Ross Business Development

Application IR PRAC New Adult

$75

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. If the new adult will be a live-in aide, be sure to use the Live-in Aide application.

Application IR S8 New Adult

$75

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. If the new adult will be a live-in aide, be sure to use the Live-in Aide application.

Assets Rate of Return Worksheet

$25

Use this worksheet to calculate the projected rate of return for investments that earn income based on the stock market performance. Options are to 1) use the current year rate of return and project for a full year, 2) use the average rate of return for the two years prior to the year of the certification or 3) use the average rate of return for the three years prior to the year of the certification. Calculations are included and property management professionals only need to include values noted in green.

Checklist EIV 120 Day Post Move In

$20

Use this checklist to document review of EIV reports 120 days after the submission of a move-in 50059 or an IR adding a new household member.

Checklist EIV Recertification

$20

Use this checklist to document review of EIV reports at Recertification.

Checklist File IR

$20

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.

Consent Contact Electronic

$20

This document can be used to obtain alternative contact information for each resident. Alternative contact information could be cell phone numbers, email addresses, etc. This allows you to email or text information to each resident and to provide documents in electronic format versus paper except as required by regulation.

Consent Income Projection

$20

This form can be used when a resident has worked for part of the year (e.g. schoolteacher, bus driver, etc.). This shows the rent difference between creating three certifications or one certification and allows the resident to choose the preferred method. This form is discussed in our RBD Online Training Workshop – Interim Recertification.

EIV Income Discrepancy Calculation Worksheet

$30

Use this Excel worksheet to document review of EIV Discrepancy Report at AR and IR.

Interim Recertification (IR) Request

$20

This document can be used when residents need to provide information required for an Interim Recertification (IR)

IR Analysis Worksheet

$30

Use this worksheet to document investigation as to whether or not an interim certification is required.

Lease Addendum Adult Child in 202/8

$50

This addendum is not required by HUD but is recommended when an adult child/grandchild moves in to a 202/8 unit with an adult. Much like a live-in aide addendum, this is used to advise the aadult chld that they have no rights to the unit as a remaining family member.

Lease Addendum Live-in Aide PRAC

$50

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

$50

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.

Notice Application Rejection

$20

As of 9/1/2023, HUD’s guidance is that the Asset Restrictions are mandatory. We have asked HUD to revisit this determination and hope that guidance will change. Until then, we must proceed with current guidance provided by HUD https://www.hud.gov/program_offices/housing/mfh/hotma.

Notice IR IRDelayed

$20

This sample notice advises residents, who have reported an income decrease, that you intend to exercise your option to delay completion of the IR because you have credible evidence that the income will be fully or partially restored within 30 days.

Notice IR No IR Required

$20

This sample notice is used when a resident reports a change, but no Interim Certification is required.

Notice IR Requirement to Sign - New Job Alternate Verification

$20

Use this form when a resident reports new employment but you are unable to conduct traditional verification because the employer will not respond and the resident cannot provide required documents. Usually, this Notice is used when the resident has not worked long enough to receive the minimum number of pay stubs. The owner/agent can use available pay stubs but will have to document the file and the resident will have to self-certify. Owner/agents should refer to HH 4350.3 Paragraph 5-13 through 5-18. This Notice advises the resident that they have the option to return when they have the appropriate paperwork and the owner/agent will re-assess annual income.

Notice IR Requirement to Sign 50059

$20

Use this notice to advise residents of their requirement to sign the IR or face termination.

Notice IR Requirement To Sign Death of Member

$20

Use this Notice when a member of the household passes away and an IR is created to remove the member. This Notice provides information about the amount and effective date of the new rent. The notice also explains that failure to sign within the required timeframe will result in termination of assistance.

Notice IR Requirement To Sign PRAC - Death of Member

$20

Use this Notice when a member of the household passes away and an IR is created to remove the member. This Notice provides information about the amount and effective date of the new rent. The notice also explains that failure to sign within the required timeframe will result in termination of tenancy.

Notice IR Requirement To Sign Retroactive Rent Increase

$20

This sample notice advises residents - who failed to report in a timely manner - that a retroactive rent increase is in effect. Residents have a limited time to report to the owner/agent and sign the new certification and arrange for return of the improper payment.

Notice IR Unable to Sign

$20

Use this sample notice to advise residents that you are submitting an IR without signature due to extenuating circumstances and that they are required to sign upon return.

Notice Lease Violation Failure to Report a Change in Employment or Income

$20

This is a sample notice used to advise residents when you suspect that they have not disclosed a change in income or family composition. The notice must be in compliance with HH 4350.3 R1, Paragraph 7-12. This notice also contains information about the penalty for failure to report which includes termination of assistance and possible eviction.

