Ross Business Development

Annual Recertification File Analysis

$20

Use this form when implementing Streamlined verification so you know which forms should be provided by each resident/family. Complete this analysis before finalizing the 120 Day Reminder Notice which requires you to notify residents which forms are to be provided.

Checklist File AR

$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.

Policy Streamlining

$150

This policy template described when and how owner/agents implement HUD's new streamlined verification of assets and fixed income and when the owner/agent uses Streamlined Certification for Fixed Income Families.

Questionnaire AR

$50

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.

Self Certification Assets

$25

While HOTMA is effective 1/1/2024, Streamlined verification of Assets was introduced to HUDs Multifamily Housing Programs in 2019. Owner/agents may, but are not required to, adopt Streamlined Verification of Assets. This means that the cash value of assets and income from assets is verified in Year 1. Under HOTMA, when the total cash value of all family assets totals $50000 or less (may be adjusted for inflation), owner/agents may accept self-certification of the cash value of assets and income from assets in Year 2 and Year 3. Use this form to obtain information about assets from residents at Annual Recertification (and Interim Recertification as necessary). Note from RBD: We do not expect additional revisions to this rule.

Self Certification Fixed Income Family

$25

When using Streamlined verification of fixed income and Streamlined certification for fixed income families, this document can be used by residents to provide information and self certification of income.

FASTForms Individual Forms

Annual Recertification File Analysis

Checklist File AR

Policy Streamlining

Questionnaire AR

Self Certification Assets

Self Certification Fixed Income Family

Annual Recertification File Analysis

Checklist File AR

Policy Streamlining

Questionnaire AR

Self Certification Assets

Self Certification Fixed Income Family