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SAR 7 Processing
For CalFresh purposes the following definitions will be used:
Verification
This means obtaining the original or a photocopy of the actual document for the case record; i.e., SS card, pay stub, rent receipt, PG&E bill, award letters, etc.
Documentation
This means recording the information from the document that has been viewed and decisions made regarding eligibility determinations and allotments; i.e., residency determination, income determination, SUA determination, etc.
SAR Data Month [63-508.2]
The SAR Data Month is the month for which the household reports all information necessary to determine eligibility. The SAR Data Month is the fifth month of each semi-annual period.
SAR Submit Month [63-508.2]
The month in which the SAR 7 is required to be submitted to the county. This is the month after the SAR Data Month, and it is the sixth month of each semi-annual period.
SAR Payment Period [63-508.2]
The period in which benefits are issued. The SAR Payment Period is the six-month period immediately following the SAR submit month. This is the six month period after the BDA, RC, or submittal of the SAR 7.
Extended Filing Date
In semi-annual reporting, this is the first working day of the payment period.
It is the final date by which a household must submit a complete SAR 7, including all required verification, without termination of eligibility.
| DATA | SUBMIT | PAYMENT PERIOD |
| MONTH | MONTH | 1st MONTH |
| Extended filing date: 1st working day, after the last day of the Payment Period. |
Termination (Discontinuance) [63-508.63]
A semi-annual reporting household must be discontinued from participation in CalFresh if:
- A change in household circumstances makes the household ineligible.
- The household fails to submit a complete SAR 7 by the extended filing date.
- The household fails to comply with a nonfinancial eligibility requirement, such as registering for work.
- The household requests termination.
A household which fails to provide information/verification that is NOT REQUIRED on the SAR 7 MAY NOT be terminated. When this happens and eligibility is questionable, the household must be notified, using the “Request for Information” form, of the verification required or actions it must take to clarify the household’s unclear circumstances. If the household does not respond within the ten-day timeframe, or refused to provide sufficient information to clarify its circumstances, CalFresh benefits are to be terminated for failure to provide information as soon as a timely Notice of Action can be issued.
A SAR 7 is received without verification of earnings. This verification is required for a complete SAR 7 and a “NA 960Y SAR” discontinuance notice must be sent.
Note: Do not send a NA 960 Y SAR (Y-NOA) after a NA 960 X SAR (X-NOA) has been sent to the client. Send a CW 2200 requesting the missing or incomplete information.
A SAR 7 is received showing that the household has opened a new bank account. None of the information needed to determine the value of the bank account is given. This information is not required for a complete SAR 7 and benefits MAY NOT be discontinued. For this reason, the EW must send a “Request for Information” letter to the household requesting the information needed to determine the value of the bank account allowing the household at least 10 days to provide it. If the household does not respond by the due date, the EW must then send a timely (10-day) NOA to terminate the household’s CalFresh benefits for failure to provide information.
Related Topics
Semi-Annual Reporting (SAR) Households