Verify Income and Resource Summaries

Process: Determine eligibility for IV-E FCM

Once the budget worksheet(s) have been completed and you've saved the system calculations, you can review the summaries for each case member and verify the system's calculations.

Verify these income and resource summaries as follows:

1. From the Requirements 7 to 9 screen, click the Worksheets link. Budget worksheets appear in the Worksheets table.

2. Click Income/Resource Summary link. The Income and Resources Summary Worksheet Search Criteria screen appears.

3. Select an SFU Member from the drop down. The system populates the Eligibility Month/Year field.  

4. Click Search. The system displays a summary of this person's income, expenses, and resources, which will be used in the eligibility determination.

5. Review this information. If an item is duplicated on the record of another SFU member (for example, a shared checking account or a vehicle), click the check box in the Do Not Include column.

6. Review and verify the information.

7. Click Calculate button.

8. Click Save. You are returned to the Requirements 7 to 9 screen.

9. Click Next Task below to continue.