Income (Earned, Unearned, Lump Sum, Deeming)
Resources in this Category
ALL Agency Rules & Procedures Practice Materials Other
| Title | Date | ||
|---|---|---|---|
| 2008 Eligibility and Benefits at a Glance This chart sets forth TAFDC, EA and Food Stamps income limits for families with children, as of January 2008. | 1/2/2008 | ||
| Educational Income and Expense Form (EDUC-1) | 3/1/2004 | ||
| Field Op 00-002 Income/Expenses Report | 1/28/2000 | ||
| Field Op 00-002A Income/Expenses Report | 3/14/2000 | ||
| Field Op 97-044 Revisions to the Ed. Assistance Form | 8/1/1997 | ||
| Field Op 97-050 Lottery Match | 11/1/1997 | ||
| Field Op 98-053 Verifying SS/SSI Income | 12/4/1998 | ||
| Field Op Memo 2007-03: The Work Number Instructions to DTA workers on how the private employee verification system, The Work Number, can be used to verify employment-related information describe how The Work Number Standard Service can be accessed and lists the steps to follow to request and receive information from The Work Number. (Note, individual workers who work for companies who use The Work Number should also be able to access this information directly without relying on DTA to get it.) | 1/31/2007 | ||
| Field Op Memo 2008-08: TAFDC, EA and Food Stamps- 2008 HHS Poverty Guidelines The 2008 Health and Human Services (HHS) Poverty Guidelines were published in the Federal Register on 1/23/2008. The HHS Poverty Guideline is used to calculate the eligibility standards in the following programs: TAFDC: Income from the Parent(s) of a Teen Parent Under Age 18 (200 percent of poverty guideline);EA Eligibility Standard (130 percent of poverty guideline); and Food Stamps: Gross Monthly Categorical Eligibility Income Standards (200 percent of poverty guideline). | 2/8/2008 | ||
| Field Op Memo 2008-45: TAFDC - Clothing Allowance, September 2008 The Department will pay a nonrecurring clothing allowance of $150 per eligible TAFDC client under the age of 19 for September 2008. The clothing allowance is prorated for clients under the age of 19 with an eligibility start date after September 1, 2008. | 8/25/2008 | ||
| FYI Jan 2008 Minimum wage increase affects Food Stamp work requirement; mortgage crisis relocation benefits not countable | 1/1/2008 | ||
| FYI: Acosta Payment An Acosta payment is a child support payment for the amount that exceeds the TAFDC grant for the given month. It is noncountable for TAFDC unless the recipient receives two consecutive payments. After the second payment, the TAFDC case must be closed. | 1/1/2000 | ||
| FYI: Federal Income Tax Rebates Explains that rebates are noncountable income but are counted as assets under cash and Food Stamp programs, and the differences in how they are counted as assets in the different programs. | 7/1/2001 | ||
| FYI: Treatment of Refugee Reception and Placement Grant | 5/1/2002 | ||
| FYI: Types of Non-Countable Reimbursements and Income | 5/1/2007 | ||
| FYI: Educational Assistance Income for Cash and Food Stamp Benefits Educational assistance (loans, grants, scholarships, etc.) are not counted as income until actually received by the student, and then must be averaged over the period that it covers and counted accordingly. An example in the FYI shows that the combination of these two rules sometimes results in part of the assistance being disregarded. | 8/23/2000 | ||
| FYI: Foster Grandparent Program Foster grandparent income is noncountable for TAFDC and Food Stamp programs. | 1/1/2005 | ||
| FYI: Income from Youthbuild and AmeriCorps Income from Youthbuild and Americorps is not countable for TAFDC or Food Stamp programs. | 8/23/2001 | ||
| FYI: Update-- Verifying Extended Unemployment Compensation Benefits The Unemployment Insurance Inquiry screen lists regular and extended UI benefits. TAFDC, EAEDC, and EA clients who may be eligible for extended UI must apply for it. SNAP/Food Stamps clients should be encouraged to apply for them. | 11/1/2008 | ||
| Hotline Focus - 08/03 Treatment of teenage student's earnings from employment for TAFDC and FS programs; FS cooling SUA information. | 8/1/2003 | ||
| Hotline Focus - 1/04 Treatment of lump sum income at application stage for TAFDC and FS. | 1/1/2004 | ||
| Hotline Focus - 10/04 Teen parent GED voucher; TAFDC step-parent income | 10/1/2004 | ||
| Hotline Focus - 10/06 TAFDC: lump sum rule and lottery winnings; Food Stamps: lottery winnings and assets for NPA and PA households. | 10/1/2006 | ||
