RBD FASTForms - Individual Forms

Looking for a single policy, letter/notice or checklist to suit your needs?  We have hundreds to choose from! 
View all of our forms together or just view forms related to a particular process or area of interest. 
If you would like to purchase all of the forms associated with a particular process, check out our FASTForms Packages.
To view all RBD FASTForms and to purchase desired forms individually, click on All RBD FASTForms. 
To narrow your selection down, click on the area of interest that most closely matches your needs.

All RBD FastForms (Including HOTMA Updates)

We know what it's like to be responsible for developing policies and supporting forms for property management teams.  Not only do you have to create the forms, you also have to keep them up to date.  That task has been even more challenging with the implementation of HOTMA because owner/agents have had to update existing forms, to be used now, and create HOTMA compliant forms to be used when new HOTMA rules are implemented.  Click here if you would like to see decscriptions and pricing for all of our forms in one place.

We offer an All RBD FASTForms Package that provides all of these forms for a discounted price ($15,000).
This package includes both Pre-HOTMA versions of forms which should be used now and forms that include HOTMA edits, when necessary, to help you prepare for the implementation of new HOTMA rules.  

Annual Recertification (Including HOTMA Updates)

Each year, owner/agents are tasked with reviewing family income to ensure that resident's are receiving the appropriate housing assistance payment.  There is a lot to do and while HUD provides some forms to assist, a comprehensive AR process involves AR questionnaires, checklists, self-certifications, verifications and notices.  On top of that, HOTMA changes rules surrounding Annual Recertifications.  This collection of FASTForms includes Pre-HOTMA forms that can be used now and HOTMA compliant forms that can be implemented once owner/agents have implemented HOTMA compliant site software.  

 For additional information about current (Pre-HOTMA) AR requirements, see our RBD OnDemand Training
HUDs Annual Recertification Process
 
We offer an Annual Recertification FASTForms Package that provides all of these forms for a discounted price ($850).
This package includes both Pre-HOTMA versions of forms which should be used now and forms that include HOTMA edits, when necessary, to help you prepare for the implementation of new HOTMA rules. 

Applications (Including HOTMA Updates)

Owner/agents are required to develop their own documents to manage the application process.  This means that compliance teams are responsible for developing Pre-applications, applications, Application Covers, Application Notices, and Waiting List Management Notices.   As HUD's Multifamily Housing (MFH) stakeholders wait for HOTMA compliant site software to be available and implemented, owner/agents must continue to use Pre-HOTMA forms and must develop HOTMA compliant forms in anticipation of the implementation of HOTMA.  For example, for the Section 8 program, owner/agents must ask about HOTMA Section 8 Asset Restrictions.  For all MFH program, owner/agents must inquire about assets based on new asset rules such as the HOTMA treatment of federal tax returns and tax credits.  
 
We offer an Application FASTForms Package that provides all of these forms for a discounted price ($500).
This package includes both Pre-HOTMA versions of forms which should be used now and forms that include HOTMA edits, when necessary, to help you prepare for the implementation of new HOTMA rules.
Please note that the application forms are also part of our TSP FASTForms Packages.
 

Citizenship

For all programs except PRAC, PAC, and 221(d)(3) BMIR. 

In order to receive HUD housing assistance through HUD's MFH programs, the Noncitizen Rule requirements must be applied to applicants (before move-in) and to existing residents whose eligibility may change.  Owner/agents are required to start with Owner Notice 1 and finalize review with the Notice of Approval or Rejection. The Citizenship FASTForms include a formal Noncitizen Rule Policy, required notices, owner and family summaries and other documents to help owner/agents maintain compliance.

We offer a Citizen FASTForms Package that provides all of these forms for a discounted price ($240).

EIV - Enterprise Income Verification (Including HOTMA Updates)

Use of HUD’s Enterprise Income Verification System requires owner/agents to develop a comprehensive policy but without supporting forms, the policy is difficult to implement and support.  Owner/agents may want to consider additional checklists, and notices used to support a compliant EIV policy.  In addition, HUD requires owner/agents to provide MOR reviewers with a HOTMA compliant EIV Policy.  However, owner/agents are not to implement that HOTMA EIV Policy until HOTMA compliant site software is available and implemented.  This means that owner/agents must develop and maintain quite a few forms.  These FASTForms provide both Pre-HOTMA and HOTMA compliant versions of the EIV policy and supporting notices and checklists required to implement your policies.

