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Wisconsin Department of Children and Families Wisconsin Works (W-2) Manual |
All applicants must meet both nonfinancial and financial eligibility criteria to be considered eligible for W-2 services or a JAL.
There are two exceptions:
Minor parents are eligible for case management services regardless of income or assets.
Participants in a CMF or CMF+ placement do not have to meet the financial eligibility requirements to be eligible for ongoing case management services.
W-2 financial eligibility is determined by both a gross income test and an asset test.
When testing prospectively for income and assets (see 3.2.2.1), the FEP must not combine months of income ineligibility and months of asset ineligibility to create two consecutive calendar months of financial ineligibility.
EXAMPLE:
February:
While participating in a CSJ, Judy receives $5,000 as a legal settlement on February 11 and reports this to her FEP on February 12.
Judy’s FEP enters the initial settlement as income in February and uses the bank statement Judy provides as verification.
March:
At Judy’s next appointment on March 15, Judy indicates that she spent $2,200 of the settlement in February and plans to spend the remainder in March.
Judy’s FEP enters the remaining $2,700 as an asset in March.
April:
Judy confirms on April 6 that she spent the remainder of the settlement and provides another bank statement as verification.
Judy is again under the income and asset limits for W-2 and remains eligible for her CSJ placement as she didn’t exceed either the income or asset limits for two consecutive months.
Month |
Event |
Income Limit |
Asset Limit |
Eligibility Status |
February |
Judy receives a legal settlement of $5,000 |
Over |
Under |
Eligible |
March |
Judy spends $2,200 of the settlement and has $2,700 remaining |
Under |
Over |
Eligible |
April |
Judy confirms the settlement was spent |
Under |
Under |
Eligible |
History:Release 23-07; Release 16-01.