A. NONEXEMPT GROSS UNEARNED INCOME
1a. Reasonably Anticipated Income
1b. Income Averaging (use worksheet below)
Month 1/Year ________/________
Month 2/Year ________/________
Month 3/Year ________/________
Month 4/Year ________/________
Month 5/Year ________/________
Month 6/Year ________/________
Total Unearned Income
Averaged Gross Unearned Income (total unearned + number of month)
2. Monthly Income Amount From 1a (or 1b if appropriate)
3. Cash Aid
4. Less Child Support Paid (enter any remainder in B3)
5. Total Gross Unearned Income (A2 + A3 - A4)
B. NONEXEMPT GROSS EARNED INCOME
1a. Reasonably Anticipated Income
1b. Income Averaging (use worksheet below)
Month 1/Year ________/________
Month 2/Year ________/________
Month 3/Year ________/________
Month 4/Year ________/________
Month 5/Year ________/________
Month 6/Year ________/________
Total Gross Earned Income
Averaged Gross Earned Income (total gross earned income + number of months)
2. Monthly Income Amount From 1a (or 1b if appropriate)
3. Less Remainder of Child Support Paid (if not fully used in Section A)
4. Total Gross Earned Income (B2 - B3)
STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
CALFRESH BUDGET WORKSHEET/SEMI-ANNUAL REPORTING HOUSEHOLDS
CASE NAME
CERTIFICATION
PERIOD
FROM THROUGH
CASE NUMBER
COMPANION CASE REFERENCE
SAR 7
BUDGET IS BASED ON:
MID-CERTIFICATION PERI
REPORT
OD
OTHER
RECERTIFICATION
CLASSIFICATION
NA
PA
MIXED
TC
PART 1 - GROSS INCOME
CF 286 SAR (12/15) RECOMMENDED FORM
GROSS
SALARY/WAGES
SELF EMPLOYMENT
SOCIAL
SECURITY, UIB,
DIB, PENSIONS
CHILD/SPOUSAL
SUPPORT
SCHOLARSHIPS,
GRANTS, LOANS
OTHER
TRAINING
ALLOWANCES
$___________ (A2)
$ __________ (A3)
$ __________ (A4)
Total $ __________ (A5)
$____________ (B2)
$ ___________ (B3)
Total $____________ (B4)
$____________
$____________
$____________
$____________
$____________
$____________
$____________
$____________
$____________
$____________
$____________
$____________
$________________
$________________
$________________
$________________
$________________
$________________
$________________
$________________
$________________
$________________
$________________
$________________
$________________
$________________
$________________
$________________
$________________
$________________
$________________
$________________
$____________
$____________
$____________
$____________
$____________
$____________
$____________
$____________
$____________
$____________
$____________
$____________
$____________
$____________
PART 2 - GROSS INCOME
C. GROSS INCOME TEST FOR HOUSEHOLDS WITH NO ELDERLY OR DISABLED MEMBERS
1. Maximum Gross Income allowed for Household
Size of ______ (from table)
2. Total Gross Income (A5 + B4) =
3. Gross Income Eligible? (Is C2 less than or equal to C1?)
$________________
$________________
YES
NO
$___________
$________________
INSTRUCTIONS:
List the amount of Reasonably Anticipated Income on line 1a. Reasonably Anticipated Income is the specified amount of
monthly income the household and CWD are reasonably certain the household will receive in the SAR payment period. Use
the worksheet under 1b to average income for those households that elect to or are required to have their income averaged.
PAGE 1 OF 2
PART 3 - NET INCOME
D. NONEXEMPT GROSS INCOME
1. Gross Earned Income (B2) $
_______________
2. Adjusted Gross Earned Income (80% of D1) $
_______________
3. Less Remainder of Child Support Paid (B3)
(if not fully used in Section A) $
_______________
4. Total Gross Earned Income (D2 - D3)
(If negative amount, enter zero) $
_______________
5. Total Gross Unearned Income (A5) $
_______________
6. Nonexempt Gross Income (D4 + D5) $
_______________
E. ST
ANDARD
Standard Deduction $
______________
F.
DEPENDENT CARE (100% OF COSTS) $
______________
G. HOMELESS
SHELTER DEDUCTION $
______________
H. T
OTAL DEDUCTIONS (E + F + G) $
_______________
I.
A
DJUSTED
NET INCOME
1. Nonexempt Gross Income (D6) $
_______________
2. Total Deductions (Line H) $
_______________
3. Adjusted Net Income (I1 - I2) $
_______________
J.
SHELTER DEDUCTION
1. Total Housing Costs $_
______________
2. Total Utility Allowance $
_______________
3. Total Shelter costs $
_______________
4. Allowable Shelter costs (50% of I3) $_
______________
5. Excess Shelter costs (J3 - J4) $
_______________
6. Maximum Allowance For Shelter $
_______________
7. Allowable Shelter Deduction (Lesser of J5 or J6) $
______________
K NET
MONTHLY INCOME (I3 - J7) $
_______________
L. NET
INCOME TEST
1. Household Size
_______________
2. Maxim
um Net Income Allowable (from table) $
_______________
3. Net
Income eligible
YES
NO
CF 286 SAR (12/15) RECOMMENDED FORM
PAYMENT PERIOD
PAYMENT PERIOD
PART 4–INCOME COMPUTATIONS
PART 5–REPORTED CHANGES
(Other than the SAR 7 or CF 377.5 SAR)
M. SELF-EMPLOYMENT (Nonexempt Resources Only)
1. Gross Income from Self-Employment
2. Expenses:
Standard 40% Deduction
Actual Expenses (Verification Required)
3. Total Nonexempt Income from Self-Employment (M1 - M2)
If averaging self-employment income go to M7. If adjusting
a previous average, continue to M4.
4. Adjustment to Gross Income
5. Adjustment to Expenses
6. Adjusted Self-Employment Income (M3 + M4 + M5)
7. Monthly Self-Employment Income (M3 or M6 ÷ number of
months income covers)
N. EDUCATIONAL GRANTS, SCHOLARSHIPS AND
LOANS
1. Income from Grants, Scholarships or Loans
2. Tuition and Mandatory Fees
3. Total Nonexempt Educational Income (N1 N2)
4. Monthly Income from Grants, Scholarships or Loans
(N3÷ number of months income covers)
Type of Change
Date Change
Occurred
Date Change
Reported
EW Initials
$______________
$______________
$______________
$______________
$______________
$______________
$______________
$______________
$______________
$______________
$______________
PAGE 2 OF 2