Dates in ASPEN
This is when ASPEN will start using the information for eligibility determination.
Circumstance begin or change date
Who is :
An individual who intends to file a tax return for the tax year and who does not expect to be claimed as a tax dependent on someone else's taxes
Tax Filer
ASPEN function used to enter an Application for Assistance by collecting basic information from the application, including each household member and the programs they have requested.
Application Registration
What target training can help with Self Employment and Expenses?
Target Training 08
When calling to verify with a client. Should we call til we get an answer?
NO calling once is what is required, Leaving a message that you will call back in 10 mins is acceptable but we should not call more than that.
This is when the information was last effective for the case.
Circumstance end date.
IF the household fails to complete tax filing questions, can the application may be processed?
Yes, using Nonfiler.
In general, a person who applies or provides eligibility information on behalf of a customer.
Authorized Representative
True or False:
Requesting the Entire tax return packet is important.
True, this helps get the most complete picture for your customers income as possible.
This phone system is for calling customers only and not for personal use as all calls are recorded.
AWS
This is the date that verifications were provided to ISD
Verification date
Can two people claim a dependent on tax returns?
yes, most common on jointly filed taxes
ASPEN uses a process of elimination where the best Categories of Eligibility (COE) suited for an Eligibility Determination Group (EDG) determined.
Cascading Eligibility
It is the form that is used to report gross receipts to the NM tax and revenue Department monthly, quarterly, or semi-annually.
CRS-1 form
Methods of Verification, verification to determine eligibility and benefit level is obtained through which resource?
Verification Matrix Tool
Address/Status: Defaults to the 1st of the month, 3 months prior to the application date
Default dates
What are these examples of:
• Individual expects to be claimed by someone other than a parent.
• Child lives with both parents: one parent expects to claim the children, but the parents do not file jointly.
• Child lives with one parent but expects to be claimed by a non-custodial parent
Tax Filer Exceptions
Condition of the case such as Active, Pending, Approved, Denied or Closed. Is called what?
Case Status
Form of accounting that shows either profits or losses. This can be in the form of the ISD 418 or the applicant/recipients own form of keeping track of income
Personal Wage Records
With IT security, you can put the SSN number in unencrypted email.
No it should be password protected attached file.
True or False:
If you update or end information, you must run EDBC to apply the changes to the case’s eligibility results. As a rule of thumb, you should always run EDBC when you change case information
TRUE
If I file a return with my spouse what kind of return is that called
A joint return
The conversion process in which all related cases and customers to an individual are identified and are also converted to ASPEN
Spider Web Cases
With self employment, if provided, do we enter in expenses all together.
NO, it needs to be itemized as much as possible.
Should we make a phone call to the client when the address is changed?
NO