This deduction is available ONLY to elderly (62+) or disabled households in HUD-assisted housing

Include ALL medical costs: insurance premiums, copays, prescriptions, dental, vision, medical equipment, transportation to appointments

Over-the-counter medications count if prescribed by a doctor

Housing & Social NeedsmoderateDoctor signature required

HUD Medical Expense Deduction Documentation

PHA-specific · Local Public Housing Authorities

Documentation of medical expenses for deduction from income in HUD-assisted housing rent calculation. Includes insurance premiums, prescriptions, medical equipment, and ongoing treatment costs.

Form Details

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Frequency: annual

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Where to Submit This Form

📬

Submit to your Public Housing Authority (PHA) or HUD-assisted housing provider

Provide documentation during your annual income recertification or interim review.

🏢

Bring to your annual or interim recertification appointment at your PHA

Required Attachments

📎 Documentation of all medical expenses exceeding 3% of annual gross income
📎 Receipts, bills, and statements for medical expenses (prescriptions, copays, insurance premiums, medical supplies, transportation to medical appointments)
📎 Physician documentation for any disability-related expenses
📎 Proof of disability or elderly status (must be 62+ or disabled to qualify for this deduction)

Processing Time

Processed during your annual or interim recertification — typically within 30 days.

What Happens Next

Your PHA will calculate the allowable medical expense deduction and adjust your rent accordingly. Medical expenses exceeding 3% of your annual income are deducted from income when calculating rent.

Tips for This Form

✓ This deduction is available ONLY to elderly (62+) or disabled households in HUD-assisted housing
✓ Include ALL medical costs: insurance premiums, copays, prescriptions, dental, vision, medical equipment, transportation to appointments
✓ Over-the-counter medications count if prescribed by a doctor
✓ Keep receipts for everything — you must document all claimed expenses
✓ Reference: https://www.hud.gov/program_offices/public_indian_housing

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Disclaimer: BeneFill™ provides form-filling assistance and informational guidance only. It is not affiliated with, endorsed by, or sponsored by the Local Public Housing Authorities or any government agency. The information provided is for general informational purposes and does not constitute legal, medical, financial, or tax advice. Always verify form requirements and submission details directly with the issuing agency.