How to Fill Out Form H1299: Request for Joint Bank Account Information

To fill out Form H1299, Request for Joint Bank Account Information, enter your address and the date, identify your Texas HHSC eligibility worker and local office, and provide details about the shared bank account along with documentation showing which portion of the funds belongs to the other account holder.¹ The form gives Texas Health and Human Services what it needs to separate your money from the co-owner’s money when deciding whether your household’s countable resources fit inside a program’s asset limit.

Why HHSC Sends You This Form

Texas public assistance programs like SNAP, Medicaid, and TANF count certain financial resources when they decide eligibility. If your name is on a bank account with someone outside your benefit household, the state will initially treat the entire balance as yours. Form H1299 is the mechanism for pushing back on that assumption with evidence.¹

You’ll usually see the form come up in one of three situations: you share an account with a parent, adult child, former spouse, or other non-household member; your caseworker spotted a joint account during an application or reassessment; or you received a notice saying benefits are being reduced or denied because of funds you don’t consider yours. Even a modest joint balance can tip your counted resources over the limit, so documenting the true ownership matters.

Gather Your Documentation First

The form itself is short. The work is in the records you attach. Pull these together before you start writing:

Recent bank statements showing deposits, withdrawals, and the current balance. If you can, mark the transactions made by the other account holder.
The account opening paperwork or signature card showing both names.
Deposit records that trace specific deposits to the co-owner’s income, such as their pay stubs, benefit deposit confirmations, or transfer records.
A signed written statement from the other account holder confirming which funds are theirs. This helps, but it doesn’t replace bank records.

The stronger the paper trail from the co-owner’s income to the deposits in the account, the easier it is for the eligibility worker to accept that a share of the balance is not yours.

Filling Out the Form Field by Field

The instructions page on Form H1299 lists the identifying and administrative fields you need to complete:¹

Your current mailing address, where HHSC can send correspondence about your case.
The date you complete the form.
The name of the eligibility worker handling your case. This appears on recent notices or letters from HHSC.
The address and telephone number of the local office managing your case.

The rest of the form is where you enter information about the joint bank account and describe who owns what. Fill in the account details fully. Where the form asks about ownership of the funds, be specific: state which deposits came from the other account holder, what portion of the balance you consider theirs, and reference the bank records you’re attaching so the worker can match your explanation to the evidence.

If any part of the form is unclear, ask your eligibility worker before you send it back. They can tell you what documentation will satisfy the review for your specific program, and confirming that upfront is faster than sending incomplete records and waiting for a follow-up request.

Where to Get the Form

Form H1299 is available as a downloadable PDF from the Texas Health and Human Services forms library under the 1000–1999 range.¹ You can also pick one up at any local HHSC benefits office.

How to Submit It

Send the completed form and your supporting documents to the eligibility worker at the local benefits office handling your case. The office address and contact information appear on any notice you’ve received about your benefits.

Protect yourself with proof of submission. If you mail the form, use certified mail with a return receipt. If you drop it off in person, ask the front desk for a date-stamped receipt. If there’s ever a dispute about whether or when you responded, that proof settles it.

What Happens After You Submit

Your eligibility worker reviews the form and the attachments and decides how much of the joint account balance counts as yours. If the documentation convinces the worker that a portion belongs to the other account holder, only your share is applied to the resource total, and processing continues from there.

You’ll receive a written notice of the eligibility decision. The notice tells you what HHSC concluded and what it means for your benefits.

If You Disagree With the Decision

If HHSC denies your application, reduces or terminates your benefits, or divides the joint account funds in a way you believe is wrong, you have the right to a state fair hearing before an impartial hearings officer.²

For most programs, you have 90 calendar days from the date on the notice of adverse action, or the effective date of the action, whichever is later, to request the hearing.³ For SNAP, you can also appeal your current benefit level at any point during your certification period.²

You don’t need a specific form to start. You can ask for a hearing in writing or orally, in person or by phone to your local benefits office, and the caseworker records the request through the State Portal on Form H4800, Fair Hearing Request Summary.² Written requests can also be faxed to the expedited fair hearing line at 1-866-559-9628.⁴

If your Form H1299 issue resolves before the hearing date because HHSC recalculates your resources and reinstates benefits, you can withdraw the hearing request using Form H4806, Request to Withdraw.⁵

1
Texas Health and Human Services. Form H1299, Request for Joint Bank Account Information
2
Legal Information Institute. 1 Texas Administrative Code 357.3 – Authority and Right to Appeal
3
Texas Health and Human Services. Fair and Fraud Hearings Handbook 1400 Submitting a Fair Hearing Request Summary
4
Texas Health and Human Services. B-1030, Appeals Procedure
5
Texas Health and Human Services. FFHH Forms