Receipt of SAR 7s

When a SAR 7 is received, clerical scans the SAR 7 to CalSAWS and to Imaging with any attachments. The SAR 7 is then discarded and the attached original verifications are returned to the client. An alert is sent to the EW of record that a SAR 7 for the case has been received.

Note: Since the SAR 7 is signed under penalty of perjury, faxed SAR 7s are acceptable. If questionable, follow-up by requesting the original SAR 7.

SAR 7 Not Received by the 11th of the Month

When the SAR 7 is not scanned or recorded as received by the 11th of the month, benefits will be put on hold.

If the case discontinues due to non-receipt of the SAR 7, the appropriate X NOA must be sent to the client.

EWs must contact the client after sending the X NOA, to remind them about completing the SAR 7. EWs may either send a text to the client (using Message Media) or call them by phone as a reminder.

If the EW is successful in reaching the client, they must attempt to collect the information needed to complete the report, except for signing the report, on behalf of the client. If necessary, the EW must also collect a wet or electronic signature, including telephonic signature, to ensure the SAR 7 is complete.
If the EW is not successful in reaching the client or collecting the information necessary to complete the report, they must document in the case record that an attempt was made to contact and collect the necessary information to complete the report.

Important: EWs must follow the "Message Media Scripts" when sending a text or leaving a voice mail for the client.

When the case has been discontinued for failure to return the SAR 7, and a SAR 7 is later received, the EW must restore the case.

If the client does not provide an acceptable SAR 7 by the end of the Submit Month, the case will remain in discontinuance status.

Receipt of SAR 7s

SAR 7 Not Received by the 11th of the Month

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