Two-month Retrospective Budgeting 400-19-105-20

(Revised 6/1/10 ML #3225)

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(N.D.A.C. 75-02-01.2-57)

 

Two-month retrospective budgeting is the computation of a household's eligibility and benefit based on actual income received and expenses incurred two months prior to the month for which the benefit is computed.

Example: March benefits are determined based upon the income and expenses that actually existed in the month of January.

 

If excess earned or unearned income is received in a retrospective month, the household is ineligible and the TANF case must be closed , unless ineligibility was solely due to excess earned income.  If ineligibility was solely due to excess earned income, the household may be eligible for Transition Assistance. (Refer to Section 400-19-150, Transition Assistance).

 

Following the initial two months, each subsequent month's TANF benefit is computed retrospectively on the basis of income and expenses received and other relevant circumstances which occurred in the corresponding base month.

 

The amount of the TANF benefit for the first month of retrospective budgeting is based on the income received and the circumstances existing during the corresponding base month (the initial month) which is of a continuous nature.

Note: If the household is later determined ineligible for the first prospective month, the month continues to be considered the first prospective month and the budgeting cycle does not change.

 

The amount of the TANF benefit for the second month of retrospective budgeting is based on income received and the circumstances existing during the corresponding base month (the second prospective month) which is of a continuous nature.

Note: If the household is later determined ineligible for the second prospective month, the month continues to be considered the second prospective month and the budgeting cycle does not change