1. Relevant information to verify with third party:

a. Name of original annuitant;

HUD Occupancy Handbook Appendix 6-C: Guidance About Types of Information to Request When Verifying Eligibility and Income

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Appendix 6-C

4350.3 REV-1

• b. Pension claim number or social security number of person receiving the pension claim;

• c.

  • Current monthly gross amount of pension or annuity;

• d. Deductions from gross amount for medical insurance premiums;

• e.

  • Date benefits began;

  • f. Effective date of current amount;

  • g. For annuities, ask: Did the individual invest in an annuity? If yes, what is the amount invested? What is the amount received to date from the annuity? Does the individual receive regular payments? When are they received (monthly, annually)?

  • h. For pensions and annuities, ask: Is the individual reimbursed for medical costs?

• 2. Acceptable forms of verification:

  • a. Benefit verification form completed by the company/agency providing the benefits;

  • b. Award or benefit notification letters prepared and signed by the authorizing company/agency. (Checks or bank deposit slips show only net amounts remaining after deductions.)