Other Income Status Page
The purpose of the Other Income Status page is to record if the client is receiving any unearned income. This page is always enabled so that other income can be entered at any time.
During the Interview, as part of the Income and Expenses Q and A Navigator, you will select either Yes or No to indicate if the client has Other Income. If a Yes answer is given, a Client Type Selection page will populate and ask for the income type. A record will then display in the Other Income Status page.
If the client has an active Other Income record and on the Income and Expenses Q and A Navigator you answer No to the Other Income question, the Other Income page will be set to Requires Re-edit.
The History icon is available on all workflow pages. This icon displays a historical record of past EBC transactions and the dates the transactions were entered, appearing from most recent action to the first application.
When the Yes is selected for Other Income in the Income and Expenses Q and A Navigator, the Other Income Status page must be completed. The Other Income Status page displays the following tabs:
Source - used to collect income data for a client
Income - used to collect amount received per pay period
Prospective - used to calculate the monthly prospective amount that will be used in the Eligibility and Benefit Calculation (EBC); and
Expenses - used to collect information about expenses incurred for self-employment
Source Tab
This tab captures information about:
other income type
frequency that the other income is received
form of payment
status of the receipt of the income, for example, an application is pending for unemployment compensation
if the income is countable for the assistance program types
number of Employment/Training hours for certain income types
if the income should be treated as earned income or unearned income by EBC
if there are any garnishments applicable to the other income
monthly prospective amount (of income)
frequency of the earnings received from a boarder, roomer, or rental unit
Adding Source Tab Data
open the Other Income Status page and click the Source tab
select the applicable member from the Members List
select the other income type from the drop-down list
select the frequency that the other income is received, from the Drop-down
Note |
For educational assistance, frequency is not applicable. |
select the status of the other income, Active or Pending
if the income must be considered for TAFDC and/or SNAP benefits for TAFDC, for Countable TAFDC, select Yes, otherwise, select No
if the income must be considered for EAEDC and/or SNAP benefits for EAEDC, for Countable EAEDC, select Yes, otherwise, select No
enter the start date. You can select a date from the popup calendar
Note |
Pending status refers to income which has been applied for or is anticipated, but has not yet been received, such as SSI or RSDI. Income amounts cannot be entered when Pending is selected. The information captured on the tab reminds you to follow up on anticipated income. |
if the income must be considered for cash and/or SNAP benefits for EA, for Countable EA, select Yes, otherwise, select No
if the income must be considered for cash and/or SNAP benefits for SNAP, for Countable FS, select Yes, otherwise, select No
if the other income Type is Rental or Contribution for Earned, select Yes, otherwise, select No. If you select Yes, EBC will treat the income Type as earned income
select the type of payment (BEACON defaults to Direct for most payment types) in which the other income is paid from the drop-down list
for Number of E/T Employment/Training months, if the other income type is Education Assistance, enter the number of months the client is to receive money for education assistance
if the other income is a Contribution or Donation under the Purpose box, click Select. Then select the Purpose Reason from the drop-down list
if other income type is Boarder, Roomer, or Rental Income, for Number of, enter the number of boarders, roomers, or rental income units
Note |
If the other income type is Boarder, Roomer, or Rental Income, you must enter business expenses associated with the income on the Expenses tab. |
if the other income type is RSDI or Railroad Retirement, for Claim number, enter a valid claim number
if other income type is Employment Related Pension, for Country, enter the name of a country
click Save
click Next, or to exit the page and the workflow, click Finish
If the income source is terminated, create a follow-up action to remove the Yes after EBC uses the income, and the pending request has been released
Change Income Status to Pending
If the answer is Yes on the Q and A Navigator and the applicant has only just applied for the income:
access the Other Income Status page
on the Source tab, for Status, select Pending
enter the Status date. You can select a date from the calendar popup
click Save
Changing Source Tab Data
access the Other Income Status page and click the Source tab
select the other income record from the select list
modify the applicable information
click Save
click Next, or to exit the page and the workflow, click Finish
Income Tab
This list captures information about:
period
gross income
lump sum
garnishments
entered date to collect the income received
Adding Other Income Information on the Income Tab
open the Other Income Status page; the Income tab will display by default
to switch between clients who are part of the same Eligibility Group use the Members list to select the member for whom you will be adding other income information
for Garnishment, if the client has his/her income garnished, select Yes; otherwise, select No; BEACON defaults the Period based on the frequency of the income and the pay dates
for Gross income, enter the income for one or more pay periods
Important |
BEACON adds a decimal point only for whole dollar amounts (if $40 is entered, BEACON adds the decimal point and it will show as $40.00). You will need to add a decimal point when entering income that is not a whole dollar amount.
