Parent current year income appeal

[Joshua-Lakusta]

User Story

Ministry users require that the exception for current year income for a partner/common-law be converted into an appeal process to allow for proper adjudication and a consistent application flow.

Acceptance Criteria

General info

• 26–27 program year change only

• Applies to all intensities

• Validations that will apply to this appeal are:

  • Application status is Completed
  • Application is not Archived
  • Parent data exists

• Create a new “Application appeal" to replace the exception:

Appeal form info

• Appeal name: Parent current year income appeal
• New application form content (see below)

Parent Current Year Income Appeal

If either of your parents has had, or is anticipated to have, a significant decrease in gross income for (dynamic year – e.g., 20XX if program year is 20XX–20YY), you may submit this appeal to request assessment using their current year estimated gross income.

Please provide supporting information

Parent full name 1
Do you need to submit an income appeal for "Parent full name 1" ?
o Yes (if yes expands to content below)
o No

Enter your parents actual gross income from the beginning of the calendar year up to the date of this application, and their estimated gross income for the remainder of the calendar year, to calculate their total current year gross income.

"Parent full name 1's" total current year gross income is:

$ [Income field]

Reason for Significant Decrease in Gross Income

Select the reason that best describes the decrease in your partner/common-law partner’s gross income:

○ Medical illness or injury

○ Family emergency (e.g., death or injury)

○ Natural disaster

○ Layoff, strike, lockout, or other reduction in earnings beyond the family’s control

○ Other

If “Other” is selected:
Please explain the situation:

[Free-text field]

Upload Supporting Documents

Please upload documentation to support the request to use your partner/common-law partner’s current year estimated gross income.

Provide the following:

○ A letter explaining the circumstances that meet one or more of the criteria listed above and a detailed breakdown of how you calculated total estimated gross income (if applicable).

Provide at least one of the following:

○ All relevant documentation supporting the circumstance(s)

(e.g., medical records, physician letter, Record of Employment, layoff/strike documentation, invoices for damages, etc.)

○ The most recent CRA Income Tax Return and gross income information for the year matching the student financial assistance application number

(with supporting documentation demonstrating the decrease in income), if available

○ Documentation supporting estimated total gross income for the year matching the student financial assistance application number, if applicable

(e.g., pay stubs, invoices, bank statements, Employment Insurance benefit statements, Record of Employment)

Uploader component

Parent full name 2
Do you need to submit an income appeal for "Parent full name 2" ?
o Yes (if yes expands to content below)
o No

Enter your parents actual gross income from the beginning of the calendar year up to the date of this application, and their estimated gross income for the remainder of the calendar year, to calculate their total current year gross income.

"Parent full name 1's" total current year gross income is:

$ [Income field]

Reason for Significant Decrease in Gross Income

Select the reason that best describes the decrease in your partner/common-law partner’s gross income:

○ Medical illness or injury

○ Family emergency (e.g., death or injury)

○ Natural disaster

○ Layoff, strike, lockout, or other reduction in earnings beyond the family’s control

○ Other

If “Other” is selected:
Please explain the situation:

[Free-text field]

Upload Supporting Documents

Please upload documentation to support the request to use your partner/common-law partner’s current year estimated gross income.

Provide the following:

○ A letter explaining the circumstances that meet one or more of the criteria listed above and a detailed breakdown of how you calculated total estimated gross income (if applicable).

Provide at least one of the following:

○ All relevant documentation supporting the circumstance(s)

(e.g., medical records, physician letter, Record of Employment, layoff/strike documentation, invoices for damages, etc.)

○ The most recent CRA Income Tax Return and gross income information for the year matching the student financial assistance application number

(with supporting documentation demonstrating the decrease in income), if available

○ Documentation supporting estimated total gross income for the year matching the student financial assistance application number, if applicable

(e.g., pay stubs, invoices, bank statements, Employment Insurance benefit statements, Record of Employment)

Uploader component