Case Transfers Between CalWORKs Employment Services (CWES) Offices

When it has been determined that a case transfer is required, the “Contact-Action Summary Case Transfer” (SCD 163T) must be completed. This form may be used upon receipt for transferring cases between offices and workers, including exempt and post-aid services caseloads.

The SCD 163T is an online (DEBS Forms Library) form that identifies key areas, and identifies the primary action and CalWIN status of the client. Some fields have drop-down values that are highlighted for selection. The following area/sections are included on the form:

• CalWIN Case #
• Sending and Receiving office - has a drop-down menu to select office
• Client Name, Social Security Number, Worker Number, Second Parent Name and the Second Parent’s Social Security number.
• WTW Registration Status - has drop-down menu to select status
• Cash Aid Status and Discontinuance/Date
• Orientation/Appraisal Date, OCAT Date, and OCAT Bank, if applicable
• Exemption Reason with start/end dates- has drop-down menu to select reason
• WTW Activity - (list of 4 areas for activity with start and end Dates) - has drop-down menu to select activity(ies)
• Noncompliance Status
• Time Limit Balance (48-month TOA)
• Supportive Services
• Transportation - includes authorization dates
• Ancillary
• Child Care - includes authorization dates and drop-down menu for Denied/Declined reason and Child Care Type
• Client Correspondence, and Overpayments if applicable
• Comments section
• Case Transfer information, including drop-down menu for other offices and caseloads, such as Post-Aid Services and Exempt caseloads

Refer to CWES Bulletin 06-13 for instructions on completing form SCD163T.