For additional information about current (Pre-HOTMA) IR requirements, see our RBD OnDemand Training
EIV Existing Tenant Search & the EIV Master FileEIV Income Reports and EIV Preparing for the Management & Occupancy Review
We also offer a Free FASTClass EIV Reporting Requirements

We offer an EIV FASTForms Package that provides all of these forms for a discounted price ($500).
This package includes both Pre-HOTMA versions of forms which should be used now and forms that include HOTMA edits, when necessary, to help you prepare for the implementation of new HOTMA rules.

Gross Rent Change

Updating Gross Rent and Utility Allowances requires owner/agents to follow a step-by-step process starting with tenant notification.  Check out our GRC worksheets and tenant notices required to be compliant with HUD's rent and utility allowance change process. 
 
We offer a Gross Rent Change FASTForms Package that provides all of these forms for a discounted price ($500).

Hardship Exemptions (Including HOTMA Updates)

For years, HUD has supported the Section 8 Minimum Rent Hardship Exemption. With the introduction of HOTMA, all HUD Multifamily owner/agents must develop Hardship Exemption Policies to address the new Hardship Exemptions related to the Health & Medical Expense Deductions and the Attendant Care and Auxiliary Apparatus Expense Deduction (Phase-in Hardship Exemption and the Financial (General) Hardship Exemption).  Owner/agents must also establish policies explaining how a resident or applicant may apply for the new Childcare Hardship Exemption.  We have created new documents, specific to Hardship Exemptions including two Exemption Policies (one for Section 8 and one for non-Section 8), Notices and Requests.  

We offer a Hardship Exemption FASTForms Package that provides all of these forms for a discounted price ($400).
Please note that these forms are part of the HOTMA FASTForms Package as well.  

HOTMA

With the implementation of the HOTMA (Housing Opportunities Through Modernization Act) owner/agents are tasked with updating policies, creating new policies, updating notices, creating new notices and updating checklists.  This is in addition to updating the TSPs and EIV Policies.  At this time, HUD has indicated that owner/agents are not required to implement HOTMA changes until HOTMA compliant site software is available and implemented, but owner/agents still need to prepare.  These HOTMA forms includes Notices, Checklists, Questionnaires, Policies, and many more templates will assist owner/agents with HOTMA day-to-day processes.  

(HOTMA TSP FASTForms and HOTMA EIV FASTForms are sold separately).   

For additional information, see our RBD OnDemand Training
HOTMA – Multifamily Housing - Updated October 2024 
 
We offer a HOTMA FASTForms Package that provides all of these forms for a discounted price ($1200).
See our TSP FASTForms Packages and our EIV FASTForms Package for HOTMA compliant and Pre-HOTMA forms related to these processes.

House Rules (Including HOTMA Updates)

Most owner/agents are not required to establish House Rules, but it is smart to do so.  House Rules are an attachment to the lease and define expectations established by owner/agents.  From smoking to tenant organizations to bullying to guest policies, House Rules provide information about how owner/agents plan to enforce HUD requirements and owner/agent policies.   We have create a comprehensive House Rules template (for HUD properties), supporting notices and other documents necessary to enforce the lease and the House Rules.
 
We offer a House Rules FASTForms Package that provides all of these forms for a discounted price ($1200).
This package includes both Pre-HOTMA versions of forms which should be used now and forms that include HOTMA edits, when necessary, to help you prepare for the implementation of new HOTMA rules.

Interim Recertification (Including HOTMA Updates)

Regardless of whether or not you have implemented HOTMA, residents are required to report certain changes between certifications.  Development of Interim Recertifications forms is a big job because owner/agents have to be ready to address everything from the addition of new members, the removal of existing members, changes to deductions and changes to income.  On top of that, HOTMA changes rules surrounding Interim Recertifications.  This collection of FASTForms includes Pre-HOTMA forms that can be used now and HOTMA compliant forms that can be implemented once owner/agents have implemented HOTMA compliant site software.   

