Document Package for Applicant's/Tenant's Consent to the Release Of Information
Briefing Topics
HUD Handbook 4350.3 REV-1 — Occupancy Requirements of Subsidized Multifamily Housing Programs · 2026 edition · updated 2026-07-29 · United States
The briefing may cover a variety of topics. The following list identifies topics related to lease requirements that are important to discuss with the tenant:
- a. Signatures;
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b. Term of lease;
c. Annual/interim recertifications;
d. Rent;
e. Security deposit
f. Lease attachments, when applicable (e.g., HUD-50059, HUD50059-A, move-in inspection report, house rules, lead-based paint disclosure form, pet rules, live-in aide, VAWA addendum);
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- g. Other charges;
- h. Maintenance/damages;
- i. Rights and responsibilities: At move-in and annually at recertification, owners are required to provide the head of household with a copy of the _Resident Rights and Responsibilities_ brochure reissued by HUD in the fall of 1998. The brochure is available in 10 languages through the HUD Multifamily Clearinghouse at 800-685-8470 *and HUD’s LEP website at http://www.hud.gov/offices/fheo/lep.xml;*
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- j. _EIV & You_ Brochure _._ Owners are required to provide applicants at the time of selection from the waiting list or final application processing and tenants annually at recertification a copy of the _EIV & You_ brochure. The brochure is posted on the Multifamily EIV website and is also available through the HUD Multifamily Clearinghouse at 800-685-8470.*
- k. Penalties for fraud _;_
- l. Termination of assistance _;_
- m. Termination of tenancy _; a_ nd
- n. General rules.
- Exhibit 6-6 provides examples of more detailed information that may be prov i ded to the tenant during the briefing.
- C. Conducting the Briefing Meeting
If owners decide to conduct a briefing with new tenants:
- They are advised to conduct the briefing before the tenant signs the lease to make sure that the tenant has a good understanding of his/her obligations and responsibilities prior to move-in.
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They must make sure that the presentation is clear. If at all possible, it is suggested that the presenter use visual and media aids such as slide presentations and charts to conduct the briefing. Owners must ensure that there are appropriate means to communicate with hearing and/or speech impaired individuals. In addition, information may also have to be conveyed in languages other than English for LEP persons, in accordance with HUD guidance available on HUD’s LEP website at http://www.hud.gov/offices/fheo/lep.xml.
It would also be beneficial for the tenant to receive an information packet that contains handouts summarizing important topics covered during the briefing. If applicable, forms can also be given to the residents during the briefing.
Preferably, the briefing does not take place the same day the tenant signs the lease. This way the tenant will have time to think of questions regarding the lease.
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Ask AI about this code▸ Contents — HUD Handbook 4350.3 REV-1 — Occupancy Requirements of Subsidized Multifamily Housing Programs
- HUD Handbook 4350.3: Occupancy Requirements of Subsidized Mult…
- Exhibit 3-12: Section 8, RAP, and Rent Supplement Programs – S…
- Exhibit 3-13: Section 236 Without Additional Assistance – Spec…
- Exhibit 3-14: Section 236 With Benefit of Additional Assistanc…
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▸ Document Package for Applicant's/Tenant's Consent to the Relea…
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 Re…
- 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 CHA…
- 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…
- 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 Te…
- Timely Completion of Recertification Process
- Example – Timely Recertification of a Tenant
- Example – Timely Tenant Response, But Delayed Verification Pro…
- Example – Owner or Third-Party Causes Delays in Recertificatio…
- 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 Complet…
- 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 Noti…
- SAMPLE TENANT CONSENT TO DISCLOSE EIV INCOME INFORMATION
- Applying the Model Lease for Subsidized Programs to Individual…
- Applying the Model Leases for Section 202 PRAC and Section 811…
- Sample Move-In/Move-Out Inspection Form
- Memorandum February 5, 2002: Fact Sheets for Project-Based Ass…