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BAM 300 12 of 14 THE CASE RECORD BPB 2026-016 7-1-2026

BRIDGES ADMINISTRATIVE MANUAL STATE OF MICHIGAN DEPARTMENT OF HEALTH & HUMAN SERVICES

Note: The incorrect issuance (OI) packet/tab is restricted to recoupment specialists only for entry and deletion. Obsolete Packet Paper, ECF Use this packet for information no longer in use and not essential for current eligibility. This includes forms documenting MDHHS actions which are immediately obsolete (such as, retro MA determination). Place the date the case record became obsolete on the case packet cover sheet prior to sending the material to obsolete files. Note: A purge anytime on or after date can be added on the cover sheet if known. Do not file evidence of ongoing recoupment, legal materials, or ini- tial asset assessment documentation in this packet. Establish a separate obsolete folder if this packet grows too large for the case record. Identify the folder by client name and/or case number and the word obsolete. Initial Asset Assessment Packet Paper, ECF Use this packet for documents and verification related to an initial asset assessment; see BEM 402. Such material includes: • Verification of the value of the couple's assets. • DHS-4574-B, Assets Declaration. • DHS-4585, Initial Asset Assessment and Asset Record. • DHS-4586, Asset Transfer Notice. • DHS-4588, Initial Asset Assessment Notice. Never obsolete materials in this packet. OTHER CASE RECORDS