Federal housing law
HUD Handbook 4350.3 REV-1 — Occupancy Requirements of Subsidized Multifamily Housing Programs
Federal housing law as enacted — verbatim and citable.
- Edition
- 2026
- Last updated
- 2026-07-29
- Contents
- 12 chapters · 1158 sections
- Jurisdiction
- United States
Contents
-
▸ HUD Handbook 4350.3: Occupancy Requirements of Subsidized Multifamily Housing Programs
Overview- 1. This Transmits
- 2. Implementation:
- 1. This Transmits
- H. Chapter 8. Termination
- L. Glossary
- 2. Implementation:
- C. Chapter 1, Introduction
- E. Chapter 3, Eligibility for Assistance and Occupancy
- F. Chapter 4, Waiting List and Tenant Selection
- G. Chapter 5, Determining Income and Calculating Rent
- H. Chapter 6, Lease Requirement and Leasing Activities
- I. Chapter 7, Recertification, Unit Transfers, and Gross Rent Increases
- K. Chapter 9, Required HUD-50059 and Subsidy Data Reporting
- L. Glossary
- M. Appendices
- N. Exhibits
- 4. Filing Instructions
- 1. This Transmits
- 2. Implementation
- 3. Explanation of Materials Transmitted
- C. Chapter 1, Introduction
- D. Chapter 2, Civil Rights and Nondiscrimination Requirements
- E. Chapter 3, Eligibility for Assistance and Occupancy
- F. Chapter 4, Waiting List and Tenant Selection
- I. Chapter 7, Recertification, Unit Transfers, and Gross Rent Changes
- J. Chapter 8, Termination
- K. Chapter 9, Required HUD-50059 and Subsidy Data Reporting
- L. Appendices:
- M.Glossary:
- 4. Filing Instructions
- Paperwork Reduction Act Certification Occupancy Requirements of Subsidized Multifamily Housing…
- CHAPTER 1. INTRODUCTION
- CHAPTER 2. CIVIL RIGHTS AND NONDISCRIMINATION REQUIREMENTS
- SECTION 3: VERIFICATION OF ELIGIBILITY FACTORS..........................................3-74
- CHAPTER 4. WAITING LIST AND TENANT SELECTION
- SECTION 3: WAITING LIST MANAGEMENT............................................................…
- CHAPTER 9. ENTERPRISE INCOME VERIFICATION (EIV)
- CHAPTER 1. INTRODUCTION
- 1-1 Purpose of This Handbook
- 1-2 Programs Subject to This Handbook
- State Agency Financed Properties
- Figure 1-1: Programs Subject to This Handbook
- C. How Applicability Varies
- A. Financing Subsidies: Mortgage Insurance and Mortgage Interest Rate Subsidies
- B. Direct Loans and Capital Advances
- C. Project Rental Subsidies
- 1-4 Contract Administrators
- 1-5 Principles for Addressing Overlapping Federal, State, and Local Requirements
- B. Statutory Program Eligibility Requirements
- C. Multiple Federal Laws
- D. Overlap Between Federal and State/Local Nondiscrimination Laws
- A. Organization of Chapters
- B. Format
- Key Terms
- A. Relevant HUD Handbooks
- B. Other HUD Publications and Information
- HUDCLIPS Website.
- C. Ordering Publications
- Handbook Waivers, Key Statutes, and Regulations
- CHAPTER 2. CIVIL RIGHTS AND NONDISCRIMINATION REQUIREMENTS
- 2-1 Introduction
- 2-2 Key Terms
- Section 1: Applicable Laws
- 2-3 Key Regulations and Statute
- General Provisions
- 2-5 Fair Housing Act, Title VIII of the Civil Rights Act of l968
- Obligation to Affirmatively Further Fair Housing
- E. Fair Housing Poster
- Title VI of the Civil Rights Act of 1964
- 2-7 Age Discrimination Act of 1975
- 2-8 Section 504 of the Rehabilitation Act of 1973
- 2-9 Civil Rights Related Program Requirements
- 2-10 Title VI, Subtitle D of the Housing and Community Development Act of 1992 (42 U.S.C. 13641)
- 2-11 Required Data and Record-Keeping
- 2-12 Principles for Addressing Overlapping Federal, State, and Local Requirements
- Section 2: Nondiscrimination Requirements Under the Fair Housing Act
- 2-13 Key Regulation
- 2-14 General
- 2-15 Unlawful Refusal to Rent or Negotiate for Rental
- 2-16 Other Prohibited Rental Activities
- 2-17 Discrimination in the Representation of Available Dwellings
- 2-18 Discrimination in Terms, Conditions, Privileges, Services, and Facilities
- 2-19 Discrimination in Marketing, Statements, and Notices
- 2-20 Retaliatory Occupancy Practices, Coercion, Intimidation, and Interference
- Section 3: Additional Nondiscrimination and Accessibility Requirements for Persons with Disabi…
- 2-21 Key Regulations
- 2-22 Introduction
- 2-23 Definition of Persons with Disabilities for Civil Rights Protections versus Program Eligi…
- Definitions for Program Eligibility Purposes
- 2-24 Applicability
- 2-25 Overview of Key Requirements
- B. Projects with Multiple Contracts
- C. Allowable Methods of Compliance
- D. Prioritizing Methods
- Accessible Unit Requirements
- 2-26 Technical Resources
- 2-27 Nondiscrimination in Owner Policies
- Example – Discriminatory Policies and Practices
- Example – Neutral Discrimination Policies
- 2-28 Coordinating Efforts to Comply with Section 504 Requirements
- 2-29 Communications with Persons with Disabilities
- B. Providing Auxiliary Aids to Ensure Effective Communication with Hearingand Speech-Impaired …
- Example - Reasonable Requests for Auxiliary Aids
- Example - Auxiliary Aids that Owners Are Not Required to Provide
- C. Written Communications
- Example - Communicating Accessibility Features
- Telecommunications
- 2-30 Information about Availability of Accessible Units
- 2-31 Determining Eligibility of Applicants for Admission and Assistance
- Example – What Owners May Ask or Must Not Ask Applicants Applying for Accessible Units
- A. Applicability
- Eligibility for Accessible Units
- 2-33 Moving Tenants Who Require Special Features into Accessible Units
- Example – When Owners Should Move Tenants to Accessible Units
- 2-34 Owner Self-Evaluation
- A. General
- B. Federally Assisted Multifamily Properties Built after July 11, 1988
- Accessible Routes
- D. Common Use Facilities
- E. Physical Alterations to Existing Housing
- 2-36 Building Standards
- 2-37 Limitations on Owners’ Obligations to Make Their Housing Physically Accessible to Persons…
- 2-38 General
- 2-39 What Are Reasonable Accommodations?
