Ross Business Development

Application 202PRAC

$75

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 conforms to our TSP template. If the tenant selection plan is edited, edit the application appropriately.

Application 202S8

$75

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 conforms to our TSP template. If the tenant selection plan is edited, edit the application appropriately.

Application 811PRAC

$75

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 conforms to tour TSP Template. If the tenant selection plan is edited, edit the application appropriately.

Application Cover for PRAC Applications

$25

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.

Application Cover for Pre-Application PRAC

$25

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 for Pre-Application Section 8

$25

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 for S8 Applications

$25

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.

Application Cover Letter Pre Application when OA uses Lottery Selection

$25

This cover letter is for the Pre-Application and can be used when the OA has implemented Lottery Selection.

Application Live-in Aide

$75

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 PreApplication 202PRAC

$50

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 PreApplication 202S8

$50

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 PreApplication 811PRAC

$50

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 PreApplication S8Elderly

$50

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 PreApplication S8Family

$50

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 S8Elderly

$75

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. Please be sure the application conforms to the tenant selection plan. For example, if the tenant selection plan indicates that you conduct a rental history review with the last three landlords, the application should ask for the contact information for the last three landlords.

Application S8Family

$75

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. Please be sure the application conforms to the tenant selection plan. For example, if the tenant selection plan indicates that you conduct a rental history review with the last three landlords, the application should ask for the contact information for the last three landlords.

Checklist File Applicant

$20

This is a sample Application Checklist. You should be able to demonstrate that files are organized. If you do not use RBD Checklists, insert a sample file checklist that you use.

Checklist Home Visit

$20

For owner/agents who conduct a Home Visit as part of the screening process. Use this checklist to ensure consistent reviews that are not subjective based on the person completing the review.

Citizen Declaration

$20

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 since the release of the new Final Rule published as Equal Access to Housing in HUD Programs – Regardless of Sexual Orientation or Gender Identity. We have also removed the inquiry re: relationship to HOH since this information is gathered on the application

Citizen Eligibility Verification Consent

$20

HUD does provide a Sample Citizenship Verification Consent Form in HUD Handbook 4350.3 Exhibit 3-6. This form was created using the sample as a model.

Citizen Family Summary

$20

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 since the release of the new Final Rule published as Equal Access to Housing in HUD Programs – Regardless of Sexual Orientation or Gender Identity. We have also removed the inquiry re: relationship to HOH since this information is gathered on the application.

Citizen Family/Owner Summary

$20

This form combines the Family Summary and the Owner Summary in to one form. Residents complete and sign and the property staff adds verification information.

Citizen Owner Summary

$20

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 since the release of the new Final Rule published as Equal Access to Housing in HUD Programs – Regardless of Sexual Orientation or Gender Identity. We have also removed the inquiry re: relationship to HOH since this information is gathered on the application.

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 Release General

$20

HUD does not provide a “HUD approved” general release document. HUD Form 9887 and 9887A provide some provisions for release of information. This is a sample general release form. It should be edited to conform to your management company’s policy and procedure. It is STRONGLY recommended that you seek legal counsel before implementing this form. State laws must be considered.

Consent to Disclose Tenant File to a 3rd Party

$20

The Privacy Act requires that you obtain consent if you are going to disclose the applicant/tenant file to any other person. This sample consent can be used if the applicant or resident wants to complete a form rather than write out their own consent.

FairHousing TSP House Rules Language

$100

A comprehensive explanation of the fair housing protections for residents living receiving HUD housing assistance. An explanation of fair housing protections must be included in the TSP and the House Rules. This description includes descriptions for federal fair housing, local fair housing, Section 504, Title VI, Limited English Proficiency, Equal Access, Sexual Harassment in Housing and VAWA.

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.

Notice App – Unit Offer No Unit Available

$20

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

Notice App – Unit Offer Unit Available

$20

When a unit is vacant and has become available because rehab is complete or when a unit is vacant because the resident left unexpectedly, the owner/agent can extend a unit offer and work with the resident to coordinate the move-in date. Use this Notice when the owner/agent wishes to extend a unit offer and the unit is currently available.

Notice APP Confirmation Removal From Waiting List

$20

Use this form when an applicant requests their family is removed from the waiting list. This Notice advises the applicant that he/she will have to submit a new application if they wish to be returned to the waiting list.

Notice Application Complete

$20

This is a notice advising applicants that the application has been received and appears to be complete.

