605-7  PERMANENT FUND DIVIDEND SPECIAL PROCESSING

 

The Permanent Fund Dividend (PFD) is issued annually to all eligible Alaskans.  Each year, the Department of Revenue issues the dividends to individuals by direct deposit or check.  Alaska PFD Permanent Fund DividendHold Harmless statutes require that equivalent cash replacement payments be made to households whose Food Stamp benefits are denied, reduced, or stopped due to the PFD Permanent Fund Dividendmoney being counted as income or resources.  These cash payments are issued by DPADivision of Public Assista through the PFD Permanent Fund DividendHold Harmless Program.

 

PFD Hold Harmless benefits are provided to any person who loses Food Stamp or SSI benefits because they receive or keep PFD money.  A separate application is not required for the PFD Hold Harmless Program.

 

The Food Stamp Program counts the PFD as unearned income in the month received and retained PFD as a countable resource in subsequent months.  

 

Waivers to federal Food Stamp Program regulations were granted to Alaska relating to the treatment of the Permanent Fund Dividend.  These waivers apply to households that become ineligible for Food Stamp benefits due to receipt or retention of PFD Permanent Fund Dividendmoney, and to categorically eligible households whose allotment is reduced to zero due to receipt of PFD Permanent Fund Dividendmoney.  The waivers provide that:

 

 

  1. Cases can be suspended for up to four months if PFD income or retained PFD money cause Food Stamp ineligibility or, for categorically eligible households, cause the Food Stamp benefit to decrease to zero. Though these four months do not need to be consecutive, they must be within the fiscal year (July 1 through June 30) for PFDs issued in the fiscal year. The only exception to this is for children in custody whose PFDs are held in trust by the Office of Children’s Services (see manual section 605-7 E (2)).
     

  2. Categorically eligible households whose Food Stamp allotment decreases to zero as a result of PFD Permanent Fund Dividendincome must have their Food Stamp cases suspended and be issued a PFD Hold Harmless benefit.

 

  1. Eligible one and two-person households who would receive the minimum Food Stamp benefit  when counting the PFD Permanent Fund Dividendas income will have their Food Stamp cases suspended and be issued a PFD Hold Harmless benefit instead of the minimum Food Stamp benefit and partial PFD Permanent Fund DividendHold Harmless payment.
     

  2. If an ongoing case is suspended because of the PFD, the household is not required to submit a new application to receive Food Stamp benefits when the PFD -caused suspension ends during the certification period.  If retained PFD money is expected to cause resource ineligibility after four months of Hold Harmless benefits, the individual or household is ineligible for further Hold Harmless benefits.

 

  1. Households have the option to have their Food Stamp case closed rather than suspended for PFD caused ineligibility. If they choose case closure, they must submit a new application to again receive Food Stamp benefits.

 

  1. The Hold Harmless program is established by case, not by individual. If an individual leaves a household which has already received Hold Harmless benefits, and applies for the same program as a new household, the four months of Hold Harmless starts over.

 

  1. Workers should not process EIS cases beyond the current system month when working PFD Hold Harmless cases. Workers should utilize their alerts when they know of upcoming changes needed for the case.

 

 

Click the following links to see examples:

 Member Leaves Household

 PFD Household when OCS Releases Funds

 

 

605-7 A  VERIFICATION OF PFD INCOME

 

Receipt of PFD income or resources must be verified using the PFD website or interface.  If the information indicates the household member has received or will receive a PFD, the PFD income will count as income in the month received or anticipated to be received. When the PFD has not yet been received, the caseworker will obtain information from the household and/or the PFD website at www.pfd.state.ak.us to determine if the PFD is expected to be received.

                                                               

If the information indicates an unresolved matter will delay the issuance of the PFD, the PFD income will not be anticipated because the issuance date is uncertain.

 

  1. PFD Website

 

Division of Public Assistance staff is allowed to obtain verification of PFD income through the PFD website www.pfd.state.ak.us.  The website is available to interested parties who have legal authority to verify the status of an individual’s dividend.  Use of the website is restricted to verifying PFD income.  It should not be used to verify or confirm other information.  To get PFD information from the website, follow these instructions:

 

    1. At the PFD home page, under “Application Help,” click “Check Application Status.”

 

    1. Read the warning.  By clicking YES, you are acknowledging that you have the legal authority to view the record you are looking up.  Your activity while in “Check PFD Status” will be logged.

