Appendix C: Guidelines for Budget Alignment

The following are general guidelines to follow when aligning budgets within case records:

 

IF

AND

THEN

1.    There are multiple open budgets    The budgets are being aligned    Align to the program with the earliest SAR/renewal date
2.    There is any open budget in the case    An application is received for another benefit    Align the new budget SAR/renewal to the existing open budget
3.    There are multiple open budgets    An application is received for another benefit    First align the existing budgets following #1 above.  Then align the new budget following #2 above.
4.    There is an open MA and/or SNAP budget    An application is received for Cash Assistance    At the Cash Assistance application interview, gather information needed to complete renewal for all budgets.

 

 

 

Reviewed April 10, 2026, replacing June 16, 2015