Form HUD-9834, Tenant File Review Worksheet Completed Form Examples and Samples
Explore practical examples and samples of the Form HUD-9834, Tenant File Review Worksheet. Learn how to accurately complete this HUD compliance document with our detailed, step-by-step guides and filled-out templates.
Example: Filling Form HUD-9834, Tenant File Review Worksheet
How this form was filled:
This example demonstrates how an AI can accurately extract relevant compliance data from a property manager's internal audit log to populate the HUD-9834 Tenant File Review Worksheet. The AI seamlessly maps unstructured observations, such as audit dates and certification types, into the structured form fields required by the Department of Housing and Urban Development.
Source document used: Property Manager Audit Notes
Property Audit Notes: Project - Sunnyvale Heights. Date: January 14, 2026. Reviewer: Marcus Thorne. Today I conducted a formal file review for Sarah Jenkins, residing in Unit 4B. This was a standard Annual Recertification. The file was quite tidy. I confirmed that the application submitted on May 12, 2021, is complete and correctly documented. HUD-92006 is present. I cross-referenced the EIV Existing Tenant Search results, which are all clear. The household size is perfectly suited for the 2-bedroom unit layout. Sarah’s income verification clearly qualifies her under the 'Very Low Income' category; no waivers were necessary. The signed HUD 9887/9887A forms are current and correctly dated. She has signed all required acknowledgements, including the Lead-Based Paint notice and the 'EIV & You' brochure. I did note that the Social Security numbers are validated against the EIV Summary Report. All lease documents—including the original 2021 lease and subsequent annual renewals—are signed by both the owner and the head of household. I verified the security deposit on file is exactly $950.00, which matches the rent amount. The annual unit inspection was conducted on December 5, 2025, and is properly documented with signatures. Everything appears to be in full compliance with the HUD 4350.3 requirements.
Information used to fill out the document:
- Reviewer: Marcus Thorne
- Tenant Name: Sarah Jenkins
- Unit Number: 4B
- Review Type: Annual Recertification
- Bedroom Size: 2 Bedroom
- Income Status: Very Low Income
- Security Deposit: $950.00
- Inspection Date: 2025-12-05
What this filled form sample shows:
- Automatic mapping of natural language audit notes to standardized HUD form fields.
- Intelligent classification of income eligibility based on narrative context.
- Extraction of specific dates for compliance verification, such as audit and inspection dates.
- Verification of checkbox selections based on qualitative statements in the source text.
Form specifications and details:
| Form Name: | Form HUD-9834, Tenant File Review Worksheet |
| OMB Approval: | 2502-0178 |
| Purpose: | Management Review for Multifamily Housing Projects |
| Target Audience: | HUD Property Managers and Compliance Officers |
| Categories: | HUD forms, tenant forms |
| Created: | May 25, 2026 07:25 PM |