Commonwealth of Massachusetts Executive Office of Health and Human Services Office of Medicaid 600 Washington Street Boston, MA 02111 www.mass.gov/masshealth Eligibility Operations Memo 09-02 February 15, 2009 TO: MassHealth Eligibility Operations Staff FROM: Russ Kulp, Director, MassHealth Operations RE: Marriage Equality Law Introduction On July 31, 2008, Governor Deval Patrick signed into law a measure that allows and requires MassHealth to apply existing spousal rules to determine eligibility for medical benefits for people in same-gender marriages. MassHealth now recognizes state marriage laws in assessing eligibility for all programs determined by MassHealth. Definition of Spouse The definition of “spouse” in MassHealth regulations at 130 CMR 501.001 and 515.001 has been revised as follows: Spouse — a person married to the applicant or member according to the laws of the Commonwealth of Massachusetts. Effective for applications and eligibility review forms received on or after October 31, 2008, notwithstanding the unavailability of federal financial participation, no person who is recognized as a spouse under the laws of the Commonwealth will be denied benefits that are otherwise available under M.G.L. c. 118E due to the provisions of 1 U.S.C. § 7 or any other federal non-recognition of spouses of the same gender. If a member’s eligibility changes as a result of updated or corrected information about marital status, the change in eligibility will be effective as of the date the MassHealth agency receives the information, but no sooner than October 31, 2008. Eligibility Determinations For applications and eligibility review forms received on or after October 31, 2008, any applicant or member who identifies his or her relationship with another household member as “spouse” will be treated as such for purpose of determining eligibility, regardless of gender. (continued on next page) Eligibility Determinations (cont.) The designation of spouse requires that persons be legally married and has the same effect for all married couples with regard to the application of MassHealth rules about defining family groups, counting income and assets, establishing federal poverty level, the transfer of assets, and spousal impoverishment consideration. Applicants or members who notify MassHealth or indicate marital status on MassHealth forms on or after October 31, 2008, will be determined as spouses, regardless of gender. Applicants or members must submit all information necessary for both spouses in order to determine eligibility. Staff should use existing processes for requesting, entering, and updating information. System Implications- MA21 and PACES When an applicant or member identifies that he or she is a member of a married couple, the household relationships should reflect the appropriate relationship as “spouse,” regardless of gender. Applications and eligibility review forms should be processed as usual. Because federal rules do not recognize same-gender marriages, persons in same- gender marriages whose eligibility is based in any part on marital status will receive state-funded benefits and claims for those individuals will not be submitted for federal reimbursement. Claims adjustments will be made by the federal reporting unit and have no impact on the eligibility process. Questions If you have any questions about this memo, please have your MEC designee contact the Policy Hotline.