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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 | ||||
|---|---|---|---|---|---|
| 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