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 or Additional Set-Aside program. The form is applicable to all events on or after January 1, 2024 except Move Out and Transfer Out events. You cannot download the form for Market or Employee unit types.

Configure the TIC Form

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.

Download the TIC Form

Navigate to the Tenant Portal for the property WorkCenter.
The Compliance Periods page opens.
Click View Events for the applicable period.
The Compliance Period {Year} page opens.
Click the row of the applicable unit.
The tenant event list page for the unit opens.
Click the row of the applicable tenant event.
The Tenant Event edit page opens.
Click Download TIC at the top of the page.
Save or print the form as needed, provide to the household for signature, and complete the owner/representative signature.

About the TIC Form

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.

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. This field is blank when Additional Set-Aside is the only program on the property.
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	When LIHTC is a program on the property: If the unit is part of a property that is Average Income, the checkbox is selected based on the AIT Unit Designation, and the AMI % will be displayed. For example, if the current AIT Unit Designation is 30, then the 30% checkbox is selected and 30% AMI is displayed. If the Most Restrictive Income Designation (AMI % for Income) field is populated, then the form displays the most restrictive income value related to the percentage entered. The system will use the most restrictive income designation percentage entered and the county on the BIN for the unit. For example, if the most restrictive income designation is 20%, then the applicable 20% AMI value is populated and the 20% checkbox is selected. If the percentage is not published, then the limit be calculated as follows: Start with the published 50% limit multiplied by 2; then multiply this value by the AMI%. If the Most Restrictive Income Designation (AMI % for Income) field is blank or 0, the form displays the Federal Minimum Set-Aside associated to the BIN on the unit. For the 40/60 set aside, the 60% checkbox is selected and 60% AMI is displayed. For the 20/50 set aside, the 50% checkbox is selected and 50% AMI is displayed. If the Most Restrictive Income Designation (AMI % for Income) field is not populated and there is no Federal Minimum Set-Aside, the field will not be populated. The field will always use the 100% value for recertification, transfer, update, and move-in events (rather than using the LIHTC Max Income value). When Additional Set-Aside is the only program on the property: If the Most Restrictive Income Designation (AMI % for Income) field is populated, the system checks the Additional Set Aside Layers. If Income Testing is marked as LIHTC on any layer and HOME is not selected on any layer, the system uses the LIHTC limits using the county selected on the building. Starting with the published 50% LIHTC limit times 2 (which gives the 100% limit), then multiply this value by the value entered in the Most Restrictive Income Designation. This will give the income limit at the AMI% percent that was entered. If the layers have a mix of LIHTC and HOME, or if the layers do not indicate income testing, the field is blank. If the Most Restrictive Income Designation (AMI % for Income) field is not populated, the field is blank.
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%. Deep Rent Skew Income is blank when Additonal Set-Aside is the only program on the property.
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. This field is blank when Additional Set-Aside is the only program on the property.
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. This field is blank when Additional Set-Aside is the only program on the property.
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. This field is blank when Additional Set-Aside is the only program on the property.
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.

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Tenant Portal