- 2-40 Key Principles Regarding Reasonable Accommodations
- 2-41 Reasonable Accommodations – Property Operations
- 2-42 Reasonable Accommodations – Physical Alterations
- Example – When Owners Must Make Reasonable Accommodations
- Example – Requests for Reasonable Accommodations or Housing Adjustments
- 2-43 Limits on Obligations to Provide Reasonable Accommodations
- Example – Reasonable Accommodation that Creates an Undue Financial and Administrative Burden
- Example – Reasonable Accommodation that Does Not Create an Undue Financial and Administrative …
- 2-44 Assistance Animals as a Reasonable Accommodation
- 2-45 Fair Housing Act Basic Accessibility Requirements
- 2-46 Additional Fair Housing Act Requirement to Allow Tenant Modification of the Premises
- 2-47 Owner and Tenant Responsibilities When Tenant Modifies Unit in Accordance with the Fair H…
- Example – Owners Requiring Tenants to Restore Units to Their Original Condition
- Section 4: Housing Discrimination Complaints and Compliance Reviews
- 2-48 Housing Discrimination Complaints
- 2-49 Compliance Reviews
- Chapter 2 Exhibits
- Exhibit 2-1: Distribution of Accessible Units
- OR
- OR
- NOTES:
- Exhibit 2-3: Sample Notification of Nondiscrimination on the Basis of Disability Status
- INSTRUCTIONS:
- Exhibit 2-4: Suggested Checklist to Determine Whether a Communication System is an Equally Eff…
- Exhibit 2-5: Examples of Fundamental Alterations
- EXHIBIT 2-6: EXAMPLES OF UNDUE FINANCIAL AND ADMINISTRATIVE BURDEN
- CHAPTER 3. ELIGIBILITY FOR ASSISTANCE AND OCCUPANCY
- 3-1 Introduction
- 3-2 Key Terms
- Section 1: Program Eligibility
- 3-3 Key Regulations
- 3-4 Eligibility Determinations – General
- 3-5 Key Program Eligibility Requirements
- Income Limits
- A. Income Eligibility
- B. Establishing Income Limits
- Timing of Income Eligibility Determinations
- Program Income Limits
- Figure 3-2: Income Limits
- Figure 3-3: Income Limits by Program
- E. Income Limits and Family Size
- A. Post-1981 Universe
- B. Pre-1981 Universe
- C. Eligible In-Place Tenants (Exceptions to the income limits that do not require HUD approval)
- D. Exceptions to the Income Limits for Post-1981 Properties Requiring HUD Approval
- E. Procedures for Requesting and Using Exceptions to the Very Low-Income Limit in Post-1981 Se…
- F. Exceptions to Section 8 Income Targeting Requirements
- 3-8 Admitting Over-Income Applicants
- A. Section 8, Section 202/8, Section 202 PAC, Section 202 PRAC and Section 811 PRAC Units
- B. BMIR Units
- C. Section 236, Rent Supplement, and RAP Units
- Example – Admission of Market Rent Applicants
- D. Admission of Police Officers or Security Personnel in Section 8 Properties
- 3-9 Disclosure of Social Security Numbers
- B. Required Documentation
- C. Provisions for Applicants Disclosure and/or Documentation of Social Security Numbers
- b. Under the Age of Six Without an Assigned SSN.
- 3-10 Residence Criteria
- Sole Residence Requirement
- Prohibition Against Double Subsidies
- 3-11 Consent and Verification Forms
- B. Who Must Sign Consent and Verification Forms
- Provisions for Refusal to Sign
- 3-12 Restriction on Assistance to Noncitizens
- Key Requirements
- C. Administration of Restriction on Assistance to Noncitizen
- Protection from Liability for Project Owners
- Reviewing a Family’s Citizenship/Immigration Status
- Applicability
- Notification to Applicants
- H. Owner Preparation to Collect Documentation of Citizenship/Immigration Status
- Required Documentation of Citizenship/Immigration Status
- J. Timeframes for Submitting Evidence of Citizenship/Immigration Status to the Owner
- Example – DHS Verification Process Delayed
- L. Verifying Information on Immigration Status
- Appealing Determinations of Ineligibility
- Mixed Families
- O. Continued Assistance
- Prorated Assistance
- Example – Section 8 or Rent Supplement Prorated Rent
- Example – Section 8 Prorated Rent (with utility allowance)
- Example – Project-Based Subsidy (Section 236) Programs
- Q. Temporary Deferral of Termination of Assistance
- Example – Project-Based and Individual Tenant Subsidy Programs Prorated Rent
- R. Prohibition of Assistance to Noncitizen Students
- 3-13 Determining Eligibility of Students for Assistance
- Example:
- B. Eligibility of Students for Other Assistance Programs
- Section 2: Project Eligibility
- 3-14 Key Regulations
- B. Eligibility for Admission to Individual Section 202, Section 202/8, Section 202/162 PAC, Se…
- Occupancy Standards
- 3-15 Program versus Project Eligibility
- 3-16 Determining the Eligibility of a Remaining Member of a Tenant Family
- 3-17 Definitions of Elderly and Disability Used to Determine Project Eligibility
- Figure 3-5: Applicable Definitions for Elderly and Disability - Determining Project Eligibilit…
- Figure 3-5: Applicable Definitions for Elderly and Disability - Determining Project Eligibilit…
- Figure 3-6: Applicable Definitions of Elderly and Disability - Determining Project Eligibility
- Definition A – Elderly Family. [24 CFR 5.403]
- Definition B – Elderly Family. [24 CFR 891.505] Elderly families are:
- Disability Definitions
- Figure 3-6: Applicable Definitions of Elderly and Disability - Determining Project Eligibility
- Figure 3-6: Applicable Definitions of Elderly and Disability - Determining Project Eligibility
- Definition E – Person with Disabilities (continued)
- (Continued)
- Figure 3-6: Applicable Definitions of Elderly and Disability - Determining Project Eligibility
- Figure 3-6: Applicable Definitions of Elderly and Disability - Determining Project Eligibility
- 3-18 Eligibility Requirements for Admission to Elderly Projects, By Program Type Covered by Ti…
- A. Owner-Adopted Preferences for Elderly, Disabled, Nonelderly Disabled, and Near-Elderly Disa…
- Sources in conflict.
