RBD FASTForms Individual Forms

Acknowledgement Receipt of Required Docs AR (Pre HOTMA)

Use this form to document that all required forms have been provided at AR.  This version of the Acknowledgement includes the requirement for residents to sign a new 9887 at each AR.  The 9887 WILL NOT BE REQUIRED AT EACH AR ONCE HUD RELEASES and RESIDENTS EXECUTE THE NEW 9887.

Acknowledgement Receipt of Required Docs AR HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
Use this form to document that all required forms have been provided at AR.  HUD has not yet provided the new 9887 Package.  Once the new 9887 is released, owner/agents will be required to provide the 9887 1) when an applicant is at the top of the waiting list (eligibility interview), 2) when a new adult is added, 3) when a minor turns 18 and 4) if subsidy is terminated then reinstated.  The 9887 WILL NOT BE REQUIRED AT EACH AR ONCE HUD RELEASES and RESIDENTS EXECUTE THE NEW 9887.

Acknowledgement Receipt of Required Docs MI

Use this form to document that all required forms have been provided at MI.  The difference between the Acknowledgement used at MI and the Acknowledgement used at AR is that the Acknowledgement used at MI includes acknowledgement of receipt of required VAWA forms which are not required at AR.

Agreement CoSigner

Agreement EIV Privacy

Agreement EIV Privacy Auditors

This document is NOT required by HUD but may be referenced in your EIV Policy.  If so, both documents should be consistent.  Keep in mind that the EIV rules of Behavior must be signed by people conducting any HUD audit where the auditor would have access to EIV reports.  

Agreement Pet Deposit

Agreement Pet Deposit Authorization

Agreement RentCredit

This is an attachment to the FASTForm “Notice Overpayment”, but if the resident does not complete the attachment, this is a separate form that can be used for the same purpose.  When a resident has paid more rent than required, the owner/agent must be able to document that the resident was offered the opportunity to choose whether to receive a refund or a rent credit.

Agreement Repayment (Pre HOTMA)

Residents who have received improper subsidy payments due to failure to report, must return any improper payment to HUD.  This sample agreement outlines the requirements, payment plan and penalties for failure to meet the terms of the agreement. This Pre-HOTMA version requires the resident to report if income changes by $200/month.

Agreement Repayment HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
Residents who have received improper subsidy payments due to failure to report, must return any improper payment to HUD.  This sample agreement outlines the requirements, payment plan and penalties for failure to meet the terms of the agreement. This HOTMA version requires residents to report if Annual Adjusted Income changes by 10% or more per month.

Agreement Repayment Policy (Pre HOTMA)

If you want to establish a policy to reduce the number of repayment agreements for a single family, it is best to make sure you can prove that you have explained the policy.  Use this Memorandum of Understanding to document conversations with your residents.  This Pre-HOTMA version requires the resident to report if income changes by $200/month.

Agreement Repayment Policy HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
If you want to establish a policy to reduce the number of repayment agreements for a single family, it is best to make sure you can prove that you have explained the policy.  Use this Memorandum of Understanding to document conversations with your residents.  This HOTMA version requires residents to report if Annual Adjusted Income changes by 10% or more per month.

Agreement Repayment Unpaid Rent (Pre HOTMA)

Owner/agents may use this repayment agreement to establish a payment plan for unpaid rent.  This is for the tenant portion of the rent and should not be confused with repayment agreements for improper subsidy payments created when a resident fails to fully and accurately report income.  This Pre-HOTMA version requires the resident to report if income changes by $200/month.

Agreement Repayment Unpaid Rent HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A 
Owner/agents may use this repayment agreement to establish a payment plan for unpaid rent.  This is for the tenant portion of the rent and should not be confused with repayment agreements for improper subsidy payments created when a resident fails to fully and accurately report income.  This HOTMA version requires residents to report if Annual Adjusted Income changes by 10% or more per month. 

Agreement Repayment Zero Income

Residents who have received an improper payment, due to failure to fully and accurately report, must return that improper payment to HUD.  This sample agreement outlines the requirements when a person has zero income and explains penalties for failure to meet the terms of the agreement.  There is no need for a HOTMA version of this Zero Income Repayment Agreement because residents are required to report any new income. 

Agreement Security Deposit

Application 202 PRAC (Pre HOTMA)

HUD does not provide an application for use on PRAC properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This Pre-HOTMA application does not ask HOTMA required questions related to prior year income or questions related to Assets – specifically tax refunds/tax credits.

Application 202 PRAC HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
HUD does not provide an application for use on PRAC properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This HOTMA application asks required questions related to prior year income and Assets – specifically tax refunds/tax credits. We have also removed questions about assets that are excluded under HOTMA including retirement accounts, Special Needs Trusts and Trusts controlled by a person who does not live in the unit.

Application 202S8 (Pre HOTMA)

HUD does not provide an application for use on Section 8 properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This Pre-HOTMA application does not ask HOTMA required questions related to prior year income or questions related to Assets – specifically tax refunds/tax credits.

Application 202S8 HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A 
HUD does not provide an application for use on Section 8 properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This HOTMA application asks required questions related to prior year income and Assets – specifically Real Property Suitable for Occupancy and tax refunds/tax credits. We have also removed questions about assets that are excluded under HOTMA including retirement accounts, Special Needs Trusts and Trusts controlled by a person who does not live in the unit. 

Application 811 PRAC (Pre HOTMA)

HUD does not provide an application for use on PRAC properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This Pre-HOTMA application does not ask HOTMA required questions related to prior year income or questions related to Assets – specifically tax refunds/tax credits.

Application 811 PRAC HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
HUD does not provide an application for use on PRAC properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This version asks updated TRACS questions related to gender identity.  This HOTMA application asks HOTMA required questions related to prior year income.  This version asks HOTMA questions related to Assets – specifically tax refunds/tax credits.  We have also removed questions about assets that are excluded under HOTMA including retirement accounts, Special Needs Trusts and Trusts controlled by a person who does not live in the unit.

Application Cover (Pre HOTMA)

This is an application cover letter which includes a submission checklist and placeholders for attachments.  Several options are included depending on whether you process applications immediately or you have a lengthy waiting list.  The application submission checklist, which is part of this form, asks for documents based on Pre-HOTMA requirements (e.g. six checking account statements instead of one; two pay stubs instead of four, etc.).

Application Cover HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
This is an application cover letter which includes a submission checklist and placeholders for attachments.  Several options are included depending on whether you process applications immediately or you have a lengthy waiting list.  The application submission checklist, which is part of this form, asks for documents based on HOTMA requirements (e.g. one checking account statement instead of six; four pay stubs instead of two, etc.) We have also removed questions about assets that are excluded under HOTMA including retirement accounts, Special Needs Trusts and Trusts controlled by a person who does not live in the unit.  

Application Cover Pre Application

This is a Pre-application cover letter which includes a submission checklist and placeholders for attachments.  Several options are included depending on whether you process applications immediately or you have a lengthy waiting list.

Application Cover Pre Application Lottery

Placing applicants on a waitlist pursuant  to a lottery rather than by prioritizing those who are first to apply is likely to yield a more diverse tenant body. This cover letter is for a preapplication used when the owner/agent has implemented tenant selection based on lottery.

Application Cover Top Of List (Pre HOTMA)

This Notice is sent to applicants when a Pre-application was submitted so the family could be added to the waiting list.  When the family approaches the top of the waiting list, the application and all required documents are required.  The application submission checklist, which is part of this form, asks for documents based on Pre-HOTMA requirements (e.g. six checking account statements instead of one; two pay stubs instead of four, etc.).

Application Cover Top Of List HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
This Notice is sent to applicants when a Pre-application was submitted so the family could be added to the waiting list.  When the family approaches the top of the waiting list, the application and all required documents are required.  The application submission checklist, which is part of this form, asks for documents based on HOTMA requirements (e.g. one checking account statement instead of six; four pay stubs instead of two, etc.)

Application IR PRAC New Adult (Pre HOTMA)

When a family receiving PRAC assistance wishes to add a new adult, that adult must be eligible and must pass certain screening criteria.  Use this application to gather required and necessary information from the new adult.  This Pre-HOTMA application does not ask HOTMA required questions related to prior year income or questions related to Assets – specifically tax refunds/tax credits.

Application IR PRAC New Adult HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
When a family receiving PRAC assistance wishes to add a new adult, that adult must be eligible and must pass certain screening criteria.  Use this application to gather required and necessary information from the new adult.  This HOTMA application asks required questions related to prior year income and Assets – specifically tax refunds/tax credits. We have also removed questions about assets that are excluded under HOTMA including retirement accounts, Special Needs Trusts and Trusts controlled by a person who does not live in the unit. 

Application IR S8 New Adult (Pre HOTMA)

When a family receiving Section 8 assistance wishes to add a new adult, that adult must be eligible (not income eligible) and must pass certain screening criteria.  Use this application to gather required and necessary information from the new adult.  This version does not ask HOTMA required questions related to prior year income or questions related to Assets – specifically Real Property Suitable for Occupancy and tax refunds/tax credits.

Application IR S8 New Adult HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
When a family receiving PRAC assistance wishes to add a new adult, that adult must be eligible (not income eligible) and must pass certain screening criteria.  Use this application to gather required and necessary information from the new adult.  This HOTMA application asks required questions related to prior year income and Assets – specifically Real Property Suitable for Occupancy and tax refunds/tax credits. We have also removed questions about assets that are excluded under HOTMA including retirement accounts, Special Needs Trusts and Trusts controlled by a person who does not live in the unit. 

Application Live In Aide

You are not required to have a special application for Live-in Aides.  This is a sample questionnaire that can be used.  Keep in mind that there is a difference between a Live-in Aide and an overnight caregiver. Specifically, the Live-in Aide uses the unit as their sole residence.

Application Pre Application 202PRAC (Pre HOTMA)

HUD does not provide an application for use on PRAC properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This Pre-HOTMA Pre-application can be used when an owner/agent is managing a long waiting list and does not need to collect information likely to change before the applicant approaches the top of the waiting list.  A full application must be completed by the applicant(s) before the final eligibility determination starts.