If a weekly unearned income of $40.50 is entered in BEACON as 4050 BEACON will add a decimal point and make the amount $4050.00. You will need to insert a decimal point manually $40 + Decimal point + 50 to capture the correct amount of $40.50. |
for lump sum, if the income received in a pay period is actually a lump sum amount, check the Lump Sum box
Entered is a display-only date and will be displayed after you enter the gross income and lump sum information
click Save
click Next, or to exit the page and the workflow, click Finish
Changing Income Tab Data
open the Other Income Status page and click the Income tab
select the record to be changed from the select list
for a particular period, change the corresponding Gross Income amount, as needed
go to the Prospective tab
click Refresh
select the gross income amounts that need to be recalculated
click Calculate
click Save. Gross income is entered on a new record or changed on an existing record and this message displays: "Please re-calculate the prospective income.”
Note |
Any unearned income, such as Child Support records must not be ended if the income could potentially resume. Instead of deleting or ending the record when the income has paused, enter it at $0. This record must be reviewed at future reporting periods to determine if the income has resumed. The record must be ended if the income has permanently terminated, such as the child becoming an adult and aging out, or if the Department has received verification of a contribution payment ending.
If the income was always entered at $0 and the client states they never received the income, you must end the record without verifying. |
Prospective Tab
Use this tab to calculate the monthly prospective amount for a particular income type that will be used in Eligibility and Benefits Calculation (EBC).
You will indicate which periods must be used in the calculation to determine the Monthly prospective amount. BEACON then calculates the prospective amount.
Adding Prospective Tab Data
open the Other Income Status page and click the Prospective tab
the Start date for the prospective amount is display-only field and will be set to the current date
the Period and Amount information is populated from the Income tab. You can select one or more gross income amount records to use in calculating the monthly prospective amount
to calculate the monthly prospective amount, click Calculate. The calculated amount will display in the Monthly prospective amount field
for an existing monthly prospective amount, to calculate the monthly prospective amount again, click Refresh
click Save
Changing Prospective Tab Data
In an existing monthly prospective amount record, if you must recalculate the monthly prospective amount:
open the Other Income Status page and click on the Prospective tab
select the record from the select list
click Refresh to refresh the Prospective array list with details from the Other Income Status page
check the Prospective averaging check boxes for the applicable income
click Calculate and the calculated amount will display in the Monthly prospective amount field. The updated information is considered in eligibility calculations for the original Start date
click Save
click Next, or to exit the page and the workflow, click Finish
Expenses Tab
Use this tab to collect information about:
any expenses incurred while receiving income from Boarders, Roomers, and/or Rental Income; or
expenses that are countable (i.e., yes or no) for cash and SNAP programs
Adding Expenses Tab Data
open the Other Income Status page and click on the Expenses tab
to enter expenses incurred for roomer, boarder and/or rental income, click the Expenses tab
Note |
You can use this tab only if the other income type is Boarder, Roomer or Rental Income |
select the Detail popup that allows you to proceed or stop and enter on the Other Income Status Expense tab
for Type, select the type of expense incurred as part of having a roomer, boarder and/or rental income
Important |
At this time, when entering Mortgage Principal as an allowable expense, select Other as the Expense type to ensure the amount is included in the benefit calculation. The expense type entitled Mortgage Principal has not been coded in BEACON to be countable at this time and must not be used when attributing this allowable expense to a household. |
for Start, enter the start date of the expense; you can select a date from the popup calendar
for Amount, enter the expense amount
for Frequency, select the frequency of the expense from the drop-down list
indicate if the expense amount is countable for the Cash and SNAP programs
if required, click Calculate to calculate the countable amounts
if required, manually overwrite the calculated amounts
click Save to save the data and return to the Expense page
to add more expenses, add a new row by clicking the Add-a-Row icon and repeat steps 3 through 11
click Save
click Next, or to exit the page and the workflow, click Finish
Changing Expenses Tab Data
open the expenses tab
select the details tab for the record you are updating
change the applicable information.
click calculate
click Save
click Next, or to exit the page and the workflow, click Finish
Deleting Expense Tab Data
accessing the Expenses tab
selecting the record to be deleted from the Select List
scrolling all the way to the right and click the red X
saving the information and going to the next page and clicking Next, or
clicking Finish to exit the page and the workflow
Deleting an Other Income Status Record
Only records not used in an eligibility calculation can be deleted. A record can be deleted only when it has not been saved to BEACON.
from the select list, select the record to be deleted
click Delete
to acknowledge the "Do you wish to delete this data?" confirmation question, click Yes to delete the record
Ending an Other Income Status Record
from the select list, select the record to be end dated
click End
to confirm the default or selected end date, click OK to end date the record