PM 01-04-00: Case Records

WAG 01-04-00

Keep an up-to-date case record for each person who applies for or receives benefits.

Each case record should include:

  • a signed application;
  • a record of all actions taken concerning each application;
  • the reason(s) for approval or denial of the application;
  • information related to the initial eligibility determination;
  • a record of all case reviews, actions, decisions, and redeterminations (REDEs);
  • all forms, documents, and other material related to maintenance of the case;
  • dates and times of each action or contact;
  • actual verification documents. (In the absence of actual documents, enter into the case record detailed written statements of all information obtained.)