Medical Assistance for People Who Are Age 65 or Older or People Who Are Blind or Have a Disability

2.3.2.2 Certification of Disability

Disability or blindness must be certified by the Social Security Administration (SSA) or the State Medical Review Team (SMRT). The certification process is also called a disability determination.

People receiving the following benefits may or may not be certified disabled by SSA or SMRT.

Short-term disability
Long-term disability
Long-term care insurance
Veterans' Administration (VA)
Railroad Retirement Board (RRB)
Workers' Compensation

Medicare

People may or may not need a new disability determination if they are eligible for Medicare, and lose their RSDI benefits because they earn more than the Substantial Gainful Activity (SGA) level. Some people are eligible for a Medicare extension during which SSA considers these people to remain disabled. Other people may be former beneficiaries of Social Security benefits who are currently receiving Medicare and are not considered certified disabled by SSA.

An active certification of disability from SSA cannot be determined solely from the benefit status or the receipt of disability benefits. The status of the certification of disability determines whether a person meets a disabled basis for MA. Former beneficiaries of Social Security disability benefits (SSI or RSDI) who are enrolled in Medicare extension but are no longer considered disabled by SSA must be referred to SMRT for a disability determination.

Only a SSA or SMRT certification of disability is valid for the purposes listed below.

Disability Certification for MA Eligibility

People must be certified disabled and use the disabled or blind basis of eligibility to:

Enroll in MA for Employed Persons with Disabilities (MA-EPD)

MA-EPD enrollees who lose their certification of disability with SSA and would like to remain on MA-EPD must be referred to SMRT for a certification of disability. An MA-EPD enrollee who is referred to SMRT remains eligible for MA-EPD during the time SMRT is making its determination.

Access MA under the TEFRA (Tax Equity and Fiscal Responsibility Act) option. Children with a disability and household income above the MA income limit need a disability certification and level of care determination to use the TEFRA option. See EPM 2.3.6 MA under the Tefra Option for more details.

A SMRT level of care determination is required for all TEFRA referrals, even if the person already is certified by SSA.

Receive home and community-based services through the:

Children turning 18 need a new disability certification under the adult standards to continue using a blind or disabled basis of eligibility.

Disability Certification for Other Reasons

Some MA enrollees get a disability certification for managed care reasons including:

To be excluded from managed care enrollment
- A person with a disability certification from SSA or SMRT can be excluded from managed care enrollment but is not rquired to use a disabled basis of eligibility for Medical Assistance.
To enroll in Special Needs Basic Care (SNBC), a specialized managed care plan for people age 18-64 with a certified disability

Additional reasons for needing a disability certification include:

Family Support Grant (FSG) eligibility
Aged 65 and older and establishing a pooled trust
Establish an asset transfer penalty exception. See EPM 2.4.1.3.3 MA-LTC Transfer Penalty Exceptions and Hardship Waiver for more information.
Creating certain trusts

State Medical Review Team Certification of Disability

SMRT completes disability determinations for people not certified disabled by SSA. SMRT certifies disability using the same disability criteria as the SSA.

SMRT Referral Process

The county, tribal or state servicing agency completes a SMRT Referral for a Disability Determination. Referrals are submitted through the Integrated Service Delivery System ( ISDS).

Expedited Case Criteria

SMRT expedites the disability determination process in the following situations where the person is likely to meet disability criteria:

The person has a condition that appears on the SSA Compassionate Allowance Listing (CAL)
The person is awaiting discharge from a facility and can be discharged immediately if MA is approved
The person has a potentially life-threatening situation and requires immediate treatment or medication

Continuing Disability Review

People certified disabled by SMRT need a continuing disability review every one to seven years. Disability standards are different for children and adults, so at age 18, a child must be evaluated under the adult standards. Newborns certified disabled due to a low birth weight must be reviewed before age one.

Do not deny or close MA or other MHCP eligibility when the SMRT determination is pending if all other MHCP eligibility criteria are met.

Additional SMRT Referrals:

The following people need a SMRT referral:

People whose Supplemental Security Income (SSI) or Retirement, Survivors, and Disability Insurance (RSDI) application is pending or being appealed.
People who are not eligible for SSI or RSDI, because they earn more than the substantial gainful activity (SGA) level.
People whose SSI, RSDI, or 1619(a) or 1619(b) benefits are terminated.
People who are enrolled in Medicare but not considered certified disabled by SSA.
People who are receiving a Medicare extension during which they are still considered certified disabled by SSA should receive a SMRT referral two months before the Medicare extension ends.

Legal Citations

Code of Federal Regulations, title 20, sections 404.1501 to 404.1599

Code of Federal Regulations, title 20, sections 416.901 to 416.999d

Code of Federal Regulations, title 42, section 435.541

Minnesota Statutes, section 256.01