Notice Lease Violation Failure to Report a Change in Household Composition

$20

This is a sample notice used to advise residents when you suspect that they have not disclosed a change in income or family composition. The notice must be in compliance with HH 4350.3 R1, Paragraph 7-12. This notice also contains information about the penalty for failure to report which includes termination of assistance and possible eviction.

Notice Lease Violation Failure to Report a Change in Household Composition(PRAC)

$20

This is a sample notice used to advise residents when you suspect that they have not disclosed a change in income or family composition. The notice must be in compliance with HH 4350.3 R1, Paragraph 7-12. This notice also contains information about the penalty for failure to report. For PRAC this is termination of tenancy.

Notice Lease Violation Unauthorized Resident

$20

This notice can be used to request a meeting when the owner/agent suspects that there is an unauthorized resident living in the unit.

Notice Lease Violation Unauthorized Resident Minor

$20

This notice can be used to request a meeting when the owner/agent suspects that there is an undisclosed resident who is a minor living in the unit.

Notice Noncitizen Rule Eligibility

$80

This Notice 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.

Notice of Termination of Tenancy - Failure to Provide SSN for Minor

$20

This notice adises residents that they will be terminated because of failure to provide an SSN or adequate documentation to verify the SSN within 90 days.

Notice Overpayment Rent

$20

This notice can be used to advise residents when a correction indicates that they have paid too much rent and are entitled to a rent credit.

Notice Requirement to Sign 9887

$20

Use this notice to notify residents who are turning 18 of their requirement to sign HUD Form 9887/9887A.

Notice Termination of Assistance - Ineligible Student S8

$20

This Notice can be used to inform a resident that the family is no longer qualified for Section 8 assistance based on the Student Rule.

Notice Termination of Assistance Certification Missing Signatures

$20

Use this sample form to advise residents that you are missing required signatures for a certification other than the AR certification.

Notice Termination of Assistance Change in Household Composition

$20

You are required to notify residents when you are going to terminate assistance in accordance with HUD’s requirements. This Notice can be sent after the Notice of Failure to Report a Change, when the resident does not report as required. See HH 4350.3 R1, Paragraph 7-12. Notices of termination of tenancy must be provided in compliance with HUD’s termination requirements set forth in HH 4350.3 R1, Chapter 8. Do not use this form for a PRAC. In this situation, owner/agents of PRAC properties must terminate tenancy.

Notice Termination of Assistance Fail to Meet

$20

This sample notice was created 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.

Notice Termination of Assistance Fail to Respond

$20

Do not use this form for a PRAC. In this situation, owner/agents of PRAC properties must terminate tenancy.

Notice Termination of Assistance No Eligible Members

$20

Use this Notice for 202/8 and 202 PAC when a qualifying member of the household leaves for a reason other than death and no remaining members are eligible. In this case, the family may remain in the unit but no assistance is available. The owner/agent must provide 30 days’ notice. A Termination is created to remove the family’s assistance.

Notice Termination of Assistance Noncitizen Eligibility

$20

Use this sample notice when a resident no longer qualifies for subsidy because of a change in noncitizen eligibility. Do not use this form for a PRAC.

Notice Termination of Assistance Requirement to Sign

$20

Use this Notice when the resident fails to comply with lease requirements and the result is Termination of Assistance. This Notice advises the resident that they must report to sign the Termination 50059A.

Notice Termination of Assistance Zero Assistance TTP Equal Gross Rent

$20

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 RAD.

Notice Termination of Tenancy Deceased Tenant

$20

Use this sample notice to notify remaining household members of their requirement to meet when a member appears on the Deceased Tenant Report.

Notice Termination of Tenancy Missing SSN

$20

When a resident adds a minor to a unit, the resident has 90 days to provide the SSN and adequate documentation to verify the SSN. An additional 90 days may be granted under certain conditions. Use this sample notice when the tenant fails to provide required SSN documentation. This Notice is strongly worded and provides required language necessary to facilitate termination of tenancy.

Notice Termination of Tenancy No Longer Qualified (Death)

$20

This Notice can be used when an adult passes away and the remaining family members do not meet the eligibility criteria outlined in HH 4350.3 Paragraph 3-16.

Notice Termination of Tenancy No Longer Qualified (Death) PRAC

$20

Use this Notice for 202 PRAC and 811 PRAC when a qualifying member of the household leaves for a reason other than death and no remaining members are eligible. In this case, the family may not remain in the unit. The owner/agent must provide 30 days’ notice.

Notice Zero Income Requirement to Meet

$20

This sample notice can be used to advise zero income families of their requirement to meet on a quarterly basis or face termination of assistance.

