Effective Date
Instructions
Updated: 3/2026
Purpose
TSF assists participants’ transition to independent living in the community. A participant can use the funding to establish a basic household if they are transitioning from an institution, provider operated setting or family home to their own private community residence.
A participant may be eligible for transitional funding if they currently live in an institutional setting, provider operated setting or family home and they:
- plan to rent an apartment or house and will be directly responsible for their own living expenses;
- are transitioning into another independent living situation;
- require services to ensure their health and safety before occupying their own home; or
- need belongings moved from an institution or provide operated setting to their new residence in the community.
TSF may include payment for:
- security deposits required to lease an apartment or house, or deposits required to establish utility services for the home;
- essential furnishings for the apartment or house, including:
- furniture,
- window coverings,
- food preparation items, and
- bed and bath essentials;
- moving expenses required to move into the house or apartment; and
- site preparation services, such as:
- pest eradication,
- allergen control, or
- one-time cleaning before occupancy.
TSF is limited and may not be used for:
- monthly rent or mortgage expenses;
- current or future use of utilities;
- service upgrades;
- food items;
- any diversional or recreational items or services, including:
- televisions,
- video players or recorders,
- movies,
- games,
- computers,
- cable TV,
- satellite TV,
- exercise equipment,
- vehicles or
- other modes of transportation.
TSF is a one-time request that may not exceed $2,500.
Procedure
When to Prepare
The Wraparound facilitator completes this form per the Wraparound process. Before submitting the TSF request form, the TSF should be discussed during the Wraparound team meeting (WTM) and documented in the Wraparound plan. The Wraparound plan must clearly outline how the Wraparound team (WT) will support the participant’s transition into the community, including strategies and tasks assigned to each WT member.
Submission
The Local Mental or Behavioral Health Authority (LMHA or LBHA) must submit a copy of the participant’s Wraparound plan, including the crisis and safety plan, with the TSF request. All sections of the TSF request form must be completed accurately. If the LMHA or LBHA does not complete all sections of the TSF request form, it will be considered incomplete and will not be reviewed.
The YES Program Manager must submit the completed form to the HHSC YES Waiver inbox at YESWaiver@hhs.texas.gov to be processed.
Review Process
HHSC will assign a unique case number to the submitted TSF request once it is received. All requests will be reviewed following the YES Waiver Policy Manual and Medicaid requirements. If more information is needed to complete the review process, LMHA or LBHA staff will have three business days to provide any added information or documents that have been requested. When the TSF request includes non-billable items, HHSC may ask the LMHA or LBHA to revise the TSF request to meet policy requirements. Once HHSC has finished reviewing the request, the LMHA or LBHA will be notified of the decision by email.
Detailed Instructions
Section 1: Participant Information
The LMHA or LBHA completes this section.
Date – Enter the date the service was requested
CMBHS ID No. – Enter the participant’s Clinical Management for Behavioral Health Services (CMBHS) ID number.
Participant Name – Enter the participant’s name.
Current Address – Enter the full address where the participant currently lives.
Type of Housing – Select the type of residence where the participant lives.
Planned Community Address – Enter the address where the participant plans to move in the community.
Proposed Date of Move – Enter the expected date of move.
Type of Housing – Enter a description of the type of housing the participant will move to such as apartment or single-family home.
LMHA or LBHA – Enter the LMHA or LBHA’s name.
Wraparound Facilitator – Enter the Wraparound facilitator’s name.
Wraparound Supervisor – Enter the name of the Wraparound supervisor who reviewed the TSF request form. HHSC will contact the Wraparound supervisor with questions about the TSF.
CWP – Enter the CWP’s name.
Section 2: Requested Service
The Wraparound facilitator, with the assistance of the CWP representative, completes this section related to cost of item or service requested.
Describe the need for TSF request and the reason for the move – Provide a summary description of the participant’s move. Include where the participant lives now, where participant expects to move, and how the WT has been part of the transition process. Include a description of the strategies and tasks designed to support the participant’s transition to the community or their own private residence.
Item Requested – Enter the individual item requested in each row. Include details, specification or brand names as necessary to describe the request. If the request is for a deposit or site preparation service, enter the name of the organization that will receive payment. The Wraparound facilitator should be as specific as possible when describing each item or the request may be returned.
Cost – Enter the cost of the item requested.
Purpose – Select the purpose for the item from the approved categories in the drop-down menu.
Total for Deposits – This is the total for all entries in this category.
Total for Household Items – This is the total for all entries in this category.
Total for Site Preparation Services – This is the total for all entries in this category.
Total – This is the grand total of all subtotals. This is the amount that will be authorized to the CWP. This amount must not exceed $2,500.
Section 3: Signatures
Signature of the LMHA or LBHA YES Supervisor or Program Manager – The YES program supervisor signs and dates the form.
Signature of CWP Representative – The CWP representative signs and dates the form.
Section 4: HHSC Authorization Status
To be completed by HHSC only.
HHSC YES Waiver Staff Determination and Signature — HHSC indicates a decision of the TSF Request.
Approved – The TSF meets all HHSC requirements and is authorized for purchase. The LMHA or LBHA must attach the TSF form, signed by HHSC, into the CMBHS system in the individual plan of care (IPC) document. A brief description of the TSF must be included in the IPC TSF justification box.
Note: The TSF request is not formally authorized until it is approved in CMBHS. Receipts of purchased items and the TSF request form must be retained in the participant’s record.
Denied – Based on information presented, the TSF cannot be authorized because it does not meet HHSC requirements.
- Do not submit the TSF request into the CMBHS system.
- The LMHA or LBHA must send Forms 2800 and 2801, Denial of Eligibility and Fair Hearing Request forms to the participant. The LMHA or LBHA must include the reason for denial provided by HHSC.
- The TSF request form must be retained in the participant’s record.