Application Pre Application 202PRAC HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
HUD does not provide an application for use on PRAC properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This HOTMA Pre-application can be used when an owner/agent is managing a long waiting list and does not need to collect information likely to change before the applicant approaches the top of the waiting list.  A full application must be completed by the applicant(s) before the final eligibility determination starts.  Please be sure the application conforms to the Tenant Selection Plan.

Application Pre Application 202S8 (Pre HOTMA)

This sample pre-application can be used when an owner/agent is managing a long waiting list and does not need to collect information likely to change before the applicant reaches the top of the waiting list.  A full application must be completed by the applicant(s) before the final eligibility determination starts.  HUD does not provide a pre-application for use on Section 8 properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This version does not ask HOTMA questions related to Assets – specifically the status of Real Property or tax refunds/credits.  Please be sure the application conforms to the Tenant Selection Plan.

Application Pre Application 202S8 HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
This sample pre-application can be used when an owner/agent is managing a long waiting list and does not need to collect information likely to change before the applicant reaches the top of the waiting list.  A full application must be completed by the applicant(s) before the final eligibility determination starts.  HUD does not provide a pre-application for use on Section 8 properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This version asks HOTMA questions related to Assets – specifically the status of Real Property or tax credits/refunds.  Please be sure the application conforms to the Tenant Selection Plan.

Application Pre Application 811PRAC (Pre HOTMA)

HUD does not provide an application for use on Section 8 properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This sample pre-application can be used when an owner/agent is managing a long waiting list and does not need to collect information likely to change before the applicant approaches the top of the waiting list.  A full application must be completed by the applicant(s) before the final eligibility determination starts.  Please be sure the application conforms to the tenant selection plan. This application has been modified based on customer feedback.

Application Pre Application 811PRAC HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
HUD does not provide an application for use on Section 8 properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This sample pre-application can be used when an owner/agent is managing a long waiting list and does not need to collect information likely to change before the applicant approaches the top of the waiting list.  A full application must be completed by the applicant(s) before the final eligibility determination starts.  Please be sure the application conforms to the tenant selection plan. This application has been modified based on customer feedback.

Application Pre Application S8Elderly (Pre HOTMA)

This sample pre-application can be used when an owner/agent is managing a long waiting list and does not need to collect information likely to change before the applicant reaches the top of the waiting list.  A full application must be completed by the applicant(s) before the final eligibility determination starts.  HUD does not provide a pre-application for use on Section 8 properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This version does not ask HOTMA questions related to Assets – specifically the status of Real Property or tax refunds/credits.  Please be sure the application conforms to the Pre-HOTMA Tenant Selection Plan.

Application Pre Application S8Elderly HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
HUD does not provide an application for use on Section 8 properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This sample pre-application can be used when an owner/agent is managing a long waiting list and does not need to collect information likely to change before the applicant approaches the top of the waiting list.  A full application must be completed by the applicant(s) before the final eligibility determination starts.  Please be sure the application conforms to the tenant selection plan. This application has been modified based on customer feedback.

Application Pre Application S8Family (Pre HOTMA)

This sample pre-application can be used when an owner/agent is managing a long waiting list and does not need to collect information likely to change before the applicant reaches the top of the waiting list.  A full application must be completed by the applicant(s) before the final eligibility determination starts.  HUD does not provide a pre-application for use on Section 8 properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This version does not ask HOTMA questions related to Assets – specifically the status of Real Property or tax refunds/credits.  Please be sure the application conforms to the Pre-HOTMA Tenant Selection Plan.

Application Pre Application S8Family HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
HUD does not provide an application for use on Section 8 properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This sample pre-application can be used when an owner/agent is managing a long waiting list and does not need to collect information likely to change before the applicant approaches the top of the waiting list.  A full application must be completed by the applicant(s) before the final eligibility determination starts.  Please be sure the application conforms to the tenant selection plan.

Application S8 Elderly (Pre HOTMA)

HUD does not provide an application for use on Section 8 properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This Pre-HOTMA application does not ask HOTMA required questions related to prior year income or questions related to Assets – specifically Real Property Suitable for Occupancy and tax refunds/tax credits.

Application S8 Elderly HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
HUD does not provide an application for use on Section 8 properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This HOTMA application asks required questions related to prior year income and Assets – specifically Real Property Suitable for Occupancy and tax refunds/tax credits. We have also removed questions about assets that are excluded under HOTMA including retirement accounts, Special Needs Trusts and Trusts controlled by a person who does not live in the unit. 

Application S8 Family (Pre HOTMA)

HUD does not provide an application for use on Section 8 properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This Pre-HOTMA application does not ask HOTMA required questions related to prior year income or questions related to Assets – specifically Real Property Suitable for Occupancy and tax refunds/tax credits.

Application S8 Family HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
HUD does not provide an application for use on Section 8 properties but indicates that the application must be designed so that the owner/agent can make a preliminary eligibility determination.  This HOTMA application asks required questions related to prior year income and Assets – specifically Real Property Suitable for Occupancy and tax refunds/tax credits. We have also removed questions about assets that are excluded under HOTMA including retirement accounts, Special Needs Trusts and Trusts controlled by a person who does not live in the unit.

Checklist EIV 120 Day Post Move In HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
Owner/agents must not implement HOTMA EIV Changes until HOTMA compliant site software is available and implemented.  Use this checklist to document review of EIV reports 120 days after the submission of a Move-in or an IR adding a new member.  Review of the Income Discrepancy Report has been removed.  Previous to implementation of HOTMA, the requirement is to review these reports, including the Discrepancy Report, within 90 days of submitting a Move-in Certification/Initial Certification or an IR adding a new member. 

Checklist EIV 90 Day Post Move In (Pre HOTMA)

Previous to implementation of HOTMA, the requirement is to review EIV Income Reports within 90 days of submission of a Move-in/IC or an IR adding a new member.  Use this checklist to document review of EIV reports within 90 days of submitting a Move-in/IC or an IR adding a new member.  Owner/agents must review the Income Report and the Income Discrepancy Report.

Checklist EIV AR/IR (Pre HOTMA)

Pre-HOTMA, review of the EIV Income Reports is required at AR and IR, regardless of the reason for the IR.  Owner/agents are required to review the EIV Income Discrepancy Reports.  This checklist includes the EIV Discrepancy Workbook.

Checklist EIV for the Deceased Tenant Report

Checklist EIV for the Failed Pre Screening Report

Checklist EIV for the Failed Verification Report

Checklist EIV Monthly Quarterly Reporting (Pre HOTMA)

These reporting logs assist with monitoring compliance with current EIV requirements.  Property managers can use these logs to document that EIV reports have been run in compliance with HUD requirements and the property’s EIV Use Policy.  This checklist calls for monthly review of Income Reports and the EIV Identity Verification Reports, and calls for quarterly review of the Multiple Subsidy Report, the New Hires Report and the Deceased Tenant Report.  For OAs performing quarterly income review for zero income families, there is also a call to review the No Income on 50059 and No Income from SSA/HHS.  If you change reporting requirements in the EIV Use Policy and you plan to use reporting logs, you must change the reporting logs to coincide.

Checklist EIV Monthly Quarterly Reporting HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A 
Owner/agents must not implement HOTMA EIV Changes until HOTMA compliant site software is available and implemented.  These reporting logs assist with monitoring compliance with EIV requirements after implementation of HOTMA.  Property managers can use these logs to document that EIV reports are run in compliance with HUD requirements and the property’s EIV Use Policy.  This HOTMA version removes the requirement to review the EIV Income Discrepancy Report when creating the AR or IR, adds the requirement to review the New Hires Report at AR and changes the requirement to review EIV Income Reports from 90 days after MI/IC/IR to 120 days after MI/IC/IR.  We have also removed reports reviewed for zero income families.   If you change reporting requirements in the sample use policy and you plan to use reporting logs, you must change the reporting logs to coincide.  

Checklist EIV Monthly Reporting (Pre HOTMA)

These reporting logs assist with monitoring compliance with current EIV requirements.  Property managers can use these logs to document that EIV reports have been run in compliance with HUD requirements and the property’s EIV Use Policy.  This checklist calls for monthly review of all reports.  For OAs performing quarterly income review for zero income families, this checklist calls for quarterly review of the No Income on 50059 and No Income from SSA/HHS.  If you change reporting requirements in the EIV Use Policy and you plan to use reporting logs, you must change the reporting logs to coincide.

Checklist EIV Monthly Reporting HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A 
Owner/agents must not implement HOTMA EIV Changes until HOTMA compliant site software is available and implemented.  These reporting logs assist with monitoring compliance with EIV requirements.  Property managers can use these logs to document that EIV reports are run in compliance with HUD requirements and the property’s EIV Use Policy.  This HOTMA version removes the requirement to review the EIV Income Discrepancy Report, adds the requirement to review the New Hires Report at AR and changes the requirement to review EIV Income Reports from 90 days after MI to 120 days after MI.  We have also removed reports reviewed for zero income families.   If you change reporting requirements in the EIV Policy Template and you plan to use reporting logs, you must change the reporting logs to coincide.  

Checklist EIV Multiple Subsidy

Checklist EIV New Hires

Checklist EIV Recertification

Checklist EIV Recertification HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
Owner/agents must not implement HOTMA EIV Changes until HOTMA compliant site software is available and implemented.  With the implementation of HOTMA, use of EIV Income Reports at IR will be optional. In addition, use of the EIV Income Discrepancy Report is not required until HUD updates the algorithm used to identify a discrepancy.  Use this checklist to document review of EIV reports at AR.

Checklist File Applicant

HUD does not provide a “HUD approved” File Checklist. This is a sample. It should be edited to conform to your management company’s policy and procedure.

Checklist File AR

HUD does not provide a “HUD approved” File Checklist. This is a sample. It should be edited to conform to your management company’s policy and procedure.

