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BAM 300 5 of 14 THE CASE RECORD BPB 2026-016 7-1-2026

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

• The most recent assistance application such as MDHHS-1171, any program specific supplement form(s), Filing Form, completed DHS-2063B, Food Assistance Benefits Redetermination Filing Record, if returned. These forms must remain in this packet as long as the case is open. If the case closes and reopens, move these forms to the obsolete packet. • Copies of all materials used at the most recent case opening (except vital statistics-related materials). Group these by type (such as: asset-related). Other than income verification, keep these in this packet as long as the case is open. If the case closes and reopens, move any material no longer relevant to the obsolete packet. The application form used in the most recent redetermination. File it in the obsolete packet when it is no longer current. Documentation of client contacts from home calls or office visits relating to current eligibility. Move docu- ments no longer related to current eligibility to the obsolete packet. • Copies of all materials used in the most recent eligibility determination (such as: member add, redetermination) except documents filed in the vital statistics packet. Group these by type. • Copies of all documentation of budgetary needs unless stored in Bridges. Move these to the obsolete packet when no longer current. • Current income documentation. Move documentation to the obsolete packet when no longer current. • Copies of all documentation regarding audits or correspondence with The Quality Assurance Division. • All documentation pertaining to direct supportive services. • Place FIP/SDA worksheets showing an ongoing recoupment amount in the obsolete packet when recoupment is complete; see incorrect issuance packet in this section. • Place FIP/SDA worksheets showing an:

Overpayment amount in the overissuance packet/tab.

Underpayment amount in the eligibility packet. Underissuance: