Ala. Admin. Code r. 580-3-25-.07

Current through Register Vol. 43, No. 1, October 31, 2024

Section 580-3-25-.07 - Incident Client Funds

Each entity shall have a written plan/policy regarding the management of client's personal funds which requires, at a minimum, the following.

(1) Clients shall manage their personal fund account unless there is a payee, guardian or similar appointee who manages the account for them.

(2) Each entity that manages a client's funds shall have on record the appropriate written consent to manage that client's personal funds.

(3) Clients/guardians shall be informed of the process whereby the client may access his/her personal funds.

(4) Each entity shall maintain documentation of all expenditures made from the client's personal fund account. Such expenditures shall be for the exclusive use and/or benefit of the client.

(5) Funds in excess of what are needed to maintain the client's personal fund account will be placed into an interest bearing savings account, with interest income accrued to the client's account.

(6) At least quarterly, an accounting of the client's personal fund account activity and savings account activity, if applicable, will be made to the client/guardian.

Author: DMH/MR Office of Certification

Authority:Code of Ala. 1975, § 22-50-11.

Ala. Admin. Code r. 580-3-25-.07

New Rule: Filed February 4, 2005; effective March 11, 2005.