Form HUD-50058 Instruction Booklet

1 Department of Housing and Urban Development Office of Public and Indian Housing Family Report Form HUD-50058 . Instruction Booklet June 28, 2004. Form HUD-50058 Instruction Booklet TABLE OF CONTENTS. Introduction ..1. General Information for Completing Form Reporting Requirements ..1. Privacy Act Notice and Nondiscrimination Form Additional Resources ..3. Page Heading ..5. Section 1: Agency ..6. Section 2: Action ..8. Section 3: Household ..13. Section 4: Background at Admission ..18. Section 5: Unit to be Occupied on Effective Date of Action ..19. Section 6: Assets ..21. Section 7: Income ..23. Section 8: Expected Income Per Year ..33. Section 9: Total Tenant Payment (TTP)..36. Section 10: Public Housing and Turnkey III ..38. Section 11: Project Based Certificates and Section 12: Housing Choice Vouchers: Tenant Based Vouchers ..43. Section 13: Section 8: Moderate Rehabilitation (Mod Rehab).

2 47. Section 15: Homeownership Vouchers ..50. Section 17: Family Self-Sufficiency (FSS)/ Welfare to Work (WtW) Voucher Appendix Federal Standard State and Territory Codes ..57. Appendix Section 17, line 17k: FSS Escrow Account Credit Worksheet ..58. Appendix Section 10, line 10b: Mixed Family Flat Rent Appendix IV ..63. PIC Form 50058 June 28, 2004. Form HUD-50058 Instruction Booklet Appendix V ..70. Job Aides ..71. June 28, 2004. Form HUD-50058 Instruction Booklet Introduction The Form HUD-50058 Instruction Booklet will help (Manufactured Home Owner Renting the Space), you understand and complete the Form HUD- section 16 (Indian Mutual Help), some Welfare to 50058. Work (WtW) elements of section 17 (Family Self- Sufficiency (FSS)/Welfare to Work (WtW) Voucher What is the purpose of the Form HUD-50058 ? Addendum), reserved fields, and references to The data collected on the form provides HUD with a Indian Housing, including program code B = Indian picture of the people who participate in subsidized Housing in line 1c, and Pre-merger Certificates.

3 Housing programs. Public Housing Agencies (PHAs) collect and electronically submit information HUD also removed lines numbered and labeled as contained on the Form HUD-50058 to HUD. The follows: (2e) - Date correction transmitted , (2f) - Public and Indian Housing Information Center (PIC) Repayment agreement? , (2g) Monthly amount system then captures this information and creates of repayment , (2n) - Other special programs: reports used to: Number 03 , (2n) Other special programs: analyze the subsidized housing programs, Number 04 , (2n) Other special programs: monitor PHAs, Number 05 , (2p) Use if instructed by HUD , (3s). detect fraud, and Continued on an additional sheet? , (8u) Total provide information to Congress and other annual travel cost to work/school (Indian Housing interested parties. only) , and (11a) Number of bedrooms on certificate . What is the purpose of the Form HUD-50058 .

4 What are the special rules for families that Instruction Booklet ? participate in the Family Self-Sufficiency (FSS). HUD prepared and distributed the Form HUD- and/or Welfare to Work (WtW) Voucher 50058 Instruction Booklet to help ensure the Program(s)? accuracy and consistency of the information collected. This Booklet explains each line of the If the family participates in the FSS program Form HUD-50058 and the information collected for and you complete Form HUD-50058 for any each line item. action other than an FSS action only (line 2a, action other than 8), and the family participated in the FSS program in the past year (line 2k =. Where do I find information on field edits and Y), complete all applicable sections on Form flat file transmission requirements? HUD-50058 . Additionally, complete the To target audiences with appropriate information, FSS/WtW Voucher Addendum.

5 HUD created a separate document that contains the field edits and flat file transmission requirements called the Form HUD-50058 If the family participates in the Welfare to Work Technical Reference Guide. Interested users can (WtW) Voucher program (indicated in line 2m). find the Guide on the HUD Web site and you complete Form HUD-50058 for any < action other than a WtW action only (line 2a, systems/pic/50058/pubs/ >. action other than 8), complete all applicable sections on Form HUD-50058 . Additionally, complete the FSS/WtW Voucher Addendum. General Information for Completing Form If you complete Form HUD-50058 for a family HUD-50058 that has an FSS/WtW Voucher action only (2a = 8), complete the applicable section on the What are the major differences between this Form HUD-50058 , then skip to the FSS/WtW. Form HUD-50058 (6/2004) and the previous Voucher Addendum. version (6/2001)?

