Tuesday Tip
Collecting Race and Ethnic Data is part of HUD’s reporting requirements. However, owners and agents must understand how to request, document, and maintain this information.
HUD Form 27061-H helps properties collect this data consistently. While owners and agents must provide the form, applicants and tenants can choose whether to complete it.
Here’s what you need to know.
Why Does HUD Collect Race and Ethnic Data?
HUD uses Race and Ethnic Data to help identify potential discrimination in housing programs. For example, HUD can compare a property’s demographic information with the surrounding community.
Because this information is personal, owners and agents should explain why HUD collects it. They must also follow a consistent process when requesting the information from applicants and tenants.
What Owners and Agents Need to Know About Form 27061-H
HUD Form 27061-H, the Race and Ethnic Data Reporting Form, is a self-certification document.
Owners and agents must provide the form during the application process or at lease signing. In addition, the form applies to every household member.
Keep these requirements in mind:
- Applicants and tenants report their own information. Owners and agents should never guess someone’s race or ethnicity or complete the form on their behalf.
- Completing the form is voluntary. Applicants and tenants may decline without penalty.
- Each household member needs a form. Parents or guardians complete the form for children under 18.
- Documentation matters. If someone declines, owners and agents must maintain a record showing they provided the form and the individual chose not to disclose the information.
These steps help properties maintain consistent records while respecting each household’s decision.
What Happens During a Management and Occupancy Review?
During a Management and Occupancy Review (MOR), reviewers check tenant files for Race and Ethnic Data documentation.
Reviewers look for the completed forms or documentation showing that an applicant or tenant declined to provide the information.
For households with multiple members, keep the forms together in the tenant file. This makes it easier to locate the records during a review.
When Should Owners and Agents Update the Form?
HUD Form 27061-H is generally a one-time form. Therefore, owners and agents do not need to request new forms at every recertification.
However, certain household changes require attention.
If the head of household changes, owners and agents should revisit the form. Likewise, when a new member joins the household, they must provide the form for that individual.
The Bottom Line
Race and Ethnic Data reporting doesn’t have to be complicated. The key is to follow a consistent process, explain the form, and maintain the proper documentation.
Remember, providing the form is required. Completing it is voluntary.
For more information, review HUD Form 27061-H and your property’s documentation procedures.
Frequently Asked Questions
Is HUD Form 27061-H mandatory?
Owners and agents must provide the form to applicants and tenants. However, completing it is voluntary.
Can property staff complete the form for a tenant?
No. Applicants and tenants must self-report their information. Owners and agents should not guess or assign race or ethnicity.
What if a tenant refuses to complete the form?
Document that you provided the form and that the tenant declined to disclose the information. Keep that record in the tenant file.
Does HUD Form 27061-H need to be completed every year?
No. It is generally a one-time form. However, changes to the head of household or household composition may require additional documentation.
