Placed in Service Package and Tax Form(s) Request
When an awarded project has completed construction or rehabilitation and prior to the issuance of a low income housing tax credit forms, a placed in service package must be submitted, reviewed, and approved. This webpage contains information and directions for completing the placed in service items required by the California Tax Credit Allocation Committee (CTCAC). Follow the placed in service checklist carefully, remembering that many of the documents require executed signatures. When completed, send the package to CTCAC by mail (no email please).
Mail Placed in Service package to CTCAC, include:
- Placed in service package in USB/flash drive format
- Cover letter stating CTCAC Project Number (CA-XX-XXX), Project Name, specify “PIS package”
Attn: Dua Xiong
California Tax Credit Allocation Committee
901 P Street, Suite 213A
Sacramento, CA 95814
Please direct questions to Brett Andersen, Jyotika Devi, Elaine Johnson, Cheng Lee, Dua Xiong, Jerry Ingram, Jewelry Vang , Michelle Flock, or Andrew Yu
- Placed in Service Checklist (Updated July 2025)
- Placed‐in‐Service Application Submission Deadline Memorandum
- Placed in Service Process
- Placed in Service Guidance
- Form B – Eligible Basis by Building
- Cost Certification Statement
- Investor Certification Template
- State Tax Credits
- Resyndication Certification (Transfer Event, Net Project Equity Distribution)
- Certification Templates (Section 4 of the Placed in Service Checklist)
- Owner Certification
- Architect Certification
- Energy Analyst Certification
- Sustainable Building Method Points Certification
- Sustainable Building Method and Minimum Construction Standards Requirements
- Regulatory Agreement Template Example
- Ground Lease Project Requirements