Checklist File IR

HUD does not provide a “HUD approved” File Checklist. This is a sample. It should be edited to conform to your management company’s policy and procedure.

Checklist File MI

HUD does not provide a “HUD approved” File Checklist. This is a sample. It should be edited to conform to your management company’s policy and procedure.

Checklist File PBRARAD Conversion

Review this checklist and modify to meet your own corporate procedure.  Please note when HUD MF Rules require that certain information is in the file.  Since this is used to convert residents from the existing PH program to PBRA RAD, some of the documents indicated on this form may already be in the current resident file.  As appropriate, make copies and place them in the new tenant file.

Checklist Home Visit

Checklist RAD Conversion Component 1 Public Housing

Checklist RAD Conversion RAD for PRAC

This comprehensive checklist provides a step-by-step list of requirements to convert from PRAC to PBRA RAD.

Checklist Unit Inspection Annual

Checklist Unit Inspection Follow Up

This is used when the owner/agent need to complete a follow up to a previous inspection.

Checklist Unit Inspection Make Ready

Checklist Unit Inspection Move In

Checklist Unit Inspection Move Out

This checklist was created to help prepare for the MOR and to assist in documenting the unit inspection process. Be sure to review and modify to reflect your company’s process.  HUD also provides a different unit inspection form.

Citizen Declaration

HUD does provide a Sample Citizenship Declaration in HUD Handbook 4350.3, Exhibit 3-5.  This form was created using the sample as a model. We have opted to remove inquiries about gender.  We have also removed the inquiry re: relationship to HOH since this information is gathered on the application.

Citizen Eligibility Verification Consent

Citizen Family Summary

HUD does provide a Sample Family Summary in HUD Handbook 4350.3 Exhibit 3-4.  This form has been designed to conform to that sample.  We have opted to remove inquiries about gender.  We have also removed the inquiry re: relationship to HOH since this information is gathered on the application.

Citizen Family/Owner Summary

Citizen Owner Summary

HUD does provide a Sample Owner Summary in HUD Handbook 4350.3.  This form has been designed to conform to that sample.   We have opted to remove inquiries about gender.  We have also removed the inquiry re: relationship to HOH since this information is gathered on the application.

Citizen Owners Notice 1

This notice is required for Section 8 programs.  Applicants must be notified of owner/agent's requirement to verify noncitizen eligibility.

Citizen Owners Notice 1 w Attach

This FASTForm combines the forms necessary to determine noncitizen eligibility at application. Included are "Owner's Notice 1," "Notice of Requirement to Determine Noncitizen Eligibility," "Citizen/Noncitizen Declaration," "Family/Owner Summary" and the "Consent for Verification" combined as one document.

Consent Contact Electronic

Consent HUD Disclosure of EIV Information

In HUD Notice 13-06, HUD clarified that EIV information can only be disclosed 1) to people participating in the certification process 2) only with written permission.  HUD added a sample form with the release of the HUD Notice 11-21.  Subsequently, this form was added to HH 4350.3 Exhibit 9-4 in December 2013.  This requirement applies to adult household members.  We have taken the PDF version in the notice and converted it to Microsoft Word.  Please note that this version is available for free on our RBD EIV Resource Page.

Consent Release Animal

Consent Release Contents

Consent Release General

Consent Release Utility Usage Information

Consent to Disclose Tenant File to a 3rd Party

Consent to Notify in Case of Death Incarceration Hospitalization or Abandonment

Consent Utility Reimbursement to Utility Provider

FACT Sheet – HOTMA Assets

New Form To Be Implemented When HOTMA is Implemented.
Section 8 Programs & Non Section 8 Programs.  This Fact Sheet explains the two major changes to treatment of assets under HOTMA.  1) The Section 8 Asset Restrictions and 2) the change to the calculation of income from assets.  For Section 8, both changes apply.  For non-Section 8 (e.g. PRAC, 811 PRA, etc.) only the change to the calculation of income from assets applies.  This Fact Sheet must be edited as appropriate.  Once HOTMA compliant software is available and owner/agents are ready to implement HOTMA changes to the treatment of assets, this Fact Sheet can be distributed to residents/applicants or made available via applicant/resident portals and property bulletin boards.  There are no requirements to create or distribute a Fact Sheet, but OAs are required to notify residents and applicants of HOTMA changes.

FACT Sheet – HOTMA Deductions

For All MFH Programs.  This Fact Sheet explains the HOTMA changes to deductions including sample Assistance Payment Calculations. These changes apply to all of HUD's MFH programs (where deductions apply).  Once HOTMA compliant software is available and owner/agents are ready to implement HOTMA changes to deductions, this Fact Sheet can be distributed to residents/applicants or made available via applicant/resident portals and property bulletin boards.  There are no requirements to create or distribute a Fact Sheet, but OAs are required to notify residents and applicants of HOTMA changes.

Fact Sheet Tenant Organization

HUD Utility Allowance Factor FY2025

This worksheet allows you to easily calculate your new Utility Allowance incorporating the 2025 Utility Allowance Factors.  Just enter the current UA in the appropriate column and the worksheet calculates a new Utility Allowance for you.

Incident Report Bullying

Incident Report Grievance

Incident S504 Grievance

Lease Addendum 515/8 Properties

Lease Addendum Accessible Unit

Lease Addendum Accessible Unit No Need

This addendum is not required by HUD.  This Addendum is used when an accessible unit is rented to a family that does not require accessibility features.  The family agrees to move to a standard unit at their own cost, if the owner/agent makes such a request because a family that needs the accessibility features is now on the waiting list. This IS NOT a pre-approved addendum. You must obtain approval before implementing.

Lease Addendum Adult Child in 202/8

This addendum is not required by HUD but is recommended when an adult child/grandchild moves into a 202/8 unit with an adult. Much like a Live-in Aide addendum, this is used to advise the adult child that they have no rights to the unit as a remaining family member.  This IS NOT a pre-approved addendum. You must obtain approval before implementing. 

Lease Addendum for Bed Bugs

Lease Addendum Larger Unit

Lease Addendum Live In Aide PRAC

Live-in Aide Addendums are strongly recommended by HUD. Any new addendum must be approved by HUD before you begin using it. If you wish to implement a Live-in Aide Addendum, this version may assist you in developing your own version.  This IS NOT a pre-approved addendum. You must obtain approval before implementing.

Lease Addendum Live In Aide S8

Live-in Aide Addendums are strongly recommended by HUD. Any new addendum must be approved by HUD before you begin using it. If you wish to implement a Live-in Aide Addendum, this version may assist you in developing your own version.  This IS NOT a pre-approved addendum. You must obtain approval before implementing.

Lease Addendum Mold/Mildew

Lease Addendum Right to Pet S8 Elderly

Section 8 properties with an elderly designation (not preference) must create a "Right to a Pet" Addendum if using HUD Model Lease 90105A.  This sample uses wording provided in the other HUD 90105 leases.  This IS NOT a pre-approved addendum. You must obtain approval before implementing.  If the property is RAD for PRAC, an alternate version is available on HUD’s web site at https://www.radresource.net/get2clibrary.cfm?did=84

Lease Addendum Security Deposit Adjustment

Lease Addendum Temporary Relocation For Rehab

This addendum is not required by HUD.  This lease addendum was designed for use when a RAD resident is relocating (for rehab) to another unit under the same contract and when the resident is expected to return to the same unit in a short period of time.  Instead of creating a new lease for the transfer to the temporary unit and then a new lease for the transfer back to the rehabbed unit, this addendum outlines changes in TTP, address, utilities, etc.  This IS NOT a pre-approved addendum. You must obtain approval before implementing. 

Lease Attachment House Rules Updated for HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
The House Rules are an attachment to the lease and have become a legal part of the lease. The rules were designed to ensure that residents are allowed to enjoy their home in peace and quiet comfort.  See HH 4350.3 Paragraph 6-9 for additional information.  These House Rules include new HOTMA language.  Keep in mind that most HOTMA changes will not be implemented until HOTMA compliant site software is available and implemented and new HUD leases are available and implemented.  Owner/agents should consider waiting to implement new House Rules until new leases are implemented.

Lease Attachment Lead Based Paint Disclosure

Lease Attachment Pet/Animal Rules Elderly Template

These Pet Rules were developed to comply with HUD's requirements for properties set aside for seniors and people with disabilities.  For other properties, pet rules must comply with local requirements.  By developing pet rules, owners ensure that existing and prospective pet owners know their responsibilities to their pets and neighbors as well as the property.  Pet rules also make existing and potential residents aware of their rights while living among pet owners. In addition, they help protect and preserve the physical condition of the property and the owner’s financial interest.  Please see HUD's Guidance when developing Pet Rules for properties set aside for seniors or people with disabilities.  See HH 4350.3 R1, Exhibit 6-5 for more information on how to develop pet rules.  Please note that you MUST comply with the Notice requirements outlined in HH 4350.3 R1, Exhibit 6-4. 

Lease Attachment Pet/Animal Rules Family Template

This lease attachment can be used for family properties that allow pets.  Owner/agents do not have to comply with HUD requirements but do have to comply with local requirements.  This policy outlines optional pet policies and establishes standard rules for assistance animals. 

Lease Attachment Pet/Animal Rules No Pets Template

Lease Cover Electronic

Lease Cover Paper

Notice App Application Incomplete

This is a notice to be included with an incomplete application.  Use this notice to advise applicants that the application received was not complete and is being returned without consideration. 

Notice App Approved After Appeal

When an applicant family is rejected, they are offered the right to appeal.  Use this Notice to let the family know that the decision to deny has not changed and the family will not be returned to the waiting list.

Notice App Change Unit Size

Notice App Change Unit Size WL Closed for Unit Size

Notice App Complete

Notice APP Confirmation Removal From Waiting List

Notice App Denied After Appeal

When an applicant family is rejected, they are offered the right to appeal.  Use this Notice to let the family know that the decision to deny has not changed and the family will not be returned to the waiting list.

