OMB Approval Number 2577-0083 (expires xx/xx/20xx)
U.S. Department of Housing and
Urban Development
Office of Public and Indian Housing
Family Report
Form
HUD-50058, Family Report, applies to Public Housing, Housing Choice
Voucher, and Section 8 Moderate Rehabilitation programs. Additional
instructions are contained in the Form HUD-50058 Instruction
Booklet. Copies of the Instruction Booklet can be found on the HUD
website at
http://www.hud.gov/offices/pih/systems/pic/50058/pubs/http://www.hud.gov/sites/documents/50058i.pdf
Read this before you complete or respond to this form HUD-50058. If you are filling this out on behalf of a family, you must ensure that the family receives the Paperwork Reduction Act and Privacy Statement.
Public Reporting Burden: Public reporting burden for this collection of information is estimated to average 45 minutes per response in the first year and 25 minutes per response in subsequent years. This estimate includes the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Comments regarding the accuracy of this burden estimate and any suggestions for reducing this burden can be sent to the Reports Management Officer, QDAM, Department of Housing and Urban Development, 451 7th St SW, Room 4176, Washington, DC 20410-5000. When providing comments, please refer to OMB Approval No. 2577-0083. This agency may not collect this information, and you are not required to complete this Form, unless it displays a currently valid OMB control number.
Privacy Act Information. This collection is authorized by the U.S. Housing Act of 1937 (42 U. S. C. 1437 et seq.), Title VI of the
Civil Rights Act of 1964 (42 U. S. C. 2000d) and by the Fair Housing Act (42 U. S. C. 3601-19). Each affected agency must submit
information to assist HUD in managing and monitoring HUD assisted housing programs, to protect the Government’s interest,
and to verify the accuracy of the information received. HUD will use the information to: (1) monitor program participants’ compliance with requirements, (2) provide demographic information describing tenants’ characteristics, (3) participate in income matching, detect fraud, and (4) plan for future use of the housing inventory with emphasis on the housing needs of special groups. HUD discloses this information in a limited nature to perform these activities with HUD’s Office of Public and Indian Housing, with HUD’s Office of Inspector General, with the Social Security Administration, HHS, FEMA, the FCC, other federal agencies, and with other State & Local agencies, including Public Housing Agencies, consistent with HUD’s published Privacy Act systems of record. HUD may use this data for research purposes, such as modeling the effect of proposed rent reforms. Research may be conducted by research firms under contract to HUD. The information requested is required to obtain or retain benefits. Failure to provide SSN could result in denial of eligibility and/or termination of assistance or tenancy participants. HUD is authorized to collect this information under the Housing and Community Development Act of 1987 42 U.S.C.3543(a). You can find the IMS (Inventory Management System) system of records notice and other HUD’s Privacy Act systems of records notices at https://www.hud.gov/program_offices/officeofadministration/privacy_act/pia/fednotice/SORNs_LoB.
Purpose of this information collection:
Analyze assisted housing programs;
Determine the occupancy level of public housing and calculate the operating subsidy in accordance with 24 CFR 990;
Permit PHAs to monitor their own reporting to identify favorable and unfavorable trends;
Monitor PHAs and participants for compliance with program regulations and requirements;
Monitor compliance with fair housing laws and other civil rights statutes;
Fraud detection and prevention via rent/income monitoring;
Housing inventory and development of program initiatives with emphasis on the housing of special needs groups; and
Make available accurate demographic information depicting tenant characteristics to Congress and other interested parties.
Sensitive Information: The information on these forms is sensitive and is protected by the Privacy Act. Keep the forms locked and confidential.
Acronyms
FMR = Fair Market Rent FSS = Family Self-Sufficiency program HAP = Housing Assistance Payment HIP = Housing Information Portal HQS = Housing Quality Standards HUD = U.S. Department of Housing and Urban Development ISA = Individual Savings Account OMB = U.S. Office of Management and Budget
PHA
= Public Housing Agency |
PIC = Public and Indian Housing Information Center SRO = Single Room Occupancy SSA = Social Security Administration SSI = Supplemental Security Income SSDI = Social Security Disability Insurance SSN = Social Security Number SSP = Supportive Services Program TANF = Temporary Assistance for Needy Families TIN = Taxpayer Identification Number TTP = Total Tenant Payment
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Major Definitions (refer to the Form HUD-50058 Instruction Booklet for a more detailed definition of each field on the Form):
Disabilities: A person with a disability is any individual who has a physical or mental impairment that substantially limits one or more major life activities; has a record of such an impairment; or is regarded as having such an impairment. A person with a disability can also include one or more of the following: (a) a disability as defined in Section 223 of the Social Security Act, (b) a physical, mental, or emotional impairment which is expected to be of long-continued and indefinite duration, substantially impedes his or her ability to live independently, and is of such a nature that such ability could be improved by more suitable housing conditions, or (c) a developmental disability as defined in Section 102 of the Developmental Disabilities Assistance and Bill of Rights Act. Note: Include persons who have the acquired immune deficiency syndrome (AIDS) or any condition that arises from the etiologic agent for AIDS.