Policy Days to Report Change Template

$200

This sample policy is designed to assist you in developing your own policy defining how many days a resident has to report a change in household composition or income. This should match any such language included in your property House Rules.

Questionnaire Irregular Income

$75

Owner/agents have the option of implementing regular interviews for residents who report irregular income. This document is a combination of the Notice advising residents of this option and a questionnaire that may be used to better understand the income a resident may receive through various sources.

Questionnaire Zero Income

$20

This sample zero income questionnaire is a simple questionnaire to help you determine if your zero-income family has failed to fully and accurately disclose income.

Questionnaire Zero Income 2

$20

This sample zero-income questionnaire is a relatively detailed questionnaire to help you determine if your zero-income family has failed to disclose income fully and accurately.

Repayment Agreement Amount Calculation Worksheet

$30

Use this worksheet to document your method used to determine a repayment agreement amount.

S504 Coordinator Contact

$20

Use this form to post information or provide an electronic notification about your Section 504 Coordinator. You are required to assign a Section 504 Coordinator if you employ 15 or more people regardless of their locations or duties. See HH 4350.3 R1, Paragraph 2-29 for additional information.

Self Certification - Remove Adult

$20

Use this form to document a residents request for you to remove an adult from the lease and the 50059.

Self Certification Anticipated Child

$20

This form can be used by a resident to self-certify the upcoming addition of a child as a result of pregnancy, adoption or fostering. Per HH 4350.3 family self-certifications must be notarized or witnessed.

Self Certification Current Assistance

$20

Use this notice to advise applicants that they must forfeit any current HUD assistance before they will begin receiving HUD assistance for a unit on your property. Based on customer comment, this Notice has been edited and is now a form to be complete by applicants that can be included as part of the Application Package or part of the application process.

Self Certification Dispute EIV Social Security Income Accuracy

$20

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.

Self Certification EIV Employment New Hire

$20

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.

Self Certification EIV Income Accuracy

$20

When reviewing EIV Income Reports, owner/agents may want residents to verify whether or not the income reported in EIV is correct. This form can be used when a resident agrees or when a resident disagrees with the information provided in EIV for employment, unemployment and Social Security benefits.

Self Certification Income Irregular Income

$25

The RBD EIV Policy Template allows owner/agents to use historical information in EIV to estimate income when a resident has irregular income. Since EIV cannot be used to verify income, the resident must self-certify. This method is used when no other acceptable method is available and attempts to obtain 3rd party verification must be documented in the tenant file.

Self Certification Income New Employment

$20

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.

Self Certification Income No 3rd Party Emp

$20

The form is used to document applicant’s response to inquiries about new employment when the employer will not respond to verification requests and the tenant cannot provide the required documentation and there is no appropriate income information in EIV.

Self Certification Joint Custody

$20

This form is used when two families share custody of one child AND BOTH FAMILIES RECEIVE HUD HOUSING ASSISTANCE. This form helps property managers gather the information needed to correctly calculate the assistance payment including the percentage of time the child lives in your unit, unearned income and appropriate deduction information.

Self Certification Need for Hardship Exemption

$20

Use this form to document a residents request for your to waive the $25 minimum rent. Section 8 only.

Self Certification No SSN

$25

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 of tenancy.

Self Certification No Third Party - Employment/Income Change

$20

Use this self-certification when a resident’s employment changes or when income changes (such as a new bonus). Generally, this is used when the resident receives some sort of bonus or one-time payment.

Self Certification of Employment Income - New Employment

$20

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.

Self Certification Payee - Use of Funds

$20

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 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.

Self Certification Rent Credit

$20

This is an attachment to the Notification of Rent Credit, but if the resident does not complete the attachment, this is a separate form that can be used for the same purpose.

Self Certification Self Employment Ride Hailing

$20

This sample form can be used to gather information necessary to verify self employment when a resident or applicant works for a Ride Hailing Service.

Self Certification Separation

$20

Use this document when there is no legal separation agreement yet married residents no longer live together.

Self Certification Termination of Employment

$20

Use this self certification when an employer will not respond to verification requests regarding termination of employment.

Verification Deduction Medical Expense Caregiver

$20

Use this verification form to verify the medical expense deduction for a caregiver.

Verification Deduction Medical Over the Counter Products

$20

This form can be used to verify that over-the-counter products are used to treat a specific medical condition.

Verification Employment No 3rd Party

$20

Use this form document why EIV/third party verification was not used as part of Employment Verification when the employer does not respond to verification requests.

Verification Income Employment

$20

Use this form to contact an employer directly and verify date of hire and income.

