Approve Paperwork
Centers will complete Steps 2 & 3. Once those are done you can continue with Step 4 below.
Step 4: Approve Paperwork.
After a parent/guardian has provided the income and enrollment information, a form will appear under Household Income Statements that is placed in PENDING status.
Between pending and approved, there is also the option for “Reviewed/Ready for Signature”. This status is most helpful for those sponsors that have multiple people reviewing the household income category determination. For example:
Sponsor Employee 1 would look at forms in “Pending” status and
- Change the status to “Rejected” if they are incorrect or incomplete and ask the parent or guardian to complete another request, or
- Set the effective and expiration dates, the proposed household income category and change the status to “Reviewed/Ready for Signature”.
Sponsor Employee 2 would look at forms in “Reviewed/Ready for Signature” status and
- Change the status to “Rejected” if they are incorrect or incomplete and ask the parent or guardian to complete another request, or
- Confirm the effective and expiration dates, the proposed household income category and change the status to “Approved”
The sponsor must approve and sign the form before it will be used in a claim.
To approve a form:
- Login as a sponsor admin user. (Ensure that you have a signature on file)
- Click on “Ready Records” tab from the main dashboard.
- From here you can filter the list of forms awaiting sponsor approval. This applies to both the centers to which you are emailing requests for paperwork and the centers with pending forms.
- Click on “Review Form” to go to the Household Income Form page.
- Change the status of the form to “Approved” and enter the effective and expiration dates along with the reason for the household income category. A recap of the information provided by the parent/guardian appears on this screen to assist you with classification.
To view or print the form, go back to the household information page and click “View Document”.
View Status of Requests
Center Directors can see when a parent/guardian has started a Ready Records request and when they have completed the request. In order to find this information, please visit the Household page:
- Click on “Sites” tab from the main dashboard and select the site you would like to view.
- Then select the “Participants & Rosters” button.
- Click the name of the Guardian for the Household you are looking for.
- Scroll to the bottom under “Ready Records Requests”.
Approved Forms are Available
The approved income and enrollment forms with signatures can be printed at any time. The form onto which the data is populated depends on the state. For most states, it will be the USDA income form and our MFP generic enrollment form. For states that require the use their own form, then the data will be populated onto that form. We know this is the case for Alabama, Wisconsin, Louisiana, Florida and Georgia.
Video Tutorials
Visit our YouTube channel or watch the training video below on How to Approve a Ready Records Form.