Income Calculation and Determination Guide

• Cover and Preface (DOC) 

• Chapter One — Overview (DOC) 

• Chapter Two — General Requirements (DOC) 

• Chapter Three — Calculating Annual (Gross) Income (DOC) 

• Chapter Four — Recertification of Income Eligibility (DOC) 

• Chapter Five — Calculating Adjusted Income (DOC) 

• Chapter Six — Calculating Rent and Assistance Amounts (DOC) 

• Chapter Seven — Self-Certification in the CDBG Program (Revisions Coming Soon) 

• Chapter Eight — “Red Flag” Questions and Answers (DOC)

Appendices

• Appendix A — Glossary of Terms (DOC)
• Appendix B — Annual Income Inclusions and Exclusions (DOC)
• Appendix C — Asset Inclusions and Exclusions (DOC)
• Appendix D — CDBG Matrix for Income Qualification Methods (DOC)
• Appendix E — Self-Certification Forms
  • Business Assistance Staffing; Self-Certification Form (PDF) (Updated: January 2014)
• Appendix F — Sample Applications
  • Sample Application for Homebuyers (DOC)
  • Sample Application for TBRA (DOC)
• Appendix G — Eligibility Determination Worksheets
  • Income Calculation and Certification Worksheet Excel download (XLS)
  • Tenant Income Calculation and Recertification Worksheet Excel download (XLS)
• Appendix H — Sample Format for Computing Tenant Share of Rent for Tenant Based Rental Assistance (TBRA) Excel download (XLS)
• Appendix I — Sample Verification Forms for Determining Annual (Gross) Incomes
  • HOME Program Eligibility Release Form (DOC)
  • Verification of Employment Form (DOC)
  • Verification of Income from Business Form (DOC)
  • Verification of Social Security Benefits Form (DOC)
  • Verification of Pension and Annuities Form (DOC)
  • Verification of Veterans Administration Benefits Form (DOC)
  • Verification of Unemployment Benefits Form (DOC)
  • Verification of Public Assistance Income Form (DOC)
  • Verification of Child Support Payments Form (DOC)
  • Verification of Alimony or Separation Payments Form (DOC)
  • Verification of Recurring Cash Contributions Form (DOC)
  • Verification of Income from Military Service Form (DOC)
  • Verification of Assets on Deposit Form (DOC)
  • Verification of Assets Disposed Form (DOC)
  • Record of Oral Verification Form (DOC)
• Appendix J — Sample Verification Forms for Determining Part 5 Adjusted Incomes
  • Verification of Full-Time Student Status Form (DOC)
  • Verification of Medical Expenses Form (DOC)
  • Verification of Transportation to Medical Treatment Form (DOC)
  • Verification of Prescription - Nonprescription Expense Form (DOC)
  • Verification of Child Care - Dependent Care Form (DOC)
• Appendix K — Annual Recertification of Income Forms
  • Annual Recertification Notice Form (DOC)
  • Recertification Interview and Verification Record Form (DOC)
  • Recertification of Annual Income by Government Programs Form (DOC)
• Appendix L
• 24 CFR Part 5 (DOC)