Create Ongoing Income for a Person on an Application Case

1. Navigate to the Application Case> Evidence sub-tab> Dashboard folder
2. Hover cursor over Income hyperlink> Click Add Evidence
3. Complete all required fields see Related Evidence above
   1. Received Date > The date the change was reported to FSD
   2. Start Date > The date the participant started the job being reported or the first day of the month in which ongoing income needs to be budgeted

Example: The participant called on 08/20 and reported his/her job began on 06/03. The Received Date would be 08/20 and the Start Date would be 06/03/2020.

NOTE: If the participant reports new income in the same month it starts, the Start Date will be different on the actual budget for the month started vs. the on-going budget. In this situation, the Received Date for the actual budget would be the date reported and the Start Date would be the date the income started. For the on-going budget, the Received Date would be the date reported and the Start Date must be the first day of that month of the ongoing budget. See example below:

Example: Participant reports a new job on 08/13 that started on 08/10. For the actual budget for August, the Received Date would be 08/13 and the Start Date would be 08/10. For the on-going budget, the Received Date would be 08/13 and the Start Date would be 09/01.

1. 3. Case Participant > Click Drop-down menu > Select participant whom you want to add the income
   4. Income Type > Click Drop-down menu > Select type from the drop down box
   5. Source > Click Drop-down menu > Select how the change was reported to FSD
      1. The applicant reports a change of income. The Source is Applicant.
      2. FSD receives a document from IRS of a change of income for case. The Source is IRS System.
      3. FSD receives change of income from Web Server systems. The Source is External System.
      4. FSD receives pay stubs in the mail. The Source is Manual if provided by the applicant.
   6. Employer Name > Enter the Employer name
   7. Amount > Enter the total average income received each pay period
   8. Frequency > Click Drop-down menu > Select appropriate pay frequency

NOTE: If unable to use the participant’s statement to verify income and you must request paystubs, you will need to average the paystubs before entering the average pay per check.

EXAMPLE: The participant is paid weekly and provides the following paystubs to verify income:

• • • • Check dated December 20 for 249.00
      • Check dated December 27 for 242.00
      • Check dated January 3 for 257.00
      • Check dated January 10 for 247.00

Add all four checks together for a total of 995.00. Divide this by 4 (as using 4 checks in the average) to get 248.75 per check average. The 248.75 is entered in the amount field and the frequency code would be Weekly.

NOTE: If the participant is reporting Social Security Adult (SSA/SSD), Social Security Adult (retirement) or Social Security Child (SSA/SSD), follow the direction in the Entering Claim Number on SSA/SSD Income Evidence to correctly enter the claim number.

4. Click Save
5. Verify Outstanding Evidence
6. Validate Changes
7. Request Verification (if applicable)
8. Authorize Case
9. Enter Comments:
   1. HoH Page Tab > Client Contact subtab > Notes Folder:
      1. A copy of the Reasonable Compatibility Calculator and paste into Notes if applicable
      2. Why the RC calculator was used and the percentage difference in the participant’s self-attested income and the EOI
      3. Any Coverage Changes and what they are based on
   2. Income Evidence:
      1. Income source, start/stop date and information pertinent to your calculation of income requiring further explanation. Document if the RC calculator had to be used and if so, the percentage separating the participant’s self-attestation of income and EOI.
      2. If the RC calculator was used, include in the note that a copy is located in the HoH Page Tab > Client Contact subtab > Notes folder.