For additional information about current (Pre-HOTMA) IR requirements, see our RBD OnDemand Training
HUDs Interim Recertification Process - Changes to Income and HUDs Interim Recertification Process - Household Composition
 
We offer an Interim Recertification FASTForms Package that provides all of these forms for a discounted price ($850).
This package includes both Pre-HOTMA versions of forms which should be used now and forms that include HOTMA edits, when necessary, to help you prepare for the implementation of new HOTMA rules.  

Lease Documents (Including HOTMA Updates)

HH 4350.3 Chapter 6 identifies documents that must be attached to the lease.  In addition, HUD makes several recommendations for Lease Addenda, including the Section 8 Right to a Pet Addendum and the Live-in Aide Addendum.  With the implementation of HOTMA, HUD plans to release new HUD Model Leases and residents will have to be notified that the lease has changed and they are required to sign new leases (at the end of the current lease term or within 30 days - whichever is greater).  We have created these Lease FASTForms to assist you in the creation of new notices, creation of recommended Lease Addenda and the finalization of lease attachments.  Keep in mind, any Lease Addendum must be approved by HUD before implementation.

    Live-In Aide

    Residents who are near-elderly and residents with disabilities have the right to request a Live-in Aide as a reasonable accommodation.   When processing a request for a Live-in Aide, owner/agents must comply with requirements outlined in HH 4350.3 Paragraphs 3-16 and 3-23 as well as requirements outlined in Section 504. 
     These Live-in Aide FASTForms include policies, verifications, and sample lease addenda specifically for use on properties with a HUD MFH contract. 
     
    For additional information, see our RBD OnDemand Training
    Fair Housing for Federally Funded Properties and Advanced Reasonable Accommodation & Modification
     
    We offer a Live-in Aide FASTForms Package that provides all of these forms for a discounted price ($200).

    Miscellaneous

    Everything Else!  These forms don't necessarily fit in to any specific category, but we want to make sure they are available in case you need them!

    Move In (Including HOTMA Updates)

    Starting with the unit offer, an applicant is now treated as a resident.  Check out resident notices, checklists, sample lease addenda, self-certifications and verifications documents necessary to complete a move-in under HUD’s Multifamily Housing Rules.

    We offer a Move-in FASTForms Package that provides all of these forms for a discounted price ($500).
    This package includes both Pre-HOTMA versions of forms which should be used now and forms that include HOTMA edits, when necessary, to help you prepare for the implementation of new HOTMA rules.

    Move Out / Termination

    Move-outs and Terminations are just part of day-to-day operations.  Check out these notices and checklists used to facilitate a resident family's move out or termination of assistance.  Keep in mind, not all terminations are for cause and sometime assistance is just "paused" due to a situation beyond the family's control (e.g. fire, contract conversion, etc.) 
     
    We offer a Move-out/Termination FASTForms Package that provides all of these forms for a discounted price ($500).
    This package includes both Pre-HOTMA versions of forms which should be used now and forms that include HOTMA edits, when necessary, to help you prepare for the implementation of new HOTMA rules.

    Notices (Including HOTMA Updates)

    This is a collection of our most requested resident/applicant notices.  All of these notices were reviewed at the end of 2024 and the beginning of 2025 to ensure that both Pre-HOTMA and HOTMA versions are compliant with current HUD requirements.  
     
    We offer a Notices FASTForms Package that provides all of these forms for a discounted price ($850).
    This package includes both Pre-HOTMA versions of forms which should be used now and forms that include HOTMA edits, when necessary, to help you prepare for the implementation of new HOTMA rules.

    PBRA RAD Conversion

    If you only know what you really need for the RAD conversion.  This collection of documents provides information about the difference between HUD’s RAD programs and standard Section 8/PRAC programs and provides notices, checklists and instructions that will help you facilitate a smooth PBRA RAD conversion.  Documents, checklists, notices, questionnaires necessary to facilitate a conversion to PBRA RAD are available. 

    We offer a PBRA RAD Conversion FASTForms Package that provides all of these forms for a discounted price ($850).

