Step 4 - Review and Save

This screen displays a summary of all the information that has been entered.

Application Date will display the date entered on Step 2.
Application Total Annual Income displays the household’s total annual income.
SSN displays the head of household’s SSN.
Consolidated Income displays the head of household’s income.
Household Name displays the head of household name entered in Step 2.
Family Size displays the calculated number based on the number of names that were entered on all screens. It is used for determining status for income applications.
- If there are additional members on the original application whose names have not been entered, you can increase the family size to include them and the status will recalculate automatically. Local guidelines vary so please check to see if this is permissible in your district.

If the applicant states that they do not wish to receive free or reduced lunch, check the Declined Benefits box.
- The application will be changed to status 4 (paid) immediately.
- This feature can be used to track that a parent responded to a request for an application but decides not to apply. It could also be used for Direct Cert applications where the family does not want to receive benefits.

All the Student information for this application is displayed here.

The STU# is a hyperlink. Click the student’s number to open the POS: Student: Account Setup form.
- This is read-only. Close to return to the Review and Save screen.

The Effective Date for all positive changes is today’s date.
- For adverse changes, a grace period will be added to today’s date, but it can be changed if necessary. Please refer to Administration: Meal Benefit Expiration.
- If the user is assigned to a User Group that has been given rights to change the Effective Date, the user will be allowed to set the Effective Date to a date less than/before today's date. Before using this feature, please refer to page 53 of the USDA Eligibility Manual.

Check WD if you need to Withdraw a student.
- It will change the status to 5 immediately in both STU and POS.

All other household members and their income is displayed here.

Click in the white box if you want to make Notes about this application. They will be saved along with the application.
Check the Incomplete Application box is the application is not complete. This can be changed at any time once the application is complete.
- If no income has been entered, a warning message will appear.
  - Click Yes to continue or No to cancel.

Buttons at the bottom of the screen

Click Close to return to the main screen without saving anything.
Click Notes to open the Notes area for this application.
- You can view existing notes or add new ones.

Click Prev to return to the previous screens for review and editing.
Click Save when you have verified that everything is correct.
A message stating Application Saved Successfully will display and assign the family number.
Then you can click , , or to go back to the main screen.

Student Eligibility, revised 7/2018