Add Unearned Income

Key Points:

 Double click on the Unearned Income task to enter information.

 Also see the Unearned Income Listing for a list of all choices of income types in this task. Unearned Income counted by at least one program is on the list. If the income type is not listed, make sure the income needs to be added. If it does, the income needs to be added in the Other Income task. The list also indicates if the system will consider the income as stable or fluctuating income.

Also See

EA Policy Manuals

to determine how the income should be counted in the budget. The links to the policy manuals will go to a general reference within the Unearned Income section.

Only single owners of Unearned Income can be selected in this task. If two or more individuals own the Unearned Income, divide the total amount by the number of owners and enter this figure for each owner of the Unearned Income.

ADD UNEARNED INCOME:

  1. Select the "Add" push button from the Current tab
  2. Highlight the owner of the Unearned Income
  3. Use the drop down list to select the income type. This can also be selected by entering the first letter of the unearned income type.
  4. Use the drop down list to select the frequency of the unearned income. Enter the source of the Unearned Income.
  5. If the income type is Child Support or Spousal Support,select the "Child Support/Spousal Support is:" radio button of Received or Assigned.

  6. Enter the appropriate ID or claim number as 999999999A. Enter the full SSA claim number to ensure correct updates by from the BENDEX Interface.

    Note: The source and ID/claim number is required for Social Security or SSI income, and is optional for all other income. It may make it easier to identify the income.

  7. After entering the Detail information, select either the Stable Amounts or the Fluctuating Amounts tab (which is pre-determined by the system depending on the income type selected) to enter the income information.

See Unearned income Listing

Stable Amount

  1. Enter the amount of the income. When entering this amount remember that it is linked to the frequency that was entered on the Detail window. (i.e. if the frequency was entered as monthly, enter the monthly amount on this window; if the frequency was entered as weekly, enter the weekly amount on this window).

  2. Enter the adjustment amount if there is an adjustment to the income.

    If an adjustment amount was entered, an adjustment reason also needs to be selected. This will not be enabled if no adjustment amount was entered.

  3. Begin Date: Enter the begin date of the income
  4. End Date: Enter the end date of the income, if appropriate
  5. Verified By: This will default to Unverified/Pending. Update with the appropriate source of the verification if it has been verified. Once you leave this window, you will not be able to verify income on this window. Verification will need to be done through the Verification Task.

 Fluctuating Amount

  1.  Enter the date received
  2. Enter the amount of the income. . When entering this amount remember that it is linked to the frequency that was entered on the Detail window. (i.e. if the frequency was entered as monthly, enter the monthly amount on this window; if the frequency was entered as weekly, enter the weekly amount on this window).

  3. Enter the adjustment amount if there is an adjustment to the income.

    Note: for the Supplemental Nutrition Assistance Program  there are five adjustment reasons in the unearned income task.

    1. Garnishment
    2. Prior Overpayment on Assistance
    3. Unemployment Comp Overpayment
    4. SSI overpayment
    5. Trial Work Period

    Entering the type Garnishment will result in the gross amount of the Unearned Income amount counting in all program budgets.

    Entering Prior Overpayment on Assistance will result in the adjustment amount NOT counting in AABD, ADC, MED and SNAP budgets.

    The IUC Interface populates the Unemployment Gross Amount and the Adjustment Amount with the reason Unemployment Compensation Overpayment when the overpayment is a NON_FRAUD overpayment.  The result is that the NET income will be used in Supplemental Nutrition Assistance Program  budgeting.  When the overpayment is due to FRAUD, the gross amount of the Unemployment is the only amount that the interface populates in the Unearned Income task and budgeting uses the GROSS amount in ADC, AABD, and SNAP budget calculations.

    Entering SSI Overpayment will result in the adjustment amount NOT counting in the SNAP budget, but counting in AABD, ADC, and MED budgets.

    Entering Trial Work Period will result in the adjustment amount NOT counting in the MED budget when the income owner's category of Med eligibility is MIWD the Trial Work Period adjustment is only allowed on the Test A budget of the MIWD budget. The adjustment amount will count in AABD, ADC, and SNAP budgets

  4. If an adjustment amount was entered, an adjustment reason also needs to be selected. This will not be enabled if no adjustment amount was entered.
  5. Verified By: This will default to Unverified/Pending. Update with the appropriate source of the verification if it has been verified. Once you leave this window, you will not be able to come back here to verify income. Verification will need to be done through the verification task.
  6. Select "Add New Amount" push button to move the information to the middle box of this window.
  7. Enter the next amount and select "Add New Amount" push button and continue until all of the amounts are entered.
  8. Select OK and a window will display all of the amounts entered
  9. Select the Summary Tab.
  10. Highlight a line of income
  11. Select the Details Button in the lower right hand corner of the window. A detail summary of the income amounts, received date, begin date, end date and if the income was verified for the Unearned Income is displayed. This information can be used to confirm changes made to an Unearned Income amount.

(12-2015)