The Details window tab is used to enter the general details of a source of unearned income. This information must be completed before the Stable or Fluctuating Amounts windows will open.
Add Unearned Income windows.
Owner List Box:
This box will list all persons in the Master Case. Persons who have an active, pending, premium due, or spenddown status in the program case for the current or a future month will be listed first, all other Master Case person will be listed next. Unborn's will not be listed. Select (highlight) the person who is the owner of the unearned income. Only one person can be selected for each instance of unearned income. Enter Child support with the child as the owner and his/her proportionate share in the amount.
Last Name: This field displays the person's last name.
First Name: This field displays the person's first name.
DOB: This field displays the person's date of birth.
Type: Select the type of unearned income from the drop down list. (type the first letter of the income type to bring up that alphabetical section of the list).
Frequency: Select the frequency the unearned income is received from the drop down list. (type first letter of type to bring up that alphabetical section of the list).
Source: Type in any identifying information about the source of the unearned income (ie. bank account name and account number). This is an optional field.
ID / Claim Number: This field is mandatory for Social Security benefits and optional for other types of unearned income. Type in the Social Security number or any claim numbers associated with the source of unearned income. (ie. child support court order)
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The Help button displays the help information for the active data collection task. |
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(07-2004)