Review or Record SFU Information

Process: Determine eligibility for IV-E FCM

The Requirements 7 to 9 include verification of the standard filing unit (SFU). The system draws members of the SFU from the cases for all those who live in the same household as the child, including the child whose eligibility you are determining. You can remove members if they should not be part of the SFU members, or add members who are part of the family but live at a different address.

Review or record SFU information as follows:

1. From the Requirements 7 to 9 screen, click the SFU Information link. A listing of the SFU Available Case Members appears.

2. Verify the selection in the Receives SSI/FCM/AA column. When it runs the eligibility determination, the system excludes anyone who currently receives SSI, FCM, or AA.

3. Click Add any SFU members, if necessary.

   1. Click Add SFU Member. The Available SFU Members screen appears. It lists all case members, as well as the associated persons captured on each case record.

   2. Click the check box next to each person you want to add to this SFU.

   3. Click OK. You are returned to the Requirements 7 to 9 screen.

4. If you need to remove a person from the SFU, click the Delete link for that person. The system displays a dialog box explaining that it will reset any budget worksheets to which they were assigned. Click OK if you want to continue with the deletion.

5. Click Apply to apply any changes.

6. Click the SFU Information link if you want to close this area.

7. Click Next Task below to continue.