(a) A provider may exit a beneficiary:

1. (1) If the beneficiary becomes ineligible for the CES Waiver as provided in 20 CAR § 535-405;
2. (2) If the beneficiary chooses to use another provider; or
3. (3) For any other lawful reason.

(b) A provider must provide reasonable assistance to all exiting beneficiaries, which at a minimum includes:

1. (1) Assisting the beneficiary in transitioning to another provider, in accordance with 20 CAR § 535-403, or other service provider, when applicable;
2. (2) Submitting within fourteen (14) days of the beneficiary’s exit or, if earlier, transition conference, all necessary transfer paperwork to the Social Security Administration and any other necessary agency or financial institution, when the provider is serving as the beneficiary’s representative payee; and

3. (3)

   1. (A) Providing copies of the beneficiary’s service records to:

(i) The beneficiary;

1. (ii) The beneficiary’s legal guardian, if applicable; and

   1. (iii) Any new provider or other service provider to which the beneficiary transfers after exiting.

   2. (B) Service records must include:

      1. (i) The beneficiary’s nonclinical treatment plan;
      2. (ii) A medication management plan; and
      3. (iii) Any other records requested by the beneficiary.
   3. (C) If copies of the exiting beneficiary’s service record are not provided within thirty (30) days of a written request, it is presumed to be an unreasonable delay in violation of this part.