Create Self Certification

This is the second step in the Non-Financial/Self Cert process for households in the Tax Credit Self Certification process.  In this step you will enter the verified non-financial information provided to you by the tenant and/or by their references, for the recertification.

How do you get here?

Occupancy and Compliance Detail Non-Financial/Self Cert Tab Tasks Create Self Certification

Prerequisites to complete task correctly.

• Notice has been sent to the tenant.

• This task is only available for Households needing a Tax Credit Self Certification.  Households who are PHA Flat Renters or HUD Market Renters needing a Non-Financial Update need to use the Annual Non-Financial Update task.

To Create the Annual Non-financial Update:

1. The first tab will display the effective date of the certification.  The date is not modifiable since changing the effective date would change the nature of the certification.

2. Click Next.

3. References (Household Detail - References)

   • Add or delete Personal and Business References, as well as maintain existing references and adding/editing/deleting expected family additions.

4. Click Next.

5. Household Members (Household Detail - Members)

   • This is only used to make changes to existing members and adding/editing/deleting expected family additions.

6. Click Next.

7. Income and Expense (Household Detail - Income and Expenses)

   • Add the new income, asset, and expense information as provided by the household.

8. Click Next to go through the Income and Expense tabs (Create Worksheet, Edit Worksheet & Summary).

9. Create Certification (Household Detail - Create Certification)

   • Update funding program specific details

   • Override Rents if allowed

10. Click Next

11. An Overall Status window will pop up with a Passed or Failed message.

    • If you are unable to identify and correct the reason or reasons for failure, copy the failed message into an email and contact Bostonpost Client Support at myMRI or contact a Client Support Analyst directly at (877) 579-8896 for assistance.

12. If the Overall Status passed, click Close.

13. Select the available forms you want to print by clicking the box next to the document name.

    • You can also use the Select All and Deselect All links to help in making your selections.

    • Documents included in the "Annual Financial Update: Update Non-Financial Information" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents.

14. Specify the number of copies you want for each document.

    • You can preview many of the documents in Microsoft Word, make changes, and print them within Microsoft Word by clicking the preview icon.

15. Enter Additional Information as needed by any of the selected documents.  I.e. - Send Date and Return Date.

16. Click Finished to print the documents you selected.

17. A pop-up will appear stating "You have successfully certified this household."  Click OK