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
$75
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)
$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 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
$75
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)
$75
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
$75
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)
$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. 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
$25
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
$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 Pre-Application Lottery
$25
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)
$25
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
$25
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 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 Pre-Application 202PRAC (Pre-HOTMA)
$50
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
$50
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 811PRAC (Pre-HOTMA)
$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 Pre-Application 811PRAC HOTMA
$50
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)
$50
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
$50
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)
$50
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
$50
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)
$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 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
$75
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)
$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 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
$75
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 File Applicant
$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.
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. 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. 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. We have also removed the inquiry re: relationship to HOH since this information is gathered on the application.
Citizen Owners Notice 1 w Attach
$20
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
$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.
Notice App Application Incomplete
$20
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 – 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 Change Unit Size
$20
This notice advises applicants that, because of a household change, the owner/agent will add them to the waiting list for a different unit size.
Notice App Change Unit Size - WL Closed for Unit Size
$20
This notice advises applicants that, because of a household change, they qualify for a different unit size (larger or smaller). The owner/agent will not add them to the waiting list for a that unit size because that waiting list is closed.
Notice App Complete
$20
Use this notice to advise applicants that the application has been received and appears to be complete.
Notice APP Confirmation Removal From Waiting List
$20
Use this notice 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 App Existing Tenant Search Conflict
$20
Use this notice if EIV indicates that the household may be receiving assistance on a property that has not been disclosed at application.
Notice App Home Visit
$20
For owner/agents who conduct Home Visits as part of screening. Implementing Home Visits is optional. Use this notice to let an applicant know that their Home Visit has been scheduled.
Notice App Intent to Reject Criminal
$20
This notice is sent to the applicant when criminal history on the application conflicts with criminal history included as part of screening. Please see HH 4350.3 Revision 1, Paragraph 4-27-E.
Notice App Missing Docs Top of List
$20
Use this notice to advise an applicant that he/she is at the top of the waiting list and has failed to provide all necessary documentation. The Notice advises applicants that they will be skipped if forms are not provided.
Notice App No SSN Top of List
$20
An applicant may remain on the waiting list when an SSN has been submitted but SSN documentation has not been received. use this notice to advise such an applicant that he/she is at the top of the waiting list and they have 90 days to provide such documentation or be rejected.
Notice App Pending MI Income Limit Change
$20
Owner/agents should advise applicants (not residents) when the Income limits change after a unit offer but before the actual move-in. Applicants have a limited amount of time to move-in to the unit if the family’s income is over the NEW income limit. Use this notice to advise the family of this requirement.
Notice App Plan Update
$20
Owner/agents should advise applicants (not residents) when the tenant selection plan undergoes significant change. This is not required unless you add preferences. 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 that the tenant selection plan has undergone significant changes. This notice also inquires as to the applicant’s interest in remaining on the waiting list.
Notice App Plan Update HOTMA
$20
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
$20
Use this notice 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 notice includes a response and requires applicants to notify owner/agents of their desire to remain on the waiting list.
Notice App Plan Update New Preferences & Implementation of Lottery Selection
$25
Use this notice to advise existing applicants that you have updated the waiting list, added new preferences and plan to implement lottery selection instead of selecting based on the date and time the application was received.
Notice App Plan Update No Smoking
$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. Use this notice to explain that the Tenant Selection Plan has undergone significant changes. This notice also inquires as to the applicant’s interest in remaining on the waiting list.
Notice App Plan Update RAD for PRAC (Pre-HOTMA)
$20
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
$20
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)
$20
This notice is used when an application is rejected. Language explaining the appeal process and reasonable accommodation is included.
Notice App Rejection HOTMA
$20
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
$20
When Income Limits change, owner/agents should review current applicant files to see if they still meet the income limit requirements. If not, a rejection should be issued.
Notice App Rejection No Response to OA
$20
Use this notice to advise applicants that they are being rejected for failure to respond to owner/agent inquiries while on the waiting list.
Notice App 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 App Top of Waiting List
$20
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
$20
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
$20
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
$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 Waiting List Maintenance
$20
This notice is sent periodically; usually annually. Use this notice to determine whether or not current applicants wish to remain on the waiting list.
Notice Citizen Eligible Applicant
$20
Use this notice to advise an applicant that he/she/they are eligible based on the Noncitizen Rule. HUD does not provide a “HUD approved” Citizenship Declaration, but a sample is provided in HUD Handbook 4350.3 Revision 1, Exhibit 3-11. This form was created using the sample as a model.
Notice Citizen Eligible Resident
$20
Use this notice to advise a resident that he/she/they are eligible based on the Noncitizen Rule. HUD does not provide a “HUD approved” Citizenship Declaration, but a sample is provided in HUD Handbook 4350.3 Revision 1, Exhibit 3-10. This form was created using the sample as a model.
Notice Citizen Ineligible Applicant
$20
Use this notice to advise an applicant that he/she/they are not eligible based on the Noncitizen Rule. HUD does not provide a “HUD approved” Citizenship Declaration, but a sample is provided in HUD Handbook 4350.3 Revision 1, Exhibit 3-11. This form was created using the sample as a model.
Notice Citizen Ineligible Resident
$20
Use this notice to advise a resident that he/she/they are not eligible based on the Noncitizen Rule. HUD does not provide a “HUD approved” Citizenship Declaration, but a sample is provided in HUD Handbook 4350.3 Revision 1, Exhibit 3-10. This form was created using the sample as a model.
