CalWORKs Policy - Department of Public Social Services

If the case is a CalWORKs/Medi-Cal case, does
the restricted account exemption extend to the
Medi-Cal case?
Yes. The account is also exempt for Medi-Cal
purposes as long as at least one person in the
CalWORKs cases is in the Medi-Cal Family Budget
Unit (MFBU). This is true as long as the account is
maintained within the restricted account rules set
out in CalWORKs policy.
NOTE:
If the above family applied for Medi-Cal
only, the account would not be exempt for
Medi-Cal property purposes.
When a parent who established the restricted
account is removed from the AU due to time
limits, is the account still exempt?
Yes. The account remains exempt even after the
parent is removed from the AU due to time limits.
CW 89-130(b) – Written
Agreement
Is the participant required to sign an
agreement?
Yes, the EW must review the CW 86 (out of
drawer), Agreement – Restricted Account
CalWORKs Program, with the participant to ensure
that he/she understands the restricted account
rules and the penalties that may occur.
If there is a family emergency, can the money
be withdrawn from the restricted account?
Before starting a restricted account, the participant
should have cash and other resources to pay for
unexpected expenses. The money cannot be used
to pay for emergencies, not even when the
emergency is due to a death or life-threatening
situation.
CW 89-130(g) – Qualifying
Withdrawal
Once the funds have been withdrawn from the
account, how much time is allowed to spend
the funds?
The participant is allowed 30 calendar days from
the date of the withdrawal to spend the funds for
one or more of the allowable expenses.