Notice App Existing Tenant Search Conflict

Notice App Home Visit

Notice App Intent to Reject Criminal

Notice App Missing Docs Top of List

Notice App No SSN Top of List

Notice App Pending MI Income Limit Change

Notice App Plan Update

Notice App Plan Update HOTMA

New Form To Be Implemented When HOTMA is Implemented.
Use this notice to advise applicants of the changes to the Tenant Selection Plan, specifically related to HOTMA.  Include reference to Section 8 Asset Restrictions.  If the property is not Section 8, remove that reference.  All other changes apply.  This notice includes a response form and requires applicants to notify owner/agents of their desire to remain on the waiting list. 

Notice App Plan Update New Preferences

Notice App Plan Update New Preferences & Implementation of Lottery Selection

Notice App Plan Update No Smoking

Notice App Plan Update RAD for PRAC (Pre HOTMA)

Use this notice to applicants on the PRAC Waiting List advising them that the property is being converted to Section 8 PBRA RAD.  This notice includes a required response but does not include new questions related to the HOTMA S8 Asset Restrictions.  It is recommended that owner/agents also include HUD Form 92006 and a Citizenship Declaration.

Notice App Plan Update RAD for PRAC HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
Use this notice to applicants on the PRAC Waiting List advising them that the property is being converted to Section 8 PBRA RAD.  This notice includes a required response that has been updated to include questions related to the Section 8 Asset Cap and the Section 8 Real Property Rule.  It is recommended that owner/agents also include HUD Form 92006 and a Citizenship Declaration.

Notice App Rejection (Pre HOTMA)

This notice is used when an application is rejected.  Language explaining the appeal process and reasonable accommodation is included.

Notice App Rejection HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
This notice is used when an application is rejected.  Language explaining the appeal process and reasonable accommodation is included.    This notice has been updated to include rejection reasons related to the S8 Asset Restrictions.  If the property is not S8, those references should be removed.

Notice App Rejection Income Limit Change

Notice App Rejection No Response to OA

Notice App Rejection Unit Size Change

Notice App Top of Waiting List

Use this notice to advise applicants that they have reached the top of the list and must appear for an eligibility interview. 

Notice App Unit Available HOTMA Asset Restrictions

New Form But Can be Implemented Before HOTMA is Implemented.
For Section 8 Only. To be used BEFORE implementation of HOTMA only if the owner/agent will implement Enforcement or Limited Enforcement of the Section 8 Asset Restrictions for existing residents when creating ARs and IRs after HOTMA is implemented. Section 8 owner/agents must address new HOTMA Section 8 Asset Restrictions. Pre-HOTMA, if an applicant has reached the top of the waiting list and a unit is available, but the applicant fails the S8 Asset Restriction test (Asset Cap/Real Property Rule) owner/agents may make a unit offer. This is true until the owner/agent implements HOTMA compliant software and the HOTMA TSP. If the owner/agent will implement Enforcement of the S8 Asset Restrictions or Limited Enforcement of the S8 Asset Restrictions, the owner/agent should let the applicant know that they will not be eligible for subsidy once HOTMA is implemented. If the owner/agent has established a “grace period” of up to six months, that “grace period” starts with the first AR or IR after HOTMA compliant site software is implemented. Once HOTMA compliant site software is implemented, owner/agents may not offer a unit to a S8 applicant family that fails the S8 Asset Restriction test.

Notice App Unit Offer No Unit Available

Notice App Unit Offer No Unit Available

Use this notice to extend a conditional unit offer when the current resident has given notice but has not moved out.  This notice is specifically designed for owner/agents who extend a conditional unit offer when the unit is not vacant.

Notice App Unit Offer Unit Available

Notice App Unit Offer Unit Available

Notice App Waiting List Maintenance

Notice AR 120 Day (Pre HOTMA)

This is an alternative to the sample 120 Day AR Reminder Notice provided in HH 4350.3.  This version includes fair housing language describing residents' rights (e.g. LEP, S504, etc.).  The list of required documents is a Pre-HOTMA list and includes things like six statements for a checking account, 4 pay stubs, etc.  The list of required documents is a Pre-HOTMA list and includes things like six statements for a checking account, 4 pay stubs, etc.  Please note:  Owner/agents are not required to implement HOTMA changes until HOTMA compliant site software is available and implemented.

Notice AR 120 Day HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
This is an alternative to the sample 120 Day AR Reminder Notice provided in HH 4350.3.  This version includes fair housing language describing residents' rights (e.g. LEP, S504, etc.)  The list of required documents has been updated for HOTMA list and includes things like one statements for a checking account, 2 pay stubs, etc.  Please note:  Owner/agents are not required to implement HOTMA changes until HOTMA compliant site software is available and implemented.

Notice AR 120Day with Questionnaire AR (Pre HOTMA)

This is a new 120-Day Reminder Notice updated to include new documentation requirements and new Asset and Income Self-Certifications.  This form is designed to be completed by each adult household member to ensure the most accurate reporting.  If an owner/agent opts to adopt Streamlined Verification of Assets, Streamlined Verification of Fixed Income, or Streamlined Certification for Fixed Income Families the associated AR Questionnaire is formatted to facilitate implementation.  The list of required documents is a Pre-HOTMA list and includes things like six statements for a checking account, 4 pay stubs, etc.  Please note:  Owner/agents are not required to implement HOTMA changes until HOTMA compliant site software is available and implemented.

Notice AR 120Day with Questionnaire AR HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
This is a new 120-Day Reminder Notice updated to include new documentation requirements and new Asset and Income Self-Certifications.  This form is designed to be completed by each adult household member to ensure the most accurate reporting.  If an owner/agent opts to adopt Streamlined Verification of Assets, Streamlined Verification of Fixed Income, or Streamlined Certification for Fixed Income Families the associated AR Questionnaire is formatted to facilitate implementation.   The list of required documents has been updated for HOTMA list and includes things like one statements for a checking account, 2 pay stubs, etc.  Please note:  Owner/agents are not required to implement HOTMA changes until HOTMA compliant site software is available and implemented.

Notice AR 60 Day (Pre HOTMA)

This is an alternative to the sample 60 Day AR Reminder Notice provided in HH 4350.3.  This version includes fair housing language describing residents' rights (e.g. LEP, S504, etc.)  This Notice also includes a list of forms that will be needed to submitted to enable the owner/agent to complete the AR.  Please note that the submission form on this version of the 3^rd AR Reminder does not include HOTMA changes.  The list of required documents is a Pre-HOTMA list and includes things like six statements for a checking account, 4 pay stubs, etc.  Please note:  Owner/agents are not required to implement HOTMA changes until HOTMA compliant site software is available and implemented.

Notice AR 60 Day HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
This is an alternative to the sample 60 Day AR Reminder Notice provided in HH 4350.3.  This version includes fair housing language describing residents' rights (e.g. LEP, S504, etc.) This Notice also includes a list of forms that will be needed to complete the AR once HOTMA is implemented. The list of required documents has been updated for HOTMA and includes things like one statements for a checking account, 2 pay stubs, etc.  Please note:  Owner/agents are not required to implement HOTMA changes until HOTMA compliant site software is available and implemented.

Notice AR 60 Day Incomplete (Pre HOTMA)

This notice is an alternative to HUD's 60 Day Notice.  This is used when at least one resident has met with the owner/agent, but information is still missing, and the owner/agent cannot complete the AR until information or missing signatures are provided.  The list of required documents is a Pre-HOTMA list  and includes things like six statements for a checking account, 4 pay stubs, etc.  Please note:  Owner/agents are not required to implement HOTMA changes until HOTMA compliant site software is available and implemented.

Notice AR 60 Day Incomplete HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
This notice is an alternative to HUD's 60 Day Notice.  This is used when at least one resident has met with the owner/agent, but information is still missing, and the owner/agent cannot complete the AR until information or missing signatures are provided.  The list of required documents has been updated for HOTMA and includes things like one statements for a checking account, 2 pay stubs, etc.  Please note:  Owner/agents are not required to implement HOTMA changes until HOTMA compliant site software is available and implemented.

Notice AR 90 Day (Pre HOTMA)

This is an alternative to the sample 90 Day AR Reminder Notice provided in HH 4350.3.  This version includes fair housing language describing residents' rights (e.g. LEP, S504, etc.).  The list of required documents is a Pre-HOTMA list and includes things like six statements for a checking account, 4 pay stubs, etc.  The list of required documents has been not updated for HOTMA and includes things like six statements for a checking account, 4 pay stubs, etc.  Please note:  Owner/agents are not required to implement HOTMA changes until HOTMA compliant site software is available and implemented.

Notice AR 90 Day HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
This is an alternative to the sample 90 Day AR Reminder Notice provided in HH 4350.3.  This version includes fair housing language describing residents' rights (e.g. LEP, S504, etc.).  The list of required documents has been updated for HOTMA and includes things like one statements for a checking account, 2 pay stubs, etc.  Please note:  Owner/agents are not required to implement HOTMA changes until HOTMA compliant site software is available and implemented.

Notice AR 90 Day Incomplete (Pre HOTMA)

This notice is an alternative to HUD's 90 Day Notice.  This is used when at least one resident has met with the owner/agent, but information is still missing, and the owner/agent cannot complete the AR until information or missing signatures are provided.  The list of required documents is a Pre-HOTMA list and includes things like six statements for a checking account, 4 pay stubs, etc.  Please note:  Owner/agents are not required to implement HOTMA changes until HOTMA compliant site software is available and implemented.

Notice AR 90 Day Incomplete HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
Updated for HOTMA. This notice is an alternative to HUD's 90 Day Notice.  This is used when at least one resident has met with the owner/agent, but information is still missing, and the owner/agent cannot complete the AR until information or missing signatures are provided.  The list of required documents has been updated for HOTMA and includes things like one statements for a checking account, 2 pay stubs, etc.  Please note:  Owner/agents are not required to implement HOTMA changes until HOTMA compliant site software is available and implemented.

