The function keys for both the SNAP Calculation screen and the TANF/AFDC Calculation screen are the same:

F1 Return to ACM Menu
F2 Return to the Overpayment/Underpayment Menu
F3 Continue automated calculation for the next month
F4 Return to the Income Entry screen
F11 Cancel the information displayed on the Calculation screen
F12 Print the Calculation screen

Screen 3 Overpayment/Underpayment Calculation (SNAP Only)

Enter 3 from the Overpayment/Underpayment Menu. The screen displays 4 types of data:

  • programmed information accessed by the system
  • information entered by the FCRC
  • information determined by data entered on the Income Entry and Calculation screens
  • information calculated according to data provided
  1. The programmed information has tables of standards the system uses in the calculation. The FCRC cannot change this information.
  2. The FCRC must enter the following information:
    • HH Size Size of SNAP Unit
      Paymnt Mon Payment Month
      Qual Mem

      Y = unit contains qualifying member

      N = unit does not contain qualifying member

      Discover Date Discovery date of the error cannot be before the payment month. If error type is 2 or 3, the discovery date must be within one year of the payment month.
      Cat Elig

      Y = unit qualifies for categorical eligibility.

      N = unit does not qualify for categorical eligibility.

      Util Stan

      A = unit is entitled to Air Conditioning/Heating Standard

      L = unit is entitled to the Limited Utility Standard

      S = Single Utility Standard

      T = Telephone Standard

      N = unit is not entitled to a Standard

      #SNAP  Units Enter the number of SNAP units sharing utilities
      Budget Method P = Prospective
      Error Type

      1 = SIPV

      2 = Inadvertent

      3 = Agency

      Orig Issuance Issuance received by the SNAP unit per PF6 Issuance Ledger plus any recoupment amount deducted
      UTIL (349) Enter actual utility amount if Util Stan is N, otherwise amount is displayed
      TME (352) Total Medical Expenses, only allowable if Qual Mem is Y
      DCC (348) Dependent Care Costs
      NCA (357 or 512) Noncompliance/Sanction Amount
      FIL (358) Farm Income Loss
      CS (372) Child Support Deduction
      HC (345) Housing Costs
  3. Press enter and the following information is displayed on Screen 3 based on the information entered on the Income Entry screen and the Calculation screen:

    • Gross Income
    • Net Income
    • TEI - Total Earned Income
    • TUI - Total Unearned Income
    • UTIL (349)

NOTE: The 20% earned income deduction is not used for unreported income.

The system completes the calculation for the payment month and displays the following information at the bottom of the screen:

  • Correct Issuance: XXXX
  • XXXX Overpayment/Underpayment
  • "During the (payment month) there was an (over/under)issuance of (dollar amount)."

revise textUse the information from the calculation to complete the correct form (see WAG Chapter 23 and WAG 26-03). File copies of the Income Entry Screen(s) and the Calculation screen in the case record along with copies of Form 2404, Form 2404X, Form 2404C, and Form 1992, Request for Apply Past Month SNAP Benefits to Unpaid Claim Balance (see WAG 23-01-02-b).

Screen 4 Grant Overpayment/Underpayment Calculation (TANF Only)

Enter 4 from the Overpayment/Underpayment Menu to complete the cash payment calculation. The screen displays 3 types of data:

  • programmed information accessed by the system
  • information entered by the FCRC
  • information determined by data entered on the Income Entry and Calculation screens
  1. The programmed information has tables of payment levels and budgeting methods the system uses in the calculation. The FCRC cannot change this information.
  2. The FCRC must enter the following information:
    • Payment Month Enter the payment month.
      Assistance Unit Size Enter the size of the unit, including all adults and children, for the payment month.
      Number of Children Enter the number of children who received, or should have received, aid for the payment month.  If none, enter 0.
      County of Calculation, if different Leave blank if the county is the same. If the overpayment/underpayment occurred in another FCRC, enter that FCRC's number. This tells the system to use the payment level for the county where the overpayment/underpayment occurred.
      For example, a client had an overpayment while on Will County's payroll, but now lives in Kankakee County. The Kankakee County worker who completes the overpayment, enters 107 for Will County. The entry of this code tells the system to use the payment level for Will County.
      Group Enter the group number the case was in for the month of calculation.
      Budgeting Method Enter:
      P = Prospective
      Error Type Enter the correct code:
      1 - Client
      2 - Agency
      3 - Both
      Original Payment Enter the payment received by the unit per PF6, Grant Issuance Ledger, plus any recoupment amount or Work First Income (code 506) that was deducted. If the payment does not appear on PF6, obtain a microfiche copy of the ledger for the payment months.
      Diet Amount Enter the amounts for any therapeutic diet allowance. This is an optional entry.
      Child Care Amount Enter allowable child care expenses. Do not enter amounts that are paid by direct pay. This is an optional entry.
      Business Expense Amount Enter the amount for self-employment business expenses. This is an optional entry.
      Diverted Income Enter the amount for income diverted to meet the needs of ineligible persons. This is an optional entry.
      Timely Reported Income Deductions

      Enter one of the following numerical codes to reflect the earned income deduction the client is eligible for:

      1 - $90 employment expense disregard and $30 and 1/3 earned income disregard

      2 - $90 employment expense disregard and $30 monthly deduction

      3 - $90 employment expense disregard only

      4 - 2/3 earned income deduction

      5 - no deductions since no earned income reported

  3. To display the following information based on the information entered on the Income Entry screen and the Calculation screen, press Return from the Calculation Screen:
    • Payment Level
    • Total Grant Amount
    • Total Earned Income
    • Budgeted Earned Income
    • Total Unearned Income
    • Total Budgeted Income
    • Correct Grant Amount
    • "During the (payment month) there was an (over/under)payment of (dollar amount)."

Use the information from the calculation to complete the correct form (see WAG Chapter 23 and WAG 26-03). File copies of the Income Entry Screen(s) and the Calculation screen in the case record along with copies of Form 2404, Form 2404X, Form 2404C.