Notice Application Incomplete

$20

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

Notice Application Plan Update New Preferences

$20

Owner/agents should advise applicants (not residents) when the tenant selection plan undergoes significant change. Owner/agents must advise applicants if the owner/agent or HUD adds preferences or when HUD changes eligibility requirements. This is a sample notice explaining any preference changes. This notice also inquires as to the applicant’s interest in remaining on the waiting list.

Notice Application Plan Update RAD for PRAC

$20

Use this form to advise residents on the PRAC Waiting List 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 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 Application Rejection Unit Size Change

$20

Use this notice to advise applicants that they are being rejected while on the waiting list because they do not meet occupancy standards due to household composition.

Notice Application Waiting List Maintenance

$20

This notice is sent periodically; usually annually. Owner/agents use this notice to determine how many applicants wish to remain on the waiting list.

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 Requirement to Determine Noncitizen Eligibility

$20

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

Notice RAM Denial Live In Aid

$20

This document can be used to notify an applicant or resident that a requested live-in aide has been denied.

Screening Rental History Questionnaire

$50

Owner/agents are not required, by HUD, to conduct screening based on Rental History. If the owner/agent has opted to include this screening, the owner/agent may ask whether or not the resident is currently taking advantage of the Medical Expense Deduction or the Disability Assistance Expense Deduction. If so, the owner/agent may verify and continue the application of the Phase-in Hardship Exemption.

Note from RBD: HUD may provide additional clarifications to this rule.

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 Divestiture of Assets

$20

This document can be used by resident to certify whether or not any resident has disposed on any assets for less than fair market value. Use this document when the property is not using Streamlined Verification of Assets.

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 Child Support

$20

Use for residents who must certify that they do not receive child support. This form can be used as an affidavit that the resident does not receive awarded child support and they are pursuing it.

Self Certification No Rental History

$25

This self certification can be used when an applicant has no formal rental history.

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 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.

Student Certification NonS8

$25

This sample form can be used to inquire as to the eligibility status of a student, enrolled in an institute of higher education, who lives on a 236, PRAC, PAC or BMIR property.

Student Certification S8

$25

Owner/agents are required to ask all adults if they are a student enrolled in an institute of higher education (full time or part time). If the answer is yes, student eligibility must be determined. The questionnaire is a tool created by the owner/agent. There is no HUD requirement to have a questionnaire. This form was completely revised based on recent changes and customer comments.

TSP PRAC

$400

This is a comprehensive Tenant Selection Plan Template for use on a 202 or 811 PRAC property. This TSP must be edited to accurately describe your property's tenant selection criteria.

TSP Request Elderly Preference

$20

If your property does not have a senior designation and when you would like to give preference to seniors, you must request permission from HUD. This sample letter can be used to help create your own request for an elderly designation.

TSP S8

$400

This is a comprehensive Tenant Selection Plan for use on a Section 8 Family, Section 8 Elderly, 202/8 or PBRA RAD property. This TSP must be edited to accurately describe your property's tenant selection criteria.

TSP Sample Language HOTMA

$100

If you don’t need a new TSP but want to add pertinent language related to HOTMA changes (including the Asset Restrictions for Section 8 programs) or related to changes that will be introduced by TRACS version 2.0.3.A, this document may help you get started.

Verification Assets Annuity

$20

Use this document to verify information about the asset value of or income generated by an annuity.

Verification Assets Bank Account

$20

Use this form to request information about accounts and account balances directly from a bank.

Verification Assets Direct Express

$20

Use this document to verify the balance for a Direct Express Debit Card when the owner/agent does not wish to copy the card.

Verification Assets on Deposit

$20

Use this form to inquire about types of assets on deposit from any financial institute.

Verification Assets Real Estate Holdings

$20

Use this document to verify the value of real property and the cost to sell the property.

Verification Assets Whole or Universal Life Insurance

$20

Use this document to verify the cash value of any whole life insurance policy or any universal life insurance policy

Verification Deduction 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.

Verification Deduction Medical Expense

$20

This is a generic medical expense verification form requesting record of expenses for the last year.

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 EIV No EIV SSA

$20

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

Verification Eligibility Disability 811 PRAC

$20

HUD provides a sample verification of disability HUD form 90103 which can be used to verify disability for a Section 8 Family property. This is an alternative sample. Please refer to HH 4350.3 Revision 1, Paragraph 3-17 to obtain more information about disability eligibility for the Section 8 family and elderly program (not 202/8). Also see HH 4350.3 R1, Paragraph 3-28 for acceptable alternatives for this form.

