california department of aging senior community service employment program 2012
TRANSCRIPT
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California Department of Aging Senior Community Service Employment Program 2012
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Agenda Number in Family Acceptable Source DocumentationTo establish a family of one
Includable Family IncomeTwo-step processAcceptable Source Documentation
Excluded Family IncomeAcceptable Source Documentation
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Number in FamilyData validation requirements permit three forms of documentation for family size.
Official documents or business recordsDetailed case notesSigned attestation
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Acceptable Source Documentation
HUD form LeaseBeneficiary form (to substantiate a spouse
for family of two)Detailed case notes
Number in Family
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Acceptable Source Documentation (cont.)
Signed attestation from third party who has knowledge of participant’s number in family
TEGLs are available at this website.
http://www.doleta.gov/Seniors/html_docs/TEGL.cfm
Number in Family
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Documentation to Establish
Family-of-One Is Due to Disability
Receipt of Social Security Disability
Insurance (SSDI) Other SSA records School records
Number in Family
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Documentation to Establish
Family-of-One Is Due to Disability
Sheltered workshop certification Social Service records or referral Certification from medical
professional or medical records
Number in Family
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Eligibility Sample WorksheetsIncome Eligibility Worksheet Eligibility 1.pdf
and Eligibility 2.pdf
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Total Includable Family Income
Determination of income is a two-step process.
*Ensure that total includable family income was correctly calculated.
*Ensure that family income is less than or equal to 125% of the federal poverty line for the appropriate family size.
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Documentation: Official documents and business records establish includable income Attestation established that no other includable income exists.
Note: The TEGL requires that the record of documents must be jointly signed by the participant and the grantee interviewer.
Total Includable Family Income
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Acceptable Source Documentation
Case note must:
Confirm zero income and/or that no other family income exists
Explain how participant supported themselves
Total Includable Family Income
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Signed attestations can be used only for claims of zero income.
A participant or third party attestation must include how participant supported self.
The participant’s self-attestation must also document that no other includable family income exists.
Total Includable Family Income
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Total Includable Family IncomeGovernment records or other official
documents: Pay stubs Social Security Award letters Earning statements from employers Pension Statements Bank statements showing interest
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Earnings Benefits received under Title II of the SSA (75% is includable.)
Survivor benefits Pension or retirement income
Interest income Dividends
Rents, royalties, and estates and trusts
Educational assistance
Alimony Financial assistance from outside the household
Other income
Total Includable Family Income
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Total Excluded Family IncomeSocial Security Disability InsuranceUnemployment Compensation25% of Social SecurityVeterans paymentSupplemental Security IncomePublic Assistance
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Income from other employment and training programs
Disability BenefitsChild support Workers CompensationCapitol Gains Withdrawals of bank deposits
Total Excluded Family Income
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GiftsLump-sum inheritances, insurance
payments, gambling and lottery earnings
Total Excluded Family Income
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CONTACT YOUR ANALYST FOR MORE INFORMATION.
PEGGY STADLER [email protected]
PHIL CARR [email protected]
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THANK YOU!