Effective Date of Action: Date the reported action becomes effective. The effective date cannot be earlier than the date of admission to the program.
Head of household: The one adult member of the household, designated by the family or by PHA policy as the head of household, who is wholly or partly responsible for the rent payment.
Mixed Family: A family that contains some members that are eligible for assistance and some members that are ineligible for assistance. This family may be subject to prorated rent under the Noncitizens Rule.
Portability: Renting a dwelling unit with Housing Choice Voucher assistance outside the jurisdiction of the initial PHA.
Form Conventions:
All fields that require the entry of a date must include the 4-digit year. Enter the date in a standard format (i.e., "mm/dd/yyyy", "mm/yyyy"). Enter the year in its entirety.
"/" means "or" unless otherwise noted.
Monetary figures: enter only whole dollar amounts. Do not show cents, commas, or dollar signs.
Rounding: round each monetary amount up when a number is 0.50 or above; down when a number is 0.49 or below.
Calculation column is a scratch area where PHAs may perform manual calculations.
Leave blank any line(s) or item(s) that do not apply unless this Form instructs otherwise.
Head of household name: |
Social Security Number: |
Date Modified: |
Family Report U.S. Department of Housing and Urban Development OMB Approval Number 2577-0083 Office of Public and Indian Housing |
1. Agency
1a. Agency name |
1a. |
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1b. PHA code |
1b. |
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1c. Program |
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1c. |
1d. Project Number |
1d. |
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1e. Building Number |
1e. |
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1f. Building Entrance Number |
1f. |
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1g. Unit Number |
1g. |
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1h. Unit Real Estate ID Number (see instructions) |
1h. |
2. Action
2a. Type of Action |
2a. |
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2b. Effective date (mm/dd/yyyy) of action |
2b. |
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2c. Correction? (Y or N) |
2c. |
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2d. If correction: (check primary reason) [ ] Family correction of income [ ] Family correction (non-income) [ ] PHA correction of family income [ ] PHA correction (non-income) |
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2h. Date (mm/dd/yyyy) of admission to program |
2h. |
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2i. Projected effective date (mm/dd/yyyy) of next reexamination |
2i. |
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2j. Projected date (mm/dd/yyyy) of next flat rent annual update (Public Housing flat rent only) |
2j. |
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2k. Supportive Service Program participation now or in the last year? (Y or N) |
2k. |
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2m. Special program: (vouchers only) |
2m. |
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2n. Other special programs: Number 01 |
2n. |
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2n. Other special programs: Number 02 |
2n. |
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2q. PHA use only |
2q. |
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2r. PHA use only |
2r. |
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2s. PHA use only |
2s. |
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2t. PHA use only |
2t. |
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2u. PHA use only |
2u. |
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2v. End of Participation reason (only if 2a= 6/End Participation) |
2v. |
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2w. Interim Reexamination reason (only if 2a= 3/Interim Reexamination) |
2w. |
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2x. Type of voucher issuance (HCV only) |
2x. |
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2y. Date participant vacated unit (HCV only) |
2y. |
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2z. Special purpose |
2z. |
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2aa. Special purpose |
2aa. |
3. Household
4. Background at Admission
4a. Date (mm/dd/yyyy) entered waiting list |
4a. |
4b. Date (mm/dd/yyyy) selected from waiting list |
4b. |
4c. ZIP code before admission |
4c. |
4d. Homeless at admission? (Y or N) |
4d. |
4e. Formerly homeless? (Y or N) |
4e. |
4f. Does family qualify for admission over the very low-income limit? (vouchers only) (Y or N) |
4f. |
4g. Continuously assisted under the 1937 Housing Act? (Y or N) |
4g. |
4h. Transitioning out of institutional setting? (Y or N) |
4h. |
4i. Is this a special admission (non-waiting list admission)? (Y or N) |
4i. |
5. Unit to be Occupied on Effective Date of Action
5a. Unit Address |
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Number and street |
Apt. |
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City |
Urbanization (Puerto Rico only) |
State |
ZIP code (+4) |
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5b. Is mailing address same as unit address? (Y or N) (if yes, skip to 5d) |
5b. |
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5c. Family’s mailing address |
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Number and street |
Apt. |
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City |
Urbanization (Puerto Rico only) |
State |
ZIP code (+4) |
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5d. Number of bedrooms in unit |
5d. |
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5e. PHA identified accessible unit (PBV only)
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5e(1). |
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5e(2). |