 

    1. Select the dividend payment year you want to verify.

 

    1. You must provide the social security number, first name, last name and date of birth for the PFD applicant.  The information must be entered exactly as it was received by PFD.

 

    1. Click “Status of Applicant.”

 

Staff is able to access the individual’s PFD information for current and prior years unless the individual applied for the PFD on-line through myAlaska.  Individuals who applied on-line can obtain the PFD verification by accessing the website themselves.

 

  1.   PFD Interface

 

The Permanent Fund Dividend (PFD) Interface via the INME menu on EIS shows the status of an individual’s PFD application.  This interface must be checked for all new applications and recertification’s to determine if the household will receive PFDs during any month for which the caseworker is determining eligibility.

 

 

For instructions on how to use the PFD interface click the following link:

Application Status Types

 

Click the following links for examples:

Pended for Verification

New Household Member with PFD Funds

Backlogged Application

Mass Change Job

 

 

605-7 B  PFD HOUSEHOLDS

 

Permanent Fund Dividend money is considered in the eligibility determinations and allotment calculations for:

 

 

 

605-7 C  fOOD STAMP ELIGIBILITY AND PFD INCOME

 

Food Stamp households are issued PFD Hold Harmless benefits when receipt of the PFD causes the household to:

 

 

 

 

  1.  Anticipating PFD Income

 

An individual is reasonably expected to receive a PFD when:

 

 

 

  1. Reductions in PFD

           

Some individuals may report receiving less than a full PFD or no PFD at all because of voluntary or involuntary reductions.  Treat reports of reduced PFDs as follows:

 

    1. Garnisheed / Assigned PFD

 

Permanent Fund laws allow for legal garnishment of up to 100 percent of a PFD check by government agencies.  State law also allows an individual to voluntarily assign up to 100 percent of his or her dividend to a government agency.  The total amount of the PFD, before deduction of the garnisheed/assigned funds, is income to the individual in whose name the PFD is issued.

 

 

NOTE: Child Support Deduction

Past due child support is often paid via a PFD garnishment. This payment is allowed as a child support deduction for the month the PFD is garnished, usually October.  The payment is not prorated since it represents prior month obligations and not future payments. 

Child Support Income - Individuals often receive child support payments from the garnisheed PFD belonging to the non-custodial parent.  If the individual receives only this payment and no other child support income during the month, this payment is considered a non-recurring lump sum and is disregarded as income but counted as a resource in the month received.  If the individual receives this payment in addition to other payments representing arrearage or current monthly obligations, this payment is considered income in the month received.  This “garnisheed PFD” payment is often larger than the other payments received and can be disregarded as non-representative when calculating an average monthly income amount.

Child Support Deduction – Individuals often pay their child support arrearage via a garnisheed PFD.  This payment is allowed as a child support deduction for the month the PFD is garnisheed, usually October.  The payment is not prorated forward, since the payment represents prior month obligations and not future payments.  Information regarding garnisheed PFDs may be found on the PFD website.

 

    1. University of Alaska College Savings Plan

 

An individual may assign one-half of their PFD to the “529” college savings plan offered by the University of Alaska. 

 

The total amount of the PFD, before the deduction to this college savings plan, is income to the individual in whose name the PFD is issued in the month that it is received.

 

The funds in this college savings plan are exempt resources.

 

Cash refunds received from this college savings plan are considered non-recurring lump sum payments and are countable resources for Food Stamp purposes.  The cash refunds are not eligible for PFD Hold Harmless coverage.

 

  1. PFD Received for a Non-Household Member

 

PFD money received for non-household members is not eligible for Hold Harmless coverage.  The income and retained resources are counted or disregarded as follows:

 

    1. If an individual receives PFD money issued for a non-household member and uses or plans to use the money for the needs of the household, the PFD money is countable unearned income for all programs in the month received.  Any money retained into the following month is a countable resource.

 

    1. If an individual receives PFD money issued for a non-household member but forwards the PFD money to the person it belongs to, or otherwise clearly uses the money for the benefit of the person it belongs to, the PFD money is not counted as income to the household.

