HUD Handbook 4350.3 § 3-6

Income Limits (HUD Occupancy Handbook 4350.3 REV-1 CHG-4)

HUD guidance — not codified law
In Force
Verified 9/24/2026 · Next check 10/1/2026
effective 9/24/2026FederalSection 8 HCV

Operative Text

HUD Handbook 4350.3 § 3-6
HUD establishes income limits and revises them annually to ensure that federal rental
         assistance is provided only to low-income families. This paragraph defines income limits
         and describes how the owner must use them to determine applicant eligibility for HUD-
         subsidized multifamily properties. The following paragraphs describe which schedules
         apply to each type of subsidy.

         A.       Income Eligibility

                  Except under limited circumstances, in order for an applicant to be eligible for
                  occupancy, the applicant family’s annual income must not exceed the applicable
                  income limit (see paragraph 5-4 for the definition of annual income). This limit
                  depends upon the type of subsidy and family size.

B.       Establishing Income Limits

                  1.      HUD establishes and publishes income limits for each county or
                          Metropolitan Statistical Area (MSA) in the country. The income limits are
                          based on the median income of the geographic area for which the limit is
                          established. Therefore, the income limit for one city or county is likely to
                          be very different from the income limit for another city or county.

                  2.      Income limits are published annually and are available from the local HUD
                          office or on-line at *http://www.huduser.org/portal/index.html* .

                  3.      Income limits are based on family size and the annual income the family
                          receives. (Chapter 5, Exhibit 5-1 describes what is included in annual
                          income.)

                          NOTE: In the case of a property with multiple buildings that are subject to
                          different income limits, the owner may use the higher income limit for the
                          entire property.

         C.       Timing of Income Eligibility Determinations

                  1.      Owners determine income eligibility prior to approving applicants for
                          tenancy. Owners compare the family’s annual income to the appropriate
                          income limit prior to placing an applicant on the waiting list. However,
                          owners may wait until a unit is available to verify the applicant’s income
                          eligibility.

                  2.      Owners are required to report the income status of each assisted tenant
                          to HUD at least annually. Tenants whose incomes increase above the
                          income limit continue to receive assistance so long as they qualify for
                          assistance in paying rent under the applicable program rules. (See
                          Chapter 5, Section 4, and Chapter 7, Section 1, for more information)

         D.       Program Income Limits

                  The income limits used to determine eligibility vary by program and are as
                  follows: the Below Market Interest Rate (BMIR) income limit, the low-income
                  limit, and the very low-income limit. A family’s eligibility for assistance is based
                  on the income limit applicable to the type of housing assistance the family is to
                  receive. A family may be income-eligible for one program but have too high an
                  income for another program.

                  In addition to the three income limits used to determine eligibility, there is a
                  fourth – the extremely low-income limit – used for income-targeting in Section 8
                  projects but not for eligibility (see paragraphs 4-5, 4-15, and 4-25). These four
                  income limits are presented in Figure 3-2.

Figure 3-2: Income Limits
                          All of these income limits are based on the median income
                          for a metropolitan statistical area (MSA). This table shows
                          the four income limits as a percentage of median income
                          in an MSA.

                          Income Limit                 Median Income for the Area

                          BMIR income limit            95% of median income

                          Low-income limit             80% of median income

                          Very low-income limit        50% of median income

                          Extremely low-income         30% of median income
                          limit

1.      Section 8 Income Eligibility. Section 8 properties, depending upon the
                          effective date of the initial Housing Assistance Payments (HAP) contract
                          for the property, use either the low or very low-income limit.

                          a.       Section 8 property owners must use the extremely low-income
                                   limit when selecting applicants to fulfill the income-targeting. (See
                                   paragraphs 4-5, 4-15, and 4-25.)

                          b.       Projects with HAP contracts initially effective on or after October 1,
                                   1981, must admit only very low-income families unless HUD has
                                   approved an exception to admit families whose incomes are above
                                   the very low-income limit.

                          c.       Projects with HAP contracts initially effective prior to October 1,
                                   1981, may admit families up to the low-income limit.

                                   NOTE: Exceptions to income limits may be applicable under
                                   limited circumstances. See paragraph 3-7.

                  2.      Section 236, Rent Supplement, and Rental Assistance Payment (RAP).
                          These programs use the low-income limit to establish program eligibility.

                  3.      Section 202 without assistance. Use the Section 236 low-income limit
                          from the table of Income Limits for Section 221(d)(3) BMIR, Section 235
                          and Section 236 programs to establish program eligibility, with the
                          following two exceptions:

                          a.       Section 202 projects for which the application was filed prior to
                                   December 15, 1962 are not subject to income limits

b.       For Section 202 projects where income limits above the low-
                                   income limit were approved by HUD prior to July 21, 1972, the
                                   approved higher income limits remain in effect for these projects.

