Eligibility Worker-Transferring a SNAP/TANF Case with a SNAPET or VIEW Enrollment to a Different Agency

About

 

Currently, VaCMS allows an eligibility worker to reassign a SNAP or TANF case to a worker in a different agency. In VaCMS, the TANF or SNAP eligibility worker must completely transfer a case using the Case / Application Reassignment page before the ESP enrollment is transferred correctly.

 

Eligibility Worker- Transferring a SNAP/TANF Case with SNAPET or VIEW Enrollments to a Different Agency

 

Follow the process below to reassign a TANF or SNAP case to a different agency:

  1. ESP worker has notified the TANF or SNAP eligibility worker of the need to transfer the case.

    1. Please refer to the ESP Worker- Transferring a SNAP/TANF Case with a SNAPET or VIEW Enrollment to a Different Agency QRG for more information about transferring enrollments from the ESP module.

  2. From Left Navigation, select Data Collection and Case Action.

  3. The Case Action page will display. Enter the case number and select the Case/Change Closure case action.

 

 

  1. Proceed to the Household Address page directly from Left Navigation.

  2. Enter the Effective Begin Date, Reported on Date, and Verification Date.

  3. Enter the new address information for the different locality.

  4. Click Validate Address/Get Locality.

  5. A green error message will appear indicating the locality has been updated.

  6. Click Save + Continue.

 

 

  1. A green error message displays The locality on this case has changed. Click Save + Continue and complete your current case action, then proceed to the Case/Application Assignment page in the Maintain LDSS Resource section of the left navigation to transfer this case to the new locality.

 

 

  1. Proceed with any additional updates and verifications while in a Case Change/Closure case action.
  2. Run eligibility and authorize the case.
  3. From Left Navigation go to the Maintain LDSS Resources page.
  4. Click Case/Application Assignment.
  5. Enter the case number in the Case/Application # field.
  6. Click Display.
  7. Click Transfer Case.

 

 

  1. The case is successfully transferred.
  2. The eligibility worker must notify the ESP worker once the case has been transferred.

 

AN ESP WORKER CANNOT TRANSFER AN ESP ENROLLMENT TO ANOTHER LOCALITY UNTIL THIS PROCESS IS COMPLETE.

 

Updated: 03/31/2017