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For a HECM counselor, the field descriptions for the HUD Certified Housing Counselor Application - Upload Files page are provided below according to the sections in which they are located: Personal Information, Contact Information, HECM Training Information, and Employment Information.
Field | Description | ||||
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Message (Warning) | Message indicating the information was entered successfully, but further processing is required. | ||||
Counselor Type | Classification of the type of counselor for which the application is being made.
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First Name | First name of the counselor. | ||||
Middle Initial | Middle initial of the counselor. | ||||
Last Name | Surname of the counselor. | ||||
Suffix | Suffix after the counselor's Last Name (e.g., Jr. or III). | ||||
Social Security Number | Social Security Number of the counselor. | ||||
Date of Birth | Month, day, and year of the counselor's birth. | ||||
Gender | Gender of the counselor. | ||||
Ethnicity | Indicator specifying whether the counselor is of Latino or Hispanic descent. | ||||
Race(s) | Racial background of the counselor. | ||||
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Contact Information | |||||
Business Name | Business name under which the counselor works. | ||||
Street Address | Street address to which the counselor's business mail is sent. | ||||
City | City to which the counselor's business mail is sent. | ||||
State | State to which the counselor's business mail is sent. | ||||
Zip Code | Zip code to which the counselor's business mail is sent. | ||||
Phone Number | Business telephone number of the counselor. | ||||
Fax Number | Business fax number of the counselor. | ||||
E-mail Address | Business electronic mail address of the counselor. | ||||
Confirm E-mail | Repeat of the counselor's electronic mail address for verification. | ||||
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HECM Training Information | |||||
Training #1, #2, #3 | |||||
Course Name | Name of the HECM training course. | ||||
Training Company | Name of the training company that administered the course. | ||||
Completion Date | Month, day, and year the HECM training course was completed. | ||||
Course Description reflecting HECM content | Description of the HECM training course completed. | ||||
Certificate File to Upload | Path (location) and name of the file with the HECM training certificate to be uploaded. | ||||
Additional Documentation to Upload | Path (location) and name of the file with the supplemental HECM training documentation to be uploaded. | ||||
Employment Information | |||||
Agency HCS ID | HUD Housing Counseling System (HCS) ID issued to the FHA-approved housing counseling agency that employs the counselor. The first digit is "8" or "9" followed by a unique four-digit number. This is the primary employer if the counselor is also employed by other agencies. | ||||
Hired Date | Month, day, and year the counselor was hired by the housing counseling agency to perform HECM counseling services. | ||||
Upload Application | Path (location) and name of the file with the scanned image of the signed Application for Home Equity Conversion Mortgage (HECM) Counselor Roster, form HUD-92904. |
HUD Certified Housing Counselor Application - Business Background
HUD Certified Housing Counselor Application - Processing
HUD Certified Housing Counselor Application Page - Field Descriptions
HUD Certified Housing Counselor Application Results Page - Field Descriptions