Notice AR HUD 120 Day

Notice AR HUD 60 Day

Notice AR HUD 90 Day

Notice AR Income Seasonal

Updated for HOTMA and/or TRACS 2.0.3.A
This notice/self-certification was updated to show that the owner/agent will be using teacher's or other seasonal employee's income for the previous 12 months in compliance with new HOTMA requirements.  Owner/agents should not implement this change until HOTMA compliant software is available and implemented. 

Notice AR Initial Notice

Notice AR No Response Alternative Contact

Notice AR Requirement to Sign

Notice AR Requirement to Sign Extenuating Circumstances

Notice AR Requirement to Sign when AR is Late

Notice AR Termination/Eviction in Process

Notice AR Unable to Sign

Notice Citizen Eligible Applicant

Notice Citizen Eligible Resident

Notice Citizen Ineligible Applicant

Notice Citizen Ineligible Resident

Notice Citizen Mixed Applicant

Notice Criminal Intent to Terminate

Notice Deductions Response for Dispute Regarding Credit Care

Notice EIV Disability Conflict

Notice EIV Failed SSA Verification

Notice EIV Multiple Subsidy Conflict

Notice Extermination

Notice Failure to Address a Lease Violation

Notice GR Intent to Request Change

Notice GR No Change to Rent

Notice GR Rent Decrease

Notice GR Rent Increase

Notice Hardship Exemption Approval

New Form To Be Implemented When HOTMA is Implemented.
This notice advises families when a request for a Hardship Exemption, related to deductions, has been approved. Hardship Exemptions apply to all HUD's MFH programs.

Notice Hardship Exemption Denial

New Form To Be Implemented When HOTMA is Implemented.
This notice advises families when a request for a Hardship Exemption, related to deductions, has been denied.  Hardship Exemptions apply to all HUD's MFH programs.

Notice Hardship Exemption End

New Form To Be Implemented When HOTMA is Implemented.
This notice advises families when a request for a Hardship Exemption will be ending. Hardship Exemptions apply to all HUD's MFH programs.

Notice Hardship Exemption Final Decision After Appeal

New Form To Be Implemented When HOTMA is Implemented.
Use this notice to advise families who have appealed the owner/agent’s decision to deny a Hardship Exemption request. This notice lets the family know if the final decision is to approve or deny

Notice Hardship Exemption Minimum Rent Approval

Section 8 Only.  This Notice is used to inform residents that their request for a Hardship Exemption related to the Section 8 $25 Minimum Rent has been approved.  This Notice also explains the resident's responsibilities. 

Notice Hardship Exemption Minimum Rent Denial

Section 8 Only.  This Notice is used to inform residents that their request for a Hardship Exemption related to the Section 8 $25 Minimum Rent has been denied.

Notice Hardship Exemption Minimum Rent End

Section 8 Only.  This notice is used to inform residents that their S8 Minimum Rent Hardship Exemption related to the Section 8 $25 Minimum Rent is ending.

Notice Hardship Exemption Request Additional Info

New Form To Be Implemented When HOTMA is Implemented.
This notice advises families when a request for a Hardship Exemption, related to deductions, has been received but the owner/agent needs additional information or signatures.  Hardship Exemptions apply to all HUD's MFH programs.

Notice HOTMA 1st Request to Meet Assets

New Form To Be Implemented When HOTMA is Implemented.
If the owner/agent is implementing Enforcement of the S8 Asset Restrictions or is implementing Limited Enforcement of the S8 Asset Restrictions, the owner/agent may want to meet with residents who are at risk of termination of assistance.  This is the first request for such a meeting. 

Notice HOTMA 2nd Request to Meet Assets

New Form To Be Implemented When HOTMA is Implemented.
Section 8 only.  If the owner/agent is implementing Enforcement of the S8 Asset Restrictions or is implementing Limited Enforcement of the S8 Asset Restrictions, the owner/agent may want to meet with residents who are at risk of termination of assistance.  This is the second request for such a meeting

Notice HOTMA Change Student Income

New Form To Be Implemented When HOTMA is Implemented.
Section 8 Only.  While not required, this notice advises families of the changes to the treatment of student financial aid when the family includes an adult child who is a student enrolled in an institute of higher education.  The exclusion no longer applies.  If an owner/agent is housing a family with a student, enrolled in an institute of higher education and when student financial assistance in excess of tuition and qualified fees has been excluded in the past, owner/agents may want to consider formally notifying the family that this exclusion will not apply when the owner/agent creates the first AR or IR effective after HOTMA compliant site software is available and implemented

Notice HOTMA Changes to Deductions

New Form To Be Implemented When HOTMA is Implemented.
Owner/agents are required to notify residents of changes to deductions, but HUD does not prescribe the method used for notifications.  This notice advises families of the changes to deductions.    Owner/agents should wait until HOTMA compliant site software is available before providing such notification.  Also see the Fact Sheet HOTMA Deductions

Notice HOTMA S8 Asset Restrictions

New Form To Be Implemented When HOTMA is Implemented.
Section 8 Only.  Changes in HOTMA implementation dates have created much confusion.  In some cases, owner/agents have advised residents that they may no longer be eligible for housing assistance based on new S8 Asset Restrictions.  For Owner/agents who will be implementing Total Non-enforcement but who have already advised residents that they may not be eligible for Housing Assistance once HOTMA is implemented, may want to advise residents that HUD has changed the requirement.  This sample Notice should help you get started when creating such a notice for your residents.

Notice HUD Housing Counseling Agency

Notice Income Dispute Income Calculation

Use this notice to acknowledge that a resident does not agree with the income calculation.  This form advises the resident that they must file a dispute with the CA or HUD but the owner/agent cannot change regulations.  The resident is still required to complete required paperwork and provide signatures in order to continue to receive housing assistance.

Notice Income SS Fairness Act

This notice is not required but can be used to advise residents of changes to SS income resulting from the SS Fairness Act.  This notice serves as a reminder that residents are required to report if any change totals $200 or more per month.

Notice Inspection Annual

Notice Inspection Annual Failed

Notice Inspection Annual Passed

Notice Inspection MOR NSPIRE Findings

Notice Intent to Enforce the Lease Criminal

Notice Intent to Renew Section 8 Contract

Notice IR IRDelayed

Notice IR No IR Required

Notice IR No IR Required Less Than 10 Percent

New Form To Be Implemented When HOTMA is Implemented.
This Notice is provided to residents who have reported an income change or a change to deductions, but the change to Adjusted Income is less than 10%.  Owner/agents should not create an IR if the resident is reporting a change to income or deductions that results in an increase of less than 10% of Annual Adjusted Income.   Owner/agents may develop a policy to opt out of creating IRs if the resident is reporting a change to income or deductions that results in a decrease of less than 10% of Annual Adjusted Income.   While not required, it is a good idea to have written documentation in the file showing you notified the resident that no IR is required, after he/she reported the change.  HOTMA Changes to IR requirements should not be implemented until HUD provides additional clarification and HOTMA compliant site software is available and implemented. 

Notice IR Requirement to Sign 50059

Notice IR Requirement To Sign Death of Member

Notice IR Requirement to Sign New Job Alternate Verification

Notice IR Requirement To Sign PRAC Death of Member

Notice IR Requirement To Sign Retroactive Rent Increase

Notice Lease House Rules Change

Notice Lease House Rules Pet Rules Change

Notice Lease New HUD Lease

New Form To Be Implemented When HOTMA is Implemented.
Because of changes introduced through HOTMA, HUD will provide new leases which must be executed by owner/agents and all adult family members.  In many states, when issuing new leases, owner/agents must also include new attachments.  Use this notice to let residents know there is a new lease and that all adults must sign the later of 1) the end of the 30-day notice or 2) 30 days before the current lease end date.  Lease changes and changes to lease attachments may only be effective at the end of a lease term.  See HH 4350.3 Paragraph 6-12 for additional information about the rules about timing and delivery of this notice.  Use this notice when an owner/agent provides notice of a change in to the lease.  The Notice is  technically a 60 day Notice.  Residents have 30 days to respond or provide 30-day notice of intent to vacate.  Do not use this notice until new HOTMA compliant leases are available

Notice Lease Pet Rules Intent to Modify

Notice Lease Violation Extended Absence

Notice Lease Violation Failure to Address

Use this notice to advise residents that they have failed to address a lease violation.

Notice Lease Violation Failure to Repay

Use this notice when a resident misses a repayment agreement payment.  The language in this notice supports requirements outlined in the House Rules.  Modifications should be consistent.

Notice Lease Violation Failure to Report a Change Employment or Income

Notice Lease Violation Failure to Report a Change Household Composition

Notice Lease Violation Failure to Report Asset Change

Notice Lease Violation Failure to Report Change to Income SS Fairness Act

This notice can be used for PRAC and non-PRAC projects.  This notice is required when a resident fails to report a change to income in a reasonable amount of time as established by the owner/agent.  Residents have 10 calendar days to report based on guidance provided in HH 4350.3 Paragraph 7-12.  Failure to report will result in termination of assistance for all programs except PRAC.  Failure to report will result in termination of tenancy for PRAC. 

Notice Lease Violation Hoarding

Notice Lease Violation Improper Use Of Utilities

Use this lease violation notice when a resident opts to run an extension cord from the unit to a location outside the unit.  This form was originally created when unit utilities were used to charge an electric vehicle. 

Notice Lease Violation Insufficient Notice

Notice Lease Violation Marijuana

Notice Lease Violation Material First Warning

Notice Lease Violation Minor General

Notice Lease Violation Multiple Repayments

Some owner/agents limit the number of repayment agreements.  Use this notice when there is a second or subsequent improper payment and the owner/agent requires full repayment or eviction.

Notice Lease Violation Multiple Residences

Use this Notice to let a family know that the owner/agent suspects that the resident family appears to have more than one home.  This is a material lease violation and could result in termination of tenancy.

Notice Lease Violation Noise Violation

Use this form to advise residents that they must comply with the noise restrictions supplied in the HUD lease and in the property House Rules (if applicable).  Failure to resolve the issue will result in termination of tenancy. 