Verification Income Gifts or Regular Contributions

$20

Use this document to obtain third-party verification from a person or organization who is providing gifting income or regular contributions to a resident.

Verification Income Work Study

$20

Use this verification to determine if income from a “work study” or Job Training program should be excluded from the family’s income calculation. If the verify answers “yes” to any of the clarification questions then the income should be excluded based on guidance provided in HH 4350.3 Exhibit 5-1.

Verification IR Permanent Address

$20

Use this form to verify that a current resident has moved out of a unit. This form is commonly used when the owner/agent has evidence that the resident has not truly moved out of the unit.

Verification of Employment Income Dispute EIV

$20

When a resident disputes employment records displayed in EIV, owner/agents must attempt to conduct third-party verification with the employer. This verification can be used to notify an employer that they may have keyed an employee’s Social Security incorrectly or that an employee may be using your resident’s Social Security Number.

Verification Oral Phone

$20

If you conduct oral or phone verification, you must do so in compliance with HH 4350.3 R1, Paragraph 5-18. This form helps you document phone verification in compliance with HUD requirements.

Verification Oral Phone Investment

$20

Use this form when collecting verification information by phone by contacting the bank or financial institution in charge of managing a resident’s IRA or 401K account.

Verification Review of Documents

$20

If you conduct verification but you cannot copy the verification documents, you must note the file in a manner that is in compliance with HH 4350.3 R1, Paragraph 3-13. This form helps you document verification in compliance with HUD requirements.

VerificationDeduction Child Care/Dependent Care

$20

Deduction Verification - Child Care - Use this document to verify child care expenses or care used for the disability assistance expense when a person requires care/supervision to enable an adult household member to work.

FASTForms Individual Forms

Application IR PRAC New Adult

Application IR S8 New Adult

Assets Rate of Return Worksheet

Checklist EIV 120 Day Post Move In

Checklist EIV Recertification

Checklist File IR

Consent Contact Electronic

Consent Income Projection

EIV Income Discrepancy Calculation Worksheet

Interim Recertification (IR) Request

IR Analysis Worksheet

Lease Addendum Adult Child in 202/8

Lease Addendum Live-in Aide PRAC

Lease Addendum Live-in Aide S8

Notice Application Rejection

Notice IR IRDelayed

Notice IR No IR Required

Notice IR Requirement to Sign - New Job Alternate Verification

Notice IR Requirement to Sign 50059

Notice IR Requirement To Sign Death of Member

Notice IR Requirement To Sign PRAC - Death of Member

Notice IR Requirement To Sign Retroactive Rent Increase

Notice IR Unable to Sign

Notice Lease Violation Failure to Report a Change in Employment or Income

Notice Lease Violation Failure to Report a Change in Household Composition

Notice Lease Violation Failure to Report a Change in Household Composition(PRAC)

Notice Lease Violation Unauthorized Resident

Notice Lease Violation Unauthorized Resident Minor

Notice Noncitizen Rule Eligibility

Notice of Termination of Tenancy - Failure to Provide SSN for Minor

Notice Overpayment Rent

Notice Requirement to Sign 9887

Notice Termination of Assistance - Ineligible Student S8

Notice Termination of Assistance Certification Missing Signatures

Notice Termination of Assistance Change in Household Composition

Notice Termination of Assistance Fail to Meet

Notice Termination of Assistance Fail to Respond

Notice Termination of Assistance No Eligible Members

Notice Termination of Assistance Noncitizen Eligibility

Notice Termination of Assistance Requirement to Sign

Notice Termination of Assistance Zero Assistance TTP Equal Gross Rent

Notice Termination of Tenancy Deceased Tenant

Notice Termination of Tenancy Missing SSN

Notice Termination of Tenancy No Longer Qualified (Death)

Notice Termination of Tenancy No Longer Qualified (Death) PRAC

Notice Zero Income Requirement to Meet

Policy Days to Report Change Template

Questionnaire Irregular Income

Questionnaire Zero Income

Questionnaire Zero Income 2

Repayment Agreement Amount Calculation Worksheet

S504 Coordinator Contact

Self Certification - Remove Adult

Self Certification Anticipated Child

Self Certification Current Assistance

Self Certification Dispute EIV Social Security Income Accuracy

Self Certification EIV Employment New Hire

Self Certification EIV Income Accuracy

Self Certification Income Irregular Income

Self Certification Income New Employment

Self Certification Income No 3rd Party Emp

Self Certification Joint Custody

Self Certification Need for Hardship Exemption

Self Certification No SSN

Self Certification No Third Party - Employment/Income Change

Self Certification of Employment Income - New Employment