FAA4 Financial Eligibility Factors
Added clarifying language about countable and not countable resources for CA. Removed NA exception box. (Clarified as of 02/18/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Policy has been clarified to include link for additional information to FAA4.H01B.25 titled Educational Income and Expenses. (Updated as of 12/29/2025.)
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FAA4.A05C.04 - (IDA) Withdrawals - Allowable Educational Costs
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Entire reference has been moved to FAA4.H01B.25 titled Educational Income and Expenses. (Moved as of 12/29/2025.)
Added information for retirement and pension benefits. (Updated as of 01/21/2025)
Added note for when cashback rewards are deposited on an electronic pay card. (Effective for all applications received on or after 08/18/2025)
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FAA4.B03M.05 – Excluded Indian Gaming Industry Per Capita Disbursement
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Removed entire reference because it contained duplicate information. (Removed as of 02/18/2025)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Indian Gaming Industry Per Capita funds placed in an inaccessible trust was added to the list of inaccessible resources. (Added as of 02/18/2025)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Removed references to CHSP. (Updated as of 04/07/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) Additional section was clarified regarding verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Removed sections for Reception and Placement (R&P) Grants, Refugee Cash Assistance (RCA) Payments, and TANF Differential Payments, and moved the information to the Refugee Income type. Removed information about negative rent from Energy Assistance Payments. (Updated as of 05/05/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) Veterans Administration (VA) Educational Income information has been moved to FAA4.H01B.25 titled Education Income Types and Expenses. (Moved as of 12/29/2025)
Removed individual third-party verification sources and linked to the policy for them. (Updated as of 04/14/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Added new income type for participants who receive cashback rewards. (Effective for all applications received on or after 08/18/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) Received FNS clarification regarding how cashback rewards should be counted. (Clarified as of 12/08/2025)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Clarified the procedure for budgeting support income that varies. Added references to the prudent person concept and information regarding lump sum support payments. Removed references to CHSP. (Reference changed from FAA4.H01B.16) (Updated as of 04/07/2025). Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) Removed reference to the use of participant statement and added the use of information displayed on the CHSP screen. (Effective 12/01/2025. Updated as of 11/24/2025)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Clarified the introduction paragraph of the policy . (Updated as of 05/27/2025).
Clarified that dependent child income is not countable when the child is attending elementary and high school, which includes getting their GED. (Reference changed from FAA4.H01B.20) (Updated as of 07/21/2025). Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) Title was changed to Educational Income and Expenses. (Effective 12/29/2025) Several references have been consolidated into the Educational Income section, and the policy has been clarified to specify countable vs not countable income. (Updated as of 12/29/2025)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Clarified cash gift, contributions, and donation income. (Reference changed from FAA4.H01B.30) (Clarified as of 05/05/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
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FAA4.H01B.32 - Grants, Loans, Awards and Scholarships
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Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) Additional section was clarified regarding verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) Entire reference has been moved to FAA4.H01B.25 titled Educational Income and Expenses. (Moved as of 12/29/2025)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) Sections related to educational income have been moved to FAA4.H01B.25 titled Educational Income and Expenses. (Moved as of 12/29/2025)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Added clarity when the leave pay is unearned income. (Reference changed from FAA4.H01B.40) (Updated as of 01/21/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Clarified how legal settlement payments are counted and keying instruction for legal settlement payments. (Reference changed from FAA4.H01B.41) (Updated as of 05/27/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Added clarification that any portion of the loan payment paid as interest to the budgetary unit is unearned income in the month received. (Reference changed from FAA4.H01B.42) (Updated as of 07/07/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
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FAA4.H01B.45 – Matching Grant Program Income
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Removed entire reference and moved to the Refugee Income type. (Updated as of 05/05/2025)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Clarified when per capita payments are placed in an inaccessible trust fund for minor under age 18 or incapacitated adult, the payment is not countable as income but is considered a resource. (Clarified as of 02/18/2025). Clarified the correct AZTECS keying procedure under Indian Gaming Industry Per Capita Income funds placed in an inaccessible trust. (Clarified as of 03/17/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) BIA Educational Assistance Program section has been moved to FAA4.H01B.25 titled Educational Income and Expenses. (Moved as of 12/29/2025)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Removed individual third-party verification sources and linked to the policy for them. (Updated as of 04/14/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Added food delivery as a type of providing services. (Updated as of 04/07/2025) The policy has been updated to include “Gig Work” as a type of service. (Updated as of 09/02/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Added new reference for income received through product reviewing. (Effective for interviews or changes completed on or after 05/05/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Added new reference to include all types of refugee income. (Updated as of 05/05/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) Additional clarification has been added regarding the requirements for documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Moved note to clarify the allowed 40% deduction for rental property income when less than 20 hours per week is spent managing the property. (Reference changed from FAA4.H01B.59) (Updated as of 04/21/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Added information for retirement accounts. (Reference changed from FAA4.H01B.60) (Updated as of 01/21/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Added information regarding utilities being included as shared shelter costs. (Updated as of 08/04/2025) Clarified policy to include note advising that mortgage may be considered shared shelter cost. (Clarified as of 08/25/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Added clarification that SSI benefits are not rounded down to the nearest dollar. (Reference changed from FAA4.H01B.69) (Clarified as of 04/07/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) Additional clarification has been added regarding the requirements for documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
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FAA4.H01B.78 - Tuition and School Fees Refunds
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Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) Entire reference has been moved to FAA4.H01B.25 titled Educational Income and Expenses. (Moved as of 12/29/2025)
The verbiage relating to Unemployment Insurance (UI) payments being available two workdays following the date the payment is issued has been removed as it does not impact budgeting. (Reference changed from FAA4.H01B.77) (Updated as of 01/27/2025). Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) The Montgomery GI Bill information has been moved to FAA4.H01B.25 titled Educational Income and Expenses. (Moved as of 12/29/2025)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Added an example to clarify that Difficulty of Care Payments are considered wages and are countable earned income. (Reference changed from FAA4.H01B.84) (Added as of 05/12/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) All sections related to educational income have been moved to FAA4.H01B.25 titled Educational Income and Expenses. (Moved as of 12/29/2025)
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FAA4.H01B.89 - Work Study
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Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.) Entire reference has been moved to FAA4.H01B.25 titled Educational Income and Expenses. (Moved as of 12/29/2025)
Added clarification that SSI benefits are not rounded down to the nearest dollar. (Clarified as of 04/07/2025) Policy clarified to include note regarding budgeting initial month for self-employment income. (Clarified as of 08/25/2025) Verification requirements have changed to require documented verification and to remove the use of a participant's statement. (Effective 09/02/2025. Updated as of 10/27/2025.)
Clarified projecting income for ongoing months. (Updated as of 04/07/2025).
Added clarification regarding procedures for when actual income should be utilized. (Updated as of 06/16/2025).
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FAA4.H02D.01 – Procedure: Budgeting Terminated Income
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Added clarification regarding procedures for when actual income should be utilized. (Updated as of 06/16/2025).
Updated the section related to budgeting child, medical, and spousal support by applying the prudent person concept when determining which months to average. (Updated as of 04/07/2025). For annual contracts, the following note was added: When the contract income is paid at an hourly or piecework rate, and the contract amount is annual, prorate the income over 12 months. (Updated as of 04/21/2025).
For annual contracts, the following note was added: When the contract income is paid at an hourly or piecework rate, and contracted the amount is annual, prorate the income over 12 months. (Updated as of 04/21/2025).
Clarified the procedure for budgeting support income that varies. Added references to the prudent person concept. Removed references to CHSP.. (Updated as of 04/07/2025).