 

  1. PFD Money Causes A Reduced Food Stamp Benefit 

 

If the PFD income causes the household to be eligible for a reduced Food Stamp benefit, two types of benefits are issued:

 

    1. Food Stamp Benefits: Counting the PFD money as income, issue the Food Stamp benefit the household is eligible to receive for that month.

 

    1. PFD Hold Harmless Benefits: Determine the amount of Food Stamps the household would have been eligible for had it not received the PFD.  Issue a PFD Hold Harmless payment for the difference between the Food Stamps issued and what would have been issued had it not received the PFD.

 

  1. PFD Money Causes Food Stamp Ineligibility

 

Food Stamp households are issued PFD Hold Harmless benefits to replace lost Food Stamps when PFD income causes the household to be ineligible for Food Stamps.

 

Income ineligibility must be caused by PFD income.  If a household has other income, and that other income alone results in Food Stamp ineligibility, the household is not eligible for Food Stamps or PFD Hold Harmless benefits.

 

 

605-7 D  iSSUING INCOME HOLD HARMLESS ON EIS

 

PFD income is entered on the UNIN screen using the PF income code.

 

Click on the following link to view this process:

Entering PFD Income

Authorization of Food Stamp Denial or Suspension

 

 

605-7 E  PFD AS A RESOURCE

 

Only retained PFD money is counted in determining if an individual or household should receive Hold Harmless benefits because of PFD resources. “Retained PFD money” includes:

    

 

 

 

 

Resources purchased with PFD funds do not receive PFD Hold Harmless protection.  Similarly, do not apply PFD Hold Harmless provisions to proceeds from the sale or conversion of a resource purchased with PFD funds.  Resource ineligibility must be caused by retention of PFD money.

 

The caseworker must look at the household’s resources to determine if retained PFD money causes the household to continue to be over the resource limit. If the household is over the resource limit, they will continue to be eligible for PFD Hold Harmless. If the household is under the resource limit, the household is eligible for Food Stamps.

 

Accept the household’s statement about how much PFD money it expects to retain.

 

Click on the following link for the process:

Retained PFD Resource on the LIAS Screen

 

Click on the following link for an example:

PFD as a Certificate of Deposit

 

  1. PFD Money Commingled With Other Funds

 

PFD funds must be identifiable to be excluded as a resource. This does not require that excluded funds be kept separate from countable funds.  For the Food Stamp Program, PFD money that is commingled with other money remains identifiable for only six months. See Food Stamp manual section 602-2A (4).

          

If excluded funds are maintained in an account with countable funds, any amounts withdrawn are presumed to be from the countable portion of the funds.

           

Commingled resources make it difficult for both the client and the caseworker to identify which resources are counted or excluded.  The caseworker may recommend, but not require, that the client keep excluded resources separate from countable resources.

           

Click on the following link for an example:

Commingled PFD


  1. PFDs Belonging to Children in Custody

           

Permanent Fund Dividends held in trust by the State for children in the legal custody of the Office of Children’s Services (OCS) are not available to meet the needs of the child for whom they are held, nor are they available to any family with whom the child lives. The interest that accrues on the balance held in trust is similarly unavailable.

           

Such funds become available only when OCS actually releases the funds to the child or to the child's parent or legal guardian. Treat the release of trust funds as a conversion from an unavailable to an available resource. 

           

The interest posted to the trust account in the same month that the trust is released is available income in the month it is posted.  Interest amounts posted for months before the month the trust is released count as a resource and not as income.

           

The caseworker will request verification of released PFD trust funds by sending an email to DPAPolicy@alaska.gov.  Verification requests will include the case name, case number, mother's name if different from case name, and the child's name, birth date, and social security number.  A Policy and Program Development Team staff person will contact the OCS to obtain the information.

           

The portion of the released funds that represents PFD money is considered PFD funds and is subject to PFD Hold Harmless coverage if it causes the household to exceed the resource limit.  Released funds originating from any other source are not eligible for Hold Harmless coverage.

           

An individual whose PFDs are held in trust by OCS and released to the individual may receive up to four months of Hold Harmless benefits regardless of the end of  the state fiscal year.

           

Click on the following link for an example:

PFD’s for Children in Custody

 

 

605-7 F  PFD AT APPLICATION

 

When processing initial applications and recertification’s on or after September 1 and before authorizing Food Stamp benefits for October and subsequent months, caseworkers will query the household and check the PFD Interface (via the EIS INME menu) to determine if any household member expects to receive a PFD.

