What Paperwork Do I Need to Keep for IHSS?

If you or your loved one receives In-Home Supportive Services (IHSS), staying organized with paperwork is crucial. Proper documentation helps ensure you get the care you need, supports smooth payment processing, and protects you in case of audits or disputes.

So, what paperwork should you keep for IHSS? Here’s a clear guide.

1. Timesheets

One of the most important documents is the IHSS timesheet, where the IHSS provider records the hours worked and the types of services provided each pay period.

• Keep copies of all submitted timesheets.
• Ensure timesheets are accurate, complete, and signed by both you (the recipient) and your provider.
• Mistakes or missing signatures can delay payments or raise questions.

2. Notice of Action Letters

The Notice of Action (NOA) is sent by the IHSS agency whenever there’s a change in your authorized hours or services, or if your case is reviewed.

• Always keep these letters for your records.
• They show your approved hours and any changes, which helps track whether your care needs are being met.

3. Assessment and Reassessment Forms

IHSS requires periodic assessments to determine the number of hours and types of services authorized.

• Save all assessment reports and any communication about reassessments.
• These documents are key if you disagree with the hours authorized and want to appeal.

4. Medical Documentation

You may need medical records, doctor’s notes, or therapy reports that support your eligibility for IHSS or justify the level of care you require.

• Keep copies of relevant medical documents handy.
• They can be helpful during assessments or if IHSS requests proof of your condition.

5. Provider Information

Maintain documentation about your IHSS provider(s), including:

• Signed provider enrollment forms
• Copies of their ID or certification, if applicable
• Records of any training or special skills relevant to care

6. Payment and Tax Documents

Since IHSS providers are employees, you should keep records of:

• Pay stubs or payment summaries from the state
• W-2 forms or tax documents related to IHSS wages

These are important for tax filing and employment verification.

Why Is Keeping IHSS Paperwork Important?

• Proof of services: Timesheets and assessments document the care you receive.
• Resolving disputes: If there’s a question about hours worked or payments, paperwork helps support your case.
• Compliance: IHSS may audit cases to ensure funds are used properly.
• Planning appeals: If you disagree with decisions, your paperwork is key evidence.

Tips for Staying Organized

• Create a dedicated folder (physical or digital) for all IHSS documents.
• Review your paperwork regularly for accuracy.
• Keep backups of important files.
• Communicate promptly with IHSS workers if you notice errors.

Need help? In California, the In-Home Supportive Services (IHSS) program provides crucial financial help for families raising children with special needs. American Advocacy Group is on the front lines every day, making positive change happen for people diagnosed with autism, Down syndrome, and a range of diagnoses across the continuum. As a leading advocate for all people with intellectual and developmental disabilities and their families, and the premier provider of the support and services people want and need, we understand the system and know how to take action regarding your best interests.

CONTACT US FOR HELP. Dial (877) 762-0702 or email us at [email protected].