$0 West Virginia — Transition Planning Checklist

How to Coordinate West Virginia School, VR, and Medicaid Waiver for IEP Transition

There is no single case manager in West Virginia whose job is to coordinate the handoff between your child's school system, the Division of Rehabilitation Services, and the I/DD Waiver program. Each system or organization operates under its own mandate, its own eligibility rules, and its own deadlines. The school tracks Indicator 13 compliance for the state. DRS manages vocational rehabilitation and Pre-ETS referrals. Acentra Health processes I/DD Waiver applications for the Bureau for Medical Services. The Social Security Administration handles SSI. They don't share case files, they don't attend each other's meetings unless specifically invited, and they don't flag when a decision in one system is about to affect eligibility in another.

That coordination role falls to you. This is the operational reality for every West Virginia family navigating the transition from school-age services to adult systems, and understanding the mechanics of how these agencies connect is more important than understanding any single agency's rules in isolation.

The Four Systems You're Coordinating

System 1: The School (WVDE / County LEA)

Your child's county school system is responsible for the Individualized Education Program, including the transition plan required by Policy 2419. The school must begin transition planning during the school year the student turns 14. The IEP team writes measurable postsecondary goals, identifies transition services, and should (but doesn't always) invite representatives from outside agencies.

The school's obligation ends when the student earns a standard high school diploma or reaches the maximum age under Policy 2419. For students on the alternate diploma pathway, FAPE continues through the school year in which they turn 21. A regular diploma or reaching the applicable maximum age terminates FAPE.

What the school controls: Transition IEP goals, service delivery during school hours, the Summary of Performance document, the invitation to outside agency representatives.

What the school doesn't do: Initiate DRS applications on your behalf, submit I/DD Waiver paperwork, explain how diploma timing affects school-service duration or the handoff to adult services, or coordinate with Acentra Health.

System 2: Division of Rehabilitation Services (DRS)

DRS provides Pre-Employment Transition Services (Pre-ETS) and vocational rehabilitation. Pre-ETS is available to any student with a disability aged 14–21 who is still enrolled in school — no DRS case is required. The five service areas are job exploration counseling, work-based learning, counseling on post-secondary enrollment, workplace readiness training, and self-advocacy instruction.

For students who need ongoing vocational support after school, DRS develops an Individualized Plan for Employment (IPE). The IPE is separate from the IEP and operates under different rules, but the two should align — and the DRS counselor should be invited to IEP meetings to ensure they do.

Critical coordination point: For ongoing individualized vocational support after school, DRS uses a formal eligibility determination and an Individualized Plan for Employment (IPE). Confirm the student's eligibility status and IPE steps with the DRS counselor before school exit.

System 3: I/DD Waiver (Acentra Health / Bureau for Medical Services)

The Intellectual and Developmental Disabilities Waiver provides home and community-based services for individuals who meet the level-of-care criteria for an intermediate care facility but choose to live in the community. Acentra Health manages the application process on behalf of the Bureau for Medical Services.

The I/DD Waiver has a managed enrollment waitlist. West Virginia does not operate on a first-come-first-served basis — the state evaluates applications and prioritizes based on need, living situation, and available funding.

Critical coordination point: The I/DD Waiver application includes a 14-day deadline, measured from the date printed on the psychologist-selection packet, to select a psychologist for the required evaluation. If you miss that deadline, your application is closed and you start over. Families should begin the application process while the student is still in school — the evaluation and waitlist placement can happen concurrently with school services.

System 4: SSI and Medicaid (Social Security Administration)

Supplemental Security Income provides monthly income and automatic Medicaid eligibility for individuals with disabilities who meet the income and asset criteria. The asset limit for an individual SSI recipient is $2,000 in countable resources.

Critical coordination point: At age 18, SSI eligibility is determined based on the individual's own income and assets — not the parents'. This means many students who weren't eligible under parental income thresholds as children become eligible at 18. But it also means that any money saved in the student's name, gifts, or inheritances above $2,000 can disqualify them. Parents should avoid leaving money or property directly to the student; a properly structured third-party special needs trust can keep parental assets from counting toward the resource limit.

The Coordination Timeline

Here's when each system's deadlines intersect — and where a missed step in one system creates a cascade failure in another.

Ages 14–15 (school year the student turns 14):

  • School initiates transition planning under Policy 2419
  • Pre-ETS services become available through DRS (no application required — request at the IEP meeting)
  • Adult SSI application is generally an age-18 milestone; gather records now
  • If the student may qualify for the I/DD Waiver, begin gathering medical and psychological documentation now — the application can be started before school exit

Ages 16–17:

  • DRS counselor should be invited to IEP meetings to begin planning the IPE
  • School sends the transfer-of-rights notification by age 17
  • If the student may qualify for the I/DD Waiver, begin gathering medical and psychological documentation now — the application process can take months

Age 17 (before the 18th birthday):

  • Decide on supported decision-making vs. guardianship before the transfer of rights occurs
  • Set up school consent forms so the parent can continue attending IEP meetings
  • Prepare to apply for adult SSI at age 18; gather records and confirm the application steps

Age 18:

  • Transfer of rights occurs automatically — student now controls IEP decisions
  • SSI eligibility is now based on the student's own income and assets
  • Review a third-party special needs trust or WV PACE pooled trust before transferring money or property to the student
  • I/DD Waiver application should be in progress or submitted

