Income Increase (Resident is required to report)
Is AR within Three (3) Months? - No
Income Decrease (If IR is requested by the resident)
Is AR within Three (3) Months? - No
Increase to Childcare Expense (If IR is requested by the resident)
Is AR within Three (3) Months? - No
Increase to Medical Expense (If IR is requested by the resident)
Is AR within Three (3) Months? - No
Increase to Disability Assistance Expense (If IR is requested by the resident)
Is AR within Three (3) Months? - No
Addition of Adult (Resident is required to report)
Is AR within Three (3) Months? - No
Is AR within Three (3) Months? - Yes
Is Income Change 10% of Adjusted Income?
Assumed Yes: Failure to add the adult negatively affects compliance with current EIV requirements and reduces the ability to monitor dual subsidy. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
Assumed Yes: Failure to add the adult negatively affects compliance with current EIV requirements and reduces the ability to monitor dual subsidy. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
Removal of Adult (Resident is required to report)
Is AR within Three (3) Months? - No
Is Income Change 10% of Adjusted Income?
Assumed Yes: Failure to remove the adult negatively affects compliance with current EIV requirements and reduces the ability to monitor dual subsidy. If the resident moves to another subsidized unit, the certification could be rejected thus reducing the accuracy of HUD's TRACS or PIC systems.
Yes IR Is Required.
Is AR within Three (3) Months? - Yes
Is Income Change 10% of Adjusted Income?
Assumed Yes: Failure to remove the adult negatively affects compliance with current EIV requirements and reduces the ability to monitor dual subsidy. If the resident moves to another subsidized unit, the certification could be rejected thus reducing the accuracy of HUD's TRACS or PIC systems. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
Assumed Yes: Failure to remove the adult negatively affects compliance with current EIV requirements and reduces the ability to monitor dual subsidy. If the resident moves to another subsidized unit, the certification could be rejected thus reducing the accuracy of HUD's TRACS or PIC systems. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
Addition of Child (Resident is required to report)
Is AR within Three (3) Months? - No
Is AR within Three (3) Months? - Yes
Is Income Change 10% of Adjusted Income?
Assumed Yes: Failure to add the child negatively affects compliance with current EIV requirements and reduces the ability to monitor and prevent dual subsidy. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
Assumed Yes: Failure to add the child negatively affects compliance with current EIV requirements and reduces the ability to monitor and prevent dual subsidy. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
Removal of Child (Resident is required to report)
Is AR within Three (3) Months? - No
Is Income Change 10% of Adjusted Income?
Assumed Yes: Failure to remove the child negatively affects compliance with current EIV requirements and reduces the ability to monitor dual subsidy. If the resident moves to another subsidized unit, the certification could be rejected thus reducing the accuracy of HUD's TRACS or PIC systems.
Yes IR Is Required.
Is AR within Three (3) Months? - Yes
Is Income Change 10% of Adjusted Income?
Assumed Yes: Failure to remove the child negatively affects compliance with current EIV requirements and reduces the ability to monitor dual subsidy. If the resident moves to another subsidized unit, the certification could be rejected thus reducing the accuracy of HUD's TRACS or PIC systems. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
Assumed Yes: Failure to remove the child negatively affects compliance with current EIV requirements and reduces the ability to monitor dual subsidy. If the resident moves to another subsidized unit, the certification could be rejected thus reducing the accuracy of HUD's TRACS or PIC systems. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
Change of Student Status from Other Adult to Other Adult Full-time Student (dependent) (If IR is requested by the resident)
Is AR within Three (3) Months? - No
Is AR within Three (3) Months? - Yes
Is Income Change 10% of Adjusted Income?
The OA may, but is not required to complete an IR. Owner/agent must apply any practice consistently. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
The OA may, but is not required to complete an IR. Owner/agent must apply any practice consistently. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
Change to Disabily Status of Other Adult - becomes Disabled (dependent) (If IR is requested by the resident)
Is AR within Three (3) Months? - No
Is AR within Three (3) Months? - Yes
Is Income Change 10% of Adjusted Income?
The OA may, but is not required to complete an IR. Owner/agent must apply any practice consistently. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
The OA may, but is not required to complete an IR. Owner/agent must apply any practice consistently. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
Change to Elderly/Disabled Family (HOH, co-HOH or spouse turns 62 or becomes disabled) (If IR is requested by the resident)
Is AR within Three (3) Months? - No
Is Income Change 10% of Adjusted Income?
Assumed No: This scenario is not common. Becoming a family classified as elderly or disabled adds the Elderly/Disabled Family Deduction and the Medical Expense Deduction for all family members. Generally, this will create a change to adjusted income that exceeds 10%. Assuming, no IR is required: The OA may, but is not required to complete an IR. Owner/agent must apply any practice consistently.
Yes IR Is Required.
Is AR within Three (3) Months? - Yes
Is Income Change 10% of Adjusted Income?
Assumed No: This scenario is not common. Becoming a family classified as elderly or disabled adds the Elderly/Disabled Family Deduction and the Medical Expense Deduction for all family members. Generally, this will create a change to adjusted income that exceeds 10%. Assuming, no IR is required: The OA may, but is not required to complete an IR. Owner/agent must apply any policy consistently. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
Assumed No: The OA may, but is not required to complete an IR. Owner/agent must apply any policy consistently. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
Change to Elderly/Disabled Family (qualifying HOH, co-HOH or leaves and no remaining member is 62 or disabled) (Resident is required to report)
Is AR within Three (3) Months? - No
Is Income Change 10% of Adjusted Income?
Assumed No: This scenario is not common. Becoming a family classified as elderly or disabled adds the Elderly/Disabled Family Deduction and the Medical Expense Deduction for all family members. Generally, this will create a change to adjusted income that exceeds 10%. Assuming, no IR is required: The OA may, but is not required to complete an IR. Owner/agent must apply any practice consistently.