Notice Lease Violation Smoking

Notice Lease Violation Unauthorized Animal

Notice Lease Violation Unauthorized Resident

Notice Lease Violation Unauthorized Resident Minor

Notice Move Out Receipt of 30 Day Notice

Use this notice to confirm receipt of a resident's thirty day notice to move out.

Notice of Unit Inspection During NSPIRE

Notice of Unit Inspection NSPIRE

Use this notice to advise residents that an inspector may be entering their apartment for inspection.  This notice also includes a work order request that residents may provide to management staff to advise them of items that need attention.

Notice Overpayment Rent

Notice Pet Approval

Notice Pet Denial

Notice RAM Approval

Notice RAM Approval Live In Aide

Notice RAM Approval Live In Aide Former Resident

Notice RAM Approved After Appeal

Notice RAM Assist Animal Approval

Notice RAM Assist Animal Denial

Notice RAM Denail Medical Marijuana

Notice RAM Denial

Notice RAM Denial LIA

Notice RAM Denial Medical Marijuana

Notice RAM Denial Snowbird

Notice RAM Denied After Appeal

Notice RAM Request Additional Information

Notice RAM Request Meeting

Notice RAM Resident Denied First Offer

Notice RAM Resident Denied Offer Final

Notice RAM Resident Denied Second Offer

Notice Rehab/Repair Unit Ready

Use this notice to let residents, who have been temporarily relocated for Rehab/Repair, know that the unit is ready.  This notice provides 30 days for the resident to return to the unit, but owner/agents may establish their own timeframes.

Notice Repayment Requirement to Sign

Notice Requirement To Register Animals

Sometimes property managers will notice that there seems to be quite a few animals living on the property and the animals have not been registered.  This is a notice sent to all residents asking anyone with an animal to come by the office and register the animal or provide updated registration information.

Notice Requirement to Sign 9887

Notice Tenant Organization Acknowledgement

Notice Tenant Organization Response to Inquiry

Owner/agents may receive inquiries from residents wishing to create a tenant organization.  Use this notice to respond to such inquiries.  Owner/agents should also provide other information including HSG Notices 11-12, 14-12 and 16-05.

Notice Term Assist Missing Signatures

Use this notice to advise residents that you are missing required signatures for a certification other than the AR certification.  Do not use for PRAC.  There is no termination of assistance for PRAC.

Notice Term Assist S8 Asset Restrictions

New Form To Be Implemented When HOTMA is Implemented.
Section 8 Only.  Do not use if the owner/agent has implemented Total Non-enforcement.  For owner/agents who will implement Enforcement or Limited Enforcement of the S8 Asset Restrictions, use this notice to advise residents that they are no longer qualified for Section 8 assistance based on Asset Restrictions.  However, based on owner/agent policy, the OA is delaying termination of assistance for up to six months and allowing the resident to attempt to “cure” ineligibility.  Note:  Owner/agents may not implement this HOTMA change until HOTMA compliant site software is available and implemented. 

Notice Term Assistance Deceased Tenant

When a resident does not respond to requests for information related to the EIV Deceased Tenant Report, the owner agent must terminate assistance for all programs except PRAC.  For PRAC, the penalty is termination of tenancy.  This form provides the required notice of termination of assistance.  Do not use for PRAC.  There is no termination of assistance for PRAC.

Notice Term Assistance Fail to Meet

Use this notice to notify residents of the intent to terminate assistance due to failure to reply to a request for a meeting.  This is a generic form and can be used for many purposes.  Notices of termination of assistance must be provided in compliance with HUD’s termination requirements set forth in HH 4350.3 R1, Chapter 8.  Do not use for PRAC.  There is no termination of assistance for PRAC.

Notice Term Assistance Fail to Repay

If a resident receives an improper payment and fails to return the improper payment, the penalty is termination of tenancy.  However, in some cases, judges will not award an eviction when a resident fails to repay.  When that is the case, the family is no longer eligible for assistance.  This Notice is used assuming the OA has attempted eviction and has failed and now needs to terminate assistance.  Do not use for PRAC.  There is no termination of assistance for PRAC.

Notice Term Assistance Fail to Respond

Use this form when a resident has been notified of a requirement to report but the resident does not respond in the required timeframe.  See HH 4350.3 Paragraph 7-12.  The penalty is termination of assistance.  Do not use for PRAC.  There is no termination of assistance for PRAC.

Notice Term Assistance Fail to Sign Consent 9887 (Pre HOTMA)

Use this notice when a resident turns 18 but fails to respond to requests to sign required 9887.  This Pre-HOTMA version includes current signature requirements for the 9887 specifically stating that the form is signed annually.  Do not use for PRAC.  There is no termination of assistance for PRAC.

Notice Term Assistance Fail to Sign Consent 9887 HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
Use this notice when a resident turns 18 but fails to respond to requests to sign required 9887.  This HOTMA version includes new signature requirements for the 9887 specifically stating that the form is signed once unless the resident moves out, assistance is terminated to the resident revokes consent.  Do not use for PRAC.  There is no termination of assistance for PRAC.

Notice Term Assistance Fail to Sign Consent Utilities

Use this notice when residents fail to provide consent necessary for obtaining utility expense history needed when submitting the utility allowance baseline. Do not use for PRAC.  There is no termination of assistance for PRAC.

Notice Term Assistance Ineligible Student

Section 8 Only.  Use this notice to inform a resident that a member is an ineligible student, and the family is no longer qualified for Section 8 assistance based on the Student Rule. 

Notice Term Assistance No Eligible Members 202

Use this notice when the qualifying member of a family living in a 202/8 or 202 PAC property leaves for a reason other than death and the remaining members are no longer eligible.  Based on guidance provided in HH 4350.3 Paragraph 3-16, the remaining member may remain in the unit but must pay contract rent.   Do not use for PRAC.  There is no termination of assistance for PRAC.

Notice Term Assistance Noncitizen

Use this notice when a resident no longer qualifies for subsidy because of a change in noncitizen eligibility.  Do not use this form for a PRAC.  PRAC residents are not subject to the Noncitizen Rule. 

Notice Term Assistance Revoke Consent

New Form To Be Implemented When HOTMA is Implemented.
This form is used to terminate assistance when a family member revokes consent provided via HUD Forms 9887/9887A.  The family is no longer eligible for assistance.  Owner/agents must make sure this document language is consistent with TSP required language that explains the penalty for revoking consent. Use once HOTMA compliance site software is available and implemented and the new 9887/9887A is released.  Do not use for PRAC.  There is no termination of assistance for PRAC.

Notice Term Assistance S8 Asset Cap

New Form To Be Implemented When HOTMA is Implemented.
Section 8 Only.  Do not use if the owner/agent has implemented Total Non-enforcement of the S8 Asset Cap.  For owner/agents who have implemented Enforcement or Total Enforcement of the S8 Asset Cap. This Notice is provided to residents who have been notified that the net cash value of all family assets exceeds the current Asset Cap.  This notice is sent after any exemption period established by the owner/agent’s policies which cannot exceed six (6) months

Notice Term Assistance S8 Real Property Rule

New Form To Be Implemented When HOTMA is Implemented.
Section 8 Only.  Do not use if the owner/agent has implemented Total Non-enforcement of the S8 Real Property Rule.  For owner/agents who have implemented Enforcement or Total Enforcement of the S8 Real Property Rule. This notice is provided to residents who have been notified that they are no longer eligible because they own Real Property Suitable for Occupancy, and the member has a right to sell such property.  This notice is sent after any exemption period established by the owner/agent’s policies which cannot exceed six (6) months. 

Notice Term Assistance S8 Student

Section 8 Only.  This notice is used when all members are ineligible students.  Based on guidance provided in HH 4350.3 Chapter 3, the remaining member(s) may remain in the unit but must pay contract rent. 

Notice Term Assistance SSN

Updated for HOTMA.  HOTMA changes the penalty for failing to provide a SSN when required to termination of assistance instead of termination of tenancy.  Do not use for PRAC.  There is no termination of assistance for PRAC.

Notice Term Assistance Zero HAP

Use this sample notice when a resident no longer qualifies for subsidy - usually because of an increase in income.  Do not use this form for a PRAC or for a Component 1 PH to PBRA RAD. 

Notice Term Ten Deceased Tenant

Notice Term Ten Failure to Pay Rent

Notice Term Ten Failure to Repay

Notice Term Ten Marijuana

Notice Term Ten Missing SSN

Notice Term Ten Multiple Lease Violations 1

Notice Term Ten Multiple Lease Violations 2

Notice Term Ten Multiple Repayments

Notice Term Ten No Longer Qualified (Death)

Notice Term Ten No Longer Qualified PRAC

Notice Term Ten No Response Change in House Rules

Notice Term Ten RAD Conversion

Notice Term Ten Unit too Small

Notice Term Tenancy Failure to Pay Rent

Since the release of the Interim Final Rule and related HSG Notice H 2021-06, Supplemental Guidance to the Interim Final Rule "Extension of Time and Required Disclosures for Notification of Nonpayment of Rent", OAs are supposed to be providing a 30 day notice when terminating tenancy for non-payment of rent.  The Interim Final Rule does not provide Termination Notice Requirements.  

Notice Term Tenancy Failure to Pay Rent 30 Day New

Since the release of the Interim Final Rule and related HSG Notice H 2021-06, Supplemental Guidance to the Interim Final Rule "Extension of Time and Required Disclosures for Notification of Nonpayment of Rent", OAs are supposed to be providing a 30 day notice when terminating tenancy for non-payment of rent.  The Interim Final Rule does not provide Termination Notice Requirements.  

Notice Term Tenancy Failure to Sign Repayment Agreement

When an owner/agent discovers that a resident failed to fully and accurately report income and that resulted in an improper payment, the resident may enter into repayment.  However, if a resident refuses to sign required documents, the owner/agent must terminate tenancy (all MFH programs).  This notice provides the required language to terminate tenancy because residents failed to sign a repayment agreement.

