Category: MoHealthNet Home

FROM:  REGINALD E. McELHANNON, ACTING DIRECTOR

SUBJECT:  Income Excluded Under MAGI – Crowdfunding    

MANUAL REVISION #73

1805.030.20.10

DISCUSSION:

The purpose of this memo and revision is to address the addition of Crowdfunding to 1805.030.20.10 Income Excluded Under MAGI.  Crowdfunding or otherwise known as Indiegogo, Fundly, Patreon, Smallknot, RocketHub, and GoFundMe.  The list is inclusive but not an exhaustive list of Crowdfunding Third Party Networks. 

NECESSARY ACTION:

• Review this memorandum and manual revision with appropriate staff.

RM/ag

FROM: REGINALD E. McELHANNON, ACTNG DIRECTOR

SUBJECT: ALLOWABLE DEDUCTIONS AND SPECIFIC TYPES OF INCOME FOR MAGI

MANUAL REVISION #72

1805.030.20.15
1805.030.25.15

DISCUSSION:

The purpose of this memorandum is to address changes to MAGI Allowable Deductions.  The 2018 Tax Reform introduced new schedules for the Internal Revenue Service (IRS) form 1040 (U.S. Individual Income Tax Return).  The IRS form 1040A and IRS form 1040EZ are no longer in use.  The change to the IRS form 1040 are additional schedules (1-6), which detail the allowable deductions for MAGI, as well as, alimony, business income or loss, real estate, royalties, partnerships, S corporations, trusts, farm income, and other income.

• Only enter deductions allowable under MAGI guidelines
• Not all schedules are applicable to MAGI
• Tuition and Fees are no longer an allowable deduction
• Moving Expenses are only allowable for certain Military Personnel

NECESSARY ACTION:

• Review this memorandum and manual revisions with appropriate staff

PL/ag

FROM:  REGINALD E. McELHANNON, ACTING DIRECTOR

SUBJECT:  UPDATED REFERENCE LINKS AND AGE TO APPOINT AN AUTHORIZED REPRESENTATIVE FOR MAGI APPLICATIONS

MANUAL REVISION #71

1802.020.30

DISCUSSION:

The purpose of this memorandum is to advise of changes to the 1802.020.30 Signing by an Authorized Representative section of the Family Healthcare Manual – MAGI. 

The Signing by an Authorized Representative section of the MAGI manual has been updated with the following:

• Removing the reference section link for Authorized Representative(s) for MO HealthNet as this was removed from the General Info manual and added to the Medical Assistance for the Aged, Blind, and Disabled (MHABD) manual.
• The following authorized representative links from the MHABD manual have been added to this section as they also apply to MAGI cases:
• 020.05 Legal Basis
• 020.10 Appointment of an Authorized Representative
• 020.10.20 Duration of Appointment of Representative
• 020.10.30 Authorized Representative Revocation
• Updating the age of an adult applicant who may appoint an authorized representative from age 19 to age 18

NOTE: Minors under 18 who meet the criteria to apply on their own may still appoint an authorized representative

NECESSARY ACTION:

• Review this memorandum with appropriate staff.

RM/al

TO:  ALL FAMILY SUPPORT OFFICES

FROM:  PATRICK LUEBBERING, DIRECTOR

SUBJECT:  UPDATE TO INCOME INCLUDED AND EXCLUDED UNDER MAGI

MANUAL REVISION #70

1805.030.20.05                             

1805.030.20.10

DISCUSSION:

The purpose of this memorandum is to advise that the MAGI MO HealthNet Policy Manual sections 1805.030.20.05 Income Included Under MAGI and 1805.030.20.10 Income Excluded Under MAGI have been updated.

Updates include:

• Changes in whether to include or exclude alimony from divorces and separation:
  • Finalized before January 1^st, 2019: included
  • Finalized after January 1^st, 2019: excluded
• An increase in the tax filer threshold for earned income from a child to: $12,000 based on the 2018 IRS Publication 501
• Updating the term “commuter expenses” to “per diem reimbursements for travel expenses”
• Updated instructions on verifying excluded income to accept client statement unless there is inconsistent information

NECESSARY ACTION:

• Review this memorandum with appropriate staff.

PL/al/ag

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

TO:  ALL FAMILY SUPPORT OFFICES

FROM:  PATRICK LUEBBERING, DIRECTOR

SUBJECT:  NEW CANCEL CLOSE/CANCEL REJECT INFORMATION FOR THE MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (MHABD) PROGRAMS                                 

MANUAL REVISION #67

0840.015.10
0820.020.05.10

DISCUSSION:

IM Manual sections 0840.015.10 Reopening Closed Cases, and 0820.020.05.10  Cancelling a Rejection have been added to the MHABD policy manual.

MHABD cases may be reopened when the participant provides missing information that caused the closing.  Cancel closings may only be completed within 30 days of the date the closing action is complete if ALL missing information is submitted to FSD.

MHABD applications rejected for failure to provide requested information or failure to cooperate, may be cancel rejected if the participant provides All requested information by the application due date. 

