Commonwealth of Massachusetts
Executive Office of Health and Human Services
Division of Medical Assistance
600 Washington Street
Boston, MA  02111	
	MassHealth
	Long Term Care Facility Bulletin 76
	March 2001

	TO:	Nursing Facilities, Chronic Disease and Rehabilitation Inpatient Hospitals, and Psychiatric Inpatient Hospitals Participating in MassHealth

	FROM:	Wendy E. Warring, Commissioner

	RE:	Annual Accounting for Personal Needs Allowance Funds

Accounting	The Division’s regulations at 130 CMR 456.615 require that long-term-
Requirement	care facilities make an accounting to the Division of the balances of the personal needs allowance (PNA) funds for each MassHealth member for whom the facility handles funds.  This accounting must be made as of April 30 of each year, and is due to the Division by June 1 of each year.

June 1 Deadline 	To comply with these regulations, long-term-care facilities must use the
for PNA-1	PNA-1.  This form must be dated and signed by the facility administrator
Submissions	and sent to the following address by June 1, 2001.

Division of Medical Assistance
ATTN:  Cynthia Brown
Office of Financial Compliance
600 Washington Street
Boston, MA  02111

	On the PNA-1, state the PNA balance for each MassHealth member as of April 30, 2001.  Attach to the form a copy of the bank statement and reconciliation for the aggregate trustee bank account as of April 30, 2001, and submit the documents to the Division at the above address.

	If a facility does not handle PNA funds for any members, the facility must state this on the PNA-1.  The form must then be dated and signed by the facility administrator, and sent to the above address.  (The PNA-1 must be used.  Substitute forms will not be accepted.)

June 1 Deadline	If a facility does not submit the PNA-1 by June 1, 2001, or if the form is
for PNA-1	incomplete, the facility may be subject to administrative sanction by the
Submissions	Division.
(cont.)
	A copy of the PNA-1 is enclosed with this bulletin.  This form may be photocopied as needed.

Questions	If you have any questions about this bulletin, contact Cynthia Brown at (617) 210-5182.