Clarifications

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Policy Clarifications issued by the agency are listed by the year and then labeled according to the program type; All medical programs, Elderly & Disabled, and Family Medical. Policy Clarifications are used to explain existing policy. These are not policy changes, but rather more detailed explanations of the intent of a policy and often the procedural steps required to correctly process a case according to policy.

Policy Clarifications by Year

2024

Policy # Program Policy Name
PC2024-03-01 All Humanitarian Parolee Updates

2023

Policy # Program Policy Name
PC2023-10-01 All Non-Citizen Status Verification and ROP
PC2023-08-01 All Transmed vs. Working Healthy at Review
PC2023-05-01 FM Pre-Tax Deductions
PC2023-04-02 FM Prior Medical Denial for Newborn
PC2023-04-01 All Verification of Citizenship/Identity & Immigration Status

2022

Policy # Program Policy Name
PC2022-11-01 E&D Annuity Free-Look Period
PC2022-08-02 All Veterans Affairs (VA) and Military Pensions – Countability as Income
PC2022-08-01 FM Non-Deemed Newborn Application Timeframe
PC2022-07-02 E&D Unrecorded Deed
PC2022-07-01 E&D LTC Add Request- Denial
PC2022-06-02 FM FFM Applications - Pre-tax and Federal Deductions
PC2022-06-01 FM Family Medical Trust and Annuity Clearance Requests
PC2022-04-01 All Overtime, AWOL/AGO status, and Name changes
PC2022-02-01 All Add Member Request Received - COVID-19

2021

Policy # Program Policy Name
PC2021-12-01 FM Verification of Residential Custody
PC2021-11-02 All Self-employment updates
PC2021-11-01 FM Prior Medical Simplification
PC2021-10-01 All Witness Information when application is signed with mark
PC2021-08-01 E&D MediKan 12 month Fixed Coverage period
PC2021-02-02 All Third Party Liability (TPL)
PC2021-02-01 E&D Counting the Low (and High) Balance in a Bank Account

2020

Policy # Program Policy Name
PC2020-12-01 All Reviews- Reasonable Compatibility, Pending, and SSA Income
PC2020-08-01 All HCBS and Aged-out Foster Care
PC2020-02-02 E&D Impact of Private Payment on Resource Eligibility
PC2020-02-01 All Counting the Low (and High) Balance in a Bank Account
PC2020-01-02 E&D Provisional Plan of Care for HCBS Institutional Transitions
PC2020-01-01 E&D Excess Shelter Deduction

2019

Policy # Program Policy Name
PC2019-11-01 FM Updating Review Dates
PC2019-10-01 E&D IRA – Required Minimum Distribution (RMD)
PC2019-09-01 E&D Medicare Set-Aside (MSA) Account
PC2019-08-02 E&D Treatment of Trust Assets for the Community Spouse Resource Allowance (CSRA)
PC2019-08-01 E&D Marital Assets Pending Divorce – Legal Impediment
PC2019-04-01 All 2018 Federal Tax Return
PC2019-03-01 FM Extension of TIAR requests - end dated 03/20/19
PC2019-02-01 E&D Additional Clarification on Due and Owing Bills from Assisted Living

2018

Policy # Program Policy Name
PC2018-12-01 FM CHIP for Families of State Employees
PC2018-05-01 E&D Standard Pending Period on Advanced Pay Cases
PC2018-04-01 E&D Motor Vehicles

2017

Policy # Program Policy Name
PC2017-10-02 FM Residential Custody
PC2017-10-01 FM Verification of Pregnancy of Multiples
PC2017-10-03 All Earnings that include Overtime, Bonuses, Tips, or Commissions
PC2017-08-01 E&D Retroactive Approval of WORK
PC2017-07-02 All Additional Time to Provide Information
PC2017-07-01 All Contractor/State Interaction – end dated 1/26/18
PC2017-06-01 E&D Due and Owing Bills from an Assisted Living Facility
PC2017-05-01 E&D Resource Verification at Review
PC2017-04-03 E&D Patient Liability as a Due & Owing Expense
PC2017-04-02 FM Common-Law Marriage and Tax Filing Status
PC2017-04-01 FM TransMed Approved by Passive Review
PC2017-03-03 All Assisting the Customer with Verification
PC2017-03-02 All Employer Statement of Wages Version 2
PC2017-03-01 All Social Fundraising Accounts (Go Fund Me)
PC2017-02-02 All Employer Statement of Wages
PC2017-02-01 E&D Mailing Addresses

2016

Policy # Program Policy Name
PC2016-11-02 E&D Burial Plans
PC2016-11-01 E&D Bank Deposits Requiring Further Clarification
PC2016-09-01 All Processing an IROD
PC2016-08-01 All Facilitator Appointment Duration
PC2016-06-03 All 17 Year Old’s Signing Application
PC2016-06-02 FM TransMed Hierarchy
PC2016-06-01 E&D Income Allocation from Parent to Child
PC2016-05-01 All Retro-charging Premiums

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