FROM: REGINALD E. McELHANNON, INTERIM DIRECTOR
SUBJECT: INTRODUCTION OF IM-29 MAGI FORM
FORM#36
IM 29 MAGI
The purpose of this memorandum is to introduce the IM-29 MAGI form. This form will be sent manually when participants have duplicate DCNs that have been merged in MEDES.
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FROM: REGINALD E. McELHANNON, INTERIM DIRECTOR
SUBJECT: MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED FOR PATIENTS IN PRIVATE INSTITUTIONS
MANUAL REVISION #115
1020.015.00
In the past individuals were ineligible for MO HealthNet for the Aged, Blind, and Disabled because they were residing in a private institution and receiving care:
Missouri 13 CSR 40-2.080 has been amended. Individuals are no longer ineligible for these reasons. The manual has been updated to remove these restrictions.
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FROM: REGINALD E. McELHANNON, INTERIM DIRECTOR
SUBJECT: MO HEALTHNET SPEND DOWN PROVIDER FORM REVISION
FORM REVISION #35
MO HealthNet Spend Down Provider Form
The MO HealthNet Spend Down Provider form has been revised. A fillable box has been added to the signature line.
A typed signature is allowed on the MO HealthNet Spend Down Provider Form only if the typed signature can be authenticated using either:
NOTE: A typed signature is not allowed on other FSD forms. These instructions are specific to the MO HealthNet Spend Down Provider form.
For additional information regarding submitting Spend Down charges, please refer to MHABD manual section 0810.010.15.01 Documentation of Incurred Medical Expenses.
MO HealthNet Spend Down Provider form
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FROM: REGINALD E. McELHANNON, INTERIM DIRECTOR
SUBJECT: CERTIFICATION OF NEED FOR PSYCHIATRIC SERVICES (IM-71) REVISED AND ADDED TO FORMS MANUAL
FORM REVISION #34
IM-71
The IM-71 Certification of Need for Psychiatric Services has been revised and added to the Forms Manual. Revisions include:
Note: “Joint Commission” is the current name for the agency formerly known as JCAH or JCAHO (short for Joint Commission on Accreditation of Healthcare Organizations). References in policy to JCAH or JCAHO will be corrected in future policy releases.
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FROM: REGINALD E. McELHANNON, INTERIM DIRECTOR
SUBJECT: NEW MO HEALTHNET FOR THE AGED, BLIND AND DISABLED (MHABD) MANUAL
In order to streamline and improve ease of access to MHABD policies, the MHN Program and Policy Unit is working to combine the following manuals into one manual:
Additionally, sections of the General Information manual that pertain only to MHABD programs will be removed or obsoleted.
As part of this process, the numbering system of the new MHABD manual will be different than previous manuals. The new manual will be broken down by sections, chapters and subsections.
For example: Section 1 Chapter 1 and its subsections will contain general information about MHABD programs. Section 2 Chapter 2 and its subsections will contain information regarding requests for benefits as these apply specifically to MHABD programs and so on. The individual subsections will appear as follows:
Section 2 Chapter 2
2.2.40 Specialized Application Procedures
The first number is the section number. The second number (after the first period) is the chapter number. The numbers that follow the second period are the subsection numbers.
Memos will be issued when new manual sections are added and as others are obsoleted. Because all new sections are being updated with current laws, regulations and procedures, when a new section is added, any previously released policy held in memos or manuals should be disregarded.
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FROM: REGINALD E. McELHANNON, INTERIM DIRECTOR
SUBJECT: MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (MHABD) APPLICATION ONLY AUTHORIZED REPRESENTATIVE (APO)
MANUAL REVISION #114
The MHABD manual has been updated to clarify that authorization for an authorized representative (AR), appointed to assist only with an application for benefits will end when the final decision is complete for the MHABD application.
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FROM: REGINALD E. McELHANNON, INTERIM DIRECTOR
SUBJECT: PRE-NEED BURIAL CONTRACTS – MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (MHABD) MANUAL REVISION
MANUAL REVISION #113
Effective August 28, 2009 participants have three options for pre-need burial contracts. Please review the MHABD manual section 1030.020.10.15 Agreements On or After August 28, 2009 for detailed information regarding how to budget each type of account.
Funds remaining from any of these accounts that were not spent on the participant’s burial will be claimed by the Estate Recovery program, up to the amount expended for public assistance for the individual.
The funeral home is responsible for notifying the Cost Recovery Unit when they receive payment from a participant’s life insurance policy that exceeds the funeral and burial expenses. If needed, staff can contact the Cost Recovery Unit by email at MHD.CostRecovery@dss.mo.gov.
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FROM: REGINALD E. McELHANNON, INTERIM DIRECTOR
SUBJECT: PERSONAL FUNERAL TRUST ACCOUNTS AS A RESOURCE FOR THE MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (MHABD) PROGRAM
MANUAL REVISION #112
The purpose of this memorandum is to introduce Personal Funeral Trust (PFT) accounts as a resource for the MHABD program.
Missouri Law allows individuals to set up a PFT to pay for their future burial expenses. These funds do not have to be connected to a specific funeral service provider, but are restricted to be used for burial or funeral expenses.
Funds up to $9999.99 in an irrevocable PFT account are not a countable resource. Standard trust rules will apply for the amount of the trust above $9999.99.
Note: All trusts, including Personal Funeral Trusts, must be sent to the Program and Policy unit for an interpretation of policy.
Personal Funeral Trust accounts are entered into the eligibility system using the resource codes for Pre-need Burial Contracts so that the CSV exemption can be applied. Please use the following codes on the SELFRES screen:
The PFT account balance must be attested to or verified each year as part of the annual review process. Please refer to MHABD manual section 1030.000.00 Available Resources (OAA and PTD) for information regarding when participant’s attestation is acceptable during the annual review process.
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FROM: REGINALD E. McELHANNON, INTERIM DIRECTOR
SUBJECT: DESIGNATED BURIAL FUNDS – MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (MHABD) MANUAL REVISION
MANUAL REVISION #111
If the participant does not own a pre-need burial contract, life insurance policy, or Personal Funeral Trust account, or the total amount of the contracts are less than the $1500 cash surrender value (CSV) exemption, the participant may designate funds to be set aside for his/her future burial expenses.
Designated Burial Funds should be coded in the electronic case record as a Liquid Resource (LR), Designated Funeral Fund (DF).
To designate a resource to be set aside for future burial expenses, obtain the participant’s signature on the Burial Fund Resource Designation (IM-99) form.
Designated Burial Funds must be a liquid asset with a definite cash value, such as bank accounts, stocks, bonds, or certificates of deposit.
Funds designated as set aside for burial must be separately identifiable and not co-mingled with other funds. For example, funds designated for burial cannot be included in a checking account that is used for other purposes.
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FROM: REGINALD E. McELHANNON, INTERIM DIRECTOR
SUBJECT: CASH SURRENDER VALUE (CSV) EXEMPTION FOR THE MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (MHABD) PROGRAM
MANUAL REVISION #110
Policy regarding the CSV Exemption has been updated.
Each participant is allowed a total CSV Exemption of $1,500 on the CSV of pre-need burial contracts, Personal Funeral Trust accounts, life insurance policies, and designated burial funds.
NOTE: If married, the CSV exemption is applied to each individual’s policies separately.
The CSV Exemption must be applied in the following order:
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