107.602 AMR Filing and Recording

The CAO must distribute the AMR as follows:

Original copy of the AMR is given to the individual.

One complete copy with signatures should be scanned and imaged to the case record.

NOTE : This includes any AMR updated and sent to the individual for signature and return. An AMR mailed to the individual must be completed, signed and dated and returned within 30 days from the date of the CAO signature on the AMR. A signature is required to verify that the individual is complying with all AMR activities.

One copy for the Service Delivery Area (SDA) for persons who are participating in a contracted program.

One copy for the Employment and Training Unit (optional).

When the AMR is completed by phone, sent for signature and then returned to the CAO, by mail, fax, or electronically, with the person’s signature and initials in the appropriate sections:

Scan the signed AMR to the case record.

E-mail a copy to the contractor, if applicable.

Mail the signed AMR back to the person, if returned by mail.

If the person returns the completed AMR by fax, e-mail, or through imaging, there is no need to return the form, since they have kept the original document.

When the AMR is completed by phone with Telephonic Signature

The CAO can receive an individual’s oral attestation of the AMR information, including the individual’s signature, over the phone. The CAO will narrate that the individual’s identity was verified using the last four digits of the Social Security Number, Date of Birth, Address, and phone number. The CAO will document the oral attestation on the AMR and in the case narrative to show that the individual has orally signed and initialed the appropriate sections of the AMR.

The narrative must state the following:

“[Applicant/recipient’s name] has orally signed the AMR and orally attested to:

Understanding their responsibility – page 1

Their plan – pages 2 and 3

Their rights, good cause, and the acknowledgement statement – page 3

Their acknowledgement of penalties – page 4.”

Completing an AMR through DocuShare and mailing locally, the CAO will:

Read and review each AMR section with the applicant/recipient. If the AMR is completed in a non-English language, the CAO will read the AMR sections to the individual through an interpreter.

Enter “oral signature” in each initial/signature section.

Scan the orally signed AMR to Imaging.

Send the orally signed AMR to the applicant/recipient.

Send the orally signed AMR to the work contractor if applicable.

Enter the oral signature narrative provided above. If the AMR was completed in a non-English language, the narrative must also include that the oral signature process was explained to the applicant/recipient through an interpreter.

Completing an AMR through the Electronic Client Information System and mailing centrally, the CAO will:

Read and review each AMR section with the applicant/recipient. If the AMR is completed in a non-English language, the CAO will read the AMR sections to the individual through an interpreter.

In the Agency Assistance and Referrals block of the AMR enter “The individual is orally signing and initialing this document during the telephone interview on (DATE)”.

Save orally signed AMR as a Portable Document Format (PDF) to be scanned to the record and sent to the work contractor, if applicable.

Send orally signed AMR centrally to applicant/recipient.

Enter the oral signature narrative provided above. If the AMR was completed in a non-English language, the narrative must also include that the oral signature process was explained to the applicant/recipient through an interpreter.

If the individual or other household members opt out and choose to complete the AMR by mail, it must be returned within 30 days from the date of the CAO signature on the AMR. Their decision to complete the AMR by mail must be narrated. If not returned within 30 days, the applicant/recipient who failed to complete the AMR is ineligible for TANF. In ETANF cases, the entire household is ineligible if the applicant/recipient fails to complete the AMR.

It is important that the CAO follow this procedure in detail. If there is an unsigned AMR in Imaging that is not annotated as orally signed and/or the narrative is missing, this will result in a quality control error and a possible overpayment for the household.

An individual with Limited English Proficiency (LEP) should be provided two copies of the AMR, one in English and one in the preferred language of the person. The English copy may be needed for E&T contractors or others who assist the person, as well as for the CAO. Both AMRs should be scanned and imaged to the case record. Please note that currently there are translations of the AMR template in Spanish , Russian , Vietnamese , Chinese , Nepali , Swahili , Arabic , French , Ukrainian , Haitian-Creole , Dari , Pashto , Turkish , Farsi , Burmese , Albanian , and Cambodian in DocuShare .

OPS210201 Limited English Proficiency (LEP) Resources and Procedures

If an existing AMR is updated, the CAO must give the individual a copy of the updated AMR.

The case record narrative should state that the AMR was completed, explain the plan for the person to report changes, meet goals, and include any other information to help with follow-up activities . It is not necessary to repeat the activities and tasks listed on the AMR.

After the AMR is completed, the CAO caseworker must make sure that future case record narratives include the following :

Track the progress of the person.

Note when follow-up contacts occur.

Note that supportive services or a good cause waiver for domestic violence are included on the AMR.

Note that changes or additions to the plan were made; and

Clearly establish any basis for adverse action if the person fails to participate in the activities listed on the AMR.

Updated August 28, 2025; Replacing April 29, 2025