HUD Certified Housing Counselor Application -
Upload Files Page
Field Descriptions

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
Message (Warning)Message indicating the information was entered successfully, but further processing is required.
Personal Information
Counselor Type Classification of the type of counselor for which the application is being made.
HECM: Placement on the HECM Counselor Roster in order to provide Home Equity Conversion Mortgage (HECM) counseling.
Certified: HUD-certified counselor who can provide homeownership and other types of counseling (e.g., rental, mobility, and/or homelessness counseling).
First Name First name of the counselor.
Middle InitialMiddle initial of the counselor.
Last NameSurname 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 BirthMonth, day, and year of the counselor's birth.
GenderGender of the counselor.
EthnicityIndicator specifying whether the counselor is of Latino or Hispanic descent.
Race(s)Racial background of the counselor.
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Contact Information
Mailing Address
Business NameBusiness name under which the counselor works.
Street AddressStreet address to which the counselor's business mail is sent.
CityCity to which the counselor's business mail is sent.
StateState to which the counselor's business mail is sent.
Zip CodeZip code to which the counselor's business mail is sent.
Phone / E-mail Information
Phone NumberBusiness telephone number of the counselor.
Fax NumberBusiness fax number of the counselor.
E-mail AddressBusiness electronic mail address of the counselor.
Confirm E-mailRepeat of the counselor's electronic mail address for verification.
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HECM Training Information
Training Completed - Training #1, #2, #3
Course Name Name of the HECM training course.
Training CompanyName of the training company that administered the course.
Completion DateMonth, day, and year the course was completed.
Certificate File to UploadPath (location) and name of the file with the scanned image of the HECM training certificate.
Employment Information
Agency HCS IDHUD 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.

See Also

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

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Last revised: July 24, 2017