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5f. Family requested accessibility features (Public Housing and PBV only)
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5f(1). |
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5f(2). |
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5g. Has the family received requested accessibility features? (Public Housing and PBV) [ ] a. Yes, fully [ ] b. Yes, partially [ ] c. No, not at all [ ] d. Action pending (can be checked in combination with b. or c.) |
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5h. Date (mm/dd/yyyy) unit last passed inspection (Section 8 only, except Homeownership Vouchers) |
5h. |
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5i. Date (mm/dd/yyyy) of last inspection (Section 8 only, except Homeownership Vouchers) |
5i. |
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5j. Was the last passed inspection an alternative inspection? (Y or N) |
5j. |
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5k. Year (yyyy) unit was built (Section 8 only) |
5k. |
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5l Structure type (check only one) (Section 8 only) [ ] Single family detached [ ] Semi-detached [ ] Rowhouse/townhouse [ ] Low-rise [ ] High rise with elevator [ ] Manufactured home |
6. Assets
6a. Family Member Name |
No. |
6b. Type of asset |
6c. Is this asset included in net family assets? |
6d. Cash value of asset |
6e. Actual Income |
6f. Imputed Income |
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$ |
$ |
$ |
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$ |
$ |
$ |
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$ |
$ |
$ |
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$ |
$ |
$ |
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$ |
$ |
$ |
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$ |
$ |
$ |
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$ |
$ |
$ |
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$ |
$ |
$ |
6g, 6h, 6i. Total net family assets, total actual income, total imputed income |
$ 6g. |
$ 6h. |
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6j. Passbook rate (written as decimal) |
6j. |
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6k. Final asset income: 6h + 6i (see instruction booklet) |
6k. |
7. Income
7a. Family Member Name |
No. |
7b. Income Code |
7c. Calculation (PHA use) |
7d. Dollars per year |
7e. Income exclusions |
7f. Income after exclusions
(7d minus 7e) |
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$ |
$ |
$ |
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$ |
$ |
$ |
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$ |
$ |
$ |
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$ |
$ |
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$ |
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$ |
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$ |
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$ |
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$ |
$ |
$ |
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$ |
$ |
$ |
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$ |
$ |
$ |
7g. Column total |
$ 7g. |
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7h. Reserved |
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7i. Total annual income: 6k + 7g |
7i. |
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Over-Income Status (Public Housing Only) |
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7j. What is the applicable over-income limit for families of this size? |
$ 7j. |
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7k. Is the family’s annual income greater than the over-income limit? [ ] Y [ ] N |
7k. |
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7l. If the family is over-income, note the start date of the 24 consecutive month grace period |
7l. |
8. Deductions and Allowances
9. Total Tenant Payment (TTP)
9a. Total monthly income: 8a ÷ 12 |
$ 9a. |
9c. TTP if based on annual income: 9a X 0.10 |
$ 9c. |
9d. Adjusted monthly income: 8y ÷ 12 |
$ 9d. |
9e. Percentage of adjusted monthly income |
$ 9e. |
9f. TTP if based on adjusted annual income: (9d X 9e) ÷ 100 |
$ 9f. |
9g. Welfare rent per month (if none, put 0) |
$ 9g. |
9h. Minimum rent (if waived, put 0) |
$ 9h. |
9i. Enhanced Voucher minimum rent |
$ 9i. |
9j. TTP, highest of lines 9c, 9f, 9g, 9h, or 9i |
$ 9j. |
9k. Most recent TTP |
$ 9k. |
9m. Qualify for minimum rent hardship exemption? (Y or N) |
$ 9m. |
10. Public Housing
10a. TTP: copy from 9j |
$ 10a. |
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10b. Unit’s flat rent |
$ 10b. |
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Income Based Rent Calculation (if prorated rent, skip to 10h) |
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10d. Income Based Rent (Lower of 10a or 10b if authorized to use ceiling rents; or if not, put 10a) |
$ 10d. |
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10e. Utility allowance, if any |
$ 10e. |
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10f. Tenant rent: 10d minus 10e |
If positive or 0, put tenant rent |
$ 10f. |
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If negative, credit tenant |
$ 10f. |
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Income Based Prorated Rent Calculation (if not prorated, skip to 10u) |
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10h. PHA-established flat rent |
$ 10h. |
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10i. Family maximum subsidy: 10h minus 10a |
$ 10i. |
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10j. Total number eligible |
$ 10j. |
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10k. Total number in family |
$ 10k. |
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10n. Eligible subsidy (10i ÷ 10k) X 10j |
$ 10n. |
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10p. Mixed family TTP: 10h minus 10n |
$ 10p. |
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10r. Utility allowance, if any |
