Multifamily Financing Forms

WHEDA Financing Forms

Rev Date	Form	Purpose	Use When
8/14	WHEDA Multifamily New or Revised Authorization Agreement for Automatic Credits Automated Clearing House (ACH) Transfer	Authorizes WHEDA to deposit or withdraw money from authorized accounts.	New loans are closed and any of the following changes: management agent, authorized signatory or bank information.
5/18	Multifamily Loan Application	Provides necessary information to WHEDA when applying for financing.	Applying for WHEDA financing.
2/12	Land Survey Requirements	Shows existing structures for acquisition/rehab projects at the predesign stage.	Prior to initial closing
8/15	Construction Draw Process	Provides instruction on WHEDA's draw process.	As needed
10/14	Developer Instructions for the Developer Spreadsheet for Construction Draw	Provides instruction on using the Developer Spreadsheet for Construction Draw	As needed
7/19	Solicitation of Interest for Capital Needs Assessment Reports	To provide WHEDA with information about potential Capital Needs Assessment Providers.	Submitting a request to become an approved Capital Needs Assessment Provider.
1/19	WHEDA Construction Sign Specifications	Provides specifications, including size and text, to be used for signage on WHEDA financed and Tax Credit projects under construction (Click here for print-ready graphics files).	During construction of a development.
9/13	Phase I Environmental Report Requirements	Provides instructions on WHEDA's Phase I environmental report requirements	Prior to initial closing.
1/12	Insurance Specifications for Completed Developments	Provides instruction on WHEDA's insurance requirements	Closing a WHEDA permanent loan
1/12	Insurance specifications for Developments in the Course of Construction	Provides instruction on WHEDA's insurance requirements	Closing a WHEDA construction loan
10/16	Design Architect's Opinion Letter	Provides template for submitting a Design Architect’s Opinion Letter	As needed
10/18	Form 105 Tax Credit, HUD & WHEDA Contact Information	Updating owner or agent contact information due to change in personnel, address, ownership, or management.	As needed