Notice Citizen Mixed Applicant
$20
Use this notice to advise an applicant that some members are eligible based on the Noncitizen Rule and some members are not - making the family a Mixed Family. HUD does not provide a “HUD approved” Notice 2, but a sample is provided in HUD Handbook 4350.3, Revision 1, Exhibit 3-11. This form was created using the sample as a model.
Notice RAM Denial LIA
$20
Use this notice to advise an applicant or resident that a request for a Live-in aide has been denied.
Notice Unit Offer
$20
Use this notice to advise an applicant or resident that a unit is available and made ready. Applicants have a limited amount of time to respond before the owner/agent will offer the unit to the next family on the waiting list.
Policy Noncitizen Rule
$100
This policy template outlines requirements for owner/agents who must implement HUD’s Noncitizen Rule.
Screening Rental History Questionnaire
$50
This questionnaire can be used to pose screening questions to previous landlords.
Self Certification Divestiture of Assets
$20
This stand-alone form can be used by resident to certify whether or not any resident has disposed on any assets for less than fair market value. This document is already part of the Self-certification Assets and the AR Questionnaire.
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 App Current Assistance
$20
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 Assets (Pre-HOTMA)
$25
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 HOTMA
$25
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 EIV Existing Tenant Search
$20
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 Income Self Employment Ride Hailing
$20
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 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. Per HH 4350.3 Paragraph 5-13, family self-certifications must be notarized or witnessed.
Self-certification No Child Support
$20
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
$25
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)
$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. 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 Real Property
$20
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 Separation
$20
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.
Student Certification NonS8
$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 is for use on all HUD MFH programs except Section 8 which has different eligibility criteria.
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 is for use on all HUD MFH Section 8 properties which have specific eligibility criteria.
TSP Fair Housing Language
$100
A comprehensive explanation of the fair housing protections for residents 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, Sexual Harassment in Housing and VAWA.
TSP PRAC (Pre-HOTMA)
$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. Please note that this document has not been updated to comply with HOTMA requirements. HOTMA TSPs are not to be implemented until HOTMA compliant site software is available and implemented. Until such time, the current (Pre-HOTMA) TSP must be used.
TSP PRAC HOTMA
$400
Updated for HOTMA and/or TRACS 2.0.3.A 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. Please note that this document has been updated to comply with HOTMA requirements. While HUD requires owner/agents to create a HOTMA TSP (no later than 5/31/2024), HOTMA TSPs are not to be implemented until HOTMA compliant site software is available and implemented. Until such time, the current (Pre-HOTMA) TSP must be used.
TSP Request Elderly Preference
$30
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 (Pre-HOTMA)
$400
This is a comprehensive Tenant Selection Plan Template for use on a Section 8 Family, Section 8 Elderly, PBRA RAD or 202/8 property. This TSP must be edited to accurately describe your property's tenant selection criteria. Please note that this version has not been updated to comply with HOTMA requirements. While HUD requires owner/agents to create a HOTMA TSP (no later than 5/31/2024), HOTMA TSPs are not to be implemented until HOTMA compliant site software is available and implemented. Until such time, the current (Pre-HOTMA) TSP must be used.
TSP S8 HOTMA
$400
Updated for HOTMA and/or TRACS 2.0.3.A This is a comprehensive Tenant Selection Plan Template for use on a Section 8 Family, Section 8 Elderly, PBRA RAD or 202/8 property. This TSP must be edited to accurately describe your property's tenant selection criteria. Please note that this document has been updated to comply with HOTMA requirements. HOTMA TSPs are not to be implemented until owner/agents implement HOTMA compliant site software. Until such time, the Pre-HOTMA TSP must be used.
TSP Sample Language HOTMA
$100
New Form Implemented When owner/agents create HOTMA TSPs No Later Than 5/31/2024. If you don’t need a new TSP or new House Rules, 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. Keep in mind that many HOTMA changes cannot be implemented before HOTMA compliant software is available and implemented. HOTMA TSPs are not to be implemented until owner/agents implement HOTMA compliant site software. Until such time, the Pre-HOTMA TSP must be used
Verification Assets Annuity
$20
Use this form to verify information about the asset value of or income generated by an annuity.
Verification Assets Whole or Universal Life Insurance
$20
Use this form to verify the cash value of any whole life insurance policy or any universal life insurance policy.
Verification Deduction Child Care/Attendant Care
$20
Use this form to verify Childcare Expenses or Attendant Care used for the Disability Assistance Expense (Attendant Care & Auxiliary Apparatus Expense under HOTMA) when a disabled person requires care/supervision to enable an adult household member to work.
Verification Deduction Medical Expense
$20
Use this generic medical expense verification form to request record of expenses for the last year.
Verification Deduction Medical Over the Counter Products (Pre-HOTMA)
$20
Use this form to verify that over-the-counter products are used to treat a specific medical condition. Costs of items used for general good health are not included when determining the Medical Expense Deduction.
Verification Eligibility Disability S8
$20
Use this form to verify eligibility based on disability for HUD's Section 8 Elderly and HUD's 202/8 properties. 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 Move-out
$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 into 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/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.
Verification Student Certification Parent Income
$20
Section 8 Only. HUD does not provide a “HUD approved” student verification form. It is not necessary to use this form if the student is otherwise eligible. This form is used to when the student is only eligible because the parent/guardian income is no higher than low income limit where he/she lives. There is no requirement to verify the parent’s/guardian’s income other than self-certification unless the owner/agent suspects misrepresentation.
Verification Student Parent Financial Support
$20
Use this form to verify if the parents are providing financial support to a student.
Verification Student Status/Financial Aide
$20
HUD does not provide a “HUD approved” student verification form. This form is used to verify full-time student status and amount of financial assistance provided. This form was completely revised based on recent changes and customer comments.
