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EEliIncome VerificationOther workflows

Verification and special circumstances

Finish verification in one pass, not four.

What the file needs, what's missing, and what to ask for while the student is still there.

2 of 3 cases need attention

Choose a case and continue from its current handoff.

Waiting on the student

Naomi Whitfield

Three fields blank on the verification worksheet

Current case

Sample case status

Waiting
Issue

The worksheet arrived with household size, number in college, and the signature block empty, and the appeal for a job loss cannot be decided until the income it adjusts is verified.

Next action

Send one request naming all three gaps rather than returning the form three times.

Blocked by: A required source fact is missing.

Owner
Eli
Due
Next in queue
Amount
No dollar change
Impact
1 of 4 steps complete
Verification group
V1
Fields missing
3
Linked appeal
Job loss
Requests sent
1

Case progress

1 / 4
  1. Completed step ✓

    Worksheet and appeal received together

    Naomi filed a special-circumstances appeal for a parent job loss, which requires verification of the income it adjusts.

  2. Current step 2

    Request the missing fields

    Send one request naming all three gaps rather than returning the form three times.

  3. Upcoming step 3

    Review the completed worksheet

    Name all three at once. Returning a form for one blank box at a time is what turns a two-day file into a three-week file.

  4. Upcoming step 4

    Confirm verification and release the appeal

    Confirm the verified income, then decide the job-loss appeal against it and record both together.

Evidence and calculation
  • • Worksheet received
  • • Appeal received
  • • Three required fields blank

The workflow

Source record to finished work

  1. 1Check the submission against the file
  2. 2Ask once for everything missing
  3. 3Hand staff a complete file

Test it against your process

Run a week of verification submissions and the special-circumstances appeals attached to them, and compare what Eli asked for with what the office asked for.

Talk about a test
Sample data only. Staff authorize decisions and system changes. An institution can choose to close exact no-change matches automatically.