- Example – Establishing the Number of Units for Nonelderly Persons with Disabilities
- B. Owner-Adopted Elderly Restrictions in Certain Federally Assisted Housing Projects that were…
- Sources in conflict
- 3-19 Eligibility Requirements for Admission to Elderly Projects, By Program Type Not Covered b…
- Section 221(d)(3) with a Rent Supplement Contract;
- C. Prepaid Projects with Formerly HUD-Insured Mortgages Under Section 221, Section 231, Sectio…
- 3-20 Eligibility for Admission to Individual Section 202, Section 202/8, Section 202 PAC, and …
- Examples – Eligible Applicants with Disabilities
- 3-21 Applicants with Housing Choice Vouchers
- Partially Assisted Properties
- C. Section 236, Section 221(d)(3) BMIR, and Section 202 Units (without Assistance Contracts)
- D. Previously HUD-Owned Projects
- 3-22 Eligibility of Single Persons
- 3-23 Occupancy Standards
- Key Requirements
- C. Timeframe for Applying Occupancy Standards
- Prohibition of Occupancy Standards that Exclude Children
- F. Assigning a Smaller Unit Than Required
- Assigning Units Larger Than Required
- H. Change in Family Size After Initial Occupancy
- Example - Change in Family Size
- b. Subsidized housing cooperatives.
- I. Change in Need for Accessible Features
- Section 3: Verification of Eligibility Factors
- 3-24 Key Regulations
- 3-25 Introduction
- 3-26 Key Requirements
- 3-27 Verification of Family Composition
- 3-28 Verification of Family Type and Individual Status
- B. Disability
- C. Age
- 3-29 Verification of the Need for an Assistance Animal
- 3-30 Verification of Income Eligibility
- 3-31 Verification of Social Security Numbers
- 3-32 Verification of Citizenship and Immigration Status
- 3-33 Verifying Eligibility of a Student for Assistance
- B. Verification of Eligibility of Students for Other Assistance Programs
- Chapter 3 Exhibits
- Exhibit 3-1: Request for Exception to Limitations on Admission of Families with Incomes Above …
- Signed by:
- SITUATION 1: Displaced Tenant
- SITUATION 2: Project Financed Under Section 11(b) or Section 103
- SITUATION 3: Project Supervised by a State Agency
- SITUATION 4: Project Approved Based on Agreement to Comply with Local Government's Income Mix …
- SITUATION 5: Units Designed for a Specific Occupant Group
- SITUATION 6: Insufficient Number of Very Low-Income Applicants
- Financial and Vacancy Data Required for Exceptions Under Situation 6D
- Month-End Accounts
- Month-End Accounts
- ======================================================================
- Part IV
- Fair Housing Enforcement— Occupancy Standards Notice of Statement of Policy
- FOR FURTHER INFORMATION CONTACT:
- Statutory and Regulatory Background
- This Notice
- Eva M. Plaza,
- Size of bedrooms and unit
- Age of children
- Configuration of unit
- Other physical limitations of housing
- State and local law
- Other relevant factors
- Exhibit 3-3: Sample Owners Notice No. 1
- Exhibit 3-5: Sample Citizenship Declaration
- DECLARATION
- AND
- Exhibit 3-6: Sample Verification Consent Form
- CONSENT
- NOTIFICATION TO FAMILY:
- Exhibit 3-7: Sample Owner’s Summary of Family
- Exhibit 3-8: Sample Owner’s Notice No. 2 for a Tenant Family
- Prorated assistance
- Temporary deferral of termination of assistance
- OPTION SHEET
- Exhibit 3-9: Sample Owner’s Notice No. 2 for an Applicant Family
- OPTION SHEET
- Exhibit 3-10: Sample Owner’s Notice No. 3 for a Tenant Family Final Decision On Immigration St…
- [USE THE FOLLOWING FOR AN ELIGIBLE TENANT FAMILY]
- [USE THE FOLLOWING FOR A MIXED TENANT FAMILY]
- Prorated Assistance
- Temporary deferral of termination of assistance
- [USE THE FOLLOWING FOR AN INELIGIBLE TENANT FAMILY]
- Exhibit 3-11: Sample Owner’s Notice No. 3 for an Applicant Family Final Decision on Immigratio…
- [USE THE FOLLOWING FOR AN ELIGIBLE APPLICANT FAMILY]
- [USE THE FOLLOWING FOR A MIXED APPLICANT FAMILY]
- [USE THE FOLLOWING FOR AN INELIGIBLE APPLICANT FAMILY]
-
▸ Exhibit 3-12: Section 8, RAP, and Rent Supplement Programs – Special Instructions for Determin…
Overview- Tenants Paying a Rent Assisted Under Section 8, Rental Assistance Payment (RAP), and Rent Supp…
- A. Calculate the Total Tenant Payment (TTP) and the resulting assistance payment without prora…
- B. Calculate the prorated assistance payment. Enter this amount as the Assistance Payment Amou…
- C. Calculate the prorated TTP.
-
▸ Exhibit 3-13: Section 236 Without Additional Assistance – Special Instructions for Determining…
-
▸ Exhibit 3-14: Section 236 With Benefit of Additional Assistance – Special Instructions for Det…
Overview- Special Instructions for Determining Prorated Assistance Payment and Prorated Total Tenant Pay…
- A. Calculate the difference between market rent and the contract rent/basic rent for the unit …
- C. Calculate the assistance adjustment for Rent Supplement, RAP, or Section 8 assistance the t…
- D. Calculate the prorated TTP.
- E. Calculate the prorated assistance payment.
- CHAPTER 4. WAITING LIST AND TENANT SELECTION
- 4-1 Introduction
- Key Terms
- Section 1: Tenant Selection Plan
- 4-3 Key Regulations
- B. Income-Targeting
- D. Required Criminal and Drug Screening Standards
- G. Rejecting Applicants and Denial of Rental Assistance
- Denial of Assistance to Noncitizens and DHS Appeal Process
- A. Key Requirements
- B. HUD Review of the Tenant Selection Plan
- Figure 4-2: Written Tenant Selection Plan - Topics
- B. Recommended Topics
- C. Required Contents of the Tenant Selection Plan
- 1. Project eligibility requirements.
- Additional Owner Policies and Practices
- Modification of the Tenant Selection Plan
- Availability of the Tenant Selection Plan
- 4-5 Income-Targeting – Applicable Only to the Section 8 Project-Based Program Except Where Oth…
- B. Methods to Comply with Income-Targeting Requirements
- 4-6 Preferences
- Statutory, HUD, State, and Local Preferences
- C. Owner-Adopted Preferences
- D. Determining the Relative Weight of Owner-Adopted Preferences
- Screening for Suitability
- A. Screening Versus Determining Eligibility
- D. Screening Using the EIV Existing Tenant Search
- E . Considerations In Developing Screening Criteria
- a. Screening criteria for assisted units in cooperatives.
