File Tracker
What application type is listed on the file tracker?
Tax credit application ONLY
Where does someone enter household rental assistance?
Additional questions
They need to select current address box
application correction
what verification is needed for reoccurring gifts?
Regular contribution - type: income
Sarah is getting $500 every two weeks from her mom.
What documentation is needed and from who?
How much are we verifying?
Filled out regular contribution form from her mom.
$500 every two weeks
What are the three different sections on the file tracker?
1. In process
2. Denied/cancelled
3.Approved
What section does someone enter a live in aid?
Live in Aide tab
They have duplicated an adult member
application correction (Usually) lol
What are the steps of sending any verification letter?
1. More
2. Manage verification letters
3. Select the letter
4. Click the green "plus" button and fill out
5. Show to user
6. save
Ashley gets $3000 a month in food stamps and
$1000 in TANF a month.
How much income are we verifying and why?
$1000 in TANF, food stamps do NOT count as income
What are the only 2 reasons someone is denied?
Student status or income
Where does someone enter an unborn child?
Anticipated household additions
incomplete
What are the steps to verify assets? (Under 50K)
1. Go to asset tab
2. Manager view
3.add verification
4. click "use this verification source"
5. How did you verify asset- tenant declaration
6. How was asset value certified- interest rate
7. income type-actual
8.asset type- non necessary real property
9. enter info and save
The date applied is what date in RCAH?
The day the applicant was moved to the workflow/tax credit application
Someone needs to change relationship to HOH for an adult 18+ from minor to adult, who does this and where do they go to complete this?
HH member over the age of 18 needs to fix address history
application correction
What are the steps to verify income? (not self employment)
1. go to income tab
2. click manager view
3. Add verification
4. click "use this verification source"
5. How did you verify income- 3rd party documents
6.How was this income certified - Rate of pay calculation
Child support calc
word screen 4
What are the 9 pieces of information required to put someone on the file tracker? hint: starts with unit
Unit, priority, applicant name, voucher, initials, date applied, MI date, status, last update/notes.
Someone stated they make $800 a check, what two places would the applicant enter this information?
1. Personal information
2. income tab
Zero income form needs corrections
incomplete
what verifications are needed for student status?
full time vs part time: Student verification , type: member
Financial aid verification: Student status and release of financial aid verification type: member
Student financial assistance: Affidavit of student financial assistance
Self employment
Word slide 1