    Pet & Assistance Animals

    Pet Rules are an attachment to the lease.  Owner/agent are require to allow pets when the property is set aside for seniors/people with disabilities.  We offer several Pet Rules templates including a Pet Rules Template for elderly/disabled properties, a Pet Rule Template for family properties and a No Pets Template for family properties.  Assistance Animal Rules are incorporated in to each set of Pet Rules.  There are also forms specific to addressing requests for assistance animals.  Verification forms and policies include comprehensive information about state laws that outline penalties for false claims for the need for an assistance animal. 

    For additional information about current Reasonable Accommodation requirements for Assistance Animals (Service Animals, Therapy Animals, Emotional Support Animals and Companion Animals), see our RBD OnDemand Training
    Assistance Animals

    We offer a Pet & Assistance Animal FASTForms Package that provides all of these forms for a discounted price ($850).

    Policy Templates (Including HOTMA Updates)

    RBD’s comprehensive sample policies are designed to assist you as you develop your own polices and procedures.  When owner/agents take the time to develop formal policies, there are quite a few benefits.  It's easier to monitor compliance, applicants/residents are treated in a consistent manner and training new staff take less time.  We offer both Pre-HOTMA and HOTMA versions of each policy where applicable.  

    RAM - Reasonable Accommodation & Modification

    For federally funded properties, owner/agents must comply with Reasonable Accommodation/Modification (RAM) rules provide in the Fair Housing Act and in Section 504 of the Rehabilitation Act.  We provide a comprehensive RAM Policy Template, Request Forms, and request-specific verifications.  We closely follow guidance provided in the HUD/DOJ joint statements regarding Reasonable Accommodation, Reasonable Modification and Construction Guidelines.  This means that most verifications require two versions - one used when an owner/agent needs to verify the disability and the need for the accommodation and one used when the disability is known/obvious and the owner/agent only needs to verify the need for the accommodation.  These FASTForms also include checklists and other documents to help you manage the RAM process. 

    For additional information, see our RBD OnDemand Training
    Advanced Reasonable Accommodation & ModificationFair Housing for Federally Funded PropertiesResponsibilities of the Section 504 CoordinatorAssistance Animals

     We offer a Reasonable Accommodation/Modification FASTForms Package that provides all of these forms for a discounted price ($850).

    Repayment Agreement (Including HOTMA Updates)

    When a resident fails to fully and accurately report information related to income or family composition, the resulting improper payment must be returned to HUD.  When owner/agents opt to assist with that process, residents and owner/agents enter in to a repayment agreement.  This is common, yet very few owner/agents have policies or supporting forms to ensure compliance and consistent treatment of residents.  This policy and these supporting forms can help ensure compliance with both occupancy requirements and fair housing requirement.  Both Pre-HOTMA and HOTMA compliant versions are available.  

    We offer a Repayment Agreement FASTForms Package that provides all of these forms for a discounted price ($400).
    This package includes both Pre-HOTMA versions of forms which should be used now and forms that include HOTMA edits, when necessary, to help you prepare for the implementation of new HOTMA rules.

    Streamlining (Including HOTMA Updates)

    In 2016 HUD introduced new policies that help owner/agents “streamline” the verification and certification process.  Streamlined Determination of Fixed Income, Streamlined Verification of Assets & Income from Assets and Streamlined Certification for Fixed Income Families all make Annual Recertification easier and faster.  In 2024, HOTMA changed the process slightly.  We have created new Pre-HOTMA Streamlining forms and Streamlining forms that are compliant with HOTMA rules including a policy templates, self-certifications and notices.

    For additional information, see our RBD OnDemand Training
    Streamlined Verification & Implementation of the FAST Act
     
    We offer a Streamlining FASTForms Package that provides all of these forms for a discounted price ($250).

    Student Certification/Verification (Including HOTMA Updates)

    The Student Rule applies to both Section 8 and non-Section 8 programs…they’re just different. 

    These forms include Student Certifications for both Section 8 and non-Section 8 programs, supporting verifications and supporting notices.

    We offer a Student Certification/Verification FASTForms Package that provides all of these forms for a discounted price ($400).

    Tenant Organization

    Owner/agents providing housing assistance through one of HUD's Multifamily Housing programs (MFH) are required to encourage residents to develop a tenant organization.  Many owner/agents do not have forms, notices or other information to help residents understand their rights and the requirements of a tenant organization. Additional information can be found in HUD HSG Notice 11-29, HUD HSG Notice 14-12, HUD HSG Notice 15-06, and HUD HSG Notice 16-05.  The Tenant Organization FASTForms include fact sheets and notices to help support your residents' endeavors. 
     