- Permitted Screening Criteria Commonly Used by Owners
- Prohibited Screening Criteria
- Criteria That Require Medical Evaluation or Treatment
- Criteria That Require Donation or Contribution
- E. Criteria That Inquire about Disabled Status
- F. Criteria Prohibited by State and Local laws
- 4-9 Rejecting Applicants and Denial of Rental Assistance
- Example – Denial of Unit
- C. Notification of Applicant Rejection
- Owner Meetings with Applicants to Discuss Rejection Notices
- Section 2: Marketing
- 4-10 Key Regulations
- Affirmative Fair Housing Marketing and Fair Housing Poster
- 4-11 Summary of Key Requirements
- B. Fair Housing Poster
- 4-12 Affirmative Fair Housing Marketing
- A. Key Requirements
- Affirmative Fair Housing Marketing Plan
- Special Marketing Requirements
- E. Records
- Updating the Marketing Plan
- Section 3: Waiting List Management
- 4-13 Key Regulations
- Social Security Number (SSN) Requirements
- D. Record-Keeping
- 4-14 Taking Applications for Occupancy
- 1. At time of application:
- 2. After admission:
- Retention and confidentiality of contact information.
- A. Overview
- Nondiscrimination When Matching Applicants to Available Units
- Matching Family Characteristics with Available Units
- D. Section 8 Units: Extremely Low-Income Targeting Requirements and Tenant Selection
- E. Restrictions on Applicant Selection Based on Income
- F. Matching Single Persons to Units
- A. Key Requirements
- B. Opening and Closing the Waiting List
- C. Determining an Applicant’s Preliminary Eligibility
- 4-17 Placing Families with Disabled Family Members
- 4-18 Documenting Changes to Waiting Lists
- Providing an Auditable Record of Changes to Waiting Lists
- Maintaining Documentation of the Waiting Lists
- D. Maintaining Records of Manually Recorded Waiting Lists
- Maintaining Records for Electronic Waiting Lists
- 4-19 Updating Waiting List Information
- Example - Applicant Change in Household Composition
- 4-20 Removing Names from the Waiting List
- 4-21 Reinstating Applicants to the Waiting List
- 4-22 Record-Keeping
- Section 4: Selecting Tenants from the Waiting List
- 4-23 General
- 4-24 Applicant Interviews
- 4-25 Applying Income Targeting Requirements in Section 8 Properties
- Figure 4-6: Sample Steps Owners May Use to Implement Income-Targeting
- Example
- Example 2 – Income-Targeting Method
- Example Admissions Log to Track Income-Targeting Progress
- 4-26 Verification of Preferences
- 4-27 Implementing Screening Reviews
- C. Screening for Rental History
- Objective/Acceptable Questions
- Inappropriate Questions
- D. Screening for Housekeeping
- Screening for Drug Abuse and Other Criminal Activity
- 4-28 Ensuring That Screening Is Performed Consistently
- B. Extenuating Circumstances
- Example – Extenuating Circumstances
- 4-29 Verifying the Need for Accessible Units
- 4-30 Addressing Requests for Reasonable Accommodations
- Example – Reasonable Accommodation
- 4-31 Denial of Assistance to Noncitizens
- A. Applicability
- Offering and Continuing Assistance
- Events Triggering Denial of Assistance
- D. Required Notice
- Chapter 4 Exhibits
- Records of Earned Income
- Records of Other Income
- Asset Information
- Records of Family Circumstances/Family Composition/Allowances
- Date (mm/dd/yyyy) :
- There is no penalty for persons who do not complete the form.
- A. General Instructions:
- CHAPTER 5. DETERMINING INCOME AND CALCULATING RENT
- 5-1 Introduction
- 5-2 Key Terms
- Section 1: Determining Annual Income
- Key Regulations
- Key Requirements
- Methods for Projecting and Calculating Annual Income
- Example – Anticipated Increase in Hourly Rate
- Examples – Irregular Employment Income
- Examples – Irregular Employment Income
- A. Income of Adults and Dependents
- Examples – Income of Temporarily Absent Family Members
- C. Deployment of Military Personnel to Active Duty
- D. Income of Permanently Confined Family Members
- Educational Scholarships or Grants
- F. Alimony or Child Support
- Regular Cash Contributions and Gifts
- Examples – Regular Cash Contributions
- H. Income from a Business
- Periodic Social Security Payments
- Example – Adjustment for Prior Overpayment of Benefits
- Example – Welfare Income in “As Paid” Localities
- L. Periodic Payments from Long-Term Care Insurance, Pensions, Annuities, and Disability or Dea…
- Example – Withdrawals from IRAs or 401K Accounts
- M.
- Income from Training Programs
- O. Income Received by a Resident of an Intermediate Care Facility for the Mentally Retarded or…
- Withdrawal of Cash or Assets from an Investment
- Q. Lump Sum Payments Counted as Income
- Figure 5-3: Treatment of Delayed Benefit Payments Received in a Lump Sum
- Examples – Income Exclusions
- Examples – Income Exclusions
- 5-7 Calculating Income from Assets
- Determining Income from Assets
- Example – Calculating the Cash Value of an Asset
- D. Assets Owned Jointly
- Example – Determining the Cash Value of an Asset
- Examples – Jointly Owned Assets
- Calculating Income from Assets When Assets Exceed $5,000
- Example – Imputed Income from Assets
- G. Calculating Income from Assets - Specific Types of Assets
- Example – A Trust Accessible to Family Members
- Example – Nonrevocable Trust As an Asset Disposed of for Less Than Fair Market Value
- Example – Nonrevocable Trust Distributing Income to the Creator/Tenant
- c. Special needs trusts.
- Example – Special Needs Trust
- 2. Annuities.
- c. Calculations when an annuity is considered an asset.
- Example – Calculating the Cash Value of an Annuity
- Examples – Lump Sum Additions to Family Assets (One-Time Payment)
- 4. Balances held in retirement accounts.
- Examples – Balances Held in an IRA or 401K Retirement Account
- 5. Federal Government/Uniformed Services Pensions
- 7. Mortgage or deed of trust.
