Real Property Details

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

Process Steps:

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

3. In the Real 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 Real Property Information section:

• • Select a Type (required).
  • Select Yes or No from the Primary Residence? dropdown menu.
  • Enter How many acres is the property.
  • Select a Verification (required).
  • Select Yes or No from the Is Real Property jointly owned? dropdown menu (required).
  • Select a Property Use reason.
  • Select an Exemption Reason.
  • Select Yes or No from the Is this property contiguous to the home? dropdown menu (enabled only when Type is not Home or Mobile Home).
  • Select a Reason essential to the operation of the home? (enabled only when Reason is not Home or Mobile Home).
  • Enter the Value of the property essential to the operation of the home? (enabled only when answer to previous question is answered).
  • Enter the Date acquired.

5. In the Real Property Address section:

• • Enter the Street #.
  • Enter the Fraction.
  • Select the Pre-Direction.
  • Enter the StrName/Rural Addr.
  • Select a Street Type.
  • Select a Post-Direction.
  • Select a Dwelling Type.
  • Enter the Address 2/PO Box.
  • Enter the City.
  • Select a State.
  • Enter the Zip Code.

6. In the Real Property Value Information section:

• • Enter the Assessed Value (required).
  • Enter the Amount Owed (required).

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

8. Click Save + Add Real Property to save the resource record.
   • Repeat steps 1 through 8 to add additional resources.
9. Click Save + Continue.
10. If the Real Property is jointly owned, the Real 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 real property information has been recorded.

Updated: 05/15/2015