Verifying Prior Quarter Income on an Application Case

To enter PQ income verification items to specific, individual months, follow the steps below to uncover the dates for each piece of PQ Income Evidence and then document the verification.

 

TO VERIFY PRIOR QUARTER INCOME

    1. Navigate to the Integrated Case > Evidence Dashboard > MO PQ Income hyperlink
    2. Click the Verifications tab at the top of the page
    3. Toggle open the MO PQ Income evidence
    4. Click View Verifications
    5. Navigate to the Verifications folder > Outstanding tab > click List Actions menu for the selected MO PQ Income > select Add Item
    6. Select the item of verification from the Item drop down menu
    7. Complete the Provided By section
      1. If the verification was provided by the participant, select the Head of Household from the Case Participant drop down menu
      2. If the verification was provided by Electronically Obtained Information (EOI), select External Party from the Participant drop down menu and then type the name of the EOI in the Name field
    8. Click Save Save Button
    9. To verify remaining evidence, click the In Edit Evidence folder link again, and then repeat steps 2 – 8

NOTE: On an IC, if you cannot verify all three months of PQ Income, and the participant does not respond to the IM-31A within 10 days, MEDES will automatically reject ALL THREE PQ months when PQ is requested from the IC