Article 1.5 - Access to Franchise Tax Board Information

California Welfare and Institutions Code — §§ 11025-11026.5

Sections (3)

Amended by Stats. 2004, Ch. 183, Sec. 377. Effective January 1, 2005.

(a)The State Department of Social Services and the State Department of Health Services shall utilize the records of the Franchise Tax Board to match unearned income against reported income of applicants for and recipients of aid or public social services under this division. The matching information shall then be forwarded to the appropriate county welfare department for use in determining the eligibility of, and proper grant amount for, applicants for, and recipients of, aid or public social services under this division. Any and all documents and records that result from the matching of records with the Franchise Tax Board shall be subject to the confidentiality requirements of Section 10850.

(b)This section shall not be construed to supersede the requirements and protections in the California Right to Financial Privacy Act under Chapter 20 (commencing with Section 7460) of Division 7 of Title 1 of the Government Code in obtaining information in possession of any financial institution.

(c)This section shall be implemented only to the extent it is funded in the annual Budget Act.

§ 11026

Amended by Stats. 2013, 1st Ex. Sess., Ch. 4, Sec. 2. (SB 1 1x) Effective September 30, 2013.

(a)Notwithstanding any other provision of law, the State Department of Social Services and the State Department of Health Care Services shall annually inform the Franchise Tax Board of the names and social security numbers of all applicants or recipients of public social services or public assistance programs. The Franchise Tax Board, upon receipt of that information, shall furnish to the departments the information required by Section 19555 of the Revenue and Taxation Code.

(b)This section shall be implemented only to the extent it is funded in the annual Budget Act.

§ 11026.5

Added by Stats. 2014, Ch. 889, Sec. 4. (AB 1792) Effective January 1, 2015.

(a)To the extent not prohibited by federal law, the State Department of Health Care Services shall annually inform the Employment Development Department of the names and social security numbers of all recipients of the benefits of the Medi-Cal program (Chapter 7 (commencing with Section 14000)).

(b)The State Department of Health Care Services shall determine the average per individual cost

of state and federally funded benefits provided by the

Medi-Cal program excluding administrative costs of the Medi-Cal program. These departments shall then inform the Employment Development Department of these costs in order for the Employment Development Department to calculate the information that is required to be reported pursuant to Section 13084 of the Government Code.

(c)The State Department of Social Services shall, based on the most recent data available to the department, annually determine and provide the following information to the Employment Development Department, to the extent not

prohibited by state and federal confidentiality statutes and regulations, in order for the Employment Development Department to provide data needed by the Department of Finance to compile the report required by Section 13084 of the Government Code:

(1)The percentage of individuals who are recipients of the Medi-Cal Program (Chapter 7 (commencing with Section 14000)) who are also recipients of the CalFresh program (Chapter 10, commencing with Section 18900 of Part 6).

(2)The average individual CalFresh benefit for individuals who are members of households in which at least one member is employed.

(d)This section shall remain in effect only until January 1, 2020, and as of that date is repealed.