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COMBINED MANUAL
ISSUE DATE 10/2016
MONTHLY REPORTING - CASH
0007.03
MSA: Send an HRF to clients who do not receive SSI to report circumstances for months in which:
● The clients have earned income.
OR ● You deem income from financially responsible people to the clients. See 0016 (Income From People Not in the Unit).
GA: Send an HRF to a unit to report circumstances for any report month in which the unit has:
● A member who received earned income in the report month or any of the previous 3 months. This is true even if you do not count the earnings.
OR ● A financially responsible person living with the unit who received earned income in the report month or any of the previous 3 months. This is true even if you do not count the earnings. See 0016 (Income From People Not in the Unit).
For applications, the CAF or ApplyMN application substitutes for the HRF when interviewing the unit in the month after they apply. For those cases, do not require an HRF for the application month.
When you interview a unit in the same month it applies and it appears the unit will have to report monthly, the unit must complete an HRF for the application month. Do not determine eligibility for the 3rd month (1st retrospective month) until the unit returns the HRF.
If the unit fails to return the HRF, take the following action:
● For units you have approved, send a 10-day notice to close for failure to provide an HRF.
● For units you have not approved, and have allowed 10 days to return the HRF, you may open and close at the same time if the unit is eligible for the 1st 1 or 2 months. This requires a 10-day notice.
Units that have been closed and reapply must submit missing HRFs needed to determine benefits, if they will continue in the retrospective cycle. See 0022.03 (How and When to Use Prospective Budgeting), 0022.06 (How and When to Use Retrospective Budgeting).
For recertifications, do not require an HRF for the month 2 months before recertification is due. (For example, for October if recertification is due December 1st). The CAF or ApplyMN application substitutes for the HRF. If the unit is ineligible, send adequate notice. See 0026.12.09 (Adequate Notice).
GRH: No provisions. See 0007.03.02 (Six-Month Reporting).