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 10-06 April 1, 2010 TO: MassHealth Eligibility Operations Staff FROM: Russ Kulp, Director, MassHealth Operations RE: Administrative Annual Review Process for Certain MassHealth Members Residing in Nursing Facilities Introduction State and federal laws require that MassHealth perform a continuing eligibility review of every member on an annual basis. The purpose of this memo is to describe the administrative annual review process for certain MassHealth members residing in nursing facilities. This project will streamline the annual redetermination of MassHealth nursing facility residents by using data matching. Eligible Population A nursing facility resident who meets the following criteria will be selected for the administrative review process: * is single with no dependents; * has assets less than $2,000; * has social security as the only source of income; and * has Medicare only or Medicare and one other source of health insurance (not Medex). Review Process At the time of the annual review, a member who meets the criteria for the administrative review process will be sent the following: * an administrative review cover letter (NF-AR-CL) (printed on yellow paper); * a MassHealth Eligibility Review for Nursing Facility Services (NF-AR); * an Eligibility Representative Designation (ERD) Form; and * a UNIV-5 (Babel). The cover letter advises the member that his or her eligibility has been reviewed electronically and, unless there are changes to report, no further action is needed. If there are changes in income, assets, health insurance, (continued on next page) Review Process (cont.) or an ERD, the cover letter instructs the member to complete the enclosed review form and return it to the MassHealth Enrollment Center (MEC) as soon as possible. MEC Process Upon selection of nursing facility residents meeting the criteria for the administrative review process, MEC staff will send the administrative renewal packet to the member and/or the eligibility representative (ERD). Upon sending the packet, the eligibility worker will code the PACES case with case assignment number (CAN) 711 and update the “review date” to reflect the date of the mailing. If the member does not have changes to report, the case has met the review requirements for continuing eligibility for a period of one year. The CAN 711 indicates that the case was reviewed using this unique process for audit and tracking purposes. The CAN should not be changed unless the member reports changes. If the member returns the form or calls the MEC with any changes, the worker will perform the normal maintenance function and update the information as needed. When performing maintenance in PACES, the CAN should be changed to 712 to identify that changes were made to an administrative review case. CAN 712 should not be changed. It must remain for audit and tracking purposes. Returned mail will be handled as usual. The eligibility worker should contact the nursing facility to determine the correct address to remail the packet. The State Verification Eligibility System (SVES) match with the Social Security Administration will identify deceased members to end their eligibility. Attachments Attached to this memo are * a sample administrative review cover letter (NF-AR-CL); and * a MassHealth Eligibility Review for Nursing Facility Services (NF-AR). Questions If you have any questions about this memo, please have your MEC designee call the Policy Hotline. Commonwealth of Massachusetts Executive Office of Health and Human Services www.mass.gov/masshealth North Adams Commons Date: 04/01/2010 175 Franklin Street Review for: John Doe City, State Zip Review Date: 04/01/2010 Good News from MassHealth A Notice about Your MassHealth Eligibility Review for Nursing Facility Services Federal and state laws require that MassHealth complete a review of your continuing eligibility every year. We have reviewed your case electronically and determined you will continue to get MassHealth. Unless there are changes you need to report to us, your next review will be scheduled for . Changes you need to report to us * Your total assets have increased to over $2000.00. o Assets may include bank accounts (checking accounts, savings accounts, or credit union accounts), cash, or other assets. * Your monthly income has changed over the last year, or you have received new types of income. o Do not send us changes to your social security income. * You have added or dropped health insurance coverage like Blue Cross Medex or Medicare D. * You would like to change or add an eligibility representative. If you have any changes to report, complete the enclosed eligibility review form and send to the MassHealth Enrollment Center at the address above as soon as possible. Include any proof of changes, such as bank statements, pay stubs, health-insurance cards, life insurance policies, or burial account information to show the changes that took place during the last year. If you do not have any changes to report, you do not need to send back the enclosed form. If you have any questions, please call the telephone number above. NF-AR-CL–R (04/10) Reminder: Send this form back to us ONLY if you have changes. Review for: CAT: <#> SSN: <###-##-####> MassHealth Eligibility Review for Nursing Facility Services Review date: Date received: Section I: Member information Name (Last, First, MI) Social security number <###-##-####> Are you a US citizen/national? 