All Income and Enrollment Forms Effective for a Given Claim Month Report

This report will combine all income and enrollment forms that were valid for a selected claim month into one PDF. This is especially helpful for state agency reviews.

• Click on Reports from the main site dashboard.

• From the report selection dropdown, select "Recordkeeping Reports"

• Scroll down to the Enrollment & Income Forms category.
• Click on the report name All income and enrollment forms effective for a given claim month.
• Select the month/year for which you want to generate the report.
• Click the green "Run Report" button.
• Click the hyperlink to download the report.