Collections

Requests for a Recovery Account

Requests to edit, void, terminate, suspend, refund benefits, or issue a Notice of Action related to a recovery account may be requested from the State, the Department of Tax and Collections (DTAC), or staff from within the Social Services Department (i.e., Appeals, CATS, or Program).

CalSAWS Entries

Refer to CalSAWS Job Aids (JAs). JA: Accounts Excess Recoupments/Offsets for instructions on how to issue a full Supplement and  JA: Recovery Accounts-Transaction Transfer/Refund for instructions on how to update or revise the Recovery Account requests and how to issue refunds and expungements.

To issue a partial supplement, refer to Chewable Byte CB 2023-80: How to Issue a Partial Supplement for an Over-Collected Recovery Account.

 

Assignment of Recovery Account-Requests

If a Recovery Account was Created by an...	The Task is Assigned to...
IEVS Eligibility Examiner (EE)	The IEVS EE who created the Recovery Account.
Eligibility Worker (EW)	The EW who is assigned to the program or the district office that last had the program whether the program is denied, discontinued, or unassigned.

 

When the Recovery Account is created by an EW, review the program status for Task assignment in the chart below. 

 

If the Program Status is...	Then...
Active and Assigned	Assign the Task to the current EW.
Active and Unassigned Discontinued or Closed	Contact the district office Task assignment Point of Contact (POC) for review and assignment.

 

Note: The task will be assigned to the office that last had the program if the current office does not process the program related to the Recovery Account.