 

If the household has received or expects to receive PFD income, the caseworker will count the PFD money as income for the month of receipt or expected month of receipt, reduce the Food Stamp benefits or deny or suspend the Food Stamp benefits for that month, and issue PFD Hold Harmless benefits.  Caseworkers will query the household regarding the possibility of any retained PFD money and complete a resource determination.  If the household expects to retain PFD money that causes the household to exceed the resource limit, the caseworker will suspend or deny the Food Stamp benefits and issue PFD Hold Harmless benefits.  The household's resource eligibility must be redetermined before taking the case out of suspension and issuing Food Stamp benefits.

 

If the household does not expect to receive a PFD, the caseworker will determine the household’s eligibility for Food Stamp benefits, not PFD Hold Harmless. 

 

If the agency finds via the interface a family received a PFD when working an application, this information must be acted on. When the PFD interface shows the person’s PFD application status is “Eligible” but the person says they will not receive the PFD, the caseworker must give the person an opportunity to resolve this inconsistent information.  Caseworkers must verify the information before excluding the PFD income.

 

Note for Initial Applications:

If the household is ineligible for Food Stamp benefits for both the application month and the following month, a new application and interview is required before Food Stamp benefits can be issued following the issuance of PFD Hold Harmless benefits. 

 

Click on the following link for an example:

TA/FS/FM Combination Case

 

 

Expedited Service  

 

If a household is eligible for expedited benefits under Food Stamp Program policy, it is eligible for expedited processing of PFD Hold Harmless benefits. Households whose applications would have been worked within expedite time frames if they had not received PFD should still be worked within those time frames.  Verification that can be waived under expedite rules can also be waived for PFD Hold Harmless.  However, there are some differences when issuing the advance issuance payment for the 2nd month. 

 

Click on the links below to view processes:

Coding Expedite Cases on EIS

The “A” (Advanced) Issuance Code

Expedited Processing of PFD Hold Harmless Benefits

Expedited Service in the Second Month with Example

 

 

  1. Applicant Households: PFD Receipt Expected During the Application Month

 

The first month of the Food Stamp certification period is the first month the household is eligible for Food Stamp benefits.  When the household is ineligible for Food Stamp benefits for the month of application because of the PFD but eligible the next month, the first month of the certification period is the month the Food Stamp benefits begin, not the month the PFD Hold Harmless benefit was issued.

 

When an applicant household received or is expected to receive a PFD  Permanent Fund Dividendduring the month of application, process the first two months as follows:

 

    1. Application Month: Determine Food Stamp eligibility counting the PFDPermanent Fund Dividend as income.

 

 

 

Click on the following link for an Example:

PFD Spent in Application Month

 

    1. Month Following Month of Application:  Determine Food Stamp eligibility for the second month counting any additional PFD money the household expects to receive as income and any PFDPermanent Fund Dividend money the household expects to retain as a resource.

 

 

 

 

  1. Applicant Households: PFDPermanent Fund Dividend Receipt Expected During the Month Following Application

 

When an applicant household is expected to receive a PFDPermanent Fund Dividend in the month following the month of application, process the first two months as follows:

 

    1. Application Month: Determine Food Stamp eligibility for this month.

 

 

 

 

    1. Month Following Month of Application: Determine Food Stamp eligibility counting the PFDPermanent Fund Dividend as income.

 

 

 

 

  1. Applicant Households: PFDPermanent Fund Dividend Money Retained

 

When an applicant household has retained PFD money on the date of the interview that causes the household to exceed the resource limit, deny the Food Stamp application.  The total value of all resources on the date of the interview is used to determine the household’s eligibility.  See MS 602-2A(3).  

                         

Since Food Stamps were denied, a new application and interview is required before Food Stamps can be issued following the issuance of PFD Hold Harmless benefits.

 

Click the following link for the process:

Retained PFD Resource on the LIAS Screen

 

  1. Applicant Households: Setting the Food Stamp Certification Period

 

The Food Stamp certification period begins the first eligible Food Stamp month.

 

When the household is eligible for Food Stamps for the month of application, even for only a reduced Food Stamp benefit, the first month of the Food Stamp certification period is the application month, i.e., the first month.

