Current through all regulations passed and filed through September 16, 2024
(A) What is
verification?
Verification is used to support and document what was reported
on the JFS 07200, "
Application for Cash, Food,
or Medical
Assistance" during the
application process and to provide clarification on any questionable
information. The county agency shall allow assistance groups at least ten days
to provide required verification.
(B) Whose responsibility is it to provide
verification?
(1) The assistance group has
primary responsibility for providing verification to support its statements on
the application and resolve any questionable information. An assistance group
may supply verification in person, through the mail, by fax, electronically, or
through an authorized representative. The county agency shall not require the
assistance group to present verification in person.
(2) The county agency shall assist the
assistance group in obtaining verification provided the assistance group has
not refused to cooperate as specified in rule
5101:4-2-01 of the
Administrative Code. If it would be difficult or impossible for the assistance
group to obtain verification in a timely manner, or the county agency can
obtain the verification faster, the county agency shall offer assistance in
obtaining the verification.
(3) The
county agency is not required to assist an assistance group in obtaining
verification of alien status except when the documentation is unclear and the
county agency receives the applicant's permission to contact the U.S.
citizenship and immigration service (USCIS). The county agency is also not
required to assist the assistance group in obtaining verification of shelter
costs for an unoccupied home when verification would have to be obtained from
sources outside of the county.
(C) What are the mandatory verifications for
expedited service certifications?
(1)
Identity is the only verification required prior to the authorization of
expedited benefits. All other verifications can be postponed
when they
cannot be submitted within the expedited timeframe. When an authorized
representative applies on behalf of the assistance group, the identity of both
the authorized representative and the assistance group name shall be
verified.
(2) The county agency
shall require the applicant to register for work when an exemption is not met.
The agency may attempt to register other assistance group members, but it shall
not prevent the authorization of an eligible expedited assistance
group.
(D) What
verification is necessary for normal application processing?
Assistance groups certified under normal processing standards
(as opposed to expedited processing standards) shall provide verification of
all the following items:
(1) Gross
income.
(2) Rent or mortgage
payment. Homeless assistance groups claiming shelter expenses shall provide
verification of their shelter expense to qualify for the homeless shelter
deduction. When a homeless assistance group has difficulty in obtaining
traditional types of verification of shelter costs, the county agency shall
obtain alternate types of verification that accurately verify the
expense.
(3) Utility and shelter
expenses.
(4) Non-reimbursable
medical expenses. Non-reimbursable medical expenses only apply to assistance
group members who are age sixty or over, or who meet the definition of disabled
as defined in rule
5101:4-1-03 of the
Administrative Code.
(5) Dependent
care expenses.
(6) Eligible alien
status as defined in rule
5101:4-3-07 of the
Administrative Code.
(7) Social
security numbers (SSN). Providing a SSN for each assistance group
member is voluntary. However, failure to provide a SSN will result in the
denial of supplemental nutrition assistance program (SNAP)
benefits for that individual. SSNs provided will be used in accordance with
rule 5101:4-3-22 of the
Administrative Code. When a SSN has been verified, the county agency shall
document the information in the assistance group's file to prevent the
unnecessary re-verification of the SSN in the future. The county agency shall
accept that a SSN is verified when it was already verified through the OWF or
medicaid programs. A verified SSN shall be re-verified only
when the
identity of the individual or the SSN becomes questionable.
(8) Residency. Residency shall be verified
except in unusual cases such as homeless assistance groups, some migrant farm
worker assistance groups, or an assistance group just moving into the county
where verification of residency cannot reasonably be provided.
(9) Identity. Identity applies to the person
making the application. Where an authorized representative applies on behalf of
an assistance group, the identity of both the authorized representative and the
assistance group name shall be verified. Identity may be verified through
readily available documentary evidence or, when unavailable, through a
collateral contact. Any documents reasonably establishing the applicant's
identity must be accepted, and no requirement for a specific type of document
may be imposed.
(10) Disability.
The county agency shall verify an assistance group
member is
disabled as defined in rule
5101:4-1-03 of the
Administrative Code.
(11) Student
income. Student income shall be verified in accordance with rule
5101:4-4-13 of the
Administrative Code.
