IM-80 MANUAL SECTIONS REVISED TO ONLY INCLUDE THE ESTATE RECOVERY INFORMATION NECESSARY FOR THE ADMINISTRATION OF MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (MHABD) PROGRAMS

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Department of Social Services
Family Support Division
PO Box 2320
Jefferson City, Missouri

TO:  ALL FAMILY SUPPORT OFFICES

FROM:  KIM EVANS, DIRECTOR

SUBJECT:  MANUAL SECTIONS REVISED TO ONLY INCLUDE THE ESTATE RECOVERY INFORMATION NECESSARY FOR THE ADMINISTRATION OF MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (MHABD) PROGRAMS

MANUAL REVISION #

0880.005.00
1025.015.04.01

 

DISCUSSION:

Revisions have been made to the Estate Recovery section in 0880.005.00 of the MHABD Manual, and the December 1973 Eligibility Requirements Manual section 1025.015.04.01 on Special Needs Trusts, Supplemental Needs Trusts, and Pooled Trusts.

These sections have been updated to remove the descriptive stipulations surrounding when the MO HealthNet Division (MHD) Cost Recovery Unit will or will not file an estate recovery claim against the estate of an MHABD recipient or former recipient. This information is not necessary or required in order for Family Support Division (FSD) staff to determine eligibility for MHABD programs. Estate Recovery section 0880.005.00, has also been revised to include the current email address for the MHD Cost Recovery Unit, as listed below.

As a reminder, staff are prohibited from providing any financial planning advice to participants, authorized representatives, attorneys, or legal guardians. Estate recovery is a legal matter that is managed and overseen exclusively by the MHD Cost Recovery Unit. Participants and/or representatives must be directed to contact MHD directly for assistance, and information regarding estate recovery regulations, processes, and procedures:

 

NECESSARY ACTION:

  • Review this memorandum with appropriate staff.

 

KE/vm