4.2.1  Requesting Information from Third Party Sources

4.2.1.1 Requesting Confidential Information

 

While an applicant or participant has primary responsibility for obtaining verification, a W-2 agency has statutory authority [s. 49.143(5)] to request information from any person it deems appropriate and necessary for the administration of W-2.  By signing the Wisconsin Works (W-2) and Related Programs Application (2471) form, the individual is acknowledging that the agency may request information from a third party unless the information is considered confidential.

Cooperation of the third party is expected within 7 working days of the agency’s request.  The W-2 agency may extend the 7 working day time limit if it is unduly burdensome.  The statute does not provide for compensation for the third party.  

Applicants and participants must not be penalized when a third party fails to cooperate with a verification request.  The FEP must not delay eligibility determination while waiting for information from a third party.  Instead, the FEP must use the best available information, including consulting with appropriate agencies at the time of application.  Eligibility must be reassessed when information from third party sources is received.

During the application process, the FEP may refer the applicant for screenings or assessments, some of which require information from a third party source.  However, referrals for screenings and assessments are not eligibility requirements and are therefore not subject to verification time lines discussed here. (See 5.1.1.2)

 

4.2.1.1 Requesting Confidential Information

When requesting confidential information, the FEP must use the Authorization for Disclosure of Confidential Information form (10779). This form meets federal and state requirements for the confidential release of information from treatment providers, including AODA treatment, mental health treatment, domestic violence counseling, HIV/AIDS, and medical conditions.

 

 

History: There are no previous versions of this policy.