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527EZ: Review form for usability improvements V2 #86677

Closed aprocik1 closed 2 months ago

aprocik1 commented 3 months ago

Description

The pension team is updating the income sources screens in the financial information section of the online form. We need to review those screens and provide recommendations.

Resource

Figma file

Tasks

Criteria

aprocik1 commented 3 months ago

Your monthly income

Screen 1

In the next few questions, we'll ask you about your source of monthly income.

How we define income You income is the money you earn from a job, or from retirement or annuity payments. Your income may include these types of payments: - Salary or hourly pay - Bonuses - Commissions - Overtime - Tips We may subtract certain expenses from your income when we review your application. We call these applicable deductible expenses. They include educational expenses and medical expenses you’re not reimbursed for.

[Buttons] Back, Continue

Screen 2

Do you receive a monthly income?

[Buttons] Back, Continue

Screen 3

You can submit multiple sources of monthly income. Add one source of monthly income at a time.

What type of monthly income do you receive? (*Required)

Who pays your monthly income? (*Required) [Hint] Enter the name of a company, government agency, or another organization

What's your monthly income amount? (*Required)

[Button] Cancel adding this monthly income

[Buttons] Back, Continue

Screen 4

Monthly income from [source 1]

  • Type of monthly income:
  • Amount of monthly income: [Buttons] Edit, Delete

Monthly income from [source 2]

  • Type of monthly income:
  • Amount of monthly income: [Buttons] Edit, Delete

Do you need to add another source of monthly income?

[Buttons] Back, Continue

aprocik1 commented 3 months ago

Your dependents' monthly income

Screen 1

In the next few questions, we'll ask you about your dependents' source of monthly income.

Who we consider a dependent **A dependent is:** - A spouse (**Note:** We recognize same-sex and common-law marriages) - A parent, if you’re directly caring for them and their income and net worth are below a certain amount - An unmarried child (including an adopted child or stepchild) who meets one of the eligibility requirements listed here **To be considered a dependent, one of these must be true of an unmarried child:** - They're under 18 years old, **or** - They're between the ages of 18 and 23 years old and enrolled in school full time, **or** - They became permanently disabled before they turned 18
How we define income Your dependents' income is the money they earn from a job, or from retirement or annuity payments. Their income may include these types of payments: - Salary or hourly pay - Bonuses - Commissions - Overtime - Tips We may subtract certain expenses from your dependents' income when we review your application. We call these applicable deductible expenses. They include educational expenses and medical expenses your dependents aren't reimbursed for.

[Buttons] Back, Continue

Screen 2

Do you any of your dependents receive a monthly income?

[Buttons] Back, Continue

Screen 3

You can submit multiple sources of monthly income for any of your dependents. Add one source of monthly income at a time.

Which of your dependents receive monthly income? (*Required)

What type of monthly income does your dependent receive? (*Required)

Who pays your dependent's monthly income? (*Required) [Hint] Enter the name of a company, government agency, or another organization

What's your dependent's monthly income amount? (*Required)

[Button] Cancel adding this monthly income

[Buttons] Back, Continue

Screen 4

[Header] Your [child / spouse / parent]'s source of monthly income

Monthly income from [source 1]

  • Type of monthly income:
  • Amount of monthly income: [Buttons] Edit, Delete

[Header] Your [child / spouse / parent]'s source of monthly income

Monthly income from [source 1]

  • Type of monthly income:
  • Amount of monthly income: [Buttons] Edit, Delete

Monthly income from [source 2]

  • Type of monthly income:
  • Amount of monthly income: [Buttons] Edit, Delete

Do you need to add another source of monthly income for any of your dependents?

[Buttons] Back, Continue

aprocik1 commented 3 months ago

If there are more than 4 total sources of income between the Veteran and their dependents:

Submit supporting documents

Based on your answer, you’ll need to submit a supporting document about your income and assets.

We’ll give you instructions for submitting your supporting document at the end of this application.

[Buttons] Back, Continue

aprocik1 commented 3 months ago

Update: I created a CAIA recommendations board in the Figma file. I shared this board with the product team. I'm moving this ticket to validate, but keeping it open for now, in case I need to return to it.