Manual Letter #36

This manual letter lists new and revised material for the Health Care Programs Manual. Unless otherwise noted, new and revised instructions are effective July 1, 2010.

Chapter 07 -  Applications.

Updates made to this chapter clarify when an application is not required for an MA to GAMC program change.

Chapter 17 - Household Composition.

Revisions to a section in this chapter clarify the process for adding a household member.

Chapter 19 - Assets.

Incorporates Bulletin 09-21-01, "DHS Phases In 60-Month Lookback Period for Non-Trust Transfers." Multiple updates made to sections in this chapter regarding asset transfers.

Chapter 20 - Income.

Several minor clarifications made to multiple income sections.

Chapter 21 - Income Calculation.

Clarifications made to two sections in this chapter.

Chapter 23 - MA Payment of Long-Term Care (LTC) Services.

The updates to this chapter clarify the Home Maintenance Allowance.

Chapter 24 - Medical Spenddowns.

A minor clarification in this chapter incorporates updated glossary terms.  

Glossary.

Several terms have been added or updated.

 

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Chapter 07 - Applications

l  Section 07.05.15 - Application Not Required.

Revisions to this section clarify that a new application for GAMC is not required when a client receiving MA and GA concurrently turns age 21.

l  Section 07.15.20 - Minnesota Community Application Agent (MNCAA) Program.

Adds contact information for the MNCAA program.

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Chapter 17 - Household Composition

l  Section 17.20 - Adding a Household Member.

Updates to this section clarify that if adding a household member results in a new basis of eligibility, the new basis will be effective the first of the month the member moves into the household.

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Chapter 19 - Assets

l  Section 19.25.35.10 - Client-Funded Trusts.

Information added regarding evaluating this type of trust to determine if an uncompensated transfer has occurred.

l  Section 19.25.50 - Student Financial Aid.

Adds information on how to treat assets in a Coverdell Education Savings Account (ESA).

l  Section 19.40 - Transfers.

Updates explain that in addition to evaluating transfers in the lookback period, transfers made while receiving MA payment of LTC services also need to be evaluated.

l  Section 19.40.05 - Purchases as Transfers.

This section is renumbered from 19.40.20 and reorganized.

l  Section 19.40.10 - Date of Transfer.

Updates to this section clarify the date for transfers from trusts and refer to the annuity section for annuity transactions.

l  Section 19.40.15 - Lookback Period.

Incorporated Bulletin 09-21-01, "DHS Phases In 60-Month Lookback Period for Non-Trust Transfers."

l  Section 19.40.20 - Transfer Exceptions.

This section is renumbered from 19.40.05.

l  Section 19.40.20.05 - Transfers Made for Purposes other than to Qualify for MA.

This section is renumbered from 19.40.05.05 and reorganized. Additionally, an example is clarified regarding a demonstrated history of contributing to an organization.

l  Section 19.40.25 - Determining Uncompensated Value.

Updates to this subsection remove information stated elsewhere in the Transfers section.

l  Section 19.40.30 - Determining Transfer Penalty.

Updates to this section clarify how to determine the transfer penalty.  

l  Section 19.40.35 - Applying Transfer Penalty.

Updates to this section clarify when and how to impose a transfer penalty for a person applying for or on an Elderly Waiver (EW) and how to track a transfer penalty when a person will not be on basic MA.

l  Section 19.40.40 - Waiver of Transfer Penalty.

This section is renumbered from 19.40.45. Additions clarify when an imminent threat exists along with added examples.

Archived Sections:

l  Section 19.40.40 - Multiple Transfers.

l  Section 19.45.45 - Archived Transfer Information.

 

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Chapter 20 - Income

l  Section 20.25.45 - Child Income.

Updates clarify when to exclude earned income of children.

l  Section 20.25.55 - Student Financial Aid.

Adds information on how to treat income from a Coverdell ESA.

l  Section 20.25.75 - Gift Income.

Clarifies how to treat gift income obtained through fundraisers.

l  Section 20.30 - Income Changes.

This section updated to remove mention of manual-monthly spenddown and clarify when verification of income changes is required.

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Chapter 21 - Income Calculation

l  Section 21.50.50 - Earned Income Disregard - MA Method A.

A clarification to this section explains that the Earned Income Disregard must be applied even if the client would be income-eligible without the disregard.

l  Section 21.50.65 - Child Support Deduction.

This section updated to remove mention of manual-monthly spenddown.

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Chapter 23 - MA Payment of Long-Term Care (LTC) Services

l  Section 23.15.10 - Deductions from LTC Countable Gross Income.

Updates to this section clarify the amount of the Home Maintenance Allowance and when it can be used.

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Chapter 24 - Medical Spenddowns

l  Section 24.15.25.05 - Remedial Care Expense Deduction.

This section updated to include the distinction between Residential Living Arrangements and Housing with Services Establishments.

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Glossary

l  Otherwise Eligible (New).

l  Housing with Services Establishment (New).

l  Residential Living Arrangement (Revised).

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