Additional action is necessary when end-dating income records for individuals who exist across multiple cases. Because of inheritance rules, taking action on a single income type will not allow an accurate determination. When this occurs, the entity acting on the change will end date all income records impacting the determination (usually only Family Medical and E&D, but MIPPA if necessary). After running EDBC for programs within their responsibility, create a contact log for the partner entity. The partner entity is responsible for reacting to the change for programs within their area of responsibility. See Cross-Agency Communication Guide for specific Contact Log details.
Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Open the financial data pages by clicking on the + beside Financial from Task Navigation. Select Income from Task Navigation. The Income List page displays.
Click the Edit button beside the income the consumer no longer receives. The Income Detail page displays.
Click the Edit button in the Income Amounts section. The Income Amount Detail page displays.
Enter the End Date. The End Date should be the last day of the month the income should be counted for eligibility. If using actuals in the determination the End Date is the last date an income/benefit was received.
Click the Save and Return button. The Income Detail page displays.
Review for accuracy, then click the Save and Return button.
NOTE: See Adding Income for steps on how to add a new income record.