$0 New York — Transition Planning Checklist

New York Transition Planning Timeline: Age 12 to 22

The Decade-Long Timeline Nobody Hands You at the First Meeting

New York's transition planning window is one of the longest in the country — it begins at age 12 with the first mandated vocational assessment and extends through the day before the student's 22nd birthday under current case law. That's up to ten years of sequential, interconnected milestones spanning the school district, ACCES-VR, OPWDD, Social Security, and the court system.

No single agency maps the entire sequence. The school handles its mandates. OPWDD handles its intake. Social Security handles its redetermination. Each one operates as if the others don't exist. The parent is the only person tracking all of it simultaneously.

Here's the full timeline.

Age 12: Level 1 Career Assessment

New York mandates a Level 1 Career Assessment for every student with an IEP who is age 12 or older, including a student whose initial referral occurs at age 12 or older — three years earlier than the federal IDEA requirement. This assessment compiles teacher observations, school records, and interviews with both the parent and student to identify vocational interests, aptitudes, and learning preferences.

Your action: Confirm at the annual CSE meeting that the assessment was completed. Request the written summary. Verify it's updated every year — not copied forward unchanged.

Age 14: Pre-ETS Eligibility Opens

At 14, the student becomes eligible for Pre-Employment Transition Services (Pre-ETS) through ACCES-VR. Pre-ETS are delivered in small groups and focus on five areas: job exploration, work-based learning, postsecondary education counseling, workplace readiness, and self-advocacy.

Students don't need a formal ACCES-VR eligibility determination to access Pre-ETS — only documentation of a diagnosed disability and a signed consent form.

Your action: Ask the school's transition coordinator about available Pre-ETS programs in your area. Sign the consent form. Don't wait for the school to bring it up.

Free Download

Get the New York — Transition Planning Checklist

Everything in this article as a printable checklist — plus action plans and reference guides you can start using today.

Age 15: Transition Services in the IEP

While federal law allows districts to wait until 16, New York requires that formal transition services be integrated into the IEP beginning with the first IEP in effect when the student turns 15. The IEP must include:

  • Measurable postsecondary goals in education/training, employment, and (where appropriate) independent living
  • A statement of transition needs and current course of study
  • Coordinated transition activities: instruction, community experiences, employment objectives

Your action: Audit the IEP at this meeting. If the postsecondary goals are vague ("Student will explore career options"), push back. Goals must be measurable and grounded in the vocational assessment data from Level 1.

Ages 16–17: OPWDD Front Door and Clinical Evaluations

This is the critical preparation window for adult services. Two tracks run in parallel:

OPWDD: Contact the regional Front Door office (866-946-9733) to initiate intake. You'll receive a TABS tracking number and attend an information session. The Front Door process routinely takes 12 to 15 months from first contact to service authorization, which is why starting at 16 is essential — not optional.

Clinical evaluations: Request comprehensive updated evaluations through the school district as part of the triennial review. These should include full-scale IQ and index scores, standardized adaptive behavior assessment (Vineland-3 or ABAS-3), and — for students with autism — a diagnostic report (ADOS-2 or ADI-R). These evaluations feed both the OPWDD eligibility packet and future SSI applications.

ACCES-VR referral: Submit a formal application to ACCES-VR during the student's junior year or at least two years before expected school exit.

Your action: Start OPWDD intake before the student turns 17. Don't wait for the school to initiate this — they won't.

Age 18: Legal Majority

Turning 18 triggers several parallel changes:

  • Educational rights: In New York, IDEA decision-making rights stay with the parent — New York is one of four states that doesn't transfer them. No guardianship is needed for IEP purposes.
  • FERPA and HIPAA: Privacy rights do transfer at 18. Have your child sign FERPA disclosure and HIPAA authorization forms immediately.
  • SSI application: At 18, parental income deeming stops. The student can apply for Supplemental Security Income (SSI) based on their own limited assets and income.
  • Selective Service: All male students must register within 30 days of turning 18, unless they are continuously confined to a medical institution or residence.

Your action: Execute all privacy releases. Submit the SSI application. This is a documentation-heavy month — the New York IEP Transition to Adulthood Guide includes the complete age-18 forms checklist.

Ages 18–21: Adult Service Enrollment

Once Medicaid is active (SSI approval typically triggers automatic Medicaid enrollment in New York), the sequence accelerates:

  • The CCO Care Manager initiates a Level of Care Eligibility Determination (LCED) for the OPWDD HCBS Waiver
  • The Coordinated Assessment System (CAS) assessment — conducted by Maximus — determines the student's funding tier for adult services
  • The Care Manager develops a comprehensive Life Plan

During this period, if the student hasn't earned a Regents or Local diploma, FAPE continues. Accepting a non-diploma credential (CDOS or SACC) does not end eligibility. Use this time to complete all adult service enrollment while the school system still provides daily structure and supports.

Your action: Monitor the CAS assessment scheduling. Confirm the Life Plan includes all needed services (Community Habilitation, Respite, Supported Employment, Day Habilitation, residential if applicable).

Ages 21–22: Final Year and School Exit

Under the Katonah-Lewisboro ruling (July 2025), the school district's obligation extends until the day before the student's 22nd birthday. NYSED recommends districts continue services through the end of the school year in which the student turns 22.

Before exit, the CSE must prepare a Student Exit Summary (SES) documenting academic and functional achievements, postsecondary goals, and accommodation recommendations for the student's next setting.

Your action: Confirm the exit date. Request the draft SES for review. Verify that all adult services are authorized and active before the school door closes — because once it closes, the entitlement to FAPE is gone permanently.

The Gap Nobody Warns You About

The biggest risk in this timeline isn't any single missed deadline — it's the gap between school exit and adult service activation. If OPWDD intake started too late, or the CAS assessment is backlogged, or the Life Plan hasn't been finalized, the student can leave school with no day program, no vocational support, and no structured engagement.

That's the transition cliff. The only way to prevent it is to start the adult-services track at 16 and run it in parallel with the school track — not after school ends.

The New York IEP Transition to Adulthood Guide maps every milestone in this timeline alongside the corresponding forms, agency contacts, and verification steps to ensure nothing falls through the cracks.

Get Your Free New York — Transition Planning Checklist

Download the New York — Transition Planning Checklist — a printable guide with checklists, scripts, and action plans you can start using today.

Learn More →