Forms and applications for the Affordable Housing Program (AHP) are available on this page. Please contact your community investment manager or a member of the Housing and Community Investment Department staff to obtain forms not listed here.

Click on the links below to go directly to the forms:

AHP Next Steps
AHP Disbursement Request Form
AHP Retention Document
AHP Online Reports
AHP Application Package

AHP Application Package

The second round of the 2008 AHP closed on September 12. Information on round one 2009 will be available in January 2009.

• Project Eligibility, Feasibility, and Scoring Guidelines
  
  
• User Manual and Guide for the online AHP application

Reporting Forms
Semiannual Progress Report
Use this form to provide semiannual progress reports until an AHP-funded development is complete.

Annual Compliance Certification — Rental
Once an AHP-funded rental development is complete, members and project sponsors must use this form to report annually for 15 years.

Periodic Monitoring Report
Members and project owners that have a rental development receiving more than $50,000 in subsidy must submit this report once every six years after completion. Members and project owners that have a rental development receiving more than $250,000 must submit this report once every four years after completion. Members and project owners that have a rental development receiving more than $500,000 must submit this report and receive a monitoring visit from Bank staff once every two years.

Beginning in November 2008, the AHP regulation does not require any long-term monitoring of completed and placed-in-service affordable-housing projects financed with Low Income Housing Tax Credit equity. This includes both the Annual Compliance Certification and the Periodic Monitoring Report. During development, the Housing and Community Investment department will obtain documentation (copy of Form 8609) confirming the Low Income Housing Tax Credit equity in order to exempt these projects from the long-term monitoring requirements.

Please note: For initiatives requiring this report, the Periodic Monitoring Report has been combined with the Annual Compliance Certification (ACCPMR).

Disbursement
AHP Disbursement Request Form (PDF/13KB)
Use this form to request disbursement of AHP funds.

Retention Documents for AHP Owner-Occupied Initiatives

July 12, 2007 Notice of Changes to AHP Retention Documents

AHP Owner-Occupied Mortgage: CT, ME, VT
This Standard Retention Mortgage is for use in Connecticut, Maine, and Vermont for owner-occupied properties at the time of sale to the home buyer. Please use this form in combination with the AHP Owner-Occupied Standard Retention Note. In Maine and Vermont, the mortgage must be recorded; in Connecticut, both the mortgage and the note must be recorded.

AHP Owner-Occupied Mortgage: MA, NH, RI
This Standard Retention Mortgage is for use in properties in Massachusetts, New Hampshire, and Rhode Island for owner-occupied properties at the time of sale to the home buyer. Please use this form in combination with the AHP Owner-Occupied Standard Retention Note. The mortgage must be recorded in all three states.

AHP Owner-Occupied Standard Retention Note
All six New England states must use this note. In Connecticut, this note must be recorded.

AHP Interim Homeownership Mortgage: MA, RI, NH
For use with AHP homeownership initiatives in these states that are using the AHP Direct Subsidy to fund construction or rehabilitation costs prior to the final sale to the home buyers. Please use this form in combination with the AHP Interim Homeownership Note.

AHP Interim Homeownership Mortgage: CT, ME, VT
For use with AHP homeownership initiatives in these states that are using the AHP direct subsidy to fund construction or rehabilitation costs prior to the final sale to the home buyers. Please use this form in combination with the AHP Interim Homeownership Note. In Maine and Vermont, the mortgage must be recorded; in Connecticut, both the mortgage and the note must be recorded.

AHP Interim Homeownership Standard Retention Note
All six New England states must use this note. In Connecticut, this note must be recorded.

Retention Documents for Rental Initiatives
AHP Rental Mortgage: CT, ME, VT
This Standard Retention Mortgage is for use with the AHP direct subsidy/grant in Connecticut, Maine, and Vermont for most rental properties. Please use this form in combination with the AHP Standard Retention Rental Note. In Maine and Vermont, the mortgage must be recorded; in Connecticut, both the mortgage and the note must be recorded.

AHP Rental Mortgage: MA, NH, RI
This Standard Retention Mortgage is for use with the AHP direct subsidy/grant in Massachusetts, New Hampshire, and Rhode Island for most rental properties. Please use this form in combination with the AHP Standard Retention Note. The mortgage must be recorded in all three states.

AHP Standard Retention Rental Note
All six New England states must use this note in AHP direct subsidy/grant transactions for rental initiatives.

AHP Subsidized Advance Rider
This rider is for use in conjunction with a member's loan to the sponsor/owner of a project that is funded by an AHP subsidized advance. The rider ensures the retention of the AHP subsidy used to write down the interest rate. This document can be used in all six New England states.

HUD 202/811 Rider
This rider is for use with a HUD 202/811 rental initiative. The rider ensures the retention of the AHP subsidy used in the project, while using the HUD documents for the transaction. This document can be used in all six New England states.

Collateral Assignment of Mortgage and Note
This document is used to assign the mortgage, note, and proceeds to the member financial institution when the AHP subsidy is lent by the project sponsor to the project owner (usually in a Low Income Housing Tax Credit transaction). It can be used in all six New England states.

If you have questions, please contact your community investment manager or a member of the Housing and Community Investment Department staff at 1-888-424-3863.