TX HHS Form H1060. Case Preparation Guide

Form H1060, known as the Case Preparation Guide, is an internal review and eligibility verification tool used by Texas Health and Human Services staff during case certification, recertification, and special reviews. The guide helps ensure that household composition, income, resources, and eligibility factors are thoroughly reviewed and that no required follow-up actions are missed before a case decision is made.

Purpose of Form H1060

The primary purpose of Form H1060 is to guide eligibility workers through a structured review of a household’s circumstances. Rather than serving as an application, this form functions as a checklist to verify that reported changes have been evaluated, inconsistencies resolved, and eligibility correctly determined.

The guide supports accurate benefit decisions and helps prevent errors related to income, household members, or resources.

When This Form Is Required

Form H1060 is used during case processing activities, including:

• Initial eligibility certification reviews
• Recertifications or renewals
• Special reviews triggered by reported changes
• Follow-up actions after inconsistencies are identified

This form is not used by applicants or clients and is not required outside of internal case preparation or review.

Who Completes the Form

Form H1060 is completed by eligibility specialists, caseworkers, or other authorized staff responsible for determining or maintaining eligibility for assistance programs. Clients do not complete or submit this form themselves.

Explanation of Key Sections

Pending Actions and Reported Changes

The first section focuses on whether any reported changes are pending action. This includes changes in household composition, address, income, or expenses since the last certification. Workers must verify that all changes have been acted upon.

Household Composition Review

This section confirms whether household members have changed and whether mandatory household members, such as parents, siblings, stepparents, or minor parents, are correctly included.

Income and Employment Review

Several questions guide staff through income verification, including:

• Changes in income amount or source
• Loss of income and verification of termination dates
• Employment status of household members age 16 or older
• Pending unemployment or workers’ compensation determinations

Work Registration and Exemptions

This section checks for inconsistencies between case records and work registration or employment service codes, ensuring exemptions are correctly applied.

Elderly, Disability, and Benefit Eligibility

Staff review whether household members may qualify for benefits such as VA, RSDI, or SSI and whether any determinations are pending.

Contributions and Expenses

This section examines whether friends or relatives contribute to household expenses and whether reported expenses approach or exceed income, which may require additional review.

Resources Review

The final section focuses on changes to household resources, such as bank accounts, vehicles, or property, to ensure eligibility remains accurate.

Practical Tips for Caseworkers

• Address each question thoroughly rather than skipping familiar sections.
• Verify changes with documentation when required.
• Follow up promptly on pending benefit determinations.
• Document explanations clearly in the comments section.

Common Errors Identified Through This Guide

• Unreported household members or income sources
• Outdated employment or resource information
• Missed follow-up on pending determinations
• Incorrect application of work exemptions

Legal and Regulatory Context

Form H1060 supports compliance with Texas Health and Human Services eligibility rules, which require accurate verification of household circumstances before benefits are approved or continued. Proper use of this guide helps ensure program integrity and fair benefit determinations.

Real-Life Use Examples

• An eligibility worker reviews a case after a reported income change.
• A special review is conducted due to conflicting employment information.
• A recertification requires verification of household members and resources.

Documents Commonly Referenced with This Form

• Income verification documents
• Employment records or termination notices
• Benefit determination notices
• Resource verification statements

Frequently Asked Questions

Is Form H1060 filled out by clients?

No, it is used internally by eligibility staff.

Does this form determine eligibility by itself?

No, it guides the review process but does not replace eligibility calculations.

When is a special review code used?

When additional review is needed due to reported or suspected changes.

Are comments required?

Comments are used to document findings or follow-up actions.

What happens if issues are found?

Staff must take corrective or follow-up action before finalizing the case.

Is this form retained in the case record?

Yes, it may be retained as part of internal documentation.

Related Forms

• Form 1000-B
• Form 1058
• Eligibility Worksheets
• Income and Resource Verification Forms

Form Details

• Form Name: Case Preparation Guide
• Form Number: H1060
• State: Texas
• Revision Date: January 1998