AABD Benefit Summary Detail

WINDOW OVERVIEW:

The Benefit Summary for AABD cases is used to view the details of a selected AABD budget.

FIELD DESCRIPTIONS:

Begin Date: The budget month is displayed in the title bar of the window. Program Case Group Box:

This box displays the first and last name of the Program Case Name person, the type of program case, and the type of budget (regular or recalculated).

Budget Details Display Box:

Left Side:

Resource Total: This field displays the amount of total resources calculated for the program case.

Resource Limit: This field displays the resource limit established for the program case.

Allocation In Amount: This field displays the amount of income allocated from any other program cases when appropriate.

Unearned Income: This field displays the amount of unearned income calculated for the program case.

Deemed Income: This field displays the amount of income deemed from any other sources when appropriate.

Unearned Income Disregard: This field displays the amount of income that can be disregarded according to program rules.

Net Unearned Income: This field displays the countable unearned income after calculating all unearned income sources and disregards

Earned Income: This field displays the gross amount of earned income calculated for the program case.

Earned Income Disregard: This field displays the amount of earned income disregards allowed for the program case.

Net Earned Income: This field displays the amount of earned income calculated after considering program disregards for earned income.

Resource Test: This field displays the Pass, Fail, or Exempt eligibility status of the available resources based on program standards.

Income Test: This field displays the Pass or Fail eligibility status of the available income based on program standards.

Right Side:

Unit Size: This field displays the number of persons considered in the program case budgeting. (A double click on this field opens a helpful non-financial summary.)

Standard of Need:This field displays the standard of need established for the program case.

Shelter Costs: This field displays the allowable shelter costs considered in the budget process.

Special Requirements: This field displays the allowable special requirements considered in the budget process.

Total Requirements: This field displays the total requirements to be considered in the budget process.

Total Net Countable Inc: This field displays the total of the countable incomes after consideration of income disregards.

Budgetary Need: This field displays the total requirements minus the total net countable income amount.

SSI Federal Benefit Rate: This field displays the Federal Benefit Rate for SSI eligible individuals.

Need Amount: This field displays the amount of financial need remaining after consideration of the SSI income.

Offset Amount:This field displays the amount of any underpayments applied to the repayment of an overpayment.

Recoupment Amount: This field displays the amount of any payments being withheld to repay an overpayment.

Authorized Payment: This field displays the amount of benefits issued.

Allocation Out Amount: This field displays the amount of excess benefits applied to another program case.

Overpayment Amount: This field displays the amount of any overpayment.

Creation Date: This field displays the date the budget was authorized.

Note: The specifics of many of the line items can be viewed by double clicking on the line. (designated on these pages in navy blue type). Budgets authorized before 07-06-2004 may be displayed in a different format and not all of the fields listed here in navy blue type will open.

ACTION BUTTONS:

Select the OK button to close the Benefit Summary window.
Select the Help button for window specific Help information.

(04-2005)

NFO23S1H (6)