(12) Physical
or mental disability: student exemption. When a person claims to be physically
or mentally unfit for purposes of the student exemption contained in paragraph
(B)(2) of rule
5101:4-6-04 of the
Administrative Code, verification may be required. Appropriate verification may
consist of receipt of temporary or permanent disability benefits issued by
governmental or private sources, or a statement from a physician or licensed or
certified psychologist. If the individual's physical or mental disability is
evident to the county worker verification is not required but the disability
should be noted in the case record.
(13) Child support payments. The county
agency shall obtain verification of the assistance group's legal obligation to
pay child support, the amount of the obligation, and the monthly amount of
child support the assistance group actually pays. Documents accepted as
verification of the assistance group's legal obligation to pay child support
shall not be accepted as verification of the assistance group's actual monthly
child support payments. County agencies are strongly encouraged to obtain
information regarding an assistance group member's child support obligation and
payments from child support enforcement agency files. The county agency shall
give the assistance group an opportunity to resolve any discrepancy between
assistance group verification and child support enforcement agency
records.
(14) Able-bodied adults
without dependents (ABAWDs): hours worked. For individuals subject to the
SNAP time limit in rule
5101:4-3-20 of the
Administrative Code who are satisfying the work requirement by working, by
combining work and participation in a work program, or by participating in a
work program that is not operated or supervised by the state or county agency,
the individuals' work hours shall be verified.
(15) ABAWDs: countable months in another
state. For individuals subject to the SNAP time limit of rule
5101:4-3-20 of the
Administrative Code, the county agency must verify the number of countable
months an individual has used in another state when there is an
indication the individual participated in that state as defined in rule
5101:4-3-20 of the
Administrative Code. The normal processing standards of paragraph (A) of rule
5101:4-2-11 of the
Administrative Code apply. The county agency may accept another state agency's
assertion as to the number of countable months an individual has used in
another state.
(16) Assistance
group composition: the county agency shall verify factors affecting the
composition of an assistance group only
when questionable.
(E) What is the standard verification for
categorically eligible assistance groups?
(1)
For an assistance group determined categorically eligible because of receipt of
Ohio works first (OWF), supplemental security income (SSI)or prevention
retention contingency (PRC),
the following factors are waived and do not require verification as described
in paragraph (D) of this rule (gross and net income are waived factors for
benefit determination but still must be verified):
(a) Resources;
(b) Social security number;
(c) Sponsored alien information;
and
(d) Residency.
(2) For an assistance group
determined categorically eligible because of the notification of the Ohio
careline services resources are waived from the
benefit determination and do not require verification as described in paragraph
(D) of this rule. Net income is a waived factor for benefit determination but
still must be verified.
(F) When may an application be approved
without verification?
The county agency shall not delay the certification for benefit
issuance beyond thirty days:
(1) To an
otherwise eligible assistance group to only verify the SSN of an assistance
group member.
(2) To verify a
claimed but unverified expense as described in paragraph (J) of rule
5101:4-4-23 of the
Administrative Code. As soon as all other steps necessary to certify an
assistance group are completed, the county agency shall certify the
benefits.
(G) What
should be done when questionable information is received?
(1)
when the applicant
provides information that is questionable and may affect the eligibility or
benefit level, the county agency shall require verification. The information
may be determined to be questionable when what is reported on the JFS 07200 is different
from what the applicant reported during the interview, different from the
information the agency had already obtained, or different from what may have
been reported on a previous JFS 07200.
(2) An example of something that may be
determined questionable is when the applicant's expenses exceed the assistance
group's income. The county agency shall request additional verification to
determine how the expenses are being met. when the applicant
does not submit supporting documentation on how the expenses are being met,
that alone is not grounds to deny the application. The county agency shall then
explore if the applicant receives any additional income or if there are
resources from which they may be paying the expense. The agency shall verify
how long the applicant has been managing their finances in this manner and then
document the verification in the case file.
(H) What type of verification shall be
documented in the case file?
The county agency shall include all information in the case
file documenting and supporting the actions taken in determining eligibility.
All requests for additional verification shall be documented in the case file.
Any actions taken because of the additional verification shall also be
included.
(I) What are
acceptable forms of verification?
