Revised: 05/13/2014
The Income/Asset Code program and information is available in the following modules:
Waiting List - go to Maintain>>Waiting List Tables>>Income/Asset Codes
Tenant Management - go to Maintain>>Tenant Management Tables>>Income/Asset Codes
Section 8 - go to Maintain>>Section 8 Tables>>Income/Asset Codes
NOTE:
Existing codes should not be deleted as this may cause errors when an inactive applicant or tenant with the deleted code, has their status reset to Active.
See Also:
To create a new income/asset type enter up to a 2 digit alpha-numeric code. To view/edit an existing income/asset type, type the code into the field and hit the enter key or select it from the browse box menu.
Class codes are key values and may not be changed once they have been saved.
To create a new income/asset type, enter up to a 30 digit alpha-numeric description. The description will automatically display for an existing code that has been selected. The description may be edited at any time.
When creating a new income/asset type, select the type of income/asset from the drop down menu. The type will automatically display for an existing code that has been selected. Possible sections are:
|
Pension |
Social Security |
|
SSI |
TANF |
|
General Assist |
Child Support |
|
Indian Trust |
Other Nonwage |
|
Own Business |
Military Pay |
|
Federal Wage |
Other Wage |
|
Unemp Benft |
Asset Income |
|
HA Wage |
Imputed Welfare |
|
Medical Reimbursement |
No Income |
When creating a new income/asset type, select the general type of income/asset from the drop down menu. The type will automatically display for an existing code that has been selected. Possible selections are:
|
Wages |
Social Security |
|
Public Assistance |
Asset |
|
Other Income |
|
When creating a new income/asset type, enter the default address information if there is one. This information will automatically display for an existing code that has been selected. Addresses inserted here will be the default address when the income/asset code is used in a tenant's file. Addresses entered into the tenant's income/asset file will override the default address entered here.
Enter the following information for the Class, when applicable:
Source Name
Address Line 1 and 2
City, State and Zip Code
Phone Number
Fax Number
In each of these fields a Merge Template code may be entered or selected. When the merge template code is selected for printing, it will only print the letter/form if the applicant/tenant has the income/asset class listed in their income worksheet.
Check the unduplicated box if you do not want a verification letter printed more than one time when a member has the same income/asset code used on two or more lines.
If you want a verification letter printed for each entry, do not check the unduplicated field.
For example:
If you used the same income/asset code in the tenant's Deduction worksheet more than one time, but you entered a different source for each one, the unduplicated field should not be checked as the letters should be printed and addressed to different sources.
Select one of the following options to automatically have the program apply deductions or exclusions when this class is used. Select Not Applicable if a deduction or exclusion should not be created when this class is applied.
Not Applicable
Auto Exclusion
Auto Deduction
Checkmark this box if this income or asset code will only be used for Section 8. When checked, the code will not appear in the Tenant Management module.
Checkmark this box if this income or asset code will only be used for Tenant Management. When checked, the code will not appear in the Section 8 module.
Checkmark the box if this Income/Asset code is to be available for the Online Application process.