This week, Linda Tard started working in our office. She comes to us with a medical office background, and is really great at getting us organized! One of her first duties is to organize and create start-up packages for investors and for tenants. The documents we need to get everything set up are included, everything from contracts to tax forms.

Here is a partial list of the forms Linda is working on pulling together for the investor package:

List of Investor forms
o New investor letter – Introductory letter, welcoming a new investor into our business
o Beechwood development Management Agreement – This is the contract between an investor and Beechwood Development
o New Investor set-up - contact information and tracking form used at intake to set up a new investor in our systems
o Existing investor - tracking form used for adding an additional property and tenants to an investor profile we already have set up
o Monroe Dept. of Social Services contract – This is the landlord-tenant agreement, we need to get the landlord part filled out.
o DSS Vendor Number request form – application for DSS vendor number, needed before DSS subsidy will be paid
o The Housing Authority change of owner form – used in conjunction with Section 8 to transfer payments to a new owner
o The Housing council landlord letter – States high level policies and resources for landlords
o Request for Tax payer certification identification number (W-9) form – a US tax form that must be submitted with other forms, like the DSS vendor number request form