On this page
How to use this checklist
Treat the agency’s own request letter as the controlling list; this page helps you prepare in advance. Start a folder—paper, digital, or both—for each agency, and keep copies of everything you hand over. Never give originals unless the agency must see them in person, and ask for a receipt listing what you submitted.
Timing: most agencies require verification documents dated within 120 days of the date they are reviewed. Gather identity documents now; collect current pay stubs and statements when you are selected.
1. Household and identity
For every person who will live in the home:
- Full legal name and date of birth
- Birth certificate (or other proof of age accepted by the agency)
- Social Security card or other official record showing the number, for members claiming eligible status
- Government-issued photo ID for adults (driver’s license, state ID, passport)
- Proof of relationship when needed: marriage certificate, custody or guardianship order, adoption decree, foster placement letter
- Divorce or separation decree, if it determines custody or support
- Documents for a live-in aide, if requested (aides are not part of the family and their income is not counted)
2. Citizenship or immigration status
- Signed declaration of citizenship or eligible status for each member (the agency provides the form)
- For noncitizens claiming eligibility: the immigration documents listed in 24 CFR 5.508, such as a Permanent Resident Card (I-551), Arrival/Departure Record (I-94) with the relevant annotation, or an order granting asylum or withholding of removal
- For members not claiming eligible status: a signed statement choosing not to contend eligibility. No Social Security number or immigration documents are required for these members.
Citizens age 62 or older at admission may only need the signed declaration, plus proof of age.
3. Income
For each adult, and for unearned income received on behalf of children:
- Recent consecutive pay stubs (agencies commonly ask for four to eight weeks, or the last two months)
- Employer name, address, and phone number
- Self-employment: prior year tax return with schedules, profit-and-loss statements, and receipts for business expenses
- Gig and app-based work: annual 1099s and platform earnings statements
- Social Security, SSI, and SSDI award or benefit letters for the current year
- Pension, annuity, and retirement distribution statements
- Unemployment benefit statements
- Workers’ compensation or disability insurance statements
- Child support or alimony: court order plus a payment history from the state enforcement agency
- TANF or general assistance award letters
- Regular gifts or contributions from others: a signed statement from the person giving money
- Zero income: the agency’s zero-income certification and a description of how you meet basic expenses
4. Assets
- Current statements for checking, savings, and prepaid or payroll cards
- Statements for stocks, bonds, CDs, and money market accounts
- Cryptocurrency and payment-app balances if the agency asks
- Real estate: deed, mortgage statement, recent assessment
- Retirement accounts, education savings (529/Coverdell), and ABLE accounts (usually excluded from assets under HOTMA rules, but report them if asked)
- Trusts, life insurance cash value, and recent lump sums such as settlements or inheritances
- Records of assets disposed of for less than fair market value in the past two years
Do not leave out an account because its balance is small. Under HOTMA rules, households with total net assets at or below $52,787 (2026) can often self-certify instead of providing statements.
5. Deductions that lower your rent
- Childcare for children 12 and under: provider name, address, and tax ID; cost and schedule; statement of why care is needed (work, school, job search)
- Medical expenses (households whose head, spouse, or co-head is 62+ or has a disability): pharmacy printouts, insurance premiums including Medicare Part B/D, co-pays, dental and vision costs, medical transportation mileage, and payment plans for medical bills
- Disability assistance expenses: attendant care or equipment that allows a household member to work
- Full-time student status for adult dependents: school enrollment verification
6. Preferences
Only for preferences you are claiming, using the agency’s definitions:
- Residency: lease, utility bill, or official mail at a local address
- Working in the jurisdiction: employer letter or pay stubs showing the work location
- Homelessness: letter from a shelter, outreach worker, or coordinated-entry provider
- Veteran status: DD-214 or VA verification letter
- Disability: benefit letter or the agency’s verification form completed by a qualified professional
- Displacement: government order, disaster declaration letter, or notice from a property undergoing redevelopment
- Domestic violence: HUD form 5382 self-certification or third-party documentation (you may choose which)
7. Forms you will sign
- HUD-9886, Authorization for the Release of Information
- HUD-92006, Supplement to Application for Federally Assisted Housing, where you can name an emergency contact or organization for the agency to reach if it cannot reach you. It is optional to name someone, but the form must be offered.
- Debts owed and terminations acknowledgment (form HUD-52675), confirming you understand HUD’s EIV system records unpaid debts to housing agencies
- The agency’s own release forms and certifications
How the agency verifies what you give it
HUD requires agencies to follow a verification hierarchy, from most to least reliable: HUD’s Enterprise Income Verification (EIV) system (Social Security, SSI, new-hire, and wage data), other up-front computer matches, written third-party verification, oral third-party verification, and finally your self-certification. EIV will show wages and benefits that were reported to government systems, so an application that omits a job is likely to be caught—sometimes years later, with a repayment demand.
Protect your information
- Hand documents over only through the agency’s secure portal, in person, or by the method in its official letter.
- Do not send Social Security numbers or ID images through social media messages or to anyone offering to “help” for a fee.
- Keep a list of what you submitted, when, and to whom.
- If you are a survivor of domestic violence, ask the agency how it protects your address and records; VAWA requires confidentiality.
Before you submit
Check every name, date of birth, and number against the source document. Make sure all household members are listed, including children and anyone who will join you. Read every certification before signing—you are attesting that the information is true and complete. If something does not fit the form, write a short explanation or ask the agency rather than guessing.
Frequently asked questions
Do I need every document for the first application?
Usually not. Many waiting-list applications ask only for names, dates of birth, contact details, household income, and preference claims. The full document request comes when you are selected. Start collecting now so you can respond quickly.
What if I cannot get a requested document by the deadline?
Contact the agency before the deadline, explain what is missing and what you have done to get it, and ask for an extension in writing. Agencies can accept alternative evidence for some items, such as a signed statement when a record genuinely does not exist.
Do I have to give my diagnosis to prove a disability?
No. To qualify for disability-related deductions or preferences, the agency may verify that a person meets the program’s definition of disability, usually by a benefit award letter or a form completed by a qualified professional. It may not ask for the diagnosis or medical records.
Why does the agency want me to sign so many consent forms?
Federal rules require every adult (and the head, spouse, or co-head regardless of age) to sign HUD-9886 and the agency’s consent forms so income can be verified with employers, benefit agencies, and HUD’s Enterprise Income Verification system. Refusing to sign is grounds for denial.
What if my child does not have a Social Security number yet?
A child under 6 added to the household within six months before admission can usually be admitted, with 90 days to provide the number and one 90-day extension if the delay is outside your control.
Sources and verification
Use these sources to check program rules. Funding, openings, and local procedures must be confirmed with the agency handling your application.
Update note (2026-10-01): Replaced a missing source link with an official program page or governing regulation. This was a source-link update, not a complete review of every claim.
- Housing Choice Voucher Program Guidebook: Eligibility DeterminationU.S. Department of Housing and Urban Development
- 24 CFR 5.216 — Disclosure and verification of Social Security numbersElectronic Code of Federal Regulations
- 24 CFR 5.508 — Submission of evidence of citizenship or eligible immigration statusElectronic Code of Federal Regulations
- Enterprise Income VerificationU.S. Department of Housing and Urban Development
Found a changed rule or a broken link? Report a correction for this guide.