Verification Eligibility Disability Section 2028

$20

HUD provides a sample verification of disability HUD form 90102 which can be used to verify disability for a Section 8 Family property. This is an alternative sample. Please refer to HH 4350.3 Revision 1, Paragraph 3-17 to obtain more information about disability eligibility for the 202/8. Also see HH 4350.3 R1, Paragraph 3-28 for acceptable alternatives for this form.

Verification Eligibility Disability Section 8

$20

HUD provides a sample verification of disability HUD form 90103 which can be used to verify disability for a Section 8 Family property. This is an alternative sample. Please refer to HH 4350.3 Revision 1, Paragraph 3-17 to obtain more information about disability eligibility for the Section 8 family and elderly program (not 202/8). Also see HH 4350.3 R1, Paragraph 3-28 for acceptable alternatives for this form.

Verification Eligibility HUD Assistance

$20

Use this form to request verification from the landlord indicated in EIV, if the EIV Existing Tenant Search indicates that an applicant is receiving assistance in another residence that was not disclosed.

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 MO

$20

Some owner/agents are struggling to keep new residents compliant with single subsidy requirements. This document may help assist with the effort. If an applicant is currently receiving assistance in another HUD assisted residence, owner/agents may want to verify move-out before allowing the resident to move in to the new unit. This will help ensure compliance with the single subsidy rule and may assist in resolving disputes that may come up in the future.

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 RAM Need Live-in Aide

$20

This sample form can be used when you need to verify the need for a live-in aide. See HH 4350.3 R1, Paragraph 3-6 for additional information.

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.

Verification Student Status/Financial Aide

$20

This verification solicits information from the institute of higher education regarding student’s current status, any expenses related to tuition and other qualified fees, and any education financial aid. For HOTMA, questions about expenses have been updated. Questions related to financial aid have been separated in to three types:
1. Financial Aide provided through Title IV of the HEA;
2. Financial Aide provided through a Coverdell ESA or other like account;
3. Other Financial Aide.

FASTForms Individual Forms

Application 202PRAC

Application 202S8

Application 811PRAC

Application Cover for PRAC Applications

Application Cover for Pre-Application PRAC

Application Cover for Pre-Application Section 8

Application Cover for S8 Applications

Application Cover Letter Pre Application when OA uses Lottery Selection

Application Live-in Aide

Application PreApplication 202PRAC

Application PreApplication 202S8

Application PreApplication 811PRAC

Application PreApplication S8Elderly

Application PreApplication S8Family

Application S8Elderly

Application S8Family

Checklist File Applicant

Checklist Home Visit

Citizen Declaration

Citizen Eligibility Verification Consent

Citizen Family Summary

Citizen Family/Owner Summary

Citizen Owner Summary

Consent Contact Electronic

Consent Release General

Consent to Disclose Tenant File to a 3rd Party

FairHousing TSP House Rules Language

Lease Addendum Live-in Aide PRAC

Notice App – Unit Offer No Unit Available

Notice App – Unit Offer Unit Available

Notice APP Confirmation Removal From Waiting List

Notice Application Complete

Notice Application Incomplete

Notice Application Plan Update New Preferences

Notice Application Plan Update RAD for PRAC

Notice Application Rejection

Notice Application Rejection Unit Size Change

Notice Application Waiting List Maintenance

Notice Noncitizen Rule Eligibility

Notice of Requirement to Determine Noncitizen Eligibility

Notice RAM Denial Live In Aid

Screening Rental History Questionnaire

Self Certification Assets

Self Certification Divestiture of Assets

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 Child Support

Self Certification No Rental History

Self Certification No SSN

Self Certification Self Employment Ride Hailing

Self Certification Separation

Student Certification NonS8

Student Certification S8

TSP PRAC

TSP Request Elderly Preference

TSP S8

TSP Sample Language HOTMA

Verification Assets Annuity

Verification Assets Bank Account

Verification Assets Direct Express

Verification Assets on Deposit

Verification Assets Real Estate Holdings

Verification Assets Whole or Universal Life Insurance

Verification Deduction Child Care/Dependent Care

Verification Deduction Medical Expense

Verification Deduction Medical Expense Caregiver