Imputed Annual Income value, if it is populated on the record.

Cash Value of Asset Total

Sum of all assets for all household members (sum of all rows in Cash Value of Asset column, including any overflow pages).

Annual Income from asset Total

Sum of all annual income from assets for all household members (sum of all rows in Annual Income from Asset column, including any overflow pages).

Total Income from Assets

Sum of Totals row for column I (Annual Income from Asset).

Total Annual Household Income from All Sources (page 1 and page 2)

Total Income plus Total Income from Assets, which will match the total eligible income in ProLinkHFA.

Part V Determination of Income Eligibility

Current Income Limit per Family Size

The system follows the compliance engine processes for determining the LIHTC Max Income Limit. If one cannot be found, then the system looks up the limit by family size using MTSP for federal minimum set aside; unless average income, then the system uses the most current unit designation and effective date for the county of the building.

Household Income at Move-in

The household income that was entered on the initial move-in event.

Household Size at Move-in

When the Event Type is Move-In, then the system populates this field with the Total Household Members value.

Designated Income Limit Restriction

Designated Income Limit:

  • For 20–50 properties, the system selects the 50% checkbox.

  • For 40–60 properties, the system selects the 60% checkbox.

  • For Average Income Test (AIT) properties, the system selects the 60% checkbox for all units with income designations that are 60% or lower and selects the checkbox of the actual unit designation for units at 70% and 80%.

Designated Income Limit x140% (170% for Deep Rent Skewing)

The system calculates the LIHTC max income limit (based on the set aside) * 140% (or 170% for deep rent skew).

For Average Income properties, the calculation is as follows:

  • When AIT Unit Designation = 20, 30, 40, 50, or 60, then the 140% calculation uses the Designated Income Limit for 60% x 140%.

  • When AIT Unit Designation = 70, then the 140% calculation uses the Designated Income Limit for 70% x 140%.

  • When AIT Unit Designation = 80, then the 140% calculation uses the Designated Income Limit for 80% x 140%.

Household is over income at recertification

If the value for Total Household Income is greater than the LIHTC Max Income 140% (170% Deep Rent Skew), then the system selects the Yes checkbox.

If the value for Total Household Income is less than the LIHTC Max Income 140% (170% Deep Rent Skew), then the system selects the No checkbox.

Part VI Rent

Tenant Paid Rent

The Tenant Paid Rent value on the tenant event.

Utility Allowance

The Utility Allowance value on the tenant event.

Rental Assistance

Total of the Federal Rent Assistance Amount and Non Federal Rent Assistance Amount.

Other non-optional charges and mandatory fees

The Other Non Optional Charges value on the tenant event.

Gross Rent for Unit

Tenant Paid Rent + Utility Allowance + Other Non Optional Chargers

Unit Meets Rent Restriction at

The system uses the Most Restrictive Rent Designation field to populate these checkboxes. The system will match the percentage if there is an exact match; otherwise the system will check the Other box and populate with the percentage that was entered.

Is the source of the Rental Assistance Federal

If any of the following are selected in the Federal Rent Assistance Source field, then the system selects the Yes checkbox and then selects the corresponding assistance checkbox:

  • HUD Multi-Family Project-Based Rental Assistance (PBRA)

  • HUD Section 8 Moderate Rehabilitation

  • Public Housing Operating Subsidy

  • HOME Tenant Based Rental Assistance (TBRA)

  • HUD Housing Choice Voucher (HCV-tenant based)

  • HUD Project-Based Voucher (PBV)

  • USDA Section 521 Rental Assistance Program

  • Other Federal Rental Assistance

  • Missing

If the Federal Rent Assistance Source field = --Select--, then the system selects the No checkbox.

If no, what is the source of the assistance

The system populates the field with the Non Federal Rent Assistance Source value:

Section 8 Voucher

Section 8 Project Based

Rural Housing Service

Other Assistance

Part VII Student Status

Are all occupants full-time students

If all household members are LIHTC full-time students, the system selects the Yes checkbox.

If at least one household member is not a full-time student, the system selects the No checkbox.

If yes, enter student explanation

When all household members are LIHTC full-time students, the system populates with the number based on the Full Time Student Exception value:

  • 1 = TANF Assistance

  • 2 = Former Foster Care

  • 3 = Job Training Program

  • 4 = Single Parent/Dependent Child

  • 5 = Married/Joint Return

  • Student Household During Extended Use Period

If none of the exemptions apply, then the household is ineligible to rent the unit.

Part VIII Program Type

List of program(s) for which the household's unit will be counted toward the property's occupancy requirements

If LIHTC is selected on the tenant event, then the system selects the Housing Credit checkbox on the form.

If HOME is selected on the tenant event, then the system selects the HOME checkbox on the form.

The system will not automatically populate the other program checkboxes or Income Status checkboxes.