 

When the household is ineligible for Food Stamps for the month of application due to PFD income, but eligible for Food Stamps the following month, the first month of the Food Stamp certification period is the month following the month of application, i.e., the second month.

 

Click the following link for an example:

PFD Garnisheed

 

When the household is not eligible for Food Stamps because retained PFD Permanent Fund Dividendmoney on the date of the interview causes the household to exceed the resource limit, the Food Stamp application is denied. The application is used to determine eligibility for PFD Hold Harmless benefits.

 

When the household is not eligible for Food Stamps for the application month and the following month due to PFDPermanent Fund Dividend income or retained PFD Permanent Fund Dividend money, the Food Stamp application is denied.  The application is used to determine eligibility for PFD Permanent Fund DividendHold Harmless benefits.

 

Refer to MS 605-7C for policy on establishing certification periods at recertification.

 

 

605-7  G  PFD aT RECERTIFICATION

 

Eligibility for Food Stamps and PFD Hold Harmless benefits cannot extend beyond the end of the certification period if the household does not complete the Food Stamp recertification process.  The caseworker must ensure that all eligibility criteria are met, as PFD Hold Harmless benefits cannot continue unless PFD income or retained PFD money is the only cause for ineligibility.  Follow the recertification process at MS 604-2 during the PFD Hold Harmless suspension period.

 

The Food Stamp Recertification (X004) notice is sent automatically by EIS Eligibility Information Systemto households whose certification period ends during the PFD Hold Harmless suspension.

 

Households submitting recertification applications are required to report if they expect to receive PFDs in the first month of the new certification period.  These households are also required to report their resources, including retained PFD money.  

 

  1. If PFDPermanent Fund Dividend income causes the household to be ineligible, suspend the Food Stamp case andPermanent Fund Dividend determine eligibility for PFD Hold Harmless benefits.

 

  1. If PFD income causes the household to be eligible for a reduced Food Stamp allotment, issue the reduced Food Stamp benefit and determine eligibility for PFD Hold Harmless benefits.

 

  1. If retained PFD money causes the household to exceed the resource limit, suspend the Food Stamp case and Permanent Fund Dividend determine eligibility for PFD Hold Harmless benefits.

 

When the household is eligible for PFDPermanent Fund Dividend Hold Harmless benefits for the first month of the new certification period, Food Stamp benefits are suspended, not denied, and the certification period is established beginning this month.  The caseworker must determine the household’s resource eligibility for the subsequent month.  If the household continues to be ineligible for Food Stamp benefits because of PFD income or retained PFDPermanent Fund Dividend money, PFD Permanent Fund DividendHold Harmless benefits continue to be issued for up to a total of four months and must be within the same State of Alaska fiscal year.

 

Click the following links for examples:

PFD Plans for Spending

Recertification During PFD Month

Ineligible First Two Months of Recertification For Different Reasons

 

 

605-7  H  PFD FOR ONGOING CASES

 

  1. Ongoing Case Processing: PFD Permanent Fund Dividend Income

 

    1. When the household reports they expect to receive a PFDPermanent Fund Dividend in the following month, the PFD income is counted as income in that month.  Reduce the benefit or suspend the case only when timely notice of adverse action can be given.

 

 

 

Click on the following link for an example:

APA/FS Combination Case

 

    1. If the household reports they have received the PFD in a prior month or in the current month, it will not be counted in determining the household’s eligibility or benefits for subsequent months since it is not a continuing source of income.  

 

    1. If the household reports receipt of a PFD either on an application for benefits, or independently, the information must be acted on. 

 

    1. If the agency finds via the interface a family received a PFD when working an application for other benefits, this information must be acted on only if the application is approved.  This is because the household does not have to report the change unless the PFD causes the household’s income to go over the gross income limit.  If the application is approved, adjust the Food Stamp benefit.  If the application is denied, do not adjust the Food Stamp benefit since the change was not reported by the household.    

                       

Click on the following link for an example:

PFD Discovered Via Interface

 

 

  1. Ongoing Case Processing: PFD Resources

 

When the household reports PFD income, retained PFD money, or a new resource purchased with PFD money, the caseworker must review their case to determine if the retained PFD money will make the household resource ineligible for Food Stamps.

