Clarifications

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Policy Clarifications issued by the agency are listed by the year and then labeled according to the program type: ALL medical programs, Elderly & Disabled (E&D), and Family Medical (FM). Policy Clarifications are used to explain existing policy. These are not policy changes, but rather more detailed explanations of the intent of a policy and often the procedural steps required to correctly process a case according to policy.

Policy Clarifications by Year

 

2025

Policy # Program Policy Name
 PC2025-09-01  ALL  Shared DCF Non-Citizenship Verification (PDF)
 PC2025-04-01  ALL  Temporary Absence & Children in Foster Care (PDF)

2024

Policy # Program Policy Name
PC2024-12-01        ALL PPS Medical Transitions During a CE Period (PDF)
PC2024-11-01 ALL Humanitarian Parolee Updates (updated version of PC2024-03-01) (PDF)
PC2024-08-01 ALL Using a Review Form as an Application (PDF)
PC2024-03-01 ALL Humanitarian Parolee Updates (end-dated 11/5/2024) (PDF)

2023

Policy # Program Policy Name
PC2023-10-01 ALL Non-Citizen Status Verification and ROP (PDF)
PC2023-08-01 ALL TransMed vs. Working Healthy at Review (PDF)
PC2023-05-01 FM Pre-Tax and Federal Deduction Clarifications (PDF)
PC2023-04-02 FM Prior Medical Denial for Newborn (PDF)
PC2023-04-01 ALL Verification of Citizenship/Identity & Immigration Status (PDF)

2022

Policy # Program Policy Name
PC2022-11-01 E&D Annuity Free Look Period (PDF)
PC2022-08-02 ALL Veterans Affairs (VA) and Military Pensions – Countability as Income (PDF)
PC2022-08-01 FM Non-Deemed Newborn Application Timeframe (PDF)
PC2022-07-02 E&D Unrecorded Deed (PDF)
PC2022-07-01 E&D LTC Add Request - Denial (PDF)
PC2022-06-02 FM FFM Applications - Pre-Tax and Federal Deductions (PDF)
PC2022-06-01 FM Family Medical Trust & Annuity Clearance Requests (PDF)
PC2022-04-01 ALL Overtime, AWOL/AGO Status, and Name Changes (PDF)
PC2022-02-01 ALL Add Member Request Received - COVID-19 (PDF)

2021

Policy # Program Policy Name
PC2021-12-01 FM Verification of Residential Custody (PDF)
PC2021-11-02 ALL Self-Employment Updates (PDF)
PC2021-11-01 FM Prior Medical Simplification (PDF)
PC2021-10-01 ALL Witness Information When Signed With a Mark (PDF)
PC2021-08-01 E&D MediKan 12 Month Fixed Coverage Period (PDF)
PC2021-02-02 ALL Third Party Liability (TPL) (PDF)
PC2021-02-01 E&D Counting the Low (and High) Balance in a Bank Account (PDF)

2020

Policy # Program Policy Name
PC2020-12-01 ALL Reasonable Compatibility, Pending Timeframes for Review Forms, and SSA Income at Review (PDF)
PC2020-08-01 ALL HCBS and Aged-out Foster Care (PDF)
PC2020-02-02 E&D Impact of Private Payment on Resource Eligibility (PDF)
PC2020-01-02 E&D Provisional Plan of Care for HCBS Institutional Transitions (PDF)
PC2020-01-01 E&D Excess Shelter Deduction (PDF)

2019

Policy # Program Policy Name
PC2019-11-01 FM Updating Review Dates (PDF)
PC2019-10-01 E&D IRA – Required Minimum Distribution (RMD) (PDF)
PC2019-09-01 E&D Medicare Set-Aside (MSA) Account (PDF)
PC2019-08-02 E&D Treatment of Trust Assets for the Community Spouse Resource Allowance (CSRA) (PDF)
PC2019-08-01 E&D Marital Assets Pending Divorce – Legal Impediment (PDF)
PC2019-04-01 ALL 2018 Federal Tax Form Changes (PDF)
PC2019-03-01 FM Extension for TIAR Requests (end-dated 3/20/2019) (PDF)
PC2019-02-01 E&D Additional Clarification on Due and Owing Bills from Assisted Living (PDF)

2018

Policy # Program Policy Name
PC2018-12-01 FM CHIP for Families of State Employees (PDF)
PC2018-05-01 E&D Standard Pending Period on Advanced Pay Cases (PDF)
PC2018-04-01 E&D Motor Vehicles (PDF)

2017

Policy # Program Policy Name
PC2017-10-02 FM Residential Custody (PDF)
PC2017-10-01 FM Verification of Pregnancy of Multiples (PDF)
PC2017-10-03 ALL Earnings that include Overtime, Bonuses, Tips, or Commissions (PDF)
PC2017-08-01 E&D Retroactive Approval of WORK (PDF)
PC2017-07-02 ALL Additional Time to Provide Information (PDF)
PC2017-07-01 ALL Contractor/State Interaction (end-dated 1/26/2018) (PDF)
PC2017-06-01 E&D Due and Owing Bills from an Assisted Living Facility (PDF)
PC2017-05-01 E&D Resource Verification at Review (PDF)
PC2017-04-03 E&D Patient Liability as a Due & Owing Expense (PDF)
PC2017-04-02 FM Common-Law Marriage and Tax Filing Status (PDF)
PC2017-04-01 FM TransMed Approved by Passive Review (PDF)
PC2017-03-03 ALL Assisting the Customer with Verification (PDF)
PC2017-03-02 ALL Employer Statement of Wages - Version 2 (PDF)
PC2017-03-01 ALL Social Fundraising Accounts (Go Fund Me) (PDF)
PC2017-02-02 ALL Employer Statement of Wages (end-dated 3/26/2017) (PDF)
PC2017-02-01 E&D Mailing Addresses (PDF)

2016

Policy # Program Policy Name
PC2016-11-02 E&D Burial Plans (PDF)
PC2016-11-01 E&D Bank Deposits Requiring Further Clarification (end-dated 10/31/2017) (PDF)
PC2016-09-01 ALL Processing an IROD (PDF)
PC2016-08-01 ALL Facilitator Appointment Duration (PDF)
PC2016-06-03 ALL Applications Signed by 17 Year Olds (PDF)
PC2016-06-02 FM TransMed Hierarchy (PDF)
PC2016-06-01 E&D Income Allocation from Parent to Child (PDF)
PC2016-05-01 ALL Retro-charging Premiums (PDF)

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