Primary Informant - Effecting Changes
Effecting changes to the primary informant(g).
Policy
Once a case has been registered and a Primary Informant (PI) assigned in AZTECS(g), that participant(g) must remain the PI of the case.
NOTE When the PI moves with some or all of the other budgetary unit(g) participants, see the following:
Death of the NA PI
When the death of the PI becomes known, the following apply:
●For a budgetary unit of two or more participants, complete the following:
The case is closed allowing for Notice of Adverse Action(g)
A notice is sent to the last known address informing the remaining participants they must submit an application.
NOTE The following individuals may be established as an EBT Alternate Card Holder when the budgetary unit needs access to the remaining NA benefits after a case is closed due to death of the NA PI:
●An adult budgetary unit member
●A non-participant adult who has parental control of the remaining budgetary unit members. Identity of the adult having parental control must be established and verification of living arrangements when questionable
●For a single participant budgetary unit, the following apply:
NA benefits are stopped the first month possible. A notice is not sent.
The Fidelity Information Services (FIS) deactivates the EBT card and sets an early expungement deactivation date.
When the deactivation date expires, any remaining benefits on the EBT card are expunged(g) and cannot be reactivated.
When NA benefits are closed in error FAA can only reactivate benefits within 62 calendar days or less of the closure.
Death of the CA PI
When the death of the PI becomes known, the following apply:
●An individual acting as a representative for, or on behalf of, the deceased CA PI may be named as an emergency Alternate Card Holder. (See CA EBT Alternate Card Holder – Emergency Situations and CA Payee EBT Alternate Card Holder Responsibilities for additional information)
●When no CA EBT Alternate Card Holder is available, the CA case is closed.
last revised 02/28/2022