Unearned Income - History

 WINDOW OVERVIEW:

The Unearned Income - History window lists;

• all closed unearned income information for persons in active, pending, premium due, or spenddown status in the Program Cases.
• all unearned incomes for persons who are not active in any Expert System Program cases.
• all unearned incomes for persons who are in denied, closed or ineligible status for the current month in Expert System Program cases.

To change the information, highlight the row to be changed and use the Action buttons.

See also:

Financial Tasks - Overview

Unearned Income - Overview

FIELD DESCRIPTIONS:

LAST NAME: This field displays the last name of the person who receives the income.

FIRST NAME: This field displays the first name of the person who receives the income.

DOB/EDD: This field displays the person’s date of birth.

AGE: This field displays the person’s current age.

NUMBER: This field displays the person’s unique system generated Agency Related Person number.

Type: This field displays the source of the unearned income (Social Security, Railroad Retirement, VA pension, etc).

Amount: This field displays the amount of the unearned income.

Adj Amt: This field display the amount of the adjustment to the unearned income amount.

Frq: This field displays the frequency of the unearned income.

Rcvd Date: This field displays the date a source of fluctuating income is received.

Begin Date: This field displays the date a source of stable income begins.

Close Date: This field displays the date the source of income ends.

Claim Number: This field displays the claim number associated with the source of the unearned income. It is mandatory only for Social Security income.

ACTION BUTTONS:

	The Update button is enabled when a row of unearned income is highlighted. Select the Update button to open the Update Unearned Income window.
	The Reopen button is enabled when a closed row of unearned income is highlighted. Select the Reopen button to open the Reopen Unearned Income window.
	The Close button is enabled when a row of unearned income which does not already have a close date is highlighted. Select the Close button to open the Close Unearned Income popup window.
	The Delete button is enabled when a row of unearned income is highlighted. Select the Delete button to open the Delete Unearned Income popup window.
	The Help button displays the help information for the active data collection task.

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(07-2004)