Income Documentation Review

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Income Tax Return

Paystub

Sample Calfresh Card

Sample Social Security Benefit Letter

Sample Cash Payment

Income Chart

Overview

1. Ask the FA applicant how many people are in the household.
2. Look for their gross/total income.
3. Refer to the Financial Aid chart to find the qualified % amount.

**Qualified DOES NOT mean approved. This chart is used to see what the applicant may be

eligible for, but we cannot guarantee that that is what they would be approved for. They may

be approved for less than what they are qualified for due to the branch’s budget.

A. Prefer IRS Income Tax Forms or the last 2 months' Pay stubs

• Use Total/Gross Income for determination (NOT adjusted or net income/pay)

• Not including expenses as part of our determination.

B. The following documents would most likely qualify for the highest % approval

amount:

• CalFresh (card or Notice of Approval)

• TANF (Calworks/Cashaid benefit letter)

• SSI (Benefit statement)

• Disability (Benefit statement)

• Unemployment (Benefit statement)

C. Special Circumstances (if none of the above is available)

• Bank statement

• Letter from employer for cash payments (i.e. nanny, day worker)

• Must include how much employee is getting paid per week/month.

• Child support/alimony

Income Tax Return

Paystub

Calfresh Card

Social Security Benefit Letter

Cash Letter

Income Chart