ADDING an Authorized Representative or Protective Payee User Guide (SNAP and TA)

For applications, start on Step 1

For active cases, outside of the controlled flow, start on Step 2

Step 1

For applications:

• • When a Representative signs a SNAP or Temporary Assistance Application instead of the applicant:
    • Enter Y on Application Detail (FM17) in the Authorized Rep field
      • This causes Representative Detail (FMJG) to appear in the application controlled flow after the Eligibility Unit Member Role (EUMEMROL/FM3Z)
  • When the applicant and the representative both sign the application:
    • Enter N on Application Detail in the Authorized Rep field
      • Representative Detail (FMJG) does not appear in the application flow
    • Fastpath to Representative List (AUTHREP/FMJ1) after application is registered
  • Go to Step 3

Step 2

For active cases, outside of the controlled flow:

• • Fastpath to FAMIS Program Participation (FAMISPAR/FM0D)
  • Type in the participant’s Social Security Number (SSN) or DCN in the corresponding field and press Ctrl
  • Type an S on the Com line in front of the EU you are working on
  • Fastpath to Representative List   AUTHREP(FMJ1)
  • Continue to Step 3

Step 3

On   AUTHREP (FMJ1):

• • Prompt in the SCN field, to select the SCN, if it is blank
  • Prompt in the DCN field, if it is blank
  • Prompt in the Sub Program field and select:
    • SNAP (FSP)
    • Temporary Assistance (TAC)
  • Press F14=ADDREP to move to   Representative Detail (FMJG)

Step 4

On   Representative Detail (FMJG)

• • If the Representative is an individual, tab to the DCN field and prompt to search for the representative’s DCN and assign a DCN if one does not exist. Follow the DCN Guide to do a complete search.
    • When you locate or assign a DCN press F6=FAMIS to return the DCN to Representative Detail

Note: Always assume the person you are looking for has a DCN.

• • If the Representative is a Provider or an Organization, tab to the DVN field and prompt to search for the Departmental Vendor Number (DVN)
    • Tab to the Resource field and type PRO (Provider)
    • in the DVN field or prompt out and use Search for a Provider (PRO) in Resource field Directory to search for the DVN
    • In the Name field begin typing the name of the provider
    • In the View field type A
    • Select the provider and ensure the information is accurate

Note: If DVN needs updated or created, see DVN Guide for instructions

• • Prompt in Representative Type and select the correct code
  • Prompt in Representative Role and select the correct code
    • APP for:
      • SNAP (FS)
      • Temporary Assistance (TA)
    • BTH
      • Allows Authorized Representative to make SNAP application and access benefits for the participant
      • Authorized Representatives receive their own EBT card for the participant
      • Only one Authorized Representative per case can have status of BTH
  • Prompt or type the correct code in Identity Verification

Note: HC is required for SNAP, TA and OA representatives

• • Phi Permission granted (Y/N):
    • Type Y in Phi Permission, if Section 2 of the IM Authorized Representative (IM-6AR) is complete and signed, or if the appointed Representative is a spouse, attorney, attorney-in-fact, guardian, conservator, or court appointed public administrator
    • Type N in Phi Permission if Section 2 of the IM-6AR is not signed and the Representative is not a spouse, attorney, attorney-in-fact, guardian, conservator, or court appointed public administrator

Note: N does not prevent mail from being sent to Primary Representatives

• • If the appointed representative has a disqualification, ask the participant if they want to use that person as the Representative
    • If the EU answers yes, enter Y in Fraud Exception (Y/N) and press CTRL
    • If the EU answers no and does not wish to designate anyone else as the authorized representative, no further action is necessary
    • If the EU answers no, but wishes to designate a different authorized representative, send a new IM-6AR to the participant

• • Type the date IM-6AR, or other documentation was received, appointing the Representative in Begin Date

• • Type the Representative’s mailing address in the Address fields (required)
  • Type all Phone Numbers and corresponding Types provided by the Representative (at least one phone number is required)

• • Press CTRL

Step 5

Press F15=EBT to look at the EBT Card Disbursement (EBTU) screen

• • If any information is not correct on EBTU, please submit a request through the EBT handoff so changes can be made
  • Press F8=RETURN to return to AUTHREP

Step 6

Press F18=COMMENT to record Representative information which is not recorded on screens and verification including requests made through EBT Hand Off button

• • If applicable, include details about contacting the EU for a fraud exception

Step 7

If multiple Representatives are appointed, press F10=CLEAR to add another Representative following Steps 4-6

Step 8

If in the application controlled flow, press F9=FLOWFWD once all Representatives are entered