HUD: INTERIM CERTIFICATION CHECKLIST AND AUDIT

Property: / Unit Number:
Resident Name(s): / Annual Recert Date: ______
REMEMBER: Verify “only” those items that have changed. All other information may be transferred from the most current 50059. Original verifications that were used for a prior certification should remain with that certification. / DO NOT SEPARATE previously completed certification paperwork.
Mgr / Required Information (Send information in the following order): /

Occupancy Use Only

HUD 50059, Lease Amendment, Privacy Act & Initial Notice of Annual Recertification
Resident Certification (TC-59)
Housing Credit ONLY: Income Ranges/Rent Chart Applicant
Minimum Rent Exception and/or 214 Review Proration Worksheet, if applicable)
Resident Interview (TC-59a)
9987 & 9887a HUD Document Package (If adding an additional adult member)
Previous Household Member Certification (if applicable) (TC-34)
Non-Employment Statement for Adults (TC-19) and/or ZERO Income Statement (TC-20) (If applicable)
Earned, Unearned, Exempt Income Verification(s) (TC Forms as applicable)
Non-Child Support (and any applicable supporting documentation/affidavits, etc.) (TC-11a)
Child and/or Family Support (any supporting documents/affidavits) (TC-11)
Student Status Verification (part-time or full-time adults) (TC-13) Information for Students (RS-24h)
Asset Verification(s) (Checking, Savings, Time Deposits, Real Estate, Whole Life Insurance, etc.) (TC-15/15a/16/16a/80t)
Childcare/Handicap Care (TC-9hr)
Medical Expenses and/or Disability Assistance (use TC-41hr; and, TC-36hr, 37hr, 38hr, 39hr, and 40hr, as needed.)
Housing Credit ONLY: Certification of Student Eligibility (TC-14t)
First Reminder Notice (and any 2nd or 3rd Notices)
Additional Household Members or Household Changes:
I/D:
Include Photocopies of Picture I/D, Proof of Birth, Social Security Card, 214 Review & Supporting Doc. ALL members
Application: For additional adults
Application (RS-1), credit, criminal, housing providers (RS-4)
HUD Fact Sheet, Resident Rights/Responsibilities (HUD Form) and “Applying for HUD Housing” (RA-1h)
Lease:
If for an additional adult member or updating the Lease, attach new Lease and ALL addenda as listed on RA-1dRelease Authorization for Utility Bill Histories (if applicable) (RA-24hrt)
Reasonable Accommodation (if applicable) (RS-8, RS-9, & RS-10)
Additional Comments:

Date Completed: Completed By:

HUD - Interim Certification Checklist (3/08) Page 1 of 1 TC-63h