G Processing Household and Budget Group Changes

Program	Manual Section
All programs	MA1502N

When a customer's spouse dies, see Death of a Member in the Budget Group for processing. For changes in marital status, see Processing Changes in Marital Status. When someone moves into or out of the household, take the following steps.

Step	Action
1	Search for the customer’s most recent or open HEAplus application. Is the case currently assigned to another worker? If YES, STOP. Email the worker with the marital status change and enter case notes. CC the worker’s supervisor. If NO, continue to step 2.
2	Is there an open application? If YES, skip to step 4. If NO, continue to step 3
3	Create a Report a Change (RAC) with the appropriate change reason.
4	Is the main contact for the household a person who moved out? If YES, create a new main contact for the household. Continue to step 5. If NO, continue to step 5.
5	Review all application batteries and update as needed.
6	Do you have all the proof needed to process the change? If YES, process the change. Make sure the decision letter is correct. If NO, send an RFI asking for proof. Process the change after allowing time for the customer to provide the proof.

Step	Action
1	Is there an open application for the customer? If YES, continue to step 2. If NO, create a Report a Change (RAC) for the month of the change selecting the reason “Change in budget unit". Continue to step 2.
2	Go to the Budget Group Details battery. Open the customer's person details page. Update the budget group details.
3	Run calc and check the verification status screen.
4	Review all application batteries and update as needed.
5	Ask your supervisor to submit an AVS ad hoc request. Run the Hub Checks as applicable.
6	Do you have all the proof needed to process the change? If YES, process the change. Make sure the decision letter is correct. If NO, send an RFI asking for proof. Process the change after allowing time for the customer to provide the proof.