california department of aging senior community service employment program 2012

California Department of Aging Senior Community Service Employment Program 2012

Agenda Number in Family Acceptable Source DocumentationTo establish a family of one

Includable Family IncomeTwo-step processAcceptable Source Documentation

Excluded Family IncomeAcceptable Source Documentation

Number in FamilyData validation requirements permit three forms of documentation for family size.

Official documents or business recordsDetailed case notesSigned attestation

Acceptable Source Documentation

HUD form LeaseBeneficiary form (to substantiate a spouse

for family of two)Detailed case notes

Number in Family

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

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

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

Eligibility Sample WorksheetsIncome Eligibility Worksheet Eligibility 1.pdf

and Eligibility 2.pdf

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.

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

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

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

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

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

Total Excluded Family IncomeSocial Security Disability InsuranceUnemployment Compensation25% of Social SecurityVeterans paymentSupplemental Security IncomePublic Assistance

Income from other employment and training programs

Disability BenefitsChild support Workers CompensationCapitol Gains Withdrawals of bank deposits

Total Excluded Family Income

GiftsLump-sum inheritances, insurance

payments, gambling and lottery earnings

Total Excluded Family Income

CONTACT YOUR ANALYST FOR MORE INFORMATION.

PEGGY STADLER pstadler@aging.ca.gov

PHIL CARR pcarr@aging.ca.gov

THANK YOU!