Page 11

11 | P a g e

11 Spend Down Calculator and Expense Log Instructions - 2012 This SUMMARY sheet is where Carryover usage is recorded. Because Carryover was used in February 2012, the below recording should be made. Update the “Carryover Used:” column by selecting or typing “Yes”. Update the “Carryover Used From:” column to indicate which month the Carryover originated.

A comment regarding the Carryover should also be made in the comment field for the month:

Additional Summary Sheet Information:

Status: Indicates whether the Spend Down for the corresponding month has been met. This field auto-populates based on expenses entered.

Liability: Shows what the customer’s current liability corresponding month. This field auto- populates based on expenses entered.

Needed to Meet Spend Down: If the Spend Down has not been met, this field shows how much is needed to meet the Spend Down. This field auto-populates based on expenses entered and will display $0 when the Spend Down has been met for the month.

Comments: This field should be used to record additional information. Examples include Carryover and partial payment comments and comments regarding expenses used/not used.