| Hotline Focus - 2/06 Guidelines on when employee "flex accounts" are countable as income and when they are not countable as income. | 2/1/2006 | ||
| Hotline Focus - 3/05 Household composition and income treatment issues for stepparent with stepchild on TAFDC; exemptions in two-parent families. | 4/22/2005 | ||
| Hotline Focus - 3/07 Income tax refunds, Earned Income Credit, and Food Stamp and cash programs. | 3/1/2007 | ||
| Hotline Focus - 5/04 How it affects FS and TAFDC benefits when someone other than the recipient pays part or all of the recipient's rent. | 5/1/2004 | ||
| Hotline Focus - 5/05 Cousins and relationship requirement for TAFDC; Supported Work wages as countable income. | 5/1/2005 | ||
| Hotline Focus - 6/04 Treatment of tax refunds and EIC for TAFDC and FS; FS reporting requirements for work-required homeless households. | 6/1/2004 | ||
| Hotline Focus - 7/04 TAFDC for 18 year-old who has finished high school but not passed MCAS; counting income of working teen dependents for TAFDC and FS purposes. | 7/1/2004 | ||
| Hotline Focus 02/08 TAFDC and EAEDC: Recalculating lump sum disqualification periods when there has been domestic violence. | 2/14/2008 | ||
| Hotline Focus for 01/98 TAFDC: teen parent can keep her baby out of teen parent's mother's assistance unit in order to keep child support payments; no penalty warning notice necessary before child support noncooperation sanctions; step-parent who opts out of grant does not have income included (can opt out where neither natural parent is present in home); Unemployment compensation information accessible by computer match. | 1/1/1998 | ||
| Hotline Focus for 03/00 TAFDC and FS: Noncitizen deeming-- multiple issues. | 3/1/2000 | ||
| Hotline Focus for 03/92 AFDC: Terminated employment and Supplemental Payments; Funeral Benefits for persons not receiving any benefits while alive; FS: correction of underpayments; EAEDC: counting of spouse's income and assets. | 3/1/1992 | ||
| Hotline Focus for 03/02 TAFDC: child support for child on SSI not countable; TAFDC: disability exemption request counts as first request if first in 5 year clock cycle; EA: no school requirement, eligibility for pregnant women at any stage of pregnancy. | 3/1/2002 | ||
| Hotline Focus for 03/96 Student financial aid verification forms; FS anf TAFDC: Aliens with DV code admitted through diversity lottery; FS: excess income of institutionalized child; FS: residents of battered women's shelters eligible for FS even if shelter provides meals; FS: timeframe for inputting addition of new family member to raise benefits; FS: handling of FS cases for refugees not receiving TAFDC. | 3/1/1996 | ||
| Hotline Focus for 04/02 FS: recertification of NPA AU's associated with TAFDC AU's; UI compensation is counted gross for all programs; procedures for placing pregnant homeless teens who do or do not receive TAFDC. | 4/1/2002 | ||
| Hotline Focus for 04/93 EAEDC: application is also application for Medicaid; AFDC: explanation of first cousin once removed; AFDC and EAEDC: treatment of tax refunds and EIC; AFDC: If applicant received final paycheck before application and is not working, do not count past paychecks even if received within last 4 weeks; FS: worker can not submit SSN change and case reopen on same day or FS will not issue. | 4/1/1993 | ||
| Hotline Focus for 04/99 Leased vehicles not countable; treatment of tax refunds and EIC; TAFDC: how many pay stubs to use to calculate financial eligibility for extension for recipient who has just started working; FS: when to start counting ineligibility period for voluntary quit prior to application; FS: 60 days of job search counts for 12 calendar months regardless of whether case closes and reopens; TAFDC: Sponsor deeming. | 4/1/1999 | ||
| Hotline Focus for 05/00 | 5/1/2000 | ||
| Hotline Focus for 05/01 Effect of tax refund and EIC on eligibility; FS: effect of TAFDC sanction; TAFDC: earned income of 18 year-old dependent child who is a student. | 5/1/2001 | ||
| Hotline Focus for 05/92 AFDC: do not count wage stubs from terminated employment upon application; for Monthly Reporting enter wages for the week received not the week earned. | 5/1/1992 | ||
| Hotline Focus for 05/96 TAFDC: deeming of parent income to teen parents (but not step-parent income); work study income and monthly reporting (if no prior earned income, does not need to do monthly reporting for work study income). | 5/1/1996 | ||