     The Tenant Organization FASTForms Package provides all of these forms for a discounted price. ($240)

    TSP - Tenant Selection Plans (Including HOTMA Updates)

    Owner/agents of HUD's Mutifamily Housing programs (MFH) are tasked with creating comprehensive Tenant Selection Plans.  As of right now, owner/agents are required to have note one TSP, but rather two TSP's - one Pre-HOTMA TSP and one HOTMA TSP.  The HOTMA TSP is not to be implemented until HOTMA compliant site software is available and implemented.  But the TSP process is not just about the TSP, owner/agents must develop TSPs, applications, notices and checklists to help manage both application, watiing list management, tenant selection and unit offers.  RBD offers two TSP options.  The Section 8 TSP and supporting forms have been designed to support Section 8 elderly properties, Section 8 family properties and the 202/8 properties.  We also offer the PRAC TSP which provides alternative forms for the 202 PRAC and 811 PRAC programs.  
     
    We offer a TSP Section 8 FASTForms Package and a TSP PRAC FASTForms Package that provides all of these forms for a discounted price ($1250).
    These packages includes both Pre-HOTMA versions of forms which should be used now and forms that include HOTMA edits, when necessary, to help you prepare for the implementation of new HOTMA rules.

    Unit Inspection

    Unit inspections help owner/agents ensure the peak condition of the property - the owner/agents' most valuable assets.  This is true, yet many owner/agents do not have comprehensive policies that not only catch issues, but also help to circumvent upcoming issues, such as parsitic infestations (bed bugs).  Check out our unit inspection policy, that includes unit inspection before move-in, after move-in, annually, and at move-out.   This policy also addresses changes to the policy when an owner/agent needs to address special circumstances such as hoarding, parasitic infestations and NSPIRE findings.  
     
    We offer a Unit Inspection FASTForms Package that provides all of these forms for a discounted price ($400).

    Unit Transfer

    Unit Transfers may be required (e.g. VAWA, RAM) or may be based on resident requests.  These forms can be used to define and support the Unit Transfer/Split Household Policy including supporting checklists and resident notices.

    We offer a Unit Transfer FASTForms Package that provides all of these forms for a discounted price ($500).

    Utility Allowance

    When residents pay their own utilities, owner/agents must ensure that the Utility Allowance is updated annually to reflect current costs.  Every three years, owner/agents must conduct a Utility Allowance Analysis, using actual utility costs, to determine the allowance amount for the upcoming year.  These FASTForms include resident releases, notices and other helpful tools to assist with this process. 
     
    We offer a Utility Analysis FASTForms Package that provides all of these forms for a discounted price ($150).
    The Gross Rent Change FASTForms Package includes all of these forms as well.

    VAWA - Violence Against Women Act (Including Updates Provided Through the VAWA Reauthorization of 2022 )

    The Violence Against Women Act (VAWA) provides protections to survivors/targets of VAWA crimes which include domestic violence, dating violence, stalking and sexual assault.  Owner/agents are required to develop comprehensive policies that include a standard VAWA policy explaining how residents and applicants can excercise these protections.  Owner/agents must also develop a VAWA Emergency Transfer (VET) Plan.  Please note that our VAWA Policy includes the VAWA Emergency Transfer Plan or the VAWA Emergency Transfer Plan can be purchase separately.  

     For additional information about current VAWA requirements for HUD's MFH programs, see our RBD OnDemand Training Violence Against Women Act 

     We offer a VAWA FASTForms Package that provides all of these forms for a discounted price ($500).

    Verification (Including HOTMA Updates)

    This is a collection of our most requested verification forms.  These include 3rd party verification forms along with self-certifications.  

    For additional information about current (Pre-HOTMA) verification requirements, see our RBD OnDemand Training
    HUDs Verification Requirements

    We offer a Verification FASTForms Package that provides all of these forms for a discounted price ($850).
    This package includes both Pre-HOTMA versions of forms which should be used now and forms that include HOTMA edits, when necessary, to help you prepare for the implementation of new HOTMA rules.