0 yes 0 no Section II: Income information (Send proof of all income before taxes and deductions, except social security income.) Type of income Monthly amount before deductions Section III: Asset information (Send proof of all assets you own.) Type Bank/institution/company name Account/Policy number Current amount Bank accounts (includes checking, savings, credit union, certificates of deposit, personal needs accounts, trust accounts, money market accounts, retirement accounts (IRAs, Keogh, 401K)) $ Life insurance Face value $ Securities/other (includes stocks, bonds, savings bonds, mutual funds, cash) $ Annuities Date purchased: / / Annuities purchased on or after February 8, 2006, may make you ineligible for payment of long-term-care services, unless certain conditions are met. To be eligible, you may be required to name the Commonwealth of Massachusetts as a remainder beneficiary. Real estate (home/other) Description and address: _________________________ Type of ownership: 0 sole ownership 0 joint ownership 0 tenants in common 0 life estate 0 other:__________ 0 Assessed value:_________ 0 Other value: ____________ If you applied for MassHealth on or after January 1, 2006, and the equity interest in your principle place of residence is over $750,000, you may be ineligible for payment of long-term-care services at home unless certain conditions are met. Vehicles Year/make/model: Amount owed $ Fair market value $ Burial-only accounts / burial contracts / burial trusts $ Trusts Revocable? 0 yes 0 no Current trust principal $ Have you transferred, gotten, sold, or closed any assets or income since your last eligibility review? 0 yes 0 no If yes, describe below. (If you transferred or changed your ownership in real estate, please give us a copy of the new deed showing the change.) NF-AR (Rev. 04/10) Section IV: Spouse / Dependent information Do you have a spouse or dependents living at home? 0 yes 0 no Name(s): _______________________________________ Relationship: _________________________ Disabled? 0 yes 0 no Section V: Health insurance Information (List all health-insurance policies you have, including Medex, BC/BS, AARP, HMO,TRICARE, or other policies. Do not list Medicare or MassHealth.) Type Policy number > Have you stopped any health-insurance plans since your last eligibility review? 0 yes 0 no If yes, list here. ________________________________________________________________________________ If you have long-term-care insurance, send a copy of the policy. Section VI: Signature (you and/or your eligibility representative must read this page carefully, then sign and date it at the bottom.) I understand that if I am eligible for MassHealth, I must tell MassHealth of any changes in my income or employment, assets, health-insurance coverage, health- insurance premiums, and immigration status, or of changes in any other information I gave on this review form and any supplements within 10 calendar days of learning of the change. If I am found to be eligible for assistance through MassHealth, I give permission to MassHealth to get any records or data: (1) to prove any information given on this review form and any supplements, or other information I give while I am a member; (2) to document medical services claimed or provided; and (3) to support continued eligibility. I also understand that if I applied for MassHealth on or after January 1, 2006, and the equity interest in my home is over $750,000, I may become ineligible for payment of long-term-care services, unless certain conditions are met. I understand that in some cases, MassHealth may place a lien against any real estate that I have a legal interest in. If MassHealth puts a lien against my property and I sell it, I may need to use money I get from the sale of that property to repay MassHealth for medical services that I get. I understand that if I am aged 55 or older, or I am any age and MassHealth helps pay for my care in a nursing home, MassHealth may be able to get back money from my estate after I die. Under current practice, this does not apply to Commonwealth Care. I understand that annuity transactions, including purchases and selecting or changing payment plans, entered into on or after February 8, 2006, require that certain conditions are met and that I may not be eligible for payment of long- term-care services unless I provide proof that those conditions have been met. I also understand that the Commonwealth of Massachusetts may be required to be named as a remainder beneficiary of annuities for the total amount of medical assistance paid for the institutionalized individual. I further understand that the Commonwealth may not be removed as the beneficiary, and that eligibility may be ended and benefits recovered if the Commonwealth’s position as a remainder beneficiary is not maintained. I understand that if I am in an accident, or am injured in some other way, and get money from a third party because of that accident or injury, I will need to use that money to repay MassHealth for certain medical services provided (for MassHealth, these certain medical services are explained in the MassHealth and You guide). I also understand that I must tell MassHealth, in writing, within 10 calendar days, or as soon as possible, if I file any insurance claim or lawsuit because of an accident or injury to me. I also understand that by signing below, I give permission to MassHealth to go after and collect third-party payments for medical care and medical support from my spouse (if applicable) who is living at home and refuses to cooperate or whose whereabouts is unknown. I certify that I have read or have had read to me the information on this review form and the information in the MassHealth and You guide, and that I understand my rights and responsibilities. I further certify under penalty of perjury that the information on this review form and any supplements is correct and complete to the best of my knowledge. If you are acting on behalf of someone in filling out this review form and any supplements, the enclosed MassHealth Eligibility Representative Designation (ERD) Form must also be filled out and sent back with this review form. Your signature on this review form and any supplements as an eligibility representative certifies that the information on this review form and any supplements is correct and complete to the best of your knowledge. If you think MassHealth’s decision about whether you are eligible is wrong, you have the right to appeal or file a grievance. If you are denied benefits or your benefits are stopped, you will get information about how to appeal a MassHealth decision and also how to file a grievance about any Health Safety Net decision. _______________________________________________ _____________________ Signature of member or eligibility representative Date