15-01 Version of 22.3 Interagency 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 memberA recipient of Medicaid; formerly referred to as a "client." of a currently open BadgerCare Plus, Child Care, EBD Medicaid, FoodShare, or W2 Assistance Group or one that has been closed for less than a calendar month.

The agency to which the member 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 member, according to the verification policy in Chapter 20.

CARES 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.

The renewal date will remain the same after case transfer.

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

Community Wavers (28.1 Adult Home and Community-Based Waivers Long-Term Care Introduction)
Family Care (29.1 Family Care Long Term Care (FCLTC) Introduction)
Deductible Met (24.11 Deductibles and Inter-Agency Transfers)

See Process Help Section 6.1 Interagency Case / RFA Transfer in for information on how to process case transfers.

This page last updated in Release Number: 15-01
Release Date: 06/10/2015
Effective Date: 06/10/2015

The information concerning the Medicaid program provided in this handbook release is published in accordance with: Titles XI and XIX of the Social Security Act; Parts 430 through 481 of Title 42 of the Code of Federal Regulations; Chapters 46 and 49 of the Wisconsin Statutes; and Chapters HA 3, DHS 2, 10 and 101 through 109 of the Wisconsin Administrative Code.

Notice: The content within this manual is the sole responsibility of the State of Wisconsin's Department of Health Services (DHS). This site will link to sites outside of DHS where appropriate. DHS is in no way responsible for the content of sites outside of DHS.

Publication Number: P-10030