                  4.      Section 202/162 with Project Assistance Contracts (Section 202 PACs).
                          These contracts use the low-income limit.

                  5.      Section 202/811 with Project Rental Assistance Contracts (Section
                          202/811 PRACs). These assistance contracts use the very low-income
                          limit (except properties funded in FY 1995, which use the low-income
                          limit). Owners must receive approval from HUD Headquarters to admit
                          families whose incomes are above the very low-income limit. (See
                          paragraph 3-8.A.3 and 3-20.G.)

                  6.      Section 221(d)(3) BMIR. This program uses the BMIR income limit, which
                          is set at 95% of the area median income.

                  7.      Summary. Refer to Figure 3-3 for a summary of the income limits used to
                          determine eligibility for each program.

                  8.      Projects with more than one type of subsidy. In projects with a
                          combination of subsidy types, such as Section 221(d)(3) BMIR and
                          Section 236 projects that also have Section 8 in a portion of the property,
                          owners must use the eligibility income limit based on the type of
                          assistance provided to the family. For example, applicants for a Section
                          236 project that receive Section 8 must qualify using the applicable
                          Section 8 income limit.

Figure 3-3: Income Limits by Program

                         Subsidy                                  Type of Income Limit

       Section 8 (pre-1981)                            Low, very low, and extremely low-income limit

       Section 8 (post-1981)                           Very low and extremely low-income limit

       Section 236                                     Low-income limit

       Rent Supplement                                 Low-income limit

       Rental Assistance Payment (RAP)                 Low-income limit

       Section 202 without assistance                  Low-income limit
                                                       See paragraph 3-6.D.3 for exceptions

       Section 202 with Section 8 Assistance           Pre-1981 Low, very low, and extremely low-
                                                       income limit
                                                       Post-1981 Very low and extremely low-income
                                                       limit
       Section 202 with Rent Supplement                Low-income limit

       Section 202 PACs                                Low-income limit

       Section 202/811 PRACs, except those             Very low-income limit
       funded in FY1995

       Section 202/811 PRACs funded in FY 1995         Low-income limit

       Section 221(d)(3) BMIR                          BMIR income limit

E.       Income Limits and Family Size

                  1       Income limits vary by family size. Income limits are published based on
                          the number of persons in the household (for example, 1 person, 2
                          persons, 3 persons) with increasingly higher income limits for families with
                          more members.

                  2.      Once the owner determines the applicable income limits based on the
                          type of subsidy in the property, the owner must determine the appropriate
                          limits to apply to a family based on family size. In determining the
                          appropriate income limits, the owner must include some individuals as
                          part of the family but exclude others.

                  3.      When determining family size for establishing income eligibility, the owner
                          must include all persons living in the unit except the following:

a.       Live-in aide.

                                   (1)      A person who resides with one or more elderly persons,
                                            near-elderly persons, or persons with disabilities, and who:

                                            (a)       Is determined to be essential to the care and well-
                                                      being of the person(s);

                                            (b)       Is not obligated for the support of the person(s); and

                                            (c)       Would not be living in the unit except to provide the
                                                      necessary supportive services.

                                    (2)     To qualify as a live-in aide:

                                            (a)       The owner must verify the need for the live-in aide.
                                                      Verification that the live-in aide is needed to provide
                                                      the necessary supportive services essential to the
                                                      care and well-being of the person must be obtained
                                                      from the person’s physician, psychiatrist or other
                                                      medical practitioner or health care provider. The
                                                      owner must approve a live-in aide if needed as a
                                                      reasonable accommodation in accordance with 24
                                                      CFR Part 8 to make the program accessible to and
                                                      usable by the family member with a disability. The
                                                      owner may verify whether the live-in aide is
                                                      necessary only to the extent necessary to
                                                      document that applicants or tenants who have
                                                      requested a live-in aide have a disability-related
                                                      need for the requested accommodation. This may
                                                      include verification from the person’s physician,
                                                      psychiatrist or other medical practitioner or health
                                                      care provider. The owner may not require
                                                      applicants or tenants to provide access to
                                                      confidential medical records or to submit to a
                                                      physical examination. (See discussion in Chapter
                                                      2.)

                                            (b)       Expenses for services provided by the live-in aide,
                                                      such as nursing services (dispensing of
                                                      medications or providing other medical needs) and
                                                      personal care (such as bathing or dressing), that
                                                      are out-of-pocket expenses for the tenant and
                                                      where the tenant is not reimbursed for the
                                                      expenses from other sources, are considered as
                                                      eligible medical expenses. Homemaker services
                                                      such as housekeeping and meal preparation are
                                                      not eligible medical expenses. (See Chapter 5 and
                                                      Exhibit 5-3 for more information on medical
                                                      expenses.)