- Examples – Assets of More or Less Than $1,000 Disposed of for Less Than Fair Market Value
- Example – Asset Disposed of for Less Than Fair Market Value
- Section 2: Determining Adjusted Income
- 5-8 Key Regulations
- 5-9 Key Requirements for Determining Adjusted Income
- 5-10 Calculating Adjusted Income
- Example – Child Care Deduction Separate Expenses for Time at Work and Time at School
- Examples – Eligible Disability Assistance Expenses
- Example – Calculating a Deduction When Disability Assistance Expenses Exceed Related Earnings
- D. Medical Expense Deduction
- The following example illustrates the two options. Tenants may use either option. Example – On…
- Example – Medical Expense Paid over a Period of Time
- Example – Special Calculation for Families Who Are Eligible for Disability Assistance and Medi…
- F. No Deduction for Alimony or Child Support Paid to a Person outside the Assisted Family
- Example – Child Support Garnished from Wages
- Section 3: Verification
- 5-11 Key Regulations
- 5-12 Verification Requirements
- Figure 5-4: Privacy Act Notice
- B. Timeframe for Conducting Verifications
- 5-13 Acceptable Verification Methods
- Third-Party Verification
- Example – Verification by Internet Printout
- 5-14 Identifying Appropriate Verification Sources
- A. Consent and Verification Forms
- HUD-Required Consent and Release Forms
- Owner-Created Verification Forms
- 5-16 Effective Term of Verifications
- A. Duration of Verification Authorization
- 5-17 Inconsistent Information Obtained Through Verifications
- A. Key Requirement
- B. Documenting Third-Party Verification
- C. Documenting Telephone Verification
- D. Recording Inspection of Original Documents
- E. Documenting Why Third-Party Verification Is Not Available
- Reasonable Accommodation
- Examples – Reasonable Accommodation
- 5-19 Confidentiality of Applicant and Tenant Information
- 5-20 Security of EIV Data
- 5-21 Refusal to Sign Consent Forms
- 5-22 Interim Recertifications
- 5-23 Record-Keeping Procedures
- Section 4: Calculating Tenant Rent
- 5-24 Key Regulations
- 5-25 Calculating the Tenant Contribution for Section 8, PAC, PRAC, RAP, and Rent Supplement Pr…
- B. Unit Rent
- Timeframe for Calculating Rent
- Section 8, PAC, PRAC, and RAP
- Rent Supplement
- A. Tenant Rent
- B. Assistance Payments
- Example – Calculating HAP
- Utility Reimbursement
- Section 8 Minimum Rent
- Example – Utility Reimbursement for a Tenant Paying Minimum Rent
- 3. Financial hardship exemptions.
- Example – Temporary Hardship Schedule
- 5-27 Calculating Assistance Payments for Authorized Police/Security Personnel
- 5-28 Calculating Tenant Contribution for “Double Occupancy” in Group Homes
- B. Total Tenant Payment
- Example – TTP Calculation for Double Occupancy
- C. Contract Rent and Assistance Payment in Section 202/8 Group Homes
- Example – Assistance Payment, Section 202/8 Double Occupancy
- Example – Section 202/8 Double Occupancy
- Example – Calculating the Assistance Payment for a Double Occupancy Unit in a Section 811 Grou…
- Example – Section 811 Total Tenant Payments
- Example – Section 202/8 Calculation at a Change in Occupancy
- Example – Section 811 Calculation at a Change in Occupancy
- 5-29 Calculating Tenant Contribution for Section 236 and Section 221(d)(3) Below Market Intere…
- A. Tenant’s Rent Contribution
- B. Timeframe for Calculating Rent
- Figure 5-7: Tenant Contributions for the Section 236 and Section 221(d)(3) BMIR
- Section 221(d)(3) BMIR
- 5-30 Determining Tenant Contribution at Properties with Multiple Forms of Subsidy
- 5-31 Procedures for Calculating Rent
- Chapter 5 Exhibits
- 24 CFR 5.609(b) and (c)
- INCOME INCLUSIONS
- INCOME EXLCUSIONS:
- Exhibit 5-2: Assets
- Example – Withdrawals from a Keogh Account
- 6. Retirement and pension funds.
- Example – Retirement Benefits as Lump-Sum and Periodic Payments
- Computation of imputed income:
- Regulatory References
- Example – Assets that are Part of an Active Business
- Example – Assets not Effectively Owned by the Applicant
- Example
- Medical Expenses That Are Deductible and Nondeductible
- Exhibit 5-4: Certification for Qualified Long-Term Care Insurance Expenses
- Unit Number
-
▸ Document Package for Applicant's/Tenant's Consent to the Release Of Information
Overview- What Verification Involves
- Customer Protections
- Consequences for Not Signing the Consent Forms
- Programs Covered by this Fact Sheet
- Notice and Consent for the Release of Information
- Rent Supplement
- Section 236
- Agencies To Provide Information
- Penalties for Misusing this Consent:
- Purpose of Requiring Consent to the Release of Information
- Instructions to Applicants and Tenants
- Authority for Requiring Applicant's/Tenant's Consent to the Release of Information
- Uses of Information to be Obtained
- Who Must Sign the Consent Form
- Failure to Sign the Consent Form
- Conditions
- Penalties for Misusing this Consent:
- Section 8, RAP, PRAC, PAC
- Rent Supplement
- Section 236—No Utility Allowance
- Section 221(d)(3) BMIR (Below Market Interest Rate)
- CHAPTER 6. LEASE REQUIREMENTS AND LEASING ACTIVITIES
- 6-1 Introduction
- 6-2 Key Terms
- Section 1: Leases and Lease Attachments
- 6-3 Key Regulations
- Pet Regulations
- Amending the Lease
- 6-4 Leases, Lease Amendments and Lease Attachments – General
- 6-5 Lease Requirements
- Figure 6-3: HUD Issued Lease Addendum
- 6-6 Lease Term
- B. Initial Term
- Renewal Terms
- 6-7 Attachments to the Lease
- 6-8 Lead-Based Paint Disclosure Form
- Figure 6-5 : Disclosure Rule Exemptions
- B. Overview
- Disclosure Rule Requirements
- D. Record-Keeping Requirements
- A. Overview
- Example – Possible Topics for House Rules
- Figure 6-6 : Reasonable versus Unreasonable House Rules
- A. Applicability
- B. Overview
- C. Key Requirements
- D. Lease Provisions for Pets
- Remember!
