> For the complete documentation index, see [llms.txt](https://cahf.gitbook.io/primary-transfer-toolkit/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://cahf.gitbook.io/primary-transfer-toolkit/beneficiary-administration-and-transfer-toolkit/data-collection-and-validation/collect-data-by-occupancy-survey/required-data.md).

# Required Data

The occupancy survey gathers data and supporting documents on a number of aspects relating to ownership and occupancy. The basic structure of the occupancy survey questionnaire is illustrated below 

![Click to enlarge](https://3329248893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeYAUdmrp7hv1AIuXnrdT%2Fuploads%2FezRrwBBwWG5fuiD5s48U%2Focc2.png?alt=media\&token=1b13a7c8-63db-4972-b59d-3776584eb9df)

### Detailed information is gathered on those who claim to own the property, including: 

* Full name and Nationality
* Identity number 
* Contact detail
* Marital status

### In addition, images of key documents are captured 

These images are used to cross-check and validate the information provided by respondents and could be used to support the transfer process. These documents include:

* ID books 
* Marriage certificate 
* Divorce orders 
* Death certificates
* Masters Letters of Authority

{% hint style="warning" %}
**Maturity Roadmap: suggestion for improvement**

While the primary objective of the survey is to establish the identity of the self-classified owner of the property and create evidence of occupancy, the visit to a property and the face to face interaction with occupants creates an opportunity to streamline the process by:

1. Collecting copies of supporting documents  
2. Using the opportunity to ask self-classified owners who claim to be the original beneficiaries to **sign sale agreements.** 
   * This obviates the need for validated 'buyers' to sign the document at a later stage, increasing throughput and reducing timelines.
   * However, this will require enumerators to be trained more extensively and need to explain to occupants that the document would need to be countersigned by a housing authority who will only do so if there are no other complexities. 
   * In addition, where occupants sign sale agreements, **two enumerators need** to be present to witness the signing process**.** 
   * Two versions of the questionnaire are provided as an appendix to this document, coded on the **Survey2Go** platform (see [Sample Survey](/primary-transfer-toolkit/beneficiary-administration-and-transfer-toolkit/additional-resources/sample-survey.md)). In the first questionnaire, occupants provide information and copies of documents. 

     In the second version of the questionnaire, they also sign a standard sale agreement. 
3. Gathering data from non-beneficiary self-classified owners about **subsidy eligibility**
4. Initiating the completion of documents that must be submitted to report a **deceased estate**
   {% endhint %}