Yes IR Is Required.
Is AR within Three (3) Months? - Yes
Is Income Change 10% of Adjusted Income?
Assumed No: This scenario is not common. Becoming a family classified as elderly or disabled adds the Elderly/Disabled Family Deduction and the Medical Expense Deduction for all family members. Generally, this will create a change to adjusted income that exceeds 10%. Assuming, no IR is required: The OA may, but is not required to complete an IR. Owner/agent must apply any policy consistently. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
Assumed No: The OA may, but is not required to complete an IR. Owner/agent must apply any policy consistently. If the IR Effective Date would be the same as an AR Effective Date, no IR is required.
Change to Noncitizen Status, Ineligible Noncitizen becomes eligible. Does not apply to PRAC or PAC. (If IR is requested by the resident)
Is AR within Three (3) Months? - No
Is AR within Three (3) Months? - Yes
Is Income Change 10% of Adjusted Income?
Assumed Yes: While there is no change to income, the family's assistance payment calculation would no longer be prorated for this member. This increases AP and reduces TR.
Assumed Yes: While there is no change to income, the family's assistance payment calculation would no longer be prorated for this member. This increases AP and reduces TR.
Change to Noncitizen Status, Eligible Noncitizen becomes Ineligible. Does not apply to PRAC or PAC. (If IR is requested by the resident or this is discovered when creating IR for another reason)
Is AR within Three (3) Months? - No
Is Income Change 10% of Adjusted Income?
Assumed Yes: Currently, the lease does not require that a resident report this change. However, change in status could be discovered if resident reports another change. Inquiries about changes to noncitizen status are required at AR and IR. However, if this is not the case, and if the OA discovers that change in Noncitizen Status at the AR, there is no requirement to "go back" and create a retroactive IR since the lease does not require reporting of this information, by the resident, between certifications.
Yes IR Is Required.
Is AR within Three (3) Months? - Yes
Is Income Change 10% of Adjusted Income?
Assumed No: Currently, the lease does not require that a resident report this change. However, change in status could be discovered if resident reports another change. Inquiries about changes to noncitizen status are required at AR and IR. The owner/agent may, but is not required to complete an IR when the change occurred within 3 months of the AR. The owner/agents practice must be applied consistently.
Assumed No: Currently, the lease does not require that a resident report this change. However, change in status could be discovered if resident reports another change. Inquiries about changes to noncitizen status are required at AR and IR. The owner/agent may, but is not required to complete an IR when the change occurred within 3 months of the AR. The owner/agents practice must be applied consistently.
Minor with earned income turns 18
Is IR Required?
No IR Required: Currently, the lease does not require that a resident report when a minor turns 18. 18 year old is required to sign 9887 within a certain timeframe established by the owner/agent but before EIV reports are reviewed. 18 year old is required to sign the lease no later than the next AR or IR.
Minor without earned income turns 18
Is IR Required?
No IR Required: Currently, the lease does not require that a resident report when a minor turns 18. 18 year old is required to sign 9887 within a certain timeframe established by the owner/agent but before EIV reports are reviewed. 18 year old is required to sign the lease no later than the next AR or IR.
End of Childcare Hardship Exemption after 90 Day Review (Monitored by OA)
Is AR within Three (3) Months? - No
Is Income Change 10% of Adjusted Income?
Is AR within Three (3) Months? - Yes
Is Income Change 10% of Adjusted Income?
Assumed No: It is assumed that the OA will not be required to submit an IR at the time of each 90 day review since creation of the IR could have unintended impact on other calculations. (e.g. minor turns 18 thus removing the Dependent Deduction)
Assumed No: It is assumed that the OA will not be required to submit an IR at the time of each 90 day review since creation of the IR could have unintended impact on other calculations. (e.g. minor turns 18 thus removing the Dependent Deduction)
End of 5% Medical/Disability Assistance Expense Hardship Exemption after 90 Day Review - Percentage goes to 10% (Monitored by OA)
Is AR within Three (3) Months? - No
Is Income Change 10% of Adjusted Income?
Is AR within Three (3) Months? - Yes
Is Income Change 10% of Adjusted Income?
Assumed No: It is assumed that the OA will not be required to submit an IR at the time of each 90 day review since creation of the IR could have unintended impact on other calculations. (e.g. minor turns 18 thus removing the Dependent Deduction)
Assumed No: It is assumed that the OA will not be required to submit an IR at the time of each 90 day review since creation of the IR could have unintended impact on other calculations. (e.g. minor turns 18 thus removing the Dependent Deduction)
End of EID for Component 1 PH to PBRA RAD and Component 2 Mod Rehab to PBRA RAD (Monitored by OA)
Is AR within Three (3) Months? - No
Is Income Change 10% of Adjusted Income?
Assumed Yes: Current requirements call for an IR (or AR as appropriate) when EID ends. For Component 1 PH to PBRA RAD, this also triggers the end of Rent Phase-in if applicable.
Assumed Yes: Current requirements call for an IR (or AR as appropriate) when EID ends. For Component 1 PH to PBRA RAD, this also triggers the end of Rent Phase-in if applicable.
Is AR within Three (3) Months? - Yes
Is Income Change 10% of Adjusted Income?
Assumed Yes: Current requirements call for an IR (or AR as appropriate) when EID ends. For Component 1 PH to PBRA RAD, this also triggers the end of Rent Phase-in if applicable.
Assumed Yes: Current requirements call for an IR (or AR as appropriate) when EID ends. For Component 1 PH to PBRA RAD, this also triggers the end of Rent Phase-in if applicable.