Notice Term Tenancy Lease Violation Failure to Correct

Use this notice when a resident fails to correct a lease violation.

Notice Term Tenancy Lease Violation Material

Use this notice when a resident commits a material lease violation.  Resident has been notified of the requirement to correct but has failed to do so. 

Notice Term Tenancy Live In Aide

Use this notice when a sole household member either passes away or moves out and you must notify the Live-in Aide that he/she must leave the unit.

Notice Term Tenancy No Response New Lease

New Form To Be Implemented When HOTMA is Implemented.
Lease changes and changes to lease attachments may only be effective at the end of a lease term.  See HH 4350.3 Paragraph 6-12 for additional information about the rules about timing and delivery of this notice.  Use this notice when an owner/agent provides notice of a change in to the lease.  The Notice is  technically a 60 day Notice.  Residents have 30 days to respond or provide 30-day notice of intent to vacate.  For all MFH programs, the resident is subject to termination of tenancy when the resident does not respond.

Notice Termination Lease Non Adverse Action

This Lease Termination Notice explains that the resident family’s lease is being terminated for a Non-Adverse Action and a new lease will be provided.  For example, when converting from PRAC to PBRA RAD, the HUD Lease 90105C will be terminated and the HUD Lease 90105A (including required attachments) will be executed.  This is NOT a termination notice.  This Notice is only used when the owner/agent plans to continue providing housing and housing assistance under another contract type. 

Notice to HUD Resident Failed Report/Repay Improper Payment

Notice Unit Offer

Notice UT Approval

Notice UT Denial

Notice UT Mandatory Unit Ready

Notice UT Over/Under Housed

Notice UT Ready

Notice Utility Reimbursement Forfeit

Use this notice to inform a resident that their utility allowance has not been retrieved or they have not cashed their UR check.  If they do not respond, the UR will be treated as abandoned or forfeited property.

Notice VAWA Accommodation Approval

Notice VAWA Accommodation Denial

Notice VAWA Accommodation Request Additional Info

For applicants/residents requesting VAWA Accommodations.  Use this notice to request additional information.

Notice VAWA Accommodation Request for Certification

Notice VAWA Confirm Stop Request

Notice VAWA Request to Meet

Notice VAWA Request to Meet New Lease 50059

Notice VAWA Verification Conflict

NTF GR Extenuating Circumstance

NTF No 3rd Party Other HUD Residence

Note to File.  This document is used when a resident shows up on the EIV Existing Tenant Search or the Multiple Subsidy Report, but the other property will not respond to inquiries related to Dual Subsidy.

NTF SSA No EIV

Note to File.  Use this form document why EIV was not used as part of SS Income Verification.

Policy Assistance Animals Template

Policy Bed Bug Template

This can be used as a stand-alone Bed Bug Policy which explains expectations for both owner/agents and new and existing residents.  If you are using the RBD House Rules Template, bed bug language is already included.  If not, this language can be incorporated in to your own House Rules.  Keep in mind that, if you edit House Rules, you must comply with HUD guidance provided in HH 4350.3 Paragraph 6-12.  This language can also be incorporated in to your Unit Inspection Policy.

Policy Bullying Template

Policy EIV Reporting Summary Template (Pre HOTMA)

This document provides staff with a summary of your EIV reporting process.  It must be modified to match your policy before implementing.

Policy EIV Use Template HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
Please note, this is the HOTMA version of the EIV Policy.  This version of the EIV Policy may not be implemented prior to implementation of HOTMA compliant site software.  This is a comprehensive EIV Use and Security Policy which incorporates sample policies based on HUD instruction provided in HUD HSG Notice 2023-10, HUD HSG Notice 13-06, HH 4350.3, and other HUD guidance.  Multiple options are provided, and owner/agents MUST edit this template before finalizing policies. 

Policy EIV Use Template (Pre HOTMA)

Please note, this is not the HOTMA version of the EIV Policy.  This is a comprehensive EIV Use and Security Policy which incorporates sample policies based on HUD instruction provided in HUD HSG Notice 13-06, HH 4350.3 Chapter 9, and other HUD guidance.  Multiple options are provided, and owner/agents MUST edit this template before finalizing policies.

Policy Grievance for RAD Component 1 Template

Policy Grievance Template

Policy HOTMA Hardship Exemption Related to Deductions

New Form To Be Implemented When HOTMA is Implemented.
All programs except Section 8.  This policy template is designed to explain, in detail, the changes to deductions introduced with the implementation of HOTMA.  This policy explains requests for Hardship Exemptions related to the Medical Expense Deduction, the Disability Assistance Expense Deduction and the Childcare Deduction.  This policy template explains provisions for when a Hardship Exemption will be granted based on family income and assets owned by the family (medical/disability assistance) and based on special family circumstances (childcare). This policy is designed for a non-Section 8 property.  Keep in mind that this policy must match the policy in the TSP updated for HOTMA.  Note:  Owner/agents will not implement these Hardship Exemptions until HOTMA compliant site software is implemented.  HOTMA Hardship Exemptions apply to all of HUD's MFH programs.

Policy HOTMA Hardship Exemptions Deductions & Minimum Rent

New Form To Be Implemented When HOTMA is Implemented.
Section 8.  This policy template is designed to explain, in detail, the changes to deductions introduced with the implementation of HOTMA.  This policy explains requests for Hardship Exemptions related to the Medical Expense Deduction, the Disability Assistance Expense Deduction and the Childcare Deduction.  This policy template explains provisions for when a Hardship Exemption will be granted based on family income and assets owned by the family (medical/disability assistance) and based on special family circumstances (childcare). This policy is designed for a Section 8 property since Minimum Rent only applies to the Section 8 program.  Keep in mind that this policy must match the policy in the TSP updated for HOTMA.  This policy template also discusses the Section 8 Minimum Rent Hardship Exemption.  If the property is not Section 8, this "piece" can be removed.  Note:  Except for the Section 8 Minimum Rent Hardship Exemption, owner/agents will not implement these Hardship Exemptions until HOTMA compliant site software is implemented.  HOTMA Hardship Exemptions apply to all of HUD's MFH programs.

Policy Maintenance

Policy Noncitizen Rule

Policy RAM Template

Policy Recordkeeping eStorage

Policy Recordkeeping Paper Files Template

This policy template is designed to assist you in developing your own standard Recordkeeping Policy.

Policy Rent Collection Template

Policy Repayment Agreement Template

Policy Reporting Changes (Pre HOTMA)

HUD suggests that owner/agents develop a policy explaining how many days a resident has to report a change before they are in violation of the lease.  This template includes a requirement to report within 30 days, but HUD has no official timeline.  Owner/agents must edit this policy to conform to their own internal requirements.  If you are updating House Rule, you may also consider adding this language to your House Rules.  Please reference HH 4350.3 Paragraph 6-12 for information about Lease Changes and Paragraph 6-9 for information about House Rules.  Modification of the House Rules is considered a lease change.

Policy Reporting Changes HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
HOTMA requires that owner/agents develop a policy explaining how many days a resident has to report a change before they are in violation of the lease.  This template includes a requirement to report within 30 days, but HUD has no official timeline.  Owner/agents must edit this policy to conform to their own internal requirements.  This information must be included in the property HOTMA TSP.  For HOTMA, this policy must include an explanation of retroactive rent changes including rent changes that result in a reduction in rent.  Some owner/agents choose to establish a separate policy.  If you are updating House Rules, you may also consider adding this language to your House Rules.  Please reference HH 4350.3 Paragraph 6-12 for information about Lease Changes and Paragraph 6-9 for information about House Rules.  Modification of the House Rules is considered a lease change.  Note from RBD: Owner/agents must wait for HOTMA compliant software and new HUD leases before changes to retroactive rent decreases is implemented.

Policy S504 Grievance Template

Policy Security

Policy Streamlining Template

This policy template is designed to assist you in developing your own standard Streamlining Policy. It describes when and how owner/agents implement HUD's Streamlined Verification of Assets and Streamlined Determination of Fixed Income and when the owner/agent uses Streamlined Certification for Fixed Income Families.  This policy has been updated to include both Pre-HOTMA and HOTMA Asset Thresholds (Pre-HOTMA =$5000 /2024=$50,000 /2025=$51,600).  This HOTMA change can be implemented at any time.  Owner/agents must document the tenant file if new Asset Thresholds are implemented. 

Policy TenantOrganization

Policy Training

Policy Unit Inspection Template

Policy UT/Family Split Template

This policy template is designed to assist you in developing your own standard Unit Transfer Policy.

Policy Utility Allowance Template

Policy VAWA Stand Alone Emergency Transfer Plan Template

Policy VAWA Template

Policy Verification of Household Composition Template

Questionnaire AR (Pre HOTMA)

This is a detailed questionnaire.  The process, when using this questionnaire, is to have the HOH complete all of the questionnaire and each adult household member must complete appropriate sections, but the document can be edited to allow for multiple family members to complete a single AR Questionnaire.  This is a Pre-HOTMA AR Questionnaire and does not include HOTMA changes.

Questionnaire AR HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
This is a detailed questionnaire.  The process, when using this questionnaire, is to have the HOH complete all of the questionnaire and each adult household member must complete appropriate sections, but the document can be edited to allow for multiple family members to complete a single AR Questionnaire.  HOTMA changes to note.  When inquiring about income, the resident is asked to disclose income received in the previous 12 months as applicable.  The asset questionnaire no longer asks about Retirement Accounts since that asset is excluded under HOTMA.  The questionnaire also asks for verification documents compliant with new HOTMA rules such as one bank statement for a checking account and two current consecutive pay stubs for employment income verification.  HOTMA changes are noted on the form.  Keep in mind, if HOTMA changes are implemented prior to implementation of HOTMA compliant software, the tenant file must be noted.

