Revisions

19-3, September Quarterly Revision

Revision Notice 19-3; September 1, 2019

 

Archived Revision 19-2; Effective June 1, 2019
Archived Revision 19-1; Effective March 1, 2019
Archived Revision 18-4; Effective December 1, 2018
Archived Revision 18-3; Effective September 1, 2018

 

The following changes were made:

 

Section Title Change
Appendix XI Reference for Notification Forms Updates the chart for clarity and removes reference to deleted Form H1230-TP-30-ATT. Automation changes to add related language to the TF0001, Notice of Case Action.
Appendix XIII Spousal Impoverishment Information Appendix retired due to duplicate policy found in Chapter J. Section reserved for future use.
Appendix XXXI Budget Reference Chart Updates appendix with 2019 budget amount for transfer of assets divisor.
Appendix L 2019 Income/Resources Reference Chart Updates appendix with 2019 budget amounts for transfer of assets divisor and spousal dependent allowance.
B-9300 Date of Death Denials and Verification Sources Adds new section B-9300 and incorporates policy from MEPD Bulletin #19-05. Adds Related Policy section.
C-9200 Availability of Translated Written Material Clarifies policy related to providing translated written material for LEP persons.
I-5100 Transfer of Assets Divisor Updates section with 2019 transfer divisor rate. Adds Related Policy section.
J-7400 Spousal Impoverishment Dependent Allowance Updates section with 2019 dependent allowance amount. Adds Related Policy section.

Bulletins on the MEPD Handbook Website

The following bulletins are deleted. The information is either incorporated into the handbook or no longer necessary:

Release Date Bulletin Number Title
February 1, 2019 19-2

1. Excluding Pretax Contributions form Gross Income for Modified Adjusted Gross Income (MAGI) Programs
2. Mileage Rate Increase
3. 2018 Federal Poverty Level

19-2, June Quarterly Revision

Revision Notice 19-2; June 1, 2019

 

Archived Revision 19-1; Effective March 1, 2018
Archived Revision 18-4; Effective December 1, 2018
Archived Revision 18-3; Effective September 1, 2018
Archived Revision 18-2; Effective June 1, 2018

The following changes were made:

Section Title Change
B-6300 Institutional Living Arrangement Moves policy references throughout this section to new Related Policy section.
B-6510 Failure to Provide Missing Information Removes the references that specify responsibilities for the applicant or AR for clarity.
B-8440 Streamlined Redetermination (Passive Redetermination) Adds AVS requirement and rewords section for clarity. Also adds Related Policy section.
D-9410 Examples of Sponsor-to-Alien Income Deeming Updates the examples with 2019 Federal Poverty Level (FPL) and deeming amounts.
E-3340 Rents Defines rental income and adds section E-3345 to combine into one section related to general rent information. Adds Related Policy section.
E-3345 Budgeting Deletes section and moves information to E-3340 to combine as one section related to general rent information.
F-1310 Points in Time for Establishing Resource Values Updates text for clarity and removes requirement for staff to document specific verification details in the case record. Also adds Related Policy section.
F-3111 The Home as the Principal Place of Residence Clarifies couples may only have one primary home as the homestead and receive the exemption. Also adds Related Policy section.
M-5200 Medicaid Buy-In (MBI) Income Limits Updates HB section with 2019 FPL income amounts.
M-7100 Post Eligibility – Premium Budgets (FPL amounts in examples) Updates HB section with 2019 FPL income amounts.
N-6330 Ineligible Sibling Exclusion Updates HB section with 2019 FPL ineligible sibling exclusion.
N-6351 Examples of Budgeting Steps Updates examples with 2019 FPL income amounts.
Q-2500 QMB Income and Resource Limits Updates the chart with 2019 FPL income and resource amounts.
Q-3200 SLMB Income Limits Updates the chart with 2019 FPL income amounts.
Q-5200 QI Income Limit Updates the chart with 2019 FPL income amounts.
Q-6200 QDWI Income Limit Updates the chart with 2019 FPL income amounts.
R-1200 Medical Effective Date Removes references to Department of Aging and Disability Services (DADS), resource policy, and funding purposes from this section.  Also adds Related Policy section.
MEPD Glossary FPIL definition Updates Glossary to reflect the name change of Federal Poverty Income Limit (FPIL) to Federal Poverty Level (FPL)
Appendix IX Medicare Savings Program Information Updates appendix with 2019 FPL income and resource amounts for MSP.
Appendix XIX Earliest Certification/Application Due Date Chart Removing Appendix XIX. Replaced with 30/15 Day Charts on the LOOP.
Appendix XXIX Special Deeming Eligibility Test for Spouse to Spouse Updates deeming and allocation amounts with 2019 FPL amounts.
Appendix XXXI Budget Reference Chart Updates appendix with 2019 budget amounts for living arrangements, savings programs, buy-in programs and premiums.
Appendix XXXIX MBI Screening Tool and Worksheets Updates appendix with 2019 FPL amounts.
Appendix XLI Historical Income Limits Chart for Institutional, SSI and MBI Updates appendix with 2019 FPL amounts.
Appendix L Income/Resources Reference Chart Updates appendix with 2019 FPL income and resource amounts.
Table of Contents MEPD Table of Contents for Section E Removing section E-3345 as it was merged to E-3340.