- E. Procedures When Pet Rules Are Violated
- 6-11 Amending the Lease for Rent Changes
- Key Requirements
- 6-12 Modifying the Lease
- Example – Approving Lease Changes
- Section 2: Security Deposits
- 6-13 Key Regulations
- 6-14 Applicability
- 6-15 Collection of the Security Deposit
- 6-16 Security Deposits for Tenants Transferring to Another Unit
- Figure 6-7 : Amount of Security Deposit to Collect from Tenant
- 6-17 Interest Earned on the Security Deposit
- 6-18 Refunding and Use of the Security Deposit
- Section 3: Charges in Addition to Rent
- 6-19 Key Regulations
- 6-20 Charges Prior to Occupancy
- 6-21 Charges at Initial Occupancy
- Reminder!
- 6-22 Meal Program
- 6-23 Charges for Late Payment of Rent
- 6-24 Pet Deposits
- Figure 6-8 : Collection of Pet Deposits
- A. When Owners May Require Other Charges
- Checks Returned for Insufficient Funds
- Special Management Services
- Court Filing, Attorney, and Sheriff Fees
- Section 4: The Leasing Process
- 6-26 Key Regulations
- 6-27 Briefing with New Tenants
- Briefing Topics
- 6-28 Form of Payment
- 6-29 Unit Inspections
- Key Requirements
- Example – Wear-and-Tear Versus Damage
- 6-30 Documents to Be Provided to Tenants
- Figure 6-9 : Summary of Documents for Tenants
- Chapter 6 Exhibits
- Exhibit 6-1: Required State Agency Lease Provisions
- Exhibit 6-2: Required RHS 515 Lease Provisions
- Lead Warning Statement
- Lessor's Disclosure (initial)
- Lessee's Acknowledgment (initial)
- Agent's Acknowledgment (initial)
- Certification of Accuracy
- Exhibit 6-4: Mandatory and Discretionary Pet Rules
- Exhibit 6-5: How to Develop Pet Rules [24 CFR 5.353]
- Tenant Consultation
- Exhibit 6-6: Examples of Tenant Briefing Topics
- Signatures
- Terms of Lease
- Annual/Interim Recertifications
- Termination of Tenancy
- Termination of Assistance
- Rent
- Security Deposit
- Rent or other payment
- Security Deposit
- Lease Attachments
- Maintenance/Damages
- Maintenance
- Penalties for Fraud
- General Rules
- CHAPTER 7. RECERTIFICATION, UNIT TRANSFERS, AND GROSS RENT CHANGES
- 7-1 Introduction
- 7-2 Key Terms
- Section 1: Annual Recertification
- 7-3 Key Regulations
- Key Requirements
- Figure 7-2: Comparison of Live-in Aid and Adult Child in 202/8 and 202 PRAC projects
- 7-5 Timing of Annual Recertifications
- C. HUD Approval of Alternative Recertification Anniversary Dates
- New Tenants
- 7-6 Overview of Annual Recertification Procedures
- 7-7 Notices to Tenants
- Description of Required Notices
- Figure 7-3: Recertification Steps
- Example – Initial Recertification Notice Procedures
- 2. First Reminder Notice.
- 7-8 Effective Dates of Changes in Assistance Payment, Total Tenant Payment, and Tenant Rent
- Timely Completion of Recertification Process
- Example – Timely Recertification of a Tenant
- Example – Timely Tenant Response, But Delayed Verification Processing
- Example – Owner or Third-Party Causes Delays in Recertification Procedures
- 2. Delays in processing due to late tenant response.
- Example – Tenant Delays Recertification Process
- Example – Tenant Out of Compliance
- Example – Tenant Out of Compliance in 202 or 811 PRAC Project
- Example – Tenant Out of Compliance and Recertification Completed in Second Month Following Ten…
- Section 2: Interim Recertification
- 7-9 Key Regulations
- 7-10 Key Requirements
- 7-11 Owner Responsibilities
- Example – Delaying an Interim Recertification
- 7-12 Processing Interim Recertifications
- 7-13 Effective Date of Interim Recertifications
- Section 3: Unit Transfers
- 7-14 Key Regulations
- 7-15 Key Requirements
- 7-16 Unit Transfers Due to a Change in Family Composition
- Written Policies
- Transfer Fees in Section 236 and BMIR Cooperatives
- Section 4: Gross Rent Changes
- 7-17 Key Requirements
- 7-18 Submission and Approval Process
- Chapter 7 Exhibits
- Exhibit 7-1: Annual Recertification Initial Notice
-
▸ Exhibit 7-2: Sample Annual Recertification First Reminder Notice
-
▸ Exhibit 7-4: Sample Annual Recertification Third Reminder Notice/Notice of Termination
Overview- Exhibit 7-5: Sample Recertification Interview and Verification Record
- Dear Tenant:
- Exhibit 7-7: Sample Interim Adjustment Initial Notice
- Exhibit 7-8: Sample Interim Adjustment Termination of Assistance
- CHAPTER 8. TERMINATION
- 8-1 Introduction
- 8-2 Key Terms
- Section 1: Termination of Assistance
- 8-3 Key Regulations
- Applicability
- 8-5 Key Requirements: When Assistance Must Be Terminated
- 8-6 Procedures for Terminating or Reinstating Assistance
- B. Reinstating Assistance
- 8-7 Termination of Assistance Related to Establishing Citizenship or Eligible Immigration Status
- C. Termination of Assistance When Unable to Establish Citizenship or Eligible Immigration Status
- D. Termination of Assistance When a Tenant Allows an Ineligible Individual to Reside in a Unit
- Section 2: Termination of Tenancy by Lessees
- 8-8 Key Regulations
- 8-9 Key Requirements
- 8-10 Allowable Use of Security Deposits
- Section 3: Termination of Tenancy by Owners
- 8-11 Key Regulations
- 8-12 Overview
- 8-13 Material Noncompliance with the Lease
- Figure 8-3: Tenant Errors versus Fraud
- 4. Repeated minor violations that:
- Example – Minor Violations
- 5. Nonpayment of rent due under the lease .
- B. Procedures for Terminating Tenancy and Providing Notice
- 4. Manner of service for all other Section 8 programs.