There are four types of verification: documentary evidence,
collateral contacts, client statements and home visits. When documentary
evidence is not able to be obtained a collateral contact should be acceptable
when
available. In the event a collateral contact is not available a client
statement or home visit may be used. A client statement or home visit should be
a county agency's last option; however, when determining benefits the best
available information should be used. Further information explaining each
verification is below:
(1) Documentary
evidence
(a) Documentary evidence can be used
as a primary source of verification. Documentary evidence consists of a written
confirmation of the applicant's circumstances. Examples of documentary evidence
include but are not limited to: pay stubs, rent receipts, utility bills, etc.
When the
agency uses pay stubs and they are not included in the case file, the agency
must include the name, address, dates, and gross amounts listed on the pay
stubs in the case file.
(b)
Although documentary evidence shall be a primary source of verification,
acceptable verification shall not be limited to any single type of document.
The verification may be obtained through the applicant or another source. When
documentary evidence cannot be obtained or when what was obtained is
insufficient to be able to make a determination, the county agency shall pursue
a collateral contact.
(2) Collateral contact
(a) A collateral contact is an oral
confirmation of the assistance group's circumstance by a person not included in
the assistance group. The confirmation could be made in person or over the
phone. The contact cannot be limited to any one particular person but may be
anyone who can provide an accurate third-party verification.
Examples of acceptable collateral contacts include but are not
limited to: employers, community action groups, migrant service agencies,
landlords, social services agencies, neighbors of the applicant, or other
persons not included in the assistance group.
(b) When the county agency is attempting to
obtain information from a collateral contact they shall only disclose the
necessary information in order to obtain the verification without disclosing
the applicant has applied for SNAP. The agency cannot
disclose any information the applicant provided nor can there be any
information provided to the collateral contact suggesting that the applicant
provided any incorrect information.
(c) The county agency shall rely on the
applicant to provide the name for a collateral contact. The county agency may
select a collateral contact when the applicant fails to select one. A signed
release is not required. The applicant may request assistance in selecting a
collateral contact. The county agency is not required to use the collateral
contact provided by the applicant if there is reason to believe they will be
unable to provide accurate third party verification. The county agency may
request an alternate collateral contact from the applicant, select an alternate
collateral contact themselves, use another method in obtaining the necessary
verification, or conduct a home visit.
(3) Client statement
(a) On a case-by-case basis client statement
may be acceptable verification when no other verification is
available.
(b) When client
statement is used as verification, it must be documented in the case
record.
(4) Home visits
(a) Home visits may be used on a case-by-case
basis as verification only when documentary evidence is insufficient, a
collateral contact is unavailable and the client statement is insufficient or
questionable.
(b) The home visit
must be scheduled in advance with the applicant.
(c) When the assistance group's circumstances
appear to be error prone, that alone does not mean a home visit is the most
appropriate method of verification.
(J) How are discrepancies in information
handled?
(1) When the agency receives
unverified information from a source other than the assistance group, the
agency shall allow the assistance group a reasonable opportunity to resolve the
discrepancy prior to taking any action on the case.
(2) The county agency may attempt to verify
the information with a third party and contact the assistance group only when
the agency cannot obtain the verification.
(3) When the county agency is notified of
information by the income eligibility verification system, the county agency
may obtain verification from a third party as specified in rule
5101:4-7-09 of the
Administrative Code.
(K)
What verification is required at recertification?
At recertification the county agency does not have to
verify unchanged information unless the information is questionable. The county
agency shall verify:
(1) Income when
the source has changed or the amount has changed by more than fifty dollars ;
(2) Utility expenses
when they were not verified previously;
(3) Medical expenses when they were not
reported and verified previously, or when the amount changed by
more than twenty-five dollars
. The county agency is not required
to verify medical expenses when the source has not changed and the amount has
changed by twenty-five dollars or less since the last time they were
verified;
(4) Newly obtained social
security numbers;
(5) Any changes
in the legal obligation to pay child support, the obligated amount, and the
amount of legally obligated child support a household member is ordered to pay
to a non-household member;
(6) Work
hours for individuals subject to the SNAP time limit of rule
5101:4-3-20 of the
Administrative Code who are satisfying the work requirement by working, by
combining work and participation in a work program, or by participating in a
work program that is not operated or supervised by a state or county
agency.
(L) What
verification is needed for reported changes?
Changes reported during the certification period shall be
subject to the same verification procedures that apply at initial
certification.