Members Tab Tasks Send Application to New Member
This task is used to add a new member to a household and send an application to that member.
Household Detail Members Tab Tasks Send Application to New Member
Enter the first and last name of the new member.
Enter the date of birth of the new member.
Select the Gender of the new member, or select Unknown if the applicant chooses to withhold this information.
Enter the new member's address, phone number and social security number.
Select the relation of the new member from the drop-down list.
For Funding Programs except USDA, each household can only have one each of Head of Household / Spouse or Co-Tenant relationship at a time. You cannot have a Spouse and a Co-Tenant relationship to the head of household at the same time. One of these three persons will need to be Other Adult.
If the Funding Program is anything but USDA, the task will fail when it is sent for a new Spouse or Co-Tenant when the household already has an existing Spouse or Co-Tenant member.
If the household is in a USDA Funding Program, it can either have multiple adult co-tenants (or spouse and co-tenants) or other co-tenants to be given an Elderly Allowance for USDA if they are elderly.
If you select Dependent, you will need to define the Joint/Split Custody
(N/A) Full Custody - No Joint/Split Custody. All expenses and allowances are eligible and counting in all programs.
(J/K) Joint, Allowance, Expenses, Counted - Joint Custody with Dependent Allowance and Child Care Expensed Permitted. Counted for unit size and income limit purposes in all programs.
(CK) Split, Expenses, Split Count - Split Custody with Child Care Expenses permitted, but no Dependent Allowance. Counted for unit size and income limit purposes in programs that recognize CK (Counted in HUD and Tax Credit Programs. Not Counted for Public Housing).
C: Split, Expenses, Not Counted - Split Custody with Child Care Expenses but no Dependent Allowance. NOT COUNTED for unit size and income limit purposes in any program.
Fields with a red asterisk (*) are required values.
Click Next.
Select any available documents you want to print by checking the box next to the document name.
You can also use the Select All and Deselect All links to help in making your selections.
Documents included in the "Add Household Member: Send Application" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents.
Specify the number of copies you want for each document.
You can preview many of the documents in Microsoft Word, make changes, and print them within Microsoft Word by clicking the preview icon.
Click Finished.
The Member will be listed on the Household Detail > Members Tab as Unverified Member until the application has been processed for this new member.