Questionnaire IR

Questionnaire Return from Relocation for Rehab

RAD Conversion IC Package

RAD Conversion IC Questionnaire

RAD Instructions Conversion IC 202D

This document was created to provide instruction for users completing the Conversion IC for residents in place at the time of RAD conversion.  These instructions comply with requirements set forth for TRACS v 2.0.2.D and will change with the release of TRACS v 2.0.3.A. This form has been updated to include HOTMA instruction when appropriate.  The income inclusions and exclusions have also been updated.

RAD Rehab Assistance Invoice

Reasonable Accommodation/Modification Record

Registration Animal

Registration Caregiver

Registration Vehicle

Request Hardship Exempt Minimum Rent

Section 8 Only.  Minimum Rent applies only to the Section 8 program.  Section 8 residents may use this form to Request a Hardship Exemption related to the $25 Section 8 Minimum Rent.

Request Hardship Exemption

New Form To Be Implemented When HOTMA is Implemented.
Hardships Exemptions Apply To All Multifamily Housing Programs.  This request can be used by residents or applicants to request a Hardship Exemption related to deductions.  Hardship Exemptions apply to all HUD MFH Programs

Request Interim Recertification (IR)

This request can be used when residents wish to request an Interim Recertification (IR).  The requirement is for all adults to complete the request so that the owner/agent may consider any pertinent changes to household composition, income or deductions.  This request includes the IR Questionnaire.

Request Reasonable Accommodation/Modification

This request can be used by applicants/residents to request a Reasonable Accommodation/Modification (RAM).  Owner/agents may not require a resident or applicant to complete a form, but doing so makes it easier to identify the accommodation or modification being requested.

Request Termination of Assistance

While rare, a resident is allowed to request that the owner/agent terminate assistance.  This is allowed in all programs except PRAC.  Use this form to formally document that a resident has requested that the owner/agent terminate assistance and that all adult family members agree.

Request UT

Request VAWA Accommodation

This request can be used by applicants or residents to request a VAWA Accommodation.

Request VAWA Emergency Transfer

This request can be used by applicants or residents to request a VAWA Emergency Transfer.  Residents may also use HUD's HUD Form 5383 VAWA Emergency Transfer Request.

S504 Coordinator Contact

Screening Rental History Questionnaire

Security Data File Destruction Log

Security EIV Owner Authorization

Security Employee Forms Checklist WASS

Security Systems MID Upgrade Request

Use this letter to notify HUD that a Secure System User’s status needs to be upgraded to Secure Systems Coordinator.

Self Certification Anticipated Child

Self Certification App Current Assistance

This form is used at application or at IR when adding a new member.  Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification App Remove Adult

Use this form to allow a family to remove an adult member from the application.  This self-certification is generally used when notification comes from someone other than the adult applicant that is being removed.

Self Certification Assets (Pre HOTMA)

This Asset Self Certification can be used as a general questionnaire or on properties that have implemented Streamlined Verification of Assets.  Use to gather information about the value of assets and income from assets.  This form includes self-certification of assets disposed of for less than fair market value.  This form is part of the applications and AR Questionnaire.  This questionnaire does allow for owner/agents to use the Pre-HOTMA Asset Threshold ($5000) or HOTMA Asset Thresholds (2024=$$50,000/2025=$51,600)  If implementing any HOTMA changes prior to implementation of HOTMA compliant site software, the tenant file must be noted.  Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification Assets Collection

Use this self-certification in years where assets and income from assets must be verified.  Since collections are hard to value, self-certification may be the only way to obtain information about the value of a collection or the potential income.  This form serves two purposes.  1)  collect information to help you verify the value/income associated with a collection and 2) collect self-certification when no third party can be used to verify value/income associated with a collection.

Self Certification Assets HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
This Asset Self Certification can be used as a general questionnaire or on properties that have implemented Streamlined Verification of Assets.  Use to gather information about the value of assets and income from assets.  This form includes self-certification of assets disposed of for less than fair market value.  This form is part of each application and part of the AR Questionnaire.  This form has been updated for HOTMA and does not inquire about Retirement Accounts which are excluded under HOTMA.  The form also asks about federal tax refunds and tax credits that will be used to reduce the cash value of Included Assets when HOTMA is implemented.  If implementing any HOTMA changes prior to implementation of HOTMA compliant site software, the tenant file must be noted.

Self Certification Divestiture of Assets

Self Certification EIV Employment/Income Accuracy

This form is used when the EIV Income Report includes unknown information about Employment.  Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification EIV Existing Tenant Search

The form is used to document applicant’s response to inquiries about subsidy indicated on the Existing Tenant Search or Multiple Subsidy Report.   Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification EIV Income Verification

New Form To Be Implemented When HOTMA is Implemented.
This form is used at AR as self-certification in combination with the EIV Income Report.  Resident is self-certifying that the income information in EIV is representative of the income that will be earned in the upcoming year.  Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed but HSG Notice 2023-10 indicates that witness signatures are not required in this case

Self Certification EIV Multiple Subsidy

Use this form to document resident’s response to inquiries about dual/multiple subsidy indicated in EIV.  Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification EIV New Hire

The form is used to document residents' response when there is new employment, the employer will not respond to verification requests and the resident does not have proper documentation (not enough pay stubs).  This advises the resident that the owner/agent will not delay IR.  Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification EIV SS Income Accuracy

The form is used to document residents' response to inquiries about Social Security income listed on various EIV income reports.  This can also be used as self-certification of income when investigating income discrepancies.  Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification EIV SSN

Because SSA information is not perfect, sometimes EIV returns an error for an SSN and the error is invalid.  Use this form to document discussions with residents regarding EIV SSN errors.  Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification Fixed Income Family

When using Streamlined Determination of Fixed Income and Streamlined Certification for Fixed Income Families, this form can be used by residents to provide information and self-certification of income.  We have also included these questions as part of the AR Questionnaire.   Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification Income

Self Certification Income Irregular Income

Self Certification Income No 3rd Party Emp

Self Certification Income Self Employment Gig Income

Use this form to gather information  necessary to verify self-employment when a resident or applicant provides paid services and receives Gig Income. Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification Income Self Employment Ride Hailing

Use this form to gather information  necessary to verify self-employment when a resident or applicant works for a Ride Hailing Service.   Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification Joint Custody

Self Certification Multiple Subsidy

Self Certification Need for Hardship Exemption

Self Certification New Employment

The form is used to document residents' response when there is new employment, the employer will not respond to verification requests and the resident does not have proper documentation (not enough pay stubs).  This advises the resident that the owner/agent will not delay IR.  Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification No Child Support

This form can be used as an affidavit that the resident does not receive awarded child support.   Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification No Rental History

This self-certification can be used when an applicant has no formal rental history.   Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification No SSN (Pre HOTMA)

Anytime a member cannot provide an SSN or adequate documentation to verify the SSN, owner/agents should advise the member of the requirements.  This form can be used to communicate HUD's rule.  This is very important when a minor under the age of six is added to a household because the family has 90 days to provide the SSN and adequate documentation to verify the SSN.  Failure to do so will result in termination.  Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed. This Pre-HOTMA version calls for termination of tenancy when required SSNs are not produced.

Self Certification No SSN HOTMA

Updated for HOTMA and/or TRACS 2.0.3.A
Anytime a member cannot provide an SSN or adequate documentation to verify the SSN, owner/agents should advise the member of the requirements.  This includes the new requirement for owner/agents to accept self-certification with accompanying documents.  This form can be used to communicate HUD's rule.  This is very important when a minor under the age of six is added to a household because the family has 90 days to provide the SSN and adequate documentation to verify the SSN.  Failure to do so will result in termination of assistance for all programs except PRAC and termination of tenancy for the PRAC program.  Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed. 

Self Certification No Third Party Employment/Income Change

Self Certification of Accuracy of Employment Information In EIV

The form is used to document residents' response to inquiries about employment listed on various EIV income reports or the New Hires report.  This can also be used as self certification of income when investigating income discrepancies.

Self Certification of EIV Employment Discrepancy

Self Certification Real Property

New Form To Be Implemented When HOTMA is Implemented.
Section 8 only.  Under HOTMA, Section 8 residents must disclose if they own Real Property Suitable for Occupancy that a Member Has a Right to Sell.  If so, an applicant family is not eligible to receive Section 8 housing assistance.  There are some exceptions.  For owner/agents implement Total Non-enforcement of the Section 8 Asset Restrictions, this rule does not apply to existing assisted residents.  If an owner/agent is implementing Enforcement or Limited Enforcement of the Section 8 Asset Restrictions, then this rule will apply to existing assisted residents.  If a resident or applicant owns real property but feels they are exempt under the rules, this form can be used to obtain self-certification and other information about the exemption. Eligibility review based on the Section 8 Asset Restrictions (Asset Cap and ownership of Real Property) are mandatory at application.  Owner/agents must decide whether or not to enforce these restrictions after move-in

Self Certification Receipt of Required Documents at AR

Self Certification Receipt of Required Documents at MI

Self Certification Receipt of Required Documents at RAD Conv

Use this form to document that all required forms have been provided when converting to PBRA RAD.

Self Certification Remove Adult Member

Use this form to document a resident’s request to remove an adult from the lease and the 50059.  Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification Rent Credit

Self Certification Separation

Use this form when there is no legal separation agreement, yet married residents no longer live together.  Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification Termination of Employment

Use this form when an employer will not respond to verification requests regarding termination of employment.   Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification Unexplained SS Deductions

In some cases, EIV will not provide enough detail to explain the difference between Gross SSA awards and Net SSA awards.  Use this form when the resident must provide additional information about unexplained SSA deductions.   Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.

Self Certification Use of Funds Representative Payee

Owner/agents may use this form when a resident receives benefits, but those benefits are paid to a Representative Payee.  The income must be associated with the recipient (not the Representative Payee) and the asset where the money is deposited is essentially owned by the recipient (not the Representative Payee).  When a minor is part of a joint custody arrangement, the income and the asset are associated with the family taking advantage of the $480 Dependent Deduction.  Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed

Student Certification NonS8

Student Certification S8

Survey Smoking

TSP Fair Housing Language