View a person's financial profile

The financial profile includes the income, expense, resource and employment information of a person who is a member of a case. The system requires income and resource information to determine a child's IV-E eligibility.

Find a financial profile as follows:

Display the person profile for the child. The Person Overview screen appears.
Under Person Details, click the Financial link. The Employment/Insurance tab appears.
Click the select link for a record to view details for the record, then click Cancel to return to the summary screen.
Click other tabs in the profile to view additional information.
Click Close to return to the Person Overview screen.