(c)       Qualifies for occupancy only as long as the
                                                      individual needing supportive services requires the
                                                      aide’s services and remains a tenant. The live-in
                                                      aide may not qualify for continued occupancy as a
                                                      remaining family member. Owners are encouraged
                                                      to use a HUD-approved lease addendum that
                                                      denies occupancy of the unit to a live-in aide after
                                                      the tenant, for whatever reason, is no longer living
                                                      in the unit. (See paragraph 6-5.A.4.g for more
                                                      information.) The lease addendum should also give
                                                      the owner the right to evict a live-in aide who
                                                      violates any of the house rules.

                                            (d)       Income of a live-in aide is excluded from annual
                                                      income. (See Exhibit 5-1.)

                                            (e)       *Must disclose and provide verification of their
                                                      SSN.*

                                            (f)       Must meet the screening criteria discussed in
                                                      Paragraph 4-7 B.5.

                                    (3)     A relative may be considered to be a live-in aide if they
                                            meet the requirements in 1, above, especially 1(c).

                                    (4)     An adult child is eligible to move into a Section 202/8
                                            project after initial occupancy only if they are essential to
                                            the care or well-being of the elderly parent(s). The adult
                                            child may be considered a live-in aide if all of the
                                            requirements in 1, above, apply and there is a verified need
                                            for a live-in aide in accordance with 2(a), above. (See
                                            Paragraph 7-4.D for more discussion on adult children
                                            moving in after initial occupancy.)

                                    (5)     An adult child is not eligible to move into a Section 202
                                            PRAC or Section 811 PRAC after initial occupancy unless
                                            they are performing the functions of a live-in aide and are
                                            eligible to be classified as a live-in aide for eligibility
                                            purposes. (See Paragraph 7-4.E.)

                          b.       Guests. (See the Glossary for the definition.)

                  4.      When determining family size for income limits, the owner must include
                          the following individuals who are not living in the unit:

                          a.       Children temporarily absent due to placement in a foster home;

                          b.       Children in joint custody arrangements who are present in the
                                   household 50% or more of the time;

c.       Children who are away at school but who live with the family
                                   during school recesses;

                          d.       Unborn children of pregnant women.

                          e.       Children who are in the process of being adopted.

                          f.       Temporarily absent family members who are still considered family
                                   members. For example, the owner may consider a family member
                                   who is working in another state on assignment to be temporarily
                                   absent;

                          g.       Family members in the hospital or rehabilitation facility for periods
                                   of limited or fixed duration. These persons are temporarily absent
                                   as defined in subparagraph f above; and

                          h.       Persons permanently confined to a hospital or nursing home. The
                                   family decides if such persons are included when determining
                                   family size for income limits. If such persons are included, they
                                   must not be listed as the head, co-head, or spouse on the lease or
                                   in the data submitted to TRACS but may be listed as other adult
                                   family member. This is true even when the confined person is the
                                   spouse of the person who is or will become the head. If the family
                                   chooses to include the permanently confined person as a member
                                   of the household, the owner must include income received by
                                   these persons in calculating family income. See paragraph 5-6.D.

                  5.      When determining income eligibility, the owner must count the income of
                          family members only.

         F.       Determining the Applicable Income Limit and Eligibility for Assistance

                  1.      After determining family size, the owner must calculate the family’s annual
                          income as described in Chapter 5, Section 1.

                  2.      After determining family income, the owner must compare the family’s
                          annual income to the appropriate income limit for the program and family
                          size.

                  3.      Income-eligible families must have annual income that is less than or
                          equal to the income limit for the family size.

                  4.      Income-eligible families must also need the assistance. The amount the
                          family would be required to pay using the applicable HUD rent formula
                          must be less than the gross rent for the unit or market rent for Section 236
                          projects.

                          NOTE: This requirement does not apply to Section 202 PRACs or
                          Section 811 PRACs.

5.      IMPORTANT: A household does not need to have income to be eligible
                          for assisted housing programs that provide rental assistance through an
                          assistance contract (i.e., Section 8, Rent Supplement, RAP, Section 202
                          PAC, Section 202 PRAC or Section 811 PRAC).
Source: Legislative text reproduced verbatim

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Related Rules

§ 888.113
§ 888.113 Fair market rents for existing housing: Methodology.
§ 888.115
§ 888.115 Fair market rents for existing housing: Manner of publication.
§ 5.512
§ 5.512 Verification of eligible immigration status.

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