Entering Lump Sum Income EAEDC

When income is entered in either the Earned Income page or the Other Income Status page and the Lump Sum indicator is checked, the Lump Sum page will require re-edit. This page captures detailed information about the Lump Sum income.

1. click the check box next to the Type of Lump Sum Income. The Type will populate below on the Lump Sum tab, along with the Period (date) received and Gross Income
2. in the Abuse field, click the No radio button if no abusive relationship is occurring in the case.  If the client is made ineligible due to a lump sum payment but is required to spend the lump sum payment because of an abusive relationship, or the client does not have access to the payment because of an abusive relationship, click the yes radio button and refer the client to the Domestic Violence Specialist
   1. Question at top of page:  “Has someone limited your access to the lump sum or has someone forced you to spend the lump sum?”

   2. Note: You may wish to discuss the Heightened Level of Security option with the client.  This option may be used if the client fears for his or her safety for any reason.

3. for Incurred disaster, click the Yes radio button if all or a portion of the lump sum needed to be spent on day-to-day living arrangements as a result of a natural disaster.  Otherwise, click No
   1. Question at top of page:  “Have you incurred any extra day-to-day living expenses as a result of the disaster?”
4. for After disaster, select the Yes radio button if the client no longer has access to the lump sum as a direct result of a natural disaster and is unable to meet day-to-day living expenses.  Select no if this is not the case
   1. Question at top of page:  “Is the lump sum amount accessible?”
5. if there was a natural disaster, enter the disaster date in the Disaster field
6. for Countable cash, select the Yes radio button if the expense is allowable for TAFDC
   1. Question at top of page:  “Is the lump sum countable for cash programs?”
   2. for Countable SNAP, select the Yes radio button if the lump sum amount is a countable asset in SNAP
   3. Question at top of page: “Is the lump sum countable for Food Stamps program?”
7. click Calculate. The total of the lump sum minus the first $600 appears in the Countable Income amount field for EAEDC and the Countable asset amount for FS, if appropriate
8. click the Expenses tab.  If there are no expenses, check the No expenses check box and proceed to the Reimbursement tab
9. if there are expenses, click the Detail popup. The Lump Sum - Expenses page will appear 

   1. Note:  Allowable expenses include – Basic Home Repairs, Basic Household Items, Clothing, Court Ordered Support/Alimony, Food, Fuel, Health Insurance Premiums, Payments to Government, Shelter, Transportation, Trust Court Ordered, Utilities.  Health Care Non Reimbursable and Trust Not Court Ordered are not allowed.  Trust for Special Needs may be allowable, depending in circumstances described in the regulations.

10. select the Type of expense from the drop-down box
11. enter the Start date of the expense, if it is different from the populated date
12. enter the EAEDC expense Amount
13. click the Yes or No radio button indicating whether the expense was Incurred while awaiting the receipt of the lump sum payment
14. click the Yes or No radio button indicating whether the amount is allowable as a deductible for EAEDC and Allowable for FS, if appropriate
15. click Save
16. enter the (Allowable) Amount of each reimbursable expense for items such as utilities, food, and shelter.  For example, home repairs are limited to up to $2,500, and transportation expenses are limited to up to $150 per month.  There may be several reimbursable expenses
17. click Calculate
18. click Save
19. for each expense, repeat Steps 10 through 19
20. click the Reimbursements tab.  If there is nothing to reimburse, click the No reimbursement check box
21. if there are reimbursements, click the Detail Popup button to display the Lump Sum- Reimbursement popup box and enter the following information in the popup box:
    1. Type - requires entry in freeform text
    2. Start date - defaults to today’s date, change to the date of the reimbursement expense if it is not the current date. The date of the reimbursement expense is the date of application; or date of award letter, canceled check or other documentation; or date client reports the information, in that order of priority
    3. Amount (total of all reimbursements)
    4. Earmarked - select a Yes or No radio button to indicate all or a portion of the lump sum is earmarked for a specific purpose (such as health care premiums and expenses, transportation, furniture, dwelling repairs, alimony, child support)
    5. Normal Use – select a Yes or No radio button to indicate that the client used the lump sum payment to cover day to day living expenses
    6. Specific Purpose - select a Yes or No radio button to indicate the client used the lump sum for a specified purpose (such as health care premiums and expenses, transportation, furniture, dwelling repairs, alimony, child support)
    7. Allowable Cash - select a Yes or No radio button to indicate whether the reimbursement amount is an allowable deduction for cash.  If Yes, the reimbursement amount will be displayed and deducted from the lump sum amount
    8. Allowable Food Stamps – if not grayed out, select a Yes or No radio button to indicate whether the reimbursement amount is an allowable deduction for SNAP benefits, based on the client’s SNAP case. 
22. click Calculate
    1. The countable Reimbursement amount for EAEDC will be displayed
23. click Save
24. once all entries are made, return to the Lump Sum tab and click Calculate. The Countable Income Amount total for EAEDC reflects all deductions made and displays the final total to be counted for Lump Sum purposes

Always remember to verify information the client provides on the Verification tab and complete Interview Wrapup

Related Topics

Income Policy and Procedures

Last Update: August 4, 2025