Ages 19–21 (before school exit):

  • Ensure the IPE through DRS is finalized before the DRS counselor stops receiving school coordination
  • Summary of Performance meeting must occur 45–7 days before graduation or the end of the school year following the student's 21st birthday
  • Confirm I/DD Waiver status — if the student has been approved for the waitlist and meets the grant's current criteria, apply for the Waitlist Support Grant for interim services
  • Coordinate the specific date of school exit with DRS so planned vocational services are coordinated around exit

What Goes Wrong Without Coordination

The most common coordination failures in West Virginia follow predictable patterns:

The diploma trap. The school encourages a standard diploma without explaining that it terminates FAPE. The family accepts. The student loses access to the remaining years of school-based transition services, vocational training, and structured support. The I/DD Waiver application is still in process. DRS hasn't finished the IPE. There's now a multi-month gap with no services from any system.

The DRS planning gap. The student approaches school exit without an IPE that aligns with the IEP. When the family contacts DRS at age 19 to set up the IPE for post-school employment, there may be little time to complete the remaining eligibility and planning steps before exit. Meanwhile, school exit is six months away.

The waiver deadline miss. The family submits the I/DD Waiver application but doesn't respond to Acentra Health's psychologist selection notice within 14 days. The application is closed. The family must restart the referral process and wait for a new evaluation slot. By the time the student exits school, waiver services aren't in place and the Waitlist Support Grant application hasn't been filed.

The SSI asset disqualification. A well-meaning grandparent deposits $5,000 into the student's bank account for their 18th birthday. The student's countable resources now exceed the $2,000 SSI limit. SSI eligibility is at risk, and Medicaid eligibility may also be affected — which may in turn affect I/DD Waiver services that require active Medicaid. The family didn't know about ABLE accounts or special needs trusts.

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How to Do This Yourself

The coordination isn't technically complicated. It's information-intensive. You need to know:

  1. What each agency requires from you and when
  2. Which decisions in one system affect eligibility in another
  3. What the deadlines are and which ones can be recovered from vs. which ones are permanent

The West Virginia IEP Transition to Adulthood Guide puts this entire coordination sequence in one document, organized by your child's age and the decisions that correspond to each stage. It includes the specific form names, agency contacts, and decision frameworks for each system — not as four separate chapters about four separate agencies, but as an integrated timeline that shows you the connections between them.

You can also build this picture yourself from free sources. WVDE publishes Policy 2419. DRS publishes program brochures. Acentra Health publishes waiver application instructions. The SSA publishes SSI eligibility rules. The gap isn't that the information doesn't exist — it's that nobody has assembled it into a single coordination timeline, because no agency is authorized or incentivized to explain how the other agencies' rules affect your family.

Who This Is For

  • Parents of students with IEPs in West Virginia who are approaching or currently in the transition years (14–21)
  • Families dealing with multiple agency applications simultaneously and struggling to track which deadlines belong to which system
  • Parents in rural West Virginia counties where agency offices are spread across long distances and in-person coordination is difficult
  • Transition specialists and advocates who want a parent-friendly reference covering all four systems

Who This Is NOT For

  • Families whose child doesn't need adult services after school — if your child will attend college or enter competitive employment independently, the multi-agency coordination is less relevant
  • Parents in active legal disputes with the school district — you need an attorney for due process complaints, not a coordination guide
  • Families outside West Virginia — the agency names, deadlines, and policy numbers are WV-specific

Frequently Asked Questions

Can I ask the school to coordinate with DRS and Acentra Health for me?

You can request that a DRS counselor and, where appropriate, other relevant adult-service representatives be invited to IEP meetings — and the school is required to invite agency representatives when transition services are being discussed, with the required written consent. But the school's obligation is to send the invitation. If the agencies don't attend, the school is still considered compliant as long as they documented the invitation. The actual coordination — making sure the IPE aligns with the IEP, making sure the waiver application is submitted on time, making sure SSI eligibility isn't compromised by a diploma decision — falls to you.

What happens if I miss the 14-day psychologist selection deadline for the I/DD Waiver?

Your application is closed and you need to start over. The 14-day window begins with the date printed on the psychologist-selection packet Acentra Health sends you. If you don't respond within that window, the application is treated as abandoned. Reapplying means going through the initial screening again and waiting for a new evaluation slot. The best prevention is knowing the deadline exists before you apply, and having your preferred psychologist selected in advance.

Is there a single state agency that coordinates all of this?

No. This is the structural gap the guide is designed to fill. WVDE oversees schools. DRS handles vocational rehabilitation. The Bureau for Medical Services (through Acentra Health) manages the I/DD Waiver. The SSA manages SSI. Each agency is authorized to explain its own programs. None is authorized — or funded — to explain how the others work or how decisions in one system affect eligibility in another.

When should I start the I/DD Waiver application?

As early as your child might qualify — IDDW applicants can be at least three, so do not wait until school exit. The managed enrollment waitlist can involve significant wait times, and the evaluation process itself takes months. Starting while your child is still in school means you can use the IEP team's existing evaluations and documentation to support the application, and any resulting services can overlap with the school-to-adult transition rather than creating a gap.

Start with the free West Virginia Transition Planning Checklist to see which agency deadlines apply to your child's current age and situation.

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