6 HUD revised the Form HUD-50058 to remove obsolete and unnecessary lines of requested data. Reporting Requirements The revised form contains 27% fewer lines and three fewer pages. The items removed from the What are the PIC Form 50058 reporting existing Form HUD-50058 include: section 14 requirements? 1. June 28, 2004. Form HUD-50058 Instruction Booklet PHAs are required to submit Form HUD-50058 data Notice, see HUD's Client Information and Policy at least annually for each household that System on the Web at participates in PIH assisted housing programs. < Public Housing Agencies (PHAs) must >. electronically submit all Form HUD-50058 data to For more information on the Privacy Act Notice the PIC System. The Department requires and Form HUD-9886, see Notice PIH 94-36. complete, accurate and timely submission of Form (PHA), issued June 13, 1994. HUD-50058 data to the PIC System for effective program monitoring.

7 Does Section 504 of the Rehabilitation Act of 1974 (29 USC 794) as amended apply? What can I do if my PHA fails to report data to Yes, Section 504 applies. PHAs may not deny PIC for some of its assisted tenants? persons with disabilities assistance in the Public Reserved. Housing, Housing Choice Voucher or Moderate Rehabiliation programs. The law specifically states No otherwise qualified individual with a disability in the United States, as defined in section 705(20) of Privacy Act Notice and Nondiscrimination this title, shall, solely by reason of her or his Requirement disability, be excluded from the participation in, be denied the benefits of, or be subjected to What is the Privacy Act Notice? discrimination under any program or activity Collection of information on Form HUD-50058 is receiving Federal financial assistance or under any subject to the requirements of the Privacy Act of program or activity conducted by any Executive 1992, Section 508(d).

8 The Notice is a general agency or by the United States Postal Service.. authorization form and does not replace specific forms that PHAs currently use to verify information about applicants or participants. PHAs must give a Form HUD-9886, Authorization for the Release of Form Conventions Information/Privacy Act Notice to: all applicants at the time the PHA evaluates What are the data entry conventions for their eligibility for housing assistance, and submitting data to PIC? all Public Housing residents and all Housing Dates: Include the four-digit year for all fields Choice Voucher and Moderate Rehabiliation that require the entry of a date. Enter the date program participants at each annual in any standard format ( , MM/DD/YYYY or reexamination or interim reexamination. MM-DD-YYYY ). You must enter the year in its entirety. What family members must sign the Privacy Act / means or unless otherwise noted.

9 Notice? Monetary figures: enter only whole dollar The head of household and spouse or co-head, amounts. Do not show cents, commas, or dollar regardless of age, and each adult member in the signs. Enter $ as $350. household at the time of the initial examination must Rounding: round each monetary amount up sign the Notice. It is mandatory that each when a number is .50 or above; down when a additional adult member who lives in the household number is .49 or below. sign the Notice. During a reexamination, PHAs Calculation: a scratch area where Public must also obtain signatures from any new adult Housing Agencies may perform manual who joins the household and from household calculations. The column entries do not transmit members who have reached 18 years of age. to HUD. Failure of the applicant or participant to sign the Mixed Family: a family that contains both Notice constitutes grounds for denial of eligible and ineligible members who may be eligibility or termination of assistance or subject to prorated rent under the Noncitizens tenancy.

10 PHAs must keep a signed copy of the Rule. Authorization for the Release of Information/Privacy Negative numbers: when calculations result in Act Notice in the tenants' files. negative numbers, enter 0 (zero), unless the Where can I find more information on the form instructs otherwise. Privacy Act Notice? PHA use only: use for your PHA tracking For a copy of Form HUD-9886, Authorization purposes. for the Release of Information/Privacy Act 2. June 28, 2004. Form HUD-50058 Instruction Booklet < 058 >. What are the common acronyms used in the A HUD Field Office Representative form and Instruction Booklet ? FMR = Fair Market Rent A HUD Headquarters Program Specialist for FSS = Family Self-Sufficiency program questions regarding HAP = Housing Assistance Payment Housing Choice Vouchers HOPE = Homeownership and Opportunity for Mod Rehab People Everywhere Public Housing, voucher and mod rehab HQS = Housing Quality Standards Occupancy and Admissions HUD = Department of Housing and Urban Family Self-Sufficiency and Welfare to Development Work USCIS = Bureau of Citizenship and PIH Information and Resource Center (IRC) for Immigration Services program related questions at 1-800-955-2232.