HUD Annual Recertification Checklist
HUD Annual Recertification Checklist
General Items
- Review any outstanding tenant issues or concerns
- Confirm deadlines for submission of recertification documents
- Prepare for possible HUD inspections or audits
Documentation Required
- Gather tenant's income verification documents
- Collect last 3 pay stubs for each working adult
- Obtain current benefit statements (SSI, SSDI, etc.)
- Request tax return documents for previous year
- Collect any additional income documentation (self-employment, alimony, etc.)
Tenant Information Updates
- Update contact information for tenants
- Verify household composition and add/remove members as necessary
- Check for any changes in family status (marriage, divorce, etc.)
Income Calculation
- Calculate total household income
- Document any changes in income since last recertification
- Ensure compliance with income limits and eligibility
Rental Assistance Calculations
- Recalculate tenant rent portion based on new income
- Adjust housing assistance payment (HAP) accordingly
- Prepare new rent payment agreements if necessary
Complete HUD Forms
- Fill out HUD Form 50058 for each tenant
- Ensure all forms are signed and dated by tenants
- Submit completed forms to HUD electronically or by mail
Final Steps
- Schedule tenant appointment to review recertification process
- Provide tenants with a summary of their new rent and assistance amounts
- Document all steps taken in tenant file for compliance purposes
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