Bulletins on the MEPD Handbook Website

The following bulletins are deleted. The information is either incorporated into the handbook or no longer necessary:

Release Date Bulletin Number Title
Dec. 14, 2018 18-9 Federal Benefits 2019 Cost-of-Living Adjustment (COLA)
Aug. 31, 2018 18-7 1. SNAP Combined Application Project (SNAP-CAP) Shelter Threshold and Allotment Changes
2. SNAP Employment and Training County Changes
3. Revised SNAP Income Limits, Deductions, and Allotments
4. Revised TANF Maximum Grant Amounts
April 11, 2018 18-3 1. Non-U.S. Citizen Sponsor Budgeting
2. Incurred Medical Expense Policy and Process Changes
Feb. 20, 2018 18-2 1. Mileage Rate Increase
2. 2018 Federal Poverty Level
Jan. 23, 2018 18-1 1. Relative and Other Designated Caregiver Program Payments
2. TIERS Updates - Counting Social Security Benefits for MAGI
June 30, 2016 16-07 1. School-Based Savings Accounts
2. Achieving a Better Life Experience (ABLE) Program
3. ACA - Telephonic Signatures
4. Ending Supplemental Nutrition Assistance Program (SNAP) Employment and Training (E&T) Exemption for Pregnancy
5. Healthy Texas Women (HTW) Updates

 

19-1, March Quarterly Revision

Revision Notice 19-1; March 1, 2019

 

Archived Revision 18-4; Effective December 1, 2018
Archived Revision 18-3; Effective September 1, 2018
Archived Revision 18-2; Effective June 1, 2018
Archived Revision 18-1; Effective March 1, 2018

 

The following changes were made:

Section Title Change
B-3221 Valid Signatures Incorporates policy from LTC ME Bulletin #08-04 released on Feb. 19, 2008 and MEPD Bulletin #16-07, released on June 30, 2016. Adds Related Policy section.
B-5000 Previously Completed Application Reformats section for clarity and adds Related Policy section.
B-6510 Failure to Provide Missing Information Updates wording to provide clarity and consistency with the Texas Works Handbook and adds Related Policy section.
B-9100 Administrative Denials Updates wording to provide clarity, removes DADS references and adds Related Policy section.
F-1311 Encumbered Funds Clarifies policy related to encumbered funds and adds Related Policy section.
F-1312.2 Refunds for Payments Before Medicaid Eligibility Approval Corrects handbook reference and adds Related Policy section.
F-3600 Substantial Home Equity Updates the amounts for home equity interest.
F-3610 Persons Impacted by Substantial Home Equity Disqualification Updates substantial home equity limit amount.
G-1310 Community-Based Programs Using SSI Income Limits Updates reference chart with 2019 Supplemental Security Income (SSI) limits.
G-1320 Special Income Limits Updates reference chart with 2019 special income limits.
G-2311.2 Examples of Spouse to Spouse Deeming Updates examples with the 2019 SSI limits and ineligible child allocation.
G-2312.1 Examples of Parent-to-Child Deeming Updates examples with the 2019 ineligible child allocation and income limits.
G-4310 Computing Social Security Cost-of-Living Increases Updates reference chart with the 2019 Social Security cost-of-living adjustment (COLA) multiplier.
H-1800 Medicare Part B Premium Updates information on the base Medicare Part B premium and the 2019 cost-of-living adjustment.
H-6000 Co-Payment for SSI Cases Updates reference chart for the 2019 SSI federal benefit rate (FBR) income limits.
J-7200 Spousal Co-Payment Updates the 2019 spousal allowance amount in the co-payment calculation portion of the example. Updates brother’s dependent allowance and co-payment calculations in examples.
J-7300 ICF/IID Spousal Companion Cases Updates the 2019 spousal allowance amount in step 4 of the example.
O-3200 STAR+PLUS Waiver (SPW) Removes links.
Appendix XII Nursing Facility and Home and Community-Based Services Waiver Information Updates the 1915(c) Waiver Program Co-Payment Worksheets with the 2019 budget amounts. Appendix is available on the LOOP.
Appendix XIII Spousal Impoverishment Information Updates the 2019 budget amounts for spousal allowance. Updates the spousal protected resource amount (SPRA) minimum and maximum amounts in the examples.
Appendix XXII Home and Community-Based Services Waiver Program Co-Payment Worksheets Updates the worksheets with the 2019 budget amounts. Appendix is available on the LOOP.
Appendix XXIX Special Deeming Eligibility Test for Spouse to Spouse Updates the worksheet with the 2019 living allowance for certain programs.
Appendix XXX Medical Effective Dates (MEDs) Corrects form number.
Appendix XXXI Budget Reference Chart Updates the chart with 2019 budget amounts for living arrangements, savings programs, buy-in programs and premiums.
Appendix XXXIII Medicaid for the Elderly and People with Disabilities Information Updates the SPRA amounts and effective dates for 2019 budget.
Appendix XXXVI Qualified Income Trusts (QITs) and Medicaid for the Elderly and People with Disabilities (MEPD) Information Updates the special income limits and effective dates for 2019 budget amounts.
Appendix XXXVIII Pickle Disregard Computation Worksheet Updates the worksheet with the 2019 multiplier amounts. Appendix is available on the LOOP.
Appendix XLI Historical Income Limits Chart for Institutional, SSI, and MBI Updates the charts with the 2019 amounts and effective date.
Appendix L 2019 Income/Resources Reference Chart Updates the chart with the 2019 Supplemental Security Income (SSI) income limits and deeming amounts.
Appendix LIII Sponsor to Alien Deeming Worksheet Updates the worksheet with 2019 SSI income limit. Appendix is available on the LOOP.
Appendix LV Historical Medicare Part B Premiums Updates the chart with 2019 effective date and Standard Part B premium amount.
Form H1051- IME Recipient of Durable Medical Equipment Updates form to include agency contact information (phone number, mailing address and fax number) and change “client” to “recipient”.
Form H1051- IME Instructions Recipient of Durable Medical Equipment Updates instructions to accompany form.
Form H1052- IME Notice of Delay in Decision for Incurred Medical Expense Instructions Updates form to include agency contact information (phone number, mailing address and fax number) and change “client” to “recipient”.
Form H1052- Instructions Notice of Delay in Decision for Incurred Medical Expense Instructions Updates instructions to accompany form.
Form H1053-IME Provider Notice of Incurred Medical Expense Decision Updates form to include agency contact information (phone number, mailing address and fax number) and change “client” to “recipient”.
Form H1053-IME Instructions Provider Notice of Incurred Medical Expense Decision Updates instructions to accompany form.
Form H1054-IME Proof of Dental Services Updates form to include agency contact information (phone number, mailing address and fax number) and change “client” to “recipient”.
Form H1054-IME Instructions Proof of Dental Services Updates instructions to accompany form.
Form H1263-A Instructions Certification of Medical Necessity - Durable Medical Equipment or Other IME Changes transmittal instructions and provides information on how to send form to HHSC.
Form H1263-B Instructions Certification of No Medical Contraindication - Dental Changes transmittal instructions provides information on how to send form to HHSC.

18-4, December Quarterly Revision

Revision Notice 18-4; December 1, 2018

Archived Revision 18-3; Effective September 1, 2018
Archived Revision 18-2; Effective June 1, 2018
Archived Revision 18-1; Effective March 1, 2018
Archived Revision 17-4; Effective December 1, 2017

The following changes were made:

Section Title Change
C-6110 Program Representation at Fair Hearings Replaces incorrect form number with correct Form H4800.
E-1720 Social Services That Are Not Income Changes name of program from Relative Caregiver Program, to Relative and Other Designated Caregiver Program.
E-8222 Receipt of Support and Maintenance (S/M) from Outside the Household Deletes information from this section.
E-8222.1 Receipt of Support and Maintenance (S/M) from Outside the Household Adds Section E-8222.1 to clarify S/M from outside the household and treatment of rental subsidy. Add deleted information from Section E-8222 to here.
G-4120 Earned Income Exclusion Adds Related Policy.
H-2100 Deduction of Incurred Medical Expenses Updates section with current incurred medical expenses information.
H-2130 Form 1263-A and Form 1263-B Updates section with current incurred medical expenses information.
H-2300 IME Budget Adjustments Due to Changes in Living Arrangement Updates section with current incurred medical expenses information.
H-2310 IME Budget Adjustments Due to Death Updates section with current incurred medical expenses information.
H-2780 Notices Updates section with current incurred medical expenses information.
MEPD Glossary MEPD Glossary Adds the definition of a Bona Fide Agent.
Form H1263-A Certification of Medical Necessity - Durable Medical Equipment or Other IME Adds the HHSC fax number and revises text.
Form H1263-B Certification of No Medical Contraindication - Dental Adds the HHSC fax number and revises text.