Page 3

BAM 803 3 of 14 IRS DATA EXCHANGES BPB 2025-015 6-1-2025

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

CLIENT NOTICE FIP, SDA, MA and FAP One notice is sent which includes each source of income that is reported for the recipient. The number of pages mailed to the group is shown at the top of each notice (such as page 1 of 3). Each notice contains the following information: • Recipient-identifying information. • Name and address of third-party source reporting the income. • Type and amount of income reported. • Tax year for which the income was reported. • Instructions to submit verification to his/her specialist. The notice also informs the client that failure to provide the required information may result in benefit denial, reduction or closure. SPECIALIST PROCESSING OF IRS MATCHES FIP, SDA, MA and FAP Upon receipt of a task/reminder indicating a match notice was sent, take the following actions: 1. Request the client return all supporting verification. 2. When the client returns the notice, determine if additional verifications are needed. If so, have client sign the DHS-20, Verification of Assets, to allow for release of information from the institution on the notice. 3. If a notice is returned to the local office: • Send the form to the designated staff person (DSP) for logging and destruction. • Document in the case record any actions taken regarding the notice. Note: If the specialist, rather than the client, completes the name and/or address of the institution on any document pertaining to the IRS match, it must be sent to the DSP to be logged and destroyed.

loading…

Page 3

Official source

BAM 803 3 of 14 IRS DATA EXCHANGES BPB 2025-015 6-1-2025

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

CLIENT NOTICE FIP, SDA, MA and FAP One notice is sent which includes each source of income that is reported for the recipient. The number of pages mailed to the group is shown at the top of each notice (such as page 1 of 3). Each notice contains the following information: • Recipient-identifying information. • Name and address of third-party source reporting the income. • Type and amount of income reported. • Tax year for which the income was reported. • Instructions to submit verification to his/her specialist. The notice also informs the client that failure to provide the required information may result in benefit denial, reduction or closure. SPECIALIST PROCESSING OF IRS MATCHES FIP, SDA, MA and FAP Upon receipt of a task/reminder indicating a match notice was sent, take the following actions: 1. Request the client return all supporting verification. 2. When the client returns the notice, determine if additional verifications are needed. If so, have client sign the DHS-20, Verification of Assets, to allow for release of information from the institution on the notice. 3. If a notice is returned to the local office: • Send the form to the designated staff person (DSP) for logging and destruction. • Document in the case record any actions taken regarding the notice. Note: If the specialist, rather than the client, completes the name and/or address of the institution on any document pertaining to the IRS match, it must be sent to the DSP to be logged and destroyed.