$ 10r. |
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10s. Mixed family tenant rent: 10p minus 10r |
If positive or 0, put tenant rent |
$ 10s. |
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If negative, credit tenant |
$ 10s. |
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Type of Rent |
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10u. Type of rent selected: |
[ ] Income-based [ ] Flat |
11. Section 8: Project-Based Vouchers
11b. Is family now moving to this unit? (Y or N) |
11b. |
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11d. Reserved |
11d. |
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11e. Reserved |
11e. |
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11f. Reserved |
11f. |
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11g. Housing type [ ] Group Home (prorate gross rent) [ ] SRO: 1 room occupied by 1 person |
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11h. Owner name |
11h. |
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11i. Owner TIN/SSN |
11i. |
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11j. HAP Contract ID Number |
11j. |
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11k. Contract rent to owner (if unit has other subsidy, put subsidized rent) |
$ 11k. |
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11l. Security deposit paid by the PHA on behalf of family, if any |
$ 11l. |
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11m. Utility allowance, if any |
$ 11m. |
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11n. Gross rent of unit: 11k + 11m |
$ 11n. |
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11q. TTP: copy from 9j |
$ 11q. |
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Rent Calculation (if prorated rent, skip to 11aa) |
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11r. Total HAP: 11n minus 11q. If 11q is larger, put 0 |
$ 11r. |
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11s. Tenant rent: 11k minus 11r |
If positive or 0, put tenant rent |
$ 11s. |
If negative, credit tenant |
$ 11s. |
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11t. HAP to owner: lower of 11k or 11r |
$ 11t. |
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Prorated Rent Calculation |
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11aa. Normal total HAP: 11n minus 11q |
$ 11aa. |
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11ae. Total number eligible |
11ae. |
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11af. Total number in family |
11af. |
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11ag. Proration percentage: 11ae ÷ 11af |
11ag. |
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11ah. Prorated total HAP: 11aa X 11ag |
$ 11ah. |
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11ai. Mixed family TTP: 11n minus 11ah |
$ 11ai. |
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11aj. Utility allowance: copy from 11m |
$ 11aj. |
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11ak. Mixed family tenant rent: 11ai minus 11aj |
If positive or 0, put tenant rent |
$ 11ak. |
If negative, credit tenant |
$ 11ak. |
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11an. Prorated HAP to owner: 11k minus 11ak (if 11ak is negative, put 11k) |
$ 11an. |
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Additional Payments and Services (not HAP) |
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11ap. Mobility-related services (1) Did the family receive mobility-related services? (Y or N) |
11ap(1). |
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(2) Date family began receiving mobility-related services |
11ap(2). |
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11aq. Additional financial support for project-based voucher family |
$ 11aq. |
12. Housing Choice Vouchers: Tenant Based Vouchers
13. Section 8: Moderate Rehabilitation (Mod Rehab)
13a. HAP contract number |
13a. |
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13b. Mod Rehab SRO Program for homeless? (Y or N) |
13b. |
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13c. Mod Rehab SRO unit (not homeless program)? (Y or N) |
13c. |
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13d. Owner name |
13d. |
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13e. Owner TIN/SSN |
13e. |
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13f. Current base rent |
$ 13f. |
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13g. Rehabilitation debt service |
$ 13g. |
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13h. Contract rent to owner: 13f + 13g |
$ 13h. |
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13i. Utility allowance, if any |
$ 13i. |
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13j. TTP: copy from 9j |
$ 13j. |
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Rent Calculation (if prorated rent, skip to 13p) |
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13k. Tenant rent: 13j minus 13i (if 13j is greater than 13h + 13i, put 13h) |
If positive or 0, put tenant rent |
$ 13k. |
If negative, credit tenant |
$ 13k. |
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13m. HAP to owner: 13h minus 13k (if 13k is negative, put 13h) |
$ 13m. |
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Prorated Rent Calculation |
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13p. Gross rent: 13h + 13i |
$ 13p. |
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13q. Normal total HAP: 13p minus 13j |
13q. |
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13r. Total number eligible |
13r. |
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13s. Total number in family |
13s. |
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13t. Proration percentage: 13r ÷ 13s |
13t. |
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13u. Prorated total HAP: 13q X 13t |
$ 13u. |
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13v. Mixed family TTP: 13p minus 13u |
