The Income List and Income Detail pages are used to add or change income records for a case. All income categories and types per individual are entered as separate records. Income is stored at the consumer level, so it displays on all other cases the consumer is on. Users must also select which program income should be applied to via the Display Program field. SSP income records auto-populate with a Display Program of Non-Medical. In most instances for income, the Begin Date should be the first of the month unless the first income check was received within that month. For guidance on completing the data fields on this page see Income.
Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Select the + next to Financial from Task Navigation to expand the list of Financial Data Collection pages. Select Income from Task Navigation. The Income List page displays.
Click the Edit button for the case person with a New indicator. The Income Detail page displays.
Information reported via the SSP may be newly reported, updated, or duplicated information. The user has three options:
For a new Income record reporting a new source of income or employer:
Click the Reject All button. A Light Box displays the question: “The following data items have been rejected. Clicking “Continue” will confirm the rejection. Do you want to continue?”
Click the Continue button to proceed or the Cancel button to re-evaluate the data before proceeding.
Using the PDF and verifications provided, add the newly reported income record. See Adding Income for instructions.
For updated Income Amount(s) reported on a known Income record:
Review both records to determine what new income amount information is reported.
On the Existing Record:
Add the newly reported income amount. See Modifying Existing Income for instructions.
On the New Record:
Click the Reject All button. A Light Box displays the question: “The following data items have been rejected. Clicking “Continue” will confirm the rejection. Do you want to continue?”
Click the Continue button to proceed or the Cancel button to re-evaluate the data before proceeding.
For duplicate information reported for a known Income record with no new information:
Click the Reject All button. A Light Box displays the question: “The following data items have been rejected. Clicking “Continue” will confirm the rejection. Do you want to continue?”
Click the Continue button to proceed or the Cancel button to re-evaluate the data before proceeding.