| Hotline Focus for 05/98 FS: income for sanctioned teen parent; TAFDC: Monthly reporting stops when wage earner moves out of household; FS: crediting spouse's or parent's work quarters for immigrants; | 5/1/1998 | ||
| Hotline Focus for 06/03 Treatment of earned income of undocumented and documented immigrants not on grant in FS and TAFDC programs; pre-paid calling card not a utility for FS SUA purposes. | 6/1/2003 | ||
| Hotline Focus for 06/93 EA: count gross earned income plus cash benefits; AFDC rent allowance for people living in subsidized mortgage buildings if no Sec. 8 or MRVP in use; AFDC: Uniform Gift to Minors funds not countable; alien sponsor deeming. | 6/1/1993 | ||
| Hotline Focus for 07/01 Replacement EBT cards at reapplication; TAFDC: household composition including 2 parents, one common child, one child from previous relationship, and earnings; TAFDC: income of step-parent where natural parents are not in the home is not counted if she opts out of assitance unit. | 7/1/2001 | ||
| Hotline Focus for 07/95 AFDC and EAEDC: certain types of payment refunds not considered countable income; AFDC: changing child from one grant to another in timely fashion; FS: voluntary quit provision applies only to head of household; procedures for issuing expedited FS. | 7/1/1995 | ||
| Hotline Focus for 08/93 FS: leased vehicles not counted as assets; AFDC: calculating income prospectively or retrospectively at reapplication depends on reason for case closing. | 8/1/1993 | ||
| Hotline Focus for 09/97 TAFDC: Step-parent's income not counted where neither natural parent is present and step-parent opts out of assistance unit; FS: application for reinstatement of FS taken off EBT card for not being used; EBT cards can be used to make purchases in stores with NYCE logo. | 9/1/1997 | ||
| Hotline Focus for 10/00 TAFDC: exclusion of teen parent's baby from assistance unit of teen parent's mother (so the baby can keep child support); FS: mortgage payments beyond what is required are not deductible; TAFDC: recipient living in development with federal subsidy entitle to rent allowance if no Section 8 or MRVP in use; TAFDC: ineligible immigrants with children on TAFDC and proration of shelter costs (none if parent has no income). | 10/1/2000 | ||
| Hotline Focus for 10/02 TAFDC for SSI recipients on zero SSI grants; Transitional child care not available where children still receive TAFDC; EA 12 month rule exceptions; child care during TAFDC recipient's maternity leave from employ,ent. | 10/1/2002 | ||
| Hotline Focus for 10/92 FS: foster care payments; AFDC: foster care payments; outdated AFDC issues. | 10/1/1992 | ||
| Hotline Focus for 11/00 FS: categorical eligibility based on receipt of income-eligible child care; FS: not categorically eligible based on TANF receipt in another state; Funeral benefits-- no reimbursement; All programs: Unemployment compensation counted in gross amount. | 11/1/2000 | ||
| Hotline Focus for 11/01 TAFDC: failure to verify Learnfare school attendance results in child being removed from grant, not termination of whole family's grant; Busiral benefits: counting of assets; FS: Refugee training programs that count toward exemption from work requirement; TAFDC: child support for child on SSI not countable; EA: pregnant woman is eligible at any time during pregnancy. | 11/1/2001 | ||
| Hotline Focus for 12/01 TAFDC: grandmother does not need guardianship to establish relationship even if not on the grant; TAFDC and FS: severance pay is nonrecurring lump sum payment; TAFDC: recipients in domestic violence shelters are eligible for relocation benefits. | 12/1/2001 | ||
| How Money Damages Affect Selected Public Benefits Manual in chart form from MLRI. | 2/1/2006 | ||
| Quality Corner: Counting income from a terminated source for AU's on Monthly Reporting (TAFDC), Child care expense deductions (Food Stamps) To disregard income from a terminated source for an AU on Monthly Reporting, 3 things are necessary: 1) the termination must occur during the budget month, 2) not counting the wages must increase the TAFDC grant, and 3) the wages must be timely reported. Case workers must ask Food Stamp applicants and recipients about child care expenses when it appears they may have them. | 11/25/2003 | ||
| SSI/RSDI COLA Sample Letter (Spanish) (TP/SSA-C1) | 2/1/1998 | ||
| SSI/RSDI Verification Request Form (SSA-VR) | 12/1/1996 | ||
| TAFDC Financial Eligibility Requirements Training Manual | 2/1/2006 | ||
| Third Party- Liability Indicator (TP-24AWS) | |||





