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How to Streamline Verification of Eligibility for Medicaid and SNAP | Center on Budget and Policy Priorities

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This toolkit provides resources for advocates and state agencies seeking to streamline the eligibility verification process for Medicaid and SNAP. Federal law requires the state and county agencies that administer Medicaid and SNAP to verify that a client is eligible before approving or renewing benefits. An agency may have to verify eligibility factors such as income, household size, assets, and citizenship or immigration status. There are three main methods of verification: obtaining client statements (known as self-attestation), accessing data from other agencies or commercial entities, or requiring the client to provide additional documentation. In many cases, agencies can rely on a combination of client statements and available data sources to confirm eligibility factors without requiring additional documents from the client. This has several benefits: Federal Medicaid and SNAP regulations lay out the factors that must be verified, what sources can be used, whether self-attestatio

Toolkit Health July 18, 2024 How to Streamline Verification of Eligibility for Medicaid and SNAP Table of Contents Section 1: Executive Summary Section 2: Federal Verification Requirements Section A: Medicaid General Principles in Medicaid Medicaid Applications Medicaid Renewals Section B: SNAP General Principles in SNAP SNAP Applications SNAP Periodic Reports and Other Changes SNAP Recertifications Section 3: Data Sources to Verify Eligibility Section A: Accessing Data Sources Section B: Federal Data Sources Section C: State Data Sources Section D: Commercial Data Sources Section 4: Streamlin

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