California Department of Aging Senior Community Service Employment Program 2012

1. Verification of Eligibility Requirements California Department of Aging Senior Community Service Employment Program 2012

2. Agenda Number in Family • Acceptable Source Documentation • To establish a family of one Includable Family Income • Two-step process • Acceptable Source Documentation Excluded Family Income • Acceptable Source Documentation

3. Number in Family Data validation requirements permit three forms of documentation for family size. • Official documents or business records • Detailed case notes • Signed attestation

4. Number in Family Acceptable Source Documentation • HUD form • Lease • Beneficiary form (to substantiate a spouse for family of two) • Detailed case notes

5. 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

6. 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

7. 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

8. Eligibility Sample Worksheets • Income Eligibility Worksheet Eligibility 1.pdf and Eligibility 2.pdf

9. 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.

10. Total Includable Family Income 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.

11. 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

12. 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.

13. Total Includable Family Income Government records or other official documents: • Pay stubs • Social Security Award letters • Earning statements from employers • Pension Statements • Bank statements showing interest

14. Total Includable Family Income

15. Total Excluded Family Income • Social Security Disability Insurance • Unemployment Compensation • 25% of Social Security • Veterans payment • Supplemental Security Income • Public Assistance

16. Total Excluded Family Income • Income from other employment and training programs • Disability Benefits • Child support • Workers Compensation • Capitol Gains • Withdrawals of bank deposits

17. Total Excluded Family Income • Gifts • Lump-sum inheritances, insurance payments, gambling and lottery earnings

18. CONTACT YOUR ANALYST FOR MORE INFORMATION. PEGGY STADLER pstadler@aging.ca.gov PHIL CARRpcarr@aging.ca.gov

19. THANK YOU!