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16-11 Procedures for Trade-Affected Customers


WS 16-11

November 17, 2016

Financial Aid

Expires:  Continuing



Career Offices
Financial Aid Payment Office


Mike Temple
David Baggerly
Lucretia Hammond


Procedures for Trade-Affected Customers


To update procedures for helping customers eligible for financial aid using Trade Act resources [Trade Adjustment Assistance (TAA) and Trade Readjustment Allowances (TRA)] and to update forms.

This issuance replaces Issuance WS 15-10 - Procedures for Trade-Affected Customers.

Changes are incorporated in the Trade Adjustment Act Procedures guide.

  • Page 23 -- Reinstates language for the Health Coverage Tax Credit (HCTC). Customers may receive this tax credit by claiming it when they file income tax returns.
  • Page 31-36 -- Updates the service procedures chart for serving trade-affected customers.
  • Updates the following forms:
    • Petition for Trade Adjustment Assistance
    • Explanation of Services
    • Reemployment and Training Plan
    • Waiver of Training


The federal Trade Act provides money to help workers who have lost their jobs due to adverse effects of foreign trade. The U.S. Department of Labor is responsible for determining if a company's workers are eligible for assistance and for providing funds to the states and workforce boards. In Texas, the state and Workforce Solutions are responsible for delivering service to eligible workers.

Trade Act financial aid comes in two forms: Trade Adjustment Assistance (TAA), and Trade Readjustment Allowances (TRA). TAA consists primarily of financial aid grants for education expenses (tuition/fees, books), out-of-area job search travel, and relocation expenses. TRA is a stipend, paid to an individual customer through the Unemployment Insurance system, after regular UI compensation has been exhausted.

The Trade Adjustment Assistance Reauthorization Act of 2015 (TAARA 2015) was signed into law on June 29, 2015 The new law continues the Trade Adjustment Assistance (TAA) program for six years and changes group eligibility requirements and individual benefits and services available under the Trade Adjustment Assistance (TAA) program, retroactive to January 1, 2014.  All certified petitions numbered 85,000 and above will fall under the provisions of TAARA 2015.  TAARA 2015 reinstates:

  • 26-week waiver/in training deadline date
  • Part-time training

  Our procedure provides background information and the processes for tracking services.

Customer Service

Career office staff members work with customers who ask us about benefits available through the Trade Act.  The Trade Adjustment Act Procedures document details the service process for staff to use to assure our customers get what they want and need.  This document as well as other guidance, forms and letters are at

Every customer who has any interest in services available under the Trade act must get a Workforce Solutions Orientation Packet that includes at least:


  1. Make sure all staff members understand the procedures and know their role in helping customers get the service and benefits they want and need.


Staff should first ask questions of their managers or supervisors.  Direct questions to the Board staff through the electronic Issuance Q&A


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