Low-Income Housing Tax Credit (LIHTC) Application

Streamline Your Affordable Housing Applications with Paperform

Managing applications for Low-Income Housing Tax Credit (LIHTC) properties requires careful attention to income verification, household composition, and preference point systems. This LIHTC application template helps property managers and housing authorities collect accurate applicant information while ensuring compliance with federal income limits and local preference requirements.

Why Use This LIHTC Application Template?

Low-Income Housing Tax Credit properties serve households earning 30%, 50%, or 60% of Area Median Income (AMI), and the application process involves complex income calculations, household size verification, and preference point assessments. This template streamlines the entire process by:

• Automatically calculating income eligibility based on household size and local AMI limits
• Assessing preference points for veterans, disabled individuals, local residents, and displaced families
• Collecting comprehensive documentation including employment verification, housing history, and references
• Ensuring compliance with HUD requirements and fair housing regulations

Who Benefits from This Template?

This form is designed for:

• Property management companies overseeing LIHTC and affordable housing communities
• Housing authorities managing waitlists and tenant selection
• Nonprofit housing developers serving low-income populations
• Social service agencies assisting clients with housing applications
• Community development corporations operating affordable rental properties

Features That Make Housing Applications Easier

With Paperform's flexible platform, this LIHTC application goes beyond basic data collection:

Smart Income Verification: Conditional logic shows different income documentation requirements based on employment status, ensuring you collect W-2s from employed applicants, SSI statements from recipients, and pension documents from retirees.

Household Size Calculations: The form automatically adjusts income limits based on the number of people in the household, comparing reported income against 30%, 50%, and 60% AMI thresholds for your area.

Preference Point System: Automatically calculates priority points for qualifying circumstances like veteran status, disability, homelessness, local residency, or displacement from public housing projects.

Document Upload: Applicants can securely upload required documentation including photo ID, proof of income, references, and prior landlord contact information—keeping everything organized in one submission.

Multi-Page Layout: Breaking the application into logical sections (applicant information, household composition, income details, housing history, preferences) creates a better experience for applicants while ensuring completeness.

Automate Your Housing Workflow with Stepper

Once applications are submitted, you can use Stepper to automate your tenant selection workflow:

• Automatically route applications to the appropriate waitlist based on income qualification level
• Send confirmation emails with application ID numbers and estimated processing times
• Trigger background check requests with screening companies
• Update your property management system with new applicant data
• Notify applicants when their application status changes or units become available
• Generate compliance reports for annual monitoring and audit requirements

This no-code automation ensures every application moves smoothly through your screening process without manual data entry or missed follow-ups.

Secure eSignatures with Papersign

After approving an application, use Papersign to send lease agreements, house rules acknowledgments, and income certification documents for secure electronic signature. All signatures are legally binding and create a complete audit trail linked to the original application—perfect for compliance documentation during HUD inspections.

Compliance and Security You Can Trust

Housing applications contain sensitive financial and personal information. Paperform is SOC 2 Type II compliant and GDPR compliant, with data encryption, secure file uploads, and role-based permissions that protect applicant privacy while meeting regulatory requirements.

Property managers can control who on their team sees applications, set up approval workflows, and maintain complete records for fair housing compliance and annual monitoring by state housing finance agencies.

Flexible Design That Matches Your Brand

This template can be customized to match your property branding with custom fonts, colors, logos, and images. Embed it directly on your property website or share as a standalone link. You can even set up different versions for different properties while managing everything from one Paperform account.

Getting Started

Whether you manage a single LIHTC property or oversee a portfolio of affordable housing communities, this application template helps you collect complete, accurate information from prospective tenants while automating the verification and selection process. Customize income limits for your area, adjust preference point criteria to match your allocation plan, and integrate with your existing property management systems.

Trusted by housing authorities, property management companies, and nonprofit developers, Paperform makes it easy to run compliant, efficient housing programs that serve your community's most vulnerable residents.

Start accepting applications today and spend less time on paperwork, more time housing families.