Editing a Family Plan

When changes are made to the program that can impact the child care benefit, the Family Plan must be edited.  Some examples are changes to a Child Care Plan(s), Financial Data Collection pages, or the programs household composition.  

To Edit a Family Plan

  1. Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Click the + beside Child Care from Task Navigation to open the Child Care data collection pages.  Select Family Plan from Task Navigation.  The Family Plan – Child Care List page displays.

  2. On the Family Plan – Child Care List page click the Edit button associated to the active Family Plan.  The Family Plan – Child Care Detail page displays.

  3. If shortening the Family Plan, edit the End Date using the <mm/dd/yyyy> format or the calendar icon.

  4. Click the Select button to update the available months in the Benefit Month drop-down menu.

  5. Select the Benefit Month from the drop-down menu.  The Calculate button uses the Benefit Month to determine which month(s) to recalculate in the Family Benefit Schedule. When selecting a Benefit Month consideration should be made for change and notification policies.

  6. Click the Calculate button.  The Family Benefit Schedule is updated to reflect any changes for the remainder of the Family Plan beginning with the Benefit Month selected.

    NOTE:If the reported change results in an increase in Family Share, the Protected Family Share amount is what the household pays for the remainder of the Family Plan. The Protected Family Share displays when the month is expanded on the Family Benefits Schedule.

  7. Using the multi-select menu, select the appropriate Change Reason(s).
    NOTE:The change reason(s) selected generate the NOA snippet(s), ensure you are selecting the correct reason.

  8. Click the Save button.  The Family Plan – Child Care Detail page displays in a Read-Only version.

  9. Click the Close button.  The Family Plan – Child Care List page displays with the Family Plan Status of Change Pending.

  10. If the user has made all necessary updates to the case, Run EDBC.