Personal Property Details

Use this procedure to enter a customer’s personal property information.

Process Steps:

1. The Personal Property – Details page displays.
2. In the Client Information section:
   • Select the customer’s name from the dropdown menu (required).

3. In the Personal Property Dates section:

• • Enter the Effective Begin Date (required).
  • Enter the End Date.
  • Enter the Reported On date (required).
  • Enter the Date Change Occurred (required).
  • Enter the Verification Received On date (required).

4. In the Personal Property Details section:

• • Select a Type (required).
  • Select a Verification (required).
  • Enter a Fair Market Value (required).
  • Select Yes or No from the Necessary for business, trade or farming? dropdown menu.
  • Enter the Amount Owed (required).
  • Select Yes or No from the Is the Personal Property Jointly Owned? dropdown menu (required).
  • Select a use for the personal property from the Personal Property Use dropdown menu.
  • Enter the Date Property Acquired (required).

5. In the Resource Availability section:
   • Select an Availability Status (required).

6. Click Save + Add Personal Property to save the resource record.
   • Repeat steps 1 through 6 to add additional resources.

7. Click Save + Continue.

8. If the Personal Property is jointly owned, the Personal Property – Joint Ownership tab appears:

• • If the joint owner is in the home, select the Joint Owner name from the dropdown menu under the In-household Joint Owner Information section.
  • If the joint owner is outside the home, enter the joint owner’s Name and other information in the Outside-household Joint Owner Information section.
  • Select a Joint Ownership verification from the dropdown menu.
  • Enter a Joint Ownership Percentage Share of Resource.
  • Enter information in the remaining fields if necessary.
  • Click Add.
  • Click Save + Continue.

Results of the Procedure:

The personal property information has been recorded.

Updated: 05/15/2015