SNAP: Income – Unearned Income Checklist

The following is a checklist of key points to keep in mind when dealing with unearned income:

  • Read the application to look for sources of reported unearned income.
  • If the case has had recent benefits, look in the previous case notes to see what sources of unearned income were counted on the last case action.
  • Check ACES and other data exchange screen for unearned income sources. See checklist below for SDX, BEN and child support screens.
  • Check Workflow for verification of unearned income submitted for the current case action, or recent case actions.

SDX Checklist

  • Look for differences between gross pay and net pay.
  • Check for other sources of income.
  • Check for over/under payments.
  • Contact the Social Security Administration to verify whether or not SSI recoupments are due to fraud and document your results/attempts.
  • Use SDL screen to help determine the correct recoupment (View Quest article SNAP: Identifying and Coding SSI Overpayments)

BEN Checklist 

  • Check payment status
  • Check for overpayments
  • Check payee information (old age, survivors, early retirement, disability)
  • Check for Medicare Premium being paid (by client or state?)

Child Support Checklist

  • Inquire about possible private pay child support
  • Check KI1 screen for each case in which a household member is receiving child support.
  • Check for frequency of payments from last 60 days to determine whether to use weekly/bi-weekly/twice-monthly MICAL or monthly average of last 2 calendar months.
  • For irregular payments, check CFRRPA to make sure that payments used in calculation are not non-recurring lump sums.
  • Follow same actual/anticipated rules for earned income.

Unemployment Checklist

  • Inquire about receipt/application for unemployment
  • Check OWL screen
  • Check pay status and pay amount
  • If not receiving same amount each week, inquire as to what may be happening with payments (is household member also working?)
  • Pay attention to any deductions from the OWL earnings such as child support or taxes taken out.
  • Use gross income for calculation of weekly benefit amount.
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