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Community Focusing on Income Free and Reduced Applications

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Presentation on theme: "Community Focusing on Income Free and Reduced Applications"— Presentation transcript:

1 Community Focusing on Income Free and Reduced Applications

2 Processing Income Applications
Navigate to Student Records, look up a student on the application, then Navigate to Student Records, look up a student on the application, then Click on their Eligibility to access their Free and Reduced Application. Click on their Eligibility to access their Free and Reduced Application.

3 Otherwise, to Add Another Student to the application
Click Add Another Student takes us to the Student Record screen. If students were already on an application together in Solana the previous year, all will be listed. If students were already on an application together in Solana the previous year, all will be listed. Otherwise to Add Another Student to the application Click Add Another Student takes us to the Student Record screen.

4 We’re adding Mary Alemu to the application so we’ll Match By Last Name
The search match defaults to Guardian (Yes! We have a lot of Emily Alemu’s in our district!) To change the criteria, use the Match By dropdown and select Guardian, Address, Last Name or All. We’re adding Mary Alemu to the application so we’ll Match By Last Name Check the box and Save The selected student(s) will now be ‘Related’ and you’ll return to the Household Members page. The search match defaults to Guardian (Yes! We have a lot of Emily Alemu’s in our district!) To change the criteria, use the Match By dropdown and select Guardian, Address, Last Name or All. We’re adding Mary Alemu to the application so we’ll Match By Last Name Check the box And Save The selected student(s) will now be ‘Related’ and you’ll return to the Household Members page.

5 You can Add a Non-Student by clicking the function and inputting
the member name and other appropriate information. If a guardian is imported from your student information system, that name will already be listed on the application. And/or Remove a Household Member by checking the box and clicking the function button. If a guardian is imported from your student information system, that name will already be listed on the application. You can Add a Non-Student by clicking the function and inputting the member name and other appropriate information And/or Remove a Household Member by checking the box and clicking the function button.

6 With your Household complete,
Click Next to proceed. With your Household complete, Indicate the signer and the last 4 of the Social Security or No SSN With your Household complete, Indicate the signer and the last 4 of the Social Security Number or No SSN If the application has case information that can be entered using the Foster, Case, and HMR fields, but this is discussed in more detail in another lesson. Click Next to proceed. If the application has case information, enter using the Foster, Case, and HMR fields. These Free Categorical applications are discussed in more detail in another lesson.

7 Input Income amount and frequency for each type of income.
Click Next Enter the combined student income and click Next to review, edit or process the application. Input Income amount and frequency for each type of income. Enter the combined student income and click Next to review, edit or process the application. Click Next

8 Here, we can review and edit all application data.
When all information matches the submitted application, click Save and Preview. Here, we can review and edit all application data. Open the sections by clicking the Arrow to edit Household Members, Benefits, Income and Ethnicity and Race. When all information matches the submitted application, click Save and Preview. Open the sections by clicking the Arrow to edit Household Members, Benefits, Income and Ethnicity and Race.

9 These will not take effect until you Process Application.
You will be provided a Preview of the Application #, Eligibility, Reason and Effective Date. These will not take effect until you Process Application. To find all Applications In Review, browse to >Community>Free and Reduced>Applications and Filter By In Review You will be provided a Preview of the Application #, Eligibility, Reason and Effective Date. These will not take effect until you Process Application. If you don’t Process Application, the data saved previously to the application remains and may result in putting the application In Review. To find all Applications In Review, browse to >Community>Free and Reduced>Applications and Filter By In Review If you don’t Process Application, the data saved previously to the application remains and may result in putting the application In Review.

10 Find Reclassify Households under the Print Letters overflow.
Locate and select the appropriate students and click the Reclassify Households option. Locate and select the appropriate students and click the Reclassify Households option.

11 Thanks for Learning!. Please do not hesitate to contact us if you have questions


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