Below is a description of the documents required under the Dane County CORE Rental Assistance Program. Please note that these documentation requirements come from either Federal Regulations or contract requirements from Dane County and the City of Madison. While we deeply understand that these requirements may create significant barriers for tenants and landlords alike, we aren't able to waive these requirements but are actively working to make the process easier for our community. Please stay tuned for a list of community locations where we'll be assisting with the pre-application process and the documentation requirements. You can also contact us at [email protected] with questions.
3 Options for Household Income Verification
Federal regulations require that we verify income for all persons over 18 in the household. Income must be documented with the following:
OPTION 1) Adjusted gross income as defined for purposes of reporting under Internal Revenue Service Form 1040 series for individual federal annual income tax purposes.
- Current Paystubs
- W-2s, 1099s or other wage statements
- Tax filings (2020 IRS Form 1040)
- Bank statements demonstrating regular income
- An attestation (letter) from an employer stating wages (hourly amount + standard hours scheduled)
Income documents from all persons 18+ in the household are required
OPTION 2) HUD’s definition of “annual income” in 24 CFR 5.609 --
Required documents for this option include all of the following that the applicant can supply for all persons 18+ in household
The full amount of income before taxes and deductions (i.e. paystubs).
Unemployment, disability compensation, SSI, SSDI, worker’s compensation, or other monthly payments.
Social Security, annuities, retirement funds, pensions, disability, and other similar types of periodic payments.
Alimony (maintenance), child support, and foster care payments (Kinship Care) received from organizations or from people outside of the home
Monthly income from government agencies excluding funds meant for shelter and utilities, WIC, food stamps (FoodShare), and childcare (Wisconsin Shares).
All basic pay (including overtime), special day and allowances of a member of the Armed Forces excluding special pay for exposure to hostile fire
The net income earned from the operation of a business, i.e., total revenue minus business operating expenses.
Monthly interest and dividend income credited to an applicant’s bank account and available for use.
OPTION 3) The determination letter from the government agency that verified the applicant’s household income provided that the determination for such a program was made on or after January 1, 2020.
⇒ This includes any income documentation letter from FoodShare, Badger CARE, Section 8, other subsidized housing, Free and Reduced Lunch program, etc
Zero income documentation:
Subsidized Unit OPTION 1): The tenant uploads the determination letter from the government agency that verified the applicant’s household income provided that the determination for such a program was made on or after January 1, 2020.
Subsidized Unit OPTION 2): The landlord uploads the income verification documents which qualified the tenant for subsidy on or after January 1, 2020.
Standard rental unit OPTION: An attestation from a caseworker or other professional with knowledge of a household’s circumstances to certify that an applicant’s household income qualifies for assistance.
Cash Income documentation:
An attestation from a caseworker or other professional with knowledge of a household’s circumstances to certify that an applicant’s household income qualifies for assistance.
Income verification when the applicant is not eligible for government programs and not connected to a service provider with knowledge of the household’s income
The circumstances will be individually evaluated and a written attestation from the applicant regarding household income may be accepted*
*prior to this occurring all other options of income verification must be exhausted
Required Landlord Documents
Federal regulations require that we document all of the following items for the rental unit:
- Signed IRS Form W9 (SECURE UPLOAD SYSTEM)
- Signed lease
- Rent ledger
- Landlord agreement
- For subsidized units only: Most recent income verification documents provided by the landlord that verified the applicant’s household income provided that the determination for such a program was made on or after January 1, 2020.
- Any court-ordered payment agreement and/OR eviction notice***
***There is no requirement of eviction notice for tenants to be eligible for these funds - TRC strongly encourages landlords NOT to issue eviction notices for non-payment of rent.***