 

    1. Determine whether any of the retained money is exempt because the household member who owns it receives:

 

 

 

 

 

 

 

 

 

    1. If the retained PFD money cannot be excluded, but it does not cause the household to exceed the resource limit, the household is eligible for Food Stamp benefits.

 

    1. If retained PFD money cannot be excluded, and it causes the household to exceed the resource limit, suspend the Food Stamp case and issue PFD Hold Harmless benefits.

 

    1. If the household exceeds the resource limit because of a new resource purchased with PFD money, the Food Stamp case will be closed, following timely notice of adverse action. The household is not eligible for Food Stamps or PFD Hold Harmless benefits.

 

    1. If the household expects to continue to exceed the resource limit because of retained PFDPermanent Fund Dividend money after receiving four months of PFDPermanent Fund Dividend Hold Harmless benefits, the household is ineligible for both Food Stamps and PFDPermanent Fund Dividend Hold Harmless benefits.  Close the Food Stamp and PFDPermanent Fund Dividend Hold Harmless case effective the end of the month the fourth PFDPermanent Fund Dividend Hold Harmless benefit is issued.  Send timely notice of adverse action. These households may submit a new application for Food Stamps at any time.

 

NOTE:

If the information provided by the household does not allow the caseworker to determine the household’s countable resources and what portion of the resources are retained PFD money, the household must be asked for additional information. Direct contact with the household is the most efficient way to get the additional information. By speaking to a household member, the caseworker can gather the details needed to make the resource eligibility determination.

 

 

 

 

  1. Issuing Resource Hold Harmless on EIS

 

Retained PFD resources are entered on the LIAS screen only, using the PF and PX resource codes. 

 

Click on the following link for process:

Retained PFD Resource on the LIAS Screen

 

  1. Adding a New Member to the Household During PFD Season

 

    1. When Food Stamp Benefits Decrease

 

When a household with an ongoing case reports a new member moved   into their household during PFD season, the PFD interface should be checked for the new member only.  No adjustment is made to the amount of Food Stamp  benefits that were originally issued to the household. To determine the amount of the adjustment needed for the new member, a manual budget must be used to determine if the total benefit should increase or decrease.  When completing the manual budget, do not include PFD income for the new member.  Determine the difference between the amount of Food Stamp benefits that were originally issued and what the manual budget shows should have been issued.  Manual budget worksheets can be found in eForms. If the overall Food Stamp benefit decreases, benefits would not be adjusted unless the agency is within adverse action time frames.  If there is no adverse action time, the new member is added to the household the 1st of the month following adverse action.

 

Click on the following link for an example:

Adding a New Household Member During PFD – Decrease in FS Benefits

 

    1. When Food Stamp Benefits Increase

 

If the overall Food Stamp benefit increases, the difference should be issued in a PFD Hold Harmless payment. The payment is issued by adding a GA case on the APMA and then issuing the payment on the GABS screen.

 

Click on the following link for an example:

Adding a New Household Member During PFD – Increase in FS Benefits

 

    1. When PFD Hold Harmless Benefits Decrease

 

If adding a new member to the case would decrease the amount of the PFD Hold Harmless benefit, no action is taken in the first month.  The new member should be added to the case beginning the 1st day of the month following adverse action.

 

Click on the following link for an example:

Adding a New Household Member During PFD – Decrease in PFD HH Benefits

 

    1. When PFD Hold Harmless Benefits Increase

 

If adding a new member to the case increases the amount of the PFD Hold Harmless benefit, the difference should be issued as PFD Hold Harmless.

 

Click on the following link for an example:

Adding a New Household Member During PFD – Increase in PFD HH Benefits

 

 

605-7 I  PFD REPORTING REQUIREMENTS

 

Semi-Annual Reporting Households

 

Households assigned to semi-annual reporting are required to report receipt of the PFD only when it causes their gross monthly income to exceed the income limit. They must report this by the tenth of the month following receipt of the PFD. 

 

If the household reports they expect to receive a PFD, the PFD income is counted for the month of receipt only if the caseworker can give timely notice of adverse action.  The caseworker will ask the household if they expect to retain PFD money that will cause them to exceed the Food Stamp resource limit.

 

If the household reports they received the PFD, the caseworker will ask the household if they expect to retain PFD money that will cause them to exceed the Food Stamp resource limit.

