Unearned Income - Current

WINDOW OVERVIEW:

The Unearned Income - Current window lists all current unearned income information for persons in active, pending, premium due, or spenddown status in at least one Program Case Only the most current amount for an unearned income is displayed. To see previous amounts go to the Unearned Income - Summary tab and select the Details button.

The Current window opens when the Unearned Income task is selected (double click) on the Navigator Window.

This window is inquiry only. To change the information, 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: 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 displays the amount of any adjustment to the unearned income. An example is an overpayment being withheld from the amount.

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

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

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

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:

Add The Add button is enabled when none of the incomes are highlighted. Select the Add button to open the Add Unearned Income window.
Update The Update button is enabled when a row of unearned income is highlighted. Select the Update button to open the Update Unearned Income window.
Close The Close button is enabled when a row of unearned income is highlighted. Select the Close button to open the Close Unearned Income popup window. When a selected instance of income is closed it will no longer appear on the Unearned Income - Current tab, but will be displayed on the Unearned Income -History and Unearned Income -Summary tabs.
Delete 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. Use Caution, this action cannot be reversed. A delete of unearned income from the Unearned Income - Current tab will delete the entire instance of income and all amounts associated with it.
Help The Help button displays the help information for the active data collection task.

NFO2BB62K

(07-2004)