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 09-10 July 1, 2009 TO: MassHealth Eligibility Operations Staff FROM: Russ Kulp, Director, MassHealth Operations RE: American Recovery and Reinvestment Act of 2009 — Native American Provisions Background The American Recovery and Reinvestment Act of 2009 changes the rules about countable assets and estate recovery for Native Americans and Alaska Natives. Countable Assets As part of the ARRA, for Native American Indians and Alaska Natives, the following assets will be considered noncountable under 130 CMR 520.008(K): any property or improvements that are held in trust, subject to federal restrictions or under the supervision of the Secretary of the Interior, that are located on a reservation or in areas designated and approved by the Bureau of Indian Affairs; or any property located within the most recent boundaries of a prior federal reservation or any ownership interests in rents, leases, royalties, or usage rights related to natural resources or usage rights to items that have any religious, spiritual, traditional, or cultural significance that support subsistence or a traditional lifestyle according to tribal law or custom. MassHealth regulations are being revised to conform to the ARRA. Estate Recovery For claims presented on or after July 1, 2009, recovery from the following Native American Indian and Alaska Native income, resources, and property will be waived: ownership interest in trust or non-trust property that is located on the reservation of any federally recognized Indian tribe; income left as a remainder in an estate from a protected property; (continued on next page) Estate Recovery (cont.) ownership interest left as a remainder in an estate or any rents, leases, royalties, or usage rights to natural resources from protected sources; and ownership interests in or usage rights to items that have any religious, spiritual, traditional, or cultural significance that support subsistence or a traditional lifestyle according to tribal law or custom. Exemptions from Premiums or Cost Share Effective July 1, 2009, MassHealth will not assess any premium or cost share to a Native American Indian or Alaska Native who receives services provided by any Indian Health Service or organization. MassHealth claims staff will provide a report of members who receive services at Indian Health Services. The report will be sent to appropriate units within MassHealth to ensure that any premium or cost share is not charged. Questions If you have any questions about this memo, please have your MEC designee contact the Policy Hotline.