For more information regarding when to reopen a MHABD case or cancel a rejection, refer to:
IM Memo #158 December 14, 2017 CLARIFICATION OF APPLICATION REJECTION PROCEDURES FOR FAILURE TO COOPERATE OR PROVIDE VERIFICATION AND THE INTRODUCTION OF CANCEL REJECT TIMEFRAME FOR MO HEALTHNET FOR THE AGED, BLIND, OR DISABLED CASES.

Refer to the MHABD Cancel Close/Cancel Reject Chart for the current procedure for reopening MHABD Spend Down, TWHA, and QMB/SLMB cases.

NECESSARY ACTION:

• Review this memorandum with appropriate staff.

PL/vm

TO:  ALL FAMILY SUPPORT DIVISION OFFICES

FROM:  PATRICK LUEBBERING, DIRECTOR

SUBJECT:  SUPPLEMENTAL AID TO THE BLIND AND BLIND PENSION MAXIMUM GRANT AMOUNTS

DISCUSSION: The purpose of this memorandum is to notify staff there will be no increase in the maximum grant for Supplemental Aid to the Blind (SAB) and Blind Pension (BP) for fiscal year 2020. The maximum grant continues to be $750.00.

NECESSARY ACTION:

• Review this memorandum with appropriate staff.

PL/vb

TO:  ALL FAMILY SUPPORT DIVISION OFFICES

FROM: PATRICK LUEBBERING, DIRECTOR

SUBJECT: REVISION OF CITIZENSHIP AND IMMIGRANT STATUS SECTION OF THE SUPPLEMENTAL AID TO THE BLIND (SAB) MANUAL

MANUAL REVISION #66

0405.030.00

DISCUSSION:

The purpose of this memo is to inform staff of a revision in SAB manual section 0405.030.00 Citizenship and Immigrant Status. This revision aligns the program with MO HealthNet for Families policy.           

NECESSARY ACTION:

• Review this memorandum with appropriate staff.

PL/mc

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

TO:   ALL FAMILY SUPPORT OFFICES

FROM:  PATRICK LUEBBERING, DIRECTOR

SUBJECT:  REVISIONS TO THE MISSOURI CHILDREN WITH DEVELOPMENTAL DISABILITIES (MOCDD) SECTION OF THE MEDICAL ASSISTANCE FOR THE AGED, BLIND, AND DISABLED (MHABD) MANUAL                                 

MANUAL REVISION #65
0825.030.35

DISCUSSION:

The income and budgeting section of the MOCDD manual has been updated to discuss the budgeting of income that has been placed in a Qualified Income Trust (QIT). 

The QIT trust allows a participant to place some of his/her income into the trust to reduce his/her monthly income to fall below the HCB maximum.  QIT requirements are discussed in more detail in manual section 1025.015.04.01.02.

QIT trusts are an option for participants of the Home and Community Based Services (HCB), Program for All-Inclusive Care for the Elderly (PACE), and the Missouri Children with Developmental Disabilities (MOCDD) programs. 

All trusts, including QIT trusts, must be sent to the Program and Policy Unit for review using the Program and Policy SharePoint site.  The response from the Program and Policy Unit will include specific information regarding how to budget the diversion of monthly income that will be added to the trust, as well as guidance on how to budget disbursements from the trust. 

NECESSARY ACTION:

• Review this memorandum with appropriate staff.

PL/rr

FROM:  PATRICK LUEBBERING, DIRECTOR

SUBJECT:  ANNUAL MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (MHABD) ASSET LIMIT INCREASE

MANUAL REVISION #64

0405.050.00 

0805.020.10 

0820.030.20

0825.030.40

1025.000.00 

1030.000.00

1035.005.00 

APPENDIX J

APPENDIX K

APPENDIX L

DISCUSSION:

As a result of the implementation of HB1565 (2016), asset limits for MO HealthNet for the Aged, Blind, and Disabled (MHABD) program have increased effective July 1, 2019.

            Individual asset limit is $4000.00.

            Couple asset limit is $8000.00.

NECESSARY ACTION:

• Review this memorandum with appropriate staff.

PL/vb                                   

FROM:  PATRICK LUEBBERING, DIRECTOR

SUBJECT:  MO HEALTHNET FOR THE AGED, BLIND AND DISABLED MANUAL LANGUAGE UPDATES IN ELIGIBILITY SECTIONS

MANUAL REVISION #63

0805.000.00

0805.005.00

0805.010.00

DISCUSSION:

The purpose of this memorandum is to announce changes to language and program references that have been made to the sections of the Medical Assistance for the Aged, Blind and Disabled manual.

Sections 0805.000.00 Eligibility and 0805.005.00 December 1973 Eligibility Requirements were updated to reflect current FSD programs.

Section 0805.010.00 MA/GR Dual Eligibility is now obsolete as the General Relief program is not currently funded.

NECESSARY ACTION:

• Review this memorandum and manual sections with appropriate staff.

PL/cj