8300, Miscellaneous Information and Requirements

Revision 10-1; Effective September 27, 2010

8310 Simultaneous Transfer of Program Provider and FMSA

Revision 22-2; Effective May 1, 2022

If an individual/LAR wants to transfer to another program provider and to another FMSA, the SC, the LIDDA and the transferring and receiving program providers must follow the steps in Section 8600, FMSA Transfer and Changing Service Delivery Option, Section 8400, Program Provider Transfer Involving One Local Intellectual and Developmental Disability Authority (LIDDA), or Section 8500, Program Provider Transfer Involving Two Local Intellectual and Developmental Disability Authorities (LIDDAs), at the same time using one Form 3617, Request for Transfer of Waiver Program Services. 

8320 Form 3617 and Instructions

Revision 10-1; Effective September 27, 2010

Form 3617, Request for Transfer of Waiver Program Services, is used to document transfer information. The persons required to complete portions of this form must do so in accordance with the instructions

8330 Reserved for Future Use

Revision 22-2; Effective May 1, 2022 

8340 Verification of Guardianship

Revision 22-2; Effective May 1, 2022

To prevent a delay in the authorization of a transfer, the SC must determine whether an individual has a legal guardian and verify that guardianship information is correct in the HHSC data system.

  • If the individual has a current legal guardian listed in the HHSC data system, then all forms must be signed by the guardian.
  • If the individual does not have a legal guardian listed in the HHSC data system, then all forms must be signed by the individual.
  • If the guardian listed in the HHSC data system is not current, the SC should obtain signatures of both the individual and the person listed as guardian, until appropriate steps can be taken to update guardianship information. 

8350 Transfer Process Checklist

Revision 10-1; Effective September 27, 2010

When completing transfer activities, the SC may use the Transfer Process Checklist

8360 Contacting HHSC

Revision 22-2; Effective May 1, 2022

The LIDDA may, at any time during the transfer process, consult with HHSC PES if the LIDDA encounters problems completing the process.

The SC must consult with HHSC PES when a program provider does not submit required documentation within the time frames described in this section.