Free PDF checklists designed to be printed and used. Case managers, social workers, and housing navigators — these are made for you to share with clients.

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Comprehensive checklist of documents needed for a housing application: identity verification, income documentation, financial records, residency proof, and special situation documents. Organized by category for easy reference.

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Room-by-room inspection prep guide. Check general areas, kitchen, bathrooms, bedrooms, living areas, and exterior. Includes the important note that landlords—not tenants—are responsible for repairs before re-inspection.

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Waiting List Action Plan

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Action-oriented timeline for managing housing authority waiting lists: what to do immediately, monthly, every 6 months, and when called. Includes space to track PHA names, phone numbers, confirmation numbers, and dates.

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Checklist of documents and information needed for annual recertification: updated income docs, household changes, special deductions, and housing documents. Includes timeline reminder about 60-90 day notice periods.

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Compact reference guide covering fair housing, source of income protection, reasonable accommodations, retaliation protection, habitability rights, and security deposit laws. Includes HUD Fair Housing hotline and local legal aid contact info.

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About These Checklists

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Using these checklists with clients? Feel free to print, copy, and distribute them. No attribution needed, though we'd love to hear how they're helping.