6.4.1 Case Transfer

A case transfer occurs when the primary person, receiving benefits from a county or tribal Income Maintenance agency for a particular month, applies for aid from another Income Maintenance agency for the same or next month. The primary person must be a member of a currently open Child Care, MA Medical Assistance; Title XIX; Medicaid or W2 AG Assistance Group or one that has been closed for less than a calendar month.

 

The agency to which the client reports the move must collect information about the changes, for example, the new address.  If the agency does not have sufficient information about the changed circumstances, it must request information from the client, according to the Medicaid verification policy (1.2).  

 

CARES Client Assistance for Re-employment & Economic Support will automatically set a review date for one month after the transfer.  Correct the review date in CARES, so that it is the end of certification period.  Run eligibility in CARES.

 

 

Do not require a review or new application for case transfers, except in the following programs:

 

 

See 6.1 of the Process Help for information on how to process case transfers.

 

 

This page last updated in Release Number: 07-01

Release Date: 01/12/07

Effective Date: 01/12/07