 

If a household reports a change in resources such as retained PFD money or buying a new resource with the PFD, the caseworker will determine if the household’s resources exceed the Food Stamp resource limit.

 

The caseworker must look at the household’s resources to determine if the retained PFD money causes the household to be over resources.  If retained PFD money causes the household to exceed the resource limit, the household will be issued PFD Hold Harmless benefits. 

 

The household must be under the resource limit before returning to the Food Stamp Program.

 

Status Reporting Households

 

Households assigned to status reporting are required to report receipt of the PFD within ten days of receipt.

 

If the household reports they expect to receive a PFD, the PFD income is counted for the month of receipt only if the caseworker can give timely notice of adverse action.  The caseworker will ask the household if they expect to retain PFD money that will cause them to exceed the Food Stamp resource limit. 

 

If the household reports they received the PFD, the caseworker will ask the household if they expect to retain PFD money that will cause them to exceed the Food Stamp resource limit.

 

If a household reports a change in resources such as retained PFD money or buying a new resource with the PFD, the caseworker will determine if the household’s resources exceed the Food Stamp resource limit. 

 

The caseworker must look at the household’s resources to determine if the retained PFD money causes the household to be over resources.  If retained PFD money causes the household to exceed the resource limit, the household will be issued PFD Hold Harmless benefits.  This should occur infrequently since most status reporting households are categorically eligible.

 

 

605-7 J  RESUMING FOOD STAMP BENEFITS FOLLOWING ISSUANCE OF PFDPermanent Fund Dividend HOLD HARMLESS

 

When PFDPermanent Fund Dividend income or retained PFDPermanent Fund Dividend money no longer causes the household to be ineligible for Food Stamps, the PFDPermanent Fund Dividend Hold Harmless case is closed.

 

Households reporting they expect to spend their PFD money and will be under the resource limit are returned to the Food Stamp Program.  A new application is not required, except for application situations described in MS 605-7B.

 

 

605-7 K  INCORRECT PAYMENTS

 

Because of the interrelationship of the PFD Hold Harmless Program and the Food Stamp Program,  incorrect payment situations can occur:

 

  1. An incorrect amount of Hold Harmless or Food Stamp benefits are issued.

 

    1. When a household received only Hold Harmless or only Food Stamp benefits for a month and it is later determined that an underpayment has occurred, issue a supplemental payment.

 

    1. When a household received only Hold Harmless or only Food Stamp benefits for a month and it is later determined that an overpayment has occurred, document the overpayment in the case record, complete a claim determination form (GEN 95), and forward it to the Benefit Issuance and Recovery Unit.

 

  1. Benefits are issued from the wrong program.

 

    1. When a household is issued PFD Hold Harmless benefits instead of Food Stamp benefits, or Food Stamp benefits instead of Hold Harmless benefits, document the underpayment and the overpayment in the case record.

 

 

 

  1. Benefits are issued from both programs, in the wrong amounts.

 

    1. When a PFD Hold Harmless benefit and a Food Stamp benefit are issued for the same benefit month, there may be incorrect payments for both programs in that month.

 

    1. If the total amount of the benefits paid is correct but the PFD Hold Harmless was overpaid or underpaid and Food Stamps were overpaid or underpaid, document this in the case record. 

 

 

 

The Benefit Issuance & Recovery Unit

P.O. Box 110640

Juneau, AK  99811-0640

 

 

605-7 L  notice and hearing requirements

 

Timely and adequate notice policies apply to all actions related to the PFD Hold Harmless Program.  Ending the Hold Harmless period and resuming regular Food Stamp benefits requires only adequate notice.

 

Timely notice of adverse action (NOAA) is only required when we decrease the Food Stamp benefit during the certification period or close the Food Stamp case prior to the end of the certification period.

 

 

 

Refer to Addendum 10 for a complete list of PFD Hold Harmless EIS notices.

 

Households that receive Hold Harmless benefits have the same Fair Hearing rights that they would have under the Food Stamp or SSI programs.

 

Note:

The SSI program is not administered by the State of Alaska. However, state law provides replacement of SSI benefits an individual loses because of receiving or keeping PFD money.

See APA MS 433-3.

 

 

 

 

 

 

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2012-05 (12/12)