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Recertification and Disbursement

The monthly recertification and disbursement process affects only applications in the Disbursement stage with an Active status.

Note

Not all programs require recertification. Recertification is typically performed for programs that disburse funds for monthly payments (as opposed to catch-up disbursements for mortgages in arrears) to confirm the homeowner's eligibility.

During the process:

  1. If the program requires recertification, the Program Manager runs the Recertification Utility export on the 15th each month.

    1. The Program Manager ensures all applications included in the export have the Disclosure Release field set (Edit Homeowner Application - Main tab).

    2. The Program Manager generates the Recertification Excel file.

    3. The Program Manager provides the Excel file to the appropriate external agency (typically state labor department) for review and markup, or the Program Manager reviews and updates the Excel file based on the information received from the external agency.

      If the external agency that recertifies unemployment will not complete the Excel file themselves, the Program Manager or other Agency staff can complete the spreadsheet on behalf of the external agency.

    4. The Program Manager runs the Recertification Utility import to update the disbursement records.

    5. The Program Manager updates the Primary Residence Recertification Status for the Unemployment recertified homeowners (Edit Disbursement - Main tab).

  2. The Program Manager runs the Disbursements Utility to generate disbursements due the next month.

    1. The Program Manager generates the Batch Number using the Disbursements Utility.

    2. The Program Manager generates the Export to Accounting and sends the file to Accounting.

  3. Accounting processes the payments to each servicer on the specified Disbursement Due Date with the specified Batch Number.

In this section:

The monthly process of confirming that the homeowner is eligible for unemployment.

Each application progresses through eight pre-defined stages. Each stage has specific completion requirements, ensuring that all required program-specific steps are completed before moving on.

The sixth stage, Disbursement, is when the Agency pays out funds on the application.

The Agency representative tasked with managing and monitoring the HAF program.