Statement of Financial Assistance (SOFA)
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Statement of Financial Assistance (SOFA)


Revised March 25, 2011



Statement of Financial Assistance (SOFA)

What is a SOFA report?

 

How often is a SOFA report generated?

 

What information is included on a SOFA report?

 

How do I request a SOFA report?

 


What is a SOFA report?

 

·         The Statement of Financial Assistance (SOFA) is a report detailing issued warrants or Basic Food benefits paid to a client or assistance unit. 

 

How often is a SOFA report generated?

 

·         A SOFA report is printed nightly in batch and sent to the CSO. 

 

What information is included on a SOFA report?

 

·         The SOFA includes ACES issuance and recoupments. No OFR recovery amounts or reimbursed child support payments are included in the report.

 

·         The report consists of two pages.

 

o    Page 1 - A breakdown of issuance amounts by program.

 

o    Page 2 - A total of all assistance paid.

 

How do I request a SOFA report?

 

1.    Select WMEN, Option I - Financial Mgmt Misc.

 

2.    <TRANSMIT> and the IMEN screen displays.

 

3.    Select IMEN, Option A - SOFA Request.

 

4.    Enter [the client ID or AU ID] in the Client ID or AU ID field.

 

5.    <TRANSMIT> and the SOFA screen displays.

 

6.    Enter the [start and end date (MMDDYY)] in the Benefit Period Start Date and End Date fields.

 

7.    If you entered the AUID on the IMEN screen no entry is required in the Program Ind field.

 

8.    If you entered the client ID on the IMEN screen, enter [a valid value] in the Program Ind field. See <F1> Help.

 

9.    <TRANSMIT> and the IMEN screen redisplays with the Edit Message 0019 - UPDATE COMPLETED SUCCESSFULLY at the bottom of the screen.

 

10. The SOFA is produced in overnight batch and sent to the CSO.

Modification Date: March 25, 2011