AR SFA Forms

The Eligibility Certification and Benefit Issuance Error Worksheet (SFA-2) form is completed at a SFA-level. The form is used to record errors identified during the review related to certification and benefit issuance.

Note: Only record errors related to reviewed students in the certification and benefit issuance sample. Other household members certified or issued benefits in error whose eligibility or benefit issuance must be corrected are listed on Other Eligibility Certification and Benefit Issuance Error Worksheet, SFA-3.

1. Search for and select a SFA, if necessary.

2. Select Review Tracking from the Compliance menu.

3. Select the Details link for the desired review. The Review Dashboard displays.

4. Select Detail for Review Forms.

5. Under Fiscal Worksheets, select Modify for the SFA-2. The SFA-2 Summary screen displays.

6. Answer the questions under the Instructions section to enable the Add Student button.

7. To add students, select the Add Student button. The detail screen pop-up displays for entry of student data.

8. Enter data for each student. Required fields are denoted with a “field is required” message.

9. Once all required fields are entered, the Save and Save and Add New buttons are enabled. Select the Save button to save the data and return to the Summary screen. Select the Save and Add New button to save the data and display a blank pop-up screen for entry of another student.

Note: From the Eligibility Certification and Benefit Issuance Error Worksheet (SFA-2) Summary screen, select Export to Excel to export the student information displayed on the screen into Microsoft Excel.

1. Search for and select a SFA, if necessary.

2. Select Review Tracking from the Compliance menu.

3. Select the Details link for the desired review. The Review Dashboard displays.

4. Select Detail for Review Forms.

5. Under Fiscal Worksheets, select Modify for the SFA-2. The SFA-2 Summary screen displays.

6. Review the form.

7. In the Internal Use Only section, select the “Reviewed” or “Completed” status (as applicable for your State) from the dropdown list.

8. Enter any Internal Comments (viewable by State users only).

9. Select Save.