Systems Help: NON-PS2 Instructions (Shelter)

The following descriptions / instructions of the NON-PS2 fields (Income)

Notebook: INTER
Tab: Shelter
Field: Rent check box
Instructions: Check this box if the client pays rent for his/her housing.
Notebook: INTER
Tab: Shelter
Field: Free of charge check box
Instructions: Check this box if the client does not pay any housing costs.
Notebook: INTER
Tab: Shelter
Field: HUD allocation check box
Instructions: Check this box if the client receives assistance from HUD to pay for housing.
Notebook: INTER
Tab: Shelter
Field: Do you receive help paying shelter costs?
Instructions: Check this box if the client reports receiving any assistance with paying for housing.
Notebook: INTER
Tab: Shelter
Field: Own check box
Instructions: Check this box if the client owns and/or pays for a mortgage on his/her home.
Notebook: INTER
Tab: Shelter
Field: Share costs check box
Instructions: Check this box if the client shares housing expenses with someone else.
Notebook: INTER
Tab: Shelter
Field: HUD allocation amount
Instructions: Enter the amount of money the client receives from HUD each month to help with housing costs.
Notebook: INTER
Tab: Shelter
Field: Mortgage amount
Instructions: If the household owns their home enter the amount they pay for their mortgage. Be sure to ask if taxes and insurance are included in their monthly payment. If not, obtain those amounts as well. This field is what will print on the FSS-1.
Notebook: INTER
Tab: Shelter
Field: Rent amount
Instructions: Enter the amount of rent paid by the household. This field is what will print on the FSS-1.
Notebook: INTER
Tab: Shelter
Field: Taxes amount
Instructions: Enter the amount of property taxes paid by the household not included in their monthly mortgage payment. If their taxes are paid from an escrow account maintained by the mortgage holder, the amount is already included in their monthly mortgage payment. If this amount is paid separate from the mortgage payment, be sure to add the monthly amounts together to get the total monthly shelter costs.
Notebook: INTER
Tab: Shelter
Field: Insurance amount
Instructions: Enter the amount of homeowner’s insurance paid by the household if not included in their monthly mortgage payment. If their insurance is paid from an escrow account maintained by the mortgage holder, the amount is already included in their monthly mortgage payment. If this amount is paid separate from the mortgage payment, be sure to add the monthly amounts together to get the total monthly shelter costs.
Notebook: INTER
Tab: Shelter
Field: Housing paid to
Instructions: Enter the name and address of the person or company the household pays their shelter costs to. Enter the name of the complex if the client lives in an apartment. Enter the name of the landlord if the client lives in a rental house. Enter the name of the mortgage company if the client owns their home.
Notebook: INTER
Tab: Shelter
Field: Do you pay for utilities separate from rent or mortgage?
Instructions: Check yes if utilities are not included in the client’s monthly rent or mortgage payment.
Notebook: INTER
Tab: Shelter
Field: Pay for heating / cooling
Instructions: Mark this box if the client pays heating or cooling costs separate from their shelter. Heating costs could include natural gas, electric or propane among others. Cooling costs are only allowed if they have air conditioning, either central air or window units. They must have either separate heating or separate cooling or both to qualify for the utility standard deduction amount.
Notebook: INTER
Tab: Shelter
Field: What type of heating or cooling do you have?
Instructions: Enter the type of utility the client uses to heat and/or cool their home.
Notebook: INTER
Tab: Shelter
Field: Phone/per
Instructions: Enter the estimated amount paid for phone services and how often it is paid.
Notebook: INTER
Tab: Shelter
Field: Electric/per
Instructions: Enter the estimated amount paid for electric service and how often it is paid.
Notebook: INTER
Tab: Shelter
Field: Gas/per
Instructions: Enter the estimated amount paid for natural gas / propane and how often it is paid.
Notebook: INTER
Tab: Shelter
Field: Water Sewer/per
Instructions: Enter the estimated amount paid for water and sewer services and how often it is paid.
Notebook: INTER
Tab: Shelter
Field: Garbage/per
Instructions: Enter the estimated amount paid for trash pickup and how often it is paid.
Notebook: INTER
Tab: Shelter
Field: Oil/per
Instructions: Enter the estimated amount paid for heating oil and how often it is paid.
Notebook: INTER
Tab: Shelter
Field: Wood/per
Instructions: Enter the estimated amount paid for firewood and how often it is paid.
Notebook: INTER
Tab: Shelter
Field: Utility installation/per
Instructions: Enter the estimated amount paid to have utilities installed and how often it is paid.
Notebook: INTER
Tab: Shelter
Field: Other/per
Instructions: Enter the estimated cost of any other utility service(s) not specifically listed and how often it is paid.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab: Electrical Supplier
Instructions: Select from the dropdown the company used to provide electric service.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab: If “other”
Instructions: If electrical supplier is not listed in the drop down, type in the name of the supplier the client uses to provide electric service.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab: Account number
Instructions: Enter account number for the account the client uses for electricity.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab: Confirm account number
Instructions: Re-enter electric account number to try to prevent input errors.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab: Name on account
Instructions: Enter the name listed on the account the client uses for electricity.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab: If account in different name, why
Instructions: If the client’s name is not listed on the electric account, give an explanation to help determine if the household qualifies for energy assistance.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab: Electric meter address
Instructions: Enter the street address where the electric meter is physically located.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab: Electric meter city
Instructions: Enter the city where the electric meter is physically located.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab: Electric meter state
Instructions: Enter the state where the electric meter is physically located.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab Electric meter zip
Instructions: Enter the zip code where the electric meter is physically located.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab Natural gas supplier
Instructions: Select from the dropdown the company used to provide natural gas.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab If “other”
Instructions: If natural gas supplier is not listed in the drop down, type in the name of the supplier the client uses to provide natural gas.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab Account number
Instructions: Enter account number for the account the client uses for natural gas.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab Confirm account number
Instructions: Re-enter natural gas account number to try to prevent input errors.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab Name on account
Instructions: Enter the name listed on the account the client uses for natural gas.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab If account in different name, why
Instructions: If the client’s name is not listed on the natural gas account, give an explanation to help determine if the household qualifies for energy assistance.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab Gas meter address
Instructions: Enter the street address where the gas meter is physically located.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab Gas meter city
Instructions: Enter the city where the gas meter is physically located.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab Gas meter state
Instructions: Enter the state where the gas meter is physically located.
Notebook: INTER
Tab: Shelter
Field: Utility Accounts Sub Tab Gas meter zip
Instructions: Enter the zip code where the gas meter is physically located.

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