1. Compares the household unit’s total income shown on the AAHB Tax Information Report with the applicable qualifying income levels, and determines eligibility.

2. Prepares and sends out the approprate letter, AEHB 3305 AAHB Eligible at Renewal or AEHB 3307 AAHB Not Eligible at Renewal to inform the client of the decision. Revises the taxation year indicated on the letter as applicable.

3. Files the AAHB Tax Information Report on the client file.

4. If the client is eligible, ensures a date exists in CRC Received, the Cheque Release Flag is set to Y in the Client Budget, and enters the Diary Date of August 1 of the next calendar year in the Client File.

5. If the client has an existing debt, sends the AEHB 3325 Outstanding Debt for Adult Health Benefit to the client notifying them of their continued obligation to make payments on their AE&I debt.

6. If the client is ineligible for continued AAHB, ensures the Cheque Release Flag is set to N. If the file meets closure criteria, the LISA system automatically closes the file.

7. If the client submits verification of current income and health needs, reassesses eligibility based on the exception to qualifying income levels.

8. If eligible after reassessment, sends the AEHB 3622 AAHB Eligible after Reassessment letter.

9. If ineligible after reassessment, sends the AEHB 3623 AAHB Not Eligibile after Reassessment letter, which informs the client of their right to appeal.

Procedures for Clients Who Have Not Filed a Tax Return

Persons who have not filed their tax return will have no information shown on the AAHB Tax Information Report. They will have to submit documentation from CRA of their net income plus any non-taxable child support income received, to have their continued financial eligibility assessed.

If the error message “No CRA Tax Information” shows on the AAHB Tax Information Report, the worker

1. Sends the AEHB 3809 AAHB Request for Income Tax Information letter to the client notifying them that they must file a tax return in order to determine their financial eligibility for AAHB.

2. Allows the system to close the AAHB file.

3. When the client submits documentation from CRA of their net income plus any non-taxable child support income received, assesses financial eligibility, re-opens the file if eligible, and notifies the client of the decision, as per the Renewal Procedure detailed above.