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13w. Utility allowance: copy from 13i |
$ 13w. |
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13x. Mixed family tenant rent: 13v minus 13w |
If positive or 0, put tenant rent |
$ 13x. |
If negative, credit tenant |
$ 13x. |
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13z. Prorated HAP to owner: 13h minus 13x (if 13x is negative, put 13h) |
$ 13z. |
15. Homeownership Vouchers
15a. Is family now moving to this home? (Y or N) |
15a. |
15b. Date (mm/dd/yyyy) of initial HQS inspection |
15b. |
15c. Did family move into your PHA jurisdiction under portability? (Y or N) (if no, skip to 15f)
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15c. |
15d. Cost billed per month (put 0 if absorbed) |
$ 15d. |
15e. PHA code billed |
15e. |
15f. Monthly homeownership payment (PITI & MIP if applicable) |
$ 15f. |
15g. Utility allowance |
$ 15g. |
15h. Monthly maintenance allowance |
$ 15h. |
15i. Monthly major repair/replacement allowance |
$ 15i. |
15j. Monthly Co-op/Condominium assessments |
$ 15j. |
15k. Monthly principal and interest on debt for improvements, if any |
$ 15k. |
15m. Gross homeownership expense: 15f + 15g + 15h + 15i + 15j + 15k |
$ 15m. |
15n. Payment standard for family |
$ 15n. |
15p. Lower of 15m and 15n |
$ 15p. |
15q. TTP: copy from 9j |
$ 15q. |
15r. HAP: 15p minus 15q (if 15q is larger, put 0) |
$ 15r. |
Subsidy Calculation (if prorated, skip to 15aa) |
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15s. Total family share: 15m minus 15r |
$ 15s. |
Prorated Subsidy Calculation |
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15aa. Normal total HAP: copy from 15r |
$ 15aa. |
15ab. Total number eligible |
15ab. |
15ac. Total number in family |
15ac. |
15ad. Proration percentage: 15ab ÷ 15ac |
15ad. |
15ae. Prorated HAP: 15aa X 15ad |
$ 15ae. |
15af. Mixed family total family share: 15m minus 15ae |
$ 15af. |
17. Supportive Services Programs (SSP)
17a. Participate in special programs? |
17a. |
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17b. SSP report category: (check no more than one) [ ] Enrollment [ ] Progress [ ] Exit |
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17c. Effective date (mm/dd/yyyy) of SSP action |
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17d. PHA code of PHA administering FSS contract (FSS only) |
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17e. PHA code of PHA that is managing the rental assistance for this FSS participant (May be different from 17d) (FSS only) |
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17h. General information (HoH = FSS HoH for FSS participants) |
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17h(1). |
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17h(3). |
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17h(5). |
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17i. Family services table |
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(1) Need (Y or N) |
(2) Need Met Through Participation in Program (Y or N) |
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Education/Training |
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GED/high school |
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Post secondary |
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ESL |
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Employment Supports |
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Job search/job placement |
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Job retention |
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Vocational/Job training |
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Job Readiness |
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Transportation |
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Child care |
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Personal Welfare |
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Health services |
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Alcohol and substance use prevention and treatment services |
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Mental health |
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Dental |
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Health insurance |
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Financial Empowerment |
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Homeownership and Housing counseling |
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Connected to Banking Services at a Mainstream Financial Institution (Checking or Savings) |
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Financial Empowerment/coaching |
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Digital Inclusion Activities |
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Elderly/Persons with Disabilities |
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Other |
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17j. FSS Contract Information (FSS Only) |
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17j(1). |
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17j(2). |
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17j(3). |
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17j(4). |
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17k. FSS escrow account information (FSS Only) |
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$ 17k(1). |
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$ 17k(2). |
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$ 17k(3). |
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17m. FSS exit information (FSS Exit Report only) |
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17m(3). |
Previous editions are obsolete |
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form HUD-50058 (XX/XXXX) |
File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
Author | Threet, Daniel K |
File Modified | 0000-00-00 |
File Created | 2023-10-16 |