Month	Case Manager Action	Report/Verification	Use of Information
1st	Mail Form 248 to request wage verification ASAP. Send LIM Termination Notice (Form 327). Note date.	Note first month of LIM ineligibility. Report reason for ineligibility.	Beginning date of wages and earnings is to be verified to determine the first six months of TMA.
3rd	SUCCESS mails Form 328, Quarterly Report Form (QRF) by the 15th of the month to request actual gross earnings and child care for months 1, 2, and 3.	Information must be reported. Verification is not required.
4th	Form 328 (QRF) received from A/R. If not received, SUCCESS mails a warning notice. Note date. AU must provide by the 21st.	Written or oral report accepted.	This information (provided or not) has no impact on the initial six month extension. This reporting criterion must be met in order to establish the additional six month extension.
6th	SUCCESS mails Form 328 (QRF) the first day of the sixth month to request actual gross earnings and child care for months 4, 5, and 6.	Wages must be verified. Child care must be verified only if needed to make the AU TMA eligible.
7th	Form 328 (QRF) received from A/R. If not received, SUCCESS mails a warning notice. Note date. AU must provide by the 21st.	Verification required.	A financial determination will be completed. The calculated earned income must be equal to or less than the TMA limit for the family size.
9th	SUCCESS mails Form 328 (QRF) on the 15th of the month. Request actual gross earnings and child care for months 7, 8, and 9.	Wages must be verified. Child care must be verified only if needed to make the AU TMA eligible.
10th	Form 328 (QRF) received from A/R. If not received, SUCCESS mails a warning notice. Note date. AU must provide by 21st.	Verification required.	A financial determination will be completed. The calculated earned income must be less than or equal to the TMA limit for the family size.
11th	A CMD to be completed.

Financial Criteria

Budgeting The first six months of TMA eligibility have no budgeting requirement. In the second six months, eligibility is determined by comparing average monthly wages for each quarter to the TMA limit.

Earned Income Deductions When a budgeting process is completed (during the additional six month extension only), AU members can receive a child care deduction for any child care expenses paid.

Child Support Child support is not budgeted in TMA cases.

Earnings
of a Dependent Child Exclude the earnings of any dependent child whether or not the child is a student.

Supplementary Security Income Exclude the person who receives SSI from the AU. Also exclude the recipient's income and resources.

Resource Limit $1000 per AU

Vehicles Exempt a vehicle that is:

used as a home

income producing

Deduct $4650 from the equity value of one vehicle used to seek, accept, or continue employment or to attend school or training in preparation for employment.
OR

Deduct $1500 from the equity value of one vehicle used for general transportation.
ALL OTHER VEHICLES: count the equity value.

Budgeting	The first six months of TMA eligibility have no budgeting requirement. In the second six months, eligibility is determined by comparing average monthly wages for each quarter to the TMA limit.
Earned Income Deductions	When a budgeting process is completed (during the additional six month extension only), AU members can receive a child care deduction for any child care expenses paid.
Child Support	Child support is not budgeted in TMA cases.
Earnings of a Dependent Child	Exclude the earnings of any dependent child whether or not the child is a student.
Supplementary Security Income	Exclude the person who receives SSI from the AU. Also exclude the recipient's income and resources.
Resource Limit	$1000 per AU
Vehicles	Exempt a vehicle that is: used as a home income producing Deduct $4650 from the equity value of one vehicle used to seek, accept, or continue employment or to attend school or training in preparation for employment. OR Deduct $1500 from the equity value of one vehicle used for general transportation. ALL OTHER VEHICLES: count the equity value.