The Yearly Income - Details page is added to the driver flow only when a household member selects that they wish to report yearly income on the Questions Income and Expenses page.
Use this procedure to record, view, and update yearly income information for household members.
|
|
The Yearly Income - Details page is added to the driver flow only when a household member selects that they wish to report yearly income on the Questions Income and Expenses page. |
In the Yearly Income Dates section:
In the Effective Begin Date field, enter estimated date when yearly income started.
|
|
Effective Begin Date cannot be in the future. |
Enter the date that the yearly income was reported in the Reported On field.
In the Date Change Occurred field, enter date when the client determined yearly income
Enter the date when the client presented documentation to prove yearly income in the Verification Received On field.
In the Yearly Income Information section:
Enter the client's income this year in the Yearly Income This Year field.
Enter the client's income next year in the Yearly Income Next Year field.
|
|
Yearly Income will undergo a Hub check provided yearly is the only income type entered. If the yearly income falls outside the reasonable compatibility standard, the client will have to provide additional income verifications (pay stubs, etc). |
The client's yearly income details are recorded.
Updated 03/29/2015