- 8-14 Drug Abuse and Other Criminal Activity
- B. Factors to Consider When Terminating Tenancy for Drug Abuse and Other Criminal Activity
- Procedures for Accessing Criminal Records
- D. Procedures for Terminating Tenancy and Providing Notice
- A. Key Requirements
- Example – Material Failure to Carry Out Obligations under a State or Local Landlord and Tenant…
- B. Procedures for Terminating Tenancy and Providing Notice
- 8-16 Other Good Cause
- Example – Other Good Cause
- Procedures for Terminating Tenancy and Providing Notice
- Section 4: Discrepancies, Errors, and Fraud
- 8-17 Key Regulations
- A. Overview
- Program Violations
- Investigating and Discovering the Facts
- Notifying and Meeting with the Tenant
- Determining the Outcome of the Investigation
- Example – Unintentional Program Violation
- A. Overview
- Criminal Violation (Fraud)
- C. Documenting Fraud
- Taking Action to Address Fraud
- A. Requirements Regarding Discrepancies Reported in the EIV System
- Nondisclosure of Income Information
- Opportunity to Contest
- A. Tenant’s Obligation to Repay
- 8-22 Tenant Repayment Options
- 8-23 Repayment Agreements
- 8-24 Reimbursement to Tenant for Overpayment of Rent
- 8-25 Reimbursement for Errors Discovered During a Monitoring Review
- CHAPTER 9. ENTERPRISE INCOME VERIFICATION (EIV)
- 9-1 Introduction
- 9-2 Key Terms
- Section 1: Enterprise Income Verification (EIV) System
- Key Regulations
- 9-4 Introduction to the EIV System
- 9-5 Mandatory Use of the EIV System
- Section 2: EIV Source Data
- 9-6 EIV Data
- Section 3: EIV Reports
- 9-7 Key Regulations
- 9-8 Using EIV Reports
- 9-9 Documentation to Demonstrate Owners Compliance with Use of the Income Report
- 9-10 Independent Third Party Verification
- 9-11 EIV Income Reports
- A. Summary Report
- 5. New Admissions
- 6. Applicants
- C. Income Discrepancy Report
- analysis.)
- 3. Discrepancy Examples. Example 1: Valid discrepancy
- Example 2: Valid discrepancy
- Example 3: Invalid discrepancy
- D. Other EIV Income Reports
- New Hires Report
- 9-12 EIV Verification Reports
- A. Existing Tenant Search
- C. Identity Verification Report
- 1. Failed EIV Pre-Screening Report
- 2. Failed Verification Report (Failed the SSA Identity Test)
- D. Deceased Tenant Report
- E. New Hires Report
- A. Unreported or Underreported Income
- Over-reported income
- 9-14 Retention of EIV Reports
- 9-15 Requesting Verification of Information from SSA
- 9-16 EIV Income Incorrect or Does Not Belong to the Tenant
- National Credit Reporting Agencies Contact Information
- Section 4: Security of EIV Data
- 9-17 Disclosure of EIV Data
- C.
- 9-18 EIV Rules of Behavior (ROB)
- NOTE: HUD staff will check the “CA” box at the bottom of the form.
- Section 5: Penalties for Failure to Have Access to or Failure to Use EIV
- 9-19 Penalties for Failure to Have Access To and/or Failure to Use EIV
- 9-20 Security Training
- 9-21 Safeguarding EIV Data
- Administrative Safeguards
- Physical Safeguards
- Section 6: EIV Resources
- 9-22 Resource Materials
- Chapter 9 Exhibits
- Exhibit 9-3: EIV Income Report Information
-
▸ SAMPLE TENANT CONSENT TO DISCLOSE EIV INCOME INFORMATION
Overview- A. Third party to view and/or discuss information for the sole purpose of recertification assi…
- B. Enterprise Income Verification (EIV) information to be viewed and/or discussed for the sole…
- C. Penalties for Misuse of Information:
- D. Certifications:
- USE OF EIV REPORTS
- Exhibit 9-6: National Directory of New Hires (NDNH) Data Elements
- Quarterly Wage File
- New Hire File
- Unemployment Insurance File
- Exhibit 9-7: How EIV Calculates Income Discrepancies
- 1. Identifying the Period of Income (POI) for Discrepancy Analysis
- 2. Identifying Projected Income
- 3. Identifying the Actual Income Reported during the Period of Income
- 4. Prorating Actual Income
- 5. Calculating Income Discrepancies
- 6. Discrepancy Analysis
- 7. Report Generation
- Glossary
- Adult
- Annual Income
- Application
- Assisted Tenant
- Assistance Animals
- Disabled
- Elderly Family
- Elderly Person
- Eligible Noncitizen
- Eviction
- Expected to Reside
- Fair Housing Act
- Familial Status
- Family
- Federal Financial Assistance (Section 504)
- Federally Assisted Housing
- Foster Adult
- Fraud
- Income Limit
- Income-Targeting
- From 20 U.S.C. 1001:
- (a) Definition of institution of higher education for purposes of student assistance programs.
- (5) Certification
- (6) Loss of eligibility
- (1) Principal criteria
- (c) Postsecondary vocational institution
- Live-in Aide
- Market Rent
- Parents
- (Handicapped person)[1]
- Pet Deposit
- Physical Disability
- (Project Rental
- PRAC Operating Rent See Operating Rent (PRAC).
- Screening
- Stalking
- Student
- Tenant Consultation
- Tenant Rent
- Appendix
- U.S. Department of Housing and Urban Development Office of Fair Housing and Equal Opportunity
- Multifamily Housing
- 3b. Targeted Marketing Activity
- 4b. Proposed Marketing Activities: Community Contacts
- 5a. Fair Housing Poster
- 5b. Affirmative Fair Housing Marketing Plan (AFHM Plan)
- 5c. Project Site Sign
- 6. Evaluation of Marketing Activities
- 7a. Marketing Staff
- 7b. Staff Training and Assessment: AFHM Plan
- 7c. Tenant Selection Training/Staff
- Please Select Yes or No
- 7d. Staff Instruction/Training:
- 9. Review and Update
- Title & Name of Company
- INSTRUCTIONS
- Part 1- Applicant/Respondent and Project Identification.
- Part 2-Type of AFHMP
- Part 3-Demographics and Marketing Area.
- Part 5- Availability of the Fair Housing Poster, AFHMP, and Project Site Sign.
- Part 4 - Marketing Program and Residency Preference (if any).
- Part 6 -Evaluation of Marketing Activities.
- Part 7-Marketing Staff and Training.
- Part 8-Additional Considerations.
- Part 9-Review and Update.
- Notification of Intent to Begin Marketing for Initial
- Appendix 2-A
- CHAPTER 5: SECONDARY VERIFICATION PROCEDURES
- Background
- Initiating Secondary Verification
- Obtaining Secondary Verification
- Attachments
- Completing the Document Verification Request
- Completing the Document Verification Request Supplement
- Mailing Document Verification Requests
- USCIS Office Addresses
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- Appendix 3: Acceptable Forms of Verification
- `17. Removal of Subsidy:`
- DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
- WITNESSETH
- NOW THEREFORE,
- 25. Removal of Subsidy:
- `202 PRAC LEASE`
-
▸ Applying the Model Lease for Subsidized Programs to Individual Tenants
Overview- APPLYING THE MODEL LEASE FOR SUBSIDIZED PROGRAMS TO INDIVIDUAL TENANTS
- Paragraph 1: Parties and Dwelling Unit.
