Research requirements
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- federalUnited StatesPBRAReview limitationsSection 8 student eligibility is redetermined at move-in, initial and annual recertification and at any interim reporting a student, against an eight-part test plus the parents' eligibilityRequirement excerpt: Owners must determine a student's eligibility for Section 8 assistance at move-in, at annual recertification, at initial certification when an in-place tenant begins receiving Section 8, and at an interim recertification when one of the…Read conditions and sources →
- federalUnited StatesPBRAReview limitationsIn Rent Supplement, RAP, BMIR, 236 and the 202/811 PAC and PRAC programmes a student must meet four independence criteria, tested at move-in, recertification and any interim reporting a studentRequirement excerpt: For the Rent Supplement, RAP, Section 221(d)(3) BMIR, Section 236, Section 202 PAC, Section 202 PRAC and Section 811 PRAC programmes, owners must determine a student's eligibility for assistance at move-in, at initial or annual…Read conditions and sources →
- federalUnited StatesBond / 142(d)Review limitationsStudent rules under 142(d) are the rules of section 42(i)(3)(D) applied by analogy, not the narrower rule the regulation statesRequirement excerpt: Section 142(d)(2)(C) provides that rules similar to the rules of section 42(i)(3)(D) apply for purposes of section 142(d). Section 42(i)(3)(D) does not disqualify students individually; it lists the circumstances in which occupancy by…Read conditions and sources →
- federalUnited StatesLIHTCA unit occupied entirely by full-time students does not qualify unless an exception appliesRequirement excerpt: A low-income unit occupied entirely by full-time students is not treated as a low-income unit unless the household satisfies one of the statutory exceptions. Section 42(i)(3)(D) addresses a student receiving assistance under Title IV of the…Read conditions and sources →
- federalUnited StatesPBRACertain students enrolled in higher education are restricted from Section 8 assistanceRequirement excerpt: A student enrolled at an institution of higher education who is under 24, is not a veteran, is unmarried, has no dependent child, and is not otherwise independent, is ineligible for Section 8 assistance unless the student and the student's…Read conditions and sources →
- federalUnited StatesHCVReview limitationsHCV student financial assistance: HUD’s March 2026 direction to use the general HOTMA methodRequirement excerpt: HUD’s March 2026 HCV Connect instructs PHAs to calculate student financial assistance using Notice PIH 2023-27 section G.16.c and to disregard the Section 8-specific instructions in G.16.d following the Consolidated Appropriations Act,…Read conditions and sources →
- federalUnited StatesPBRAReview limitationsEligibility is determined once, at move-in or initial certification, and is not redetermined at annual recertification except for students and for a remaining member of a tenant familyRequirement excerpt: Owners are required to determine whether applicants are eligible to occupy the subsidized property and receive housing assistance. For HUD programs eligibility is determined only at move-in or at initial certification -- for example when a…Read conditions and sources →
- federalUnited StatesPublic HousingReview limitationsPublic housing under HOTMA: how Pell Grants and scholarships affect incomeRequirement excerpt: When HOTMA income rules apply to a public-housing certification, assistance covered by section 479B of the Higher Education Act, including Federal Pell Grants, is excluded from annual income. Other qualifying student aid, including…Read conditions and sources →
- federalUnited StatesPBRAReview limitationsEvery family member regardless of age must declare citizenship or immigration status and noncitizens must document it for DHS verification; BMIR, 202 PAC and PRAC are outside the restrictionRequirement excerpt: Assistance in subsidized housing is restricted to U.S. citizens or nationals and to noncitizens with eligible immigration status. All applicants must be given notice, at the time of application, of the requirement either to submit evidence…Read conditions and sources →
- federalUnited StatesPBRAAssistance must be terminated on six named grounds and must not be terminated on any otherRequirement excerpt: An owner must terminate a tenant's assistance where the tenant fails to provide required information at recertification, including changes in family composition or changes in income or social security numbers for new household members;…Read conditions and sources →
- federalUnited StatesHCVReview limitationsHOTMA household additions and removals require an interim review even without an income changeRequirement excerpt: Once the applicable HOTMA interim rules are in effect for the PHA, Revision 3 Attachment I.3 requires an interim reexamination when a household adds or removes a member, including a family member, foster adult, foster child or live-in aide,…Read conditions and sources →
- federalUnited StatesPBRAReview limitationsPre-HOTMA: tenants had to report a member moving out, a proposed new member, an unemployed member finding work, and a cumulative income increase of $200 or more a monthRequirement excerpt: SUPERSEDED IN PART -- this is the pre-HOTMA position. Under Handbook 4350.3 REV-1 CHG-4 all tenants had to notify the owner when a family member moved out of the unit, when the family proposed to move a new member in, when an adult member…Read conditions and sources →
- federalUnited StatesRD 538Review limitationsSection 538 income is the sum of each adult member's prior-year income with no adjustments or deductionsRequirement excerpt: For Section 538 purposes household income is calculated as the sum of all income of each adult member of the household for the prior year, including any interest income from any assets, and must include all transfer payments such as child…Read conditions and sources →