Chapter XVI: Portability


Section G: File Procedures

  • The documents required in the Permanent Section of the participant file for an absorbed or administered incoming portability case are the:
    1. Verification of Disability (MSHDA-16),
    2. Briefing Packet (MSHDA-145),
    3. Citizenship Verification (MSHDA-214),
    4. Proofs of birth,
    5. Proof of Social Security number,
    6. Portabiity Packet.
  • The PC maintains all copies of the active outgoing portability files and all relevant correspondence. When the outgoing portability case is inactive, the files must be sent to the Records Center for retention and disposal according to Record Center policy.
  • For incoming administered portability cases, the permanent file will be maintained by the PC.