- Paragraph 5:
- Paragraph 7:
- Paragraph 8: Security Deposits:
- Paragraph 9: Keys and Locks.
- Paragraph 29:
- Applying the Model Leases for Section 202/8 or Section 202 Pac Programs to Individual Tenants
- APPLYING THE MODEL LEASES FOR SECTION 202/8 OR SECTION 202 PAC PROGRAMS TO INDIVIDUAL TENANTS
- Paragraph (1):
- Paragraph 2: .
- Paragraph 3:
- Paragraph 4 :
- Paragraph 5 -
- Paragraph 6:
- Paragraph 7:
- Paragraph 29: Signatures.
-
▸ Applying the Model Leases for Section 202 PRAC and Section 811 PRAC Programs to Individual Ten…
-
▸ Sample Move-In/Move-Out Inspection Form
Overview- Appendix 5: Sample Move-In/Move-Out Inspection Form
- APPENDIX 6: VERIFICATION AND CONSENT – GUIDANCE AND SAMPLE FORMATS
- Appendix 6-A: Guidance for Development of Individual Consent Forms
- EXAMPLE – Information That Is Not Necessary to Determine Eligibility or Level of Assistance
- 2. SAMPLE VERIFICATION CONSENT FORMAT
- SAMPLE VERIFICATION CONSENT
- INFORMATION BEING REQUESTED
- PENALTIES FOR MISUSING THIS CONSENT:
- Appendix 6-B: Verification of Disability – Instructions to Owners and Sample Formats
- 1. EXPLANATION TO THE APPLICANT
- 2. SAMPLE FORMATS
- FOR USE WITH SECTION 202/8 , SECTION 202 PAC , Section 202 PRAC, AND SECTION 811 PRAC
- Appendix 6-C: Guidance About Types of Information to Request When Verifying Eligibility and In…
- 1. Relevant information to verify with third party:
- 2. Acceptable forms of verification:
- B. Date Employment Terminated
- C. Social Security and Supplementary Security Income (SSI)
- 2) Acceptable forms of verification:
- D. Pensions and Disability Income Other Than from the Social Security Administration
- 1. Relevant information to verify with third party:
- E. Unemployment Compensation
- 2. Acceptable forms of verification:
- G. Alimony or Child Support Payments
- H. Net Income from a Business
- Recurring Gifts
- K. Assets Disposed of for Less than Fair Market Value During Two Years Preceding Effective Dat…
- L. Income from Sale of Real Property Pursuant to a Purchase Money Mortgage, Installment Sales …
- M. Rental Income from Property Owned by Applicant/Tenant
- Full-Time Student Status
- O. Child Care Expenses
- S. Family Type and Membership in Family
- T. Statutory and HUD Regulatory Preferences – Displacement by Government Action or Presidentia…
- 1. Relevant information to verify with third party:
-
▸ Memorandum February 5, 2002: Fact Sheets for Project-Based Assistance Programs
Overview- OAs’ Responsibilities:
- “HOW YOUR RENT IS DETERMINED”
- Office of Housing
- Residents’ Responsibilities:
- Why Determining Income and Rent Correctly is Important
- Income Determinations
- What is Annual Income?
- Below Market Interest Rate (BMIR) Rent Formula:
- Income and Assets
- Annual Income Includes:
- Assets Include:
- Assets Do Not Include:
- Exclusions from Annual Income:
- Federally Mandated Exclusions:
- Regulations:
- Handbook:
- Notices:
- For More Information:
- FACT SHEET For HUD ASSISTED RESIDENTS
- Project-Based Section 8
- Office of Housing
- Residents’ Responsibilities:
- Why Determining Income and Rent Correctly is Important
- Income Determinations
- What is Annual Income?
- What is Adjusted Income?
- Project-Based Section 8 Rent Formula:
- Income and Assets
- Annual Income Includes:
- Assets Include:
- Assets Do Not Include:
- Exclusions from Annual Income:
- Federally Mandated Exclusions:
- Deductions:
- Legislation:
- Regulations:
- Handbook:
- Notices:
- For More Information:
- FACT SHEET For HUD ASSISTED RESIDENTS
- “HOW YOUR RENT IS DETERMINED”
- Residents’ Responsibilities:
- Why Determining Income and Rent Correctly is Important
- What is Annual Income?
- What is Adjusted Income?
- Rental Assistance Payment (RAP) Rent Formula:
- Income and Assets
- Assets Include:
- Annual Income Includes:
- Assets Do Not Include:
- Exclusions from Annual Income:
- Federally Mandated Exclusions:
- Regulations:
- Handbook:
- Notices:
- For More Information:
- Deductions:
- “HOW YOUR RENT IS DETERMINED”
- Residents’ Responsibilities:
- Why Determining Income and Rent Correctly is Important
- What is Annual Income?
- What is Adjusted Income?
- OAs’ Responsibilities:
- Income and Assets
- Annual Income Includes:
- Assets Include:
- Assets Do Not Include:
- Exclusions from Annual Income:
- Federally Mandated Exclusions:
- Regulations:
- Handbook:
- Notices:
- For More Information:
- Deductions:
- FACT SHEET For HUD ASSISTED RESIDENTS
- Residents’ Responsibilities:
- “HOW YOUR RENT IS DETERMINED”
- Income Determinations
- Why Determining Income and Rent Correctly is Important
- What is Adjusted Income?
- Determining Tenant Rent
- OAs’ Responsibilities:
- Income and Assets
- Annual Income Includes:
- Assets Include:
- Assets Do Not Include:
- Exclusions from Annual Income:
- Federally Mandated Exclusions:
- Regulations:
- Handbook:
- Notices:
- For More Information:
- Deductions:
- FACT SHEET For HUD ASSISTED RESIDENTS
- Section 236
- “HOW YOUR RENT IS DETERMINED”
- June 2007
- Income Determinations
- Why Determining Income and Rent Correctly is Important
- What is Adjusted Income?
- Section 236 Rent Formulas:
- OAs’ Responsibilities:
- Income and Assets
- Annual Income Includes :
- Assets Include:
- Assets Do Not Include:
- Exclusions from Annual Income:
- Federally Mandated Exclusions:
- Regulations:
- Handbook:
- Notices:
- For More Information:
- Deductions: