1030.000.00 Available Resource (OAA and PTD)

1030.055.15 Estate Recovery

IM-148 December 22, 2022

The amount of assets disregarded in the eligibility determination must be reported to MO HealthNet Division’s Third Party Liability Unit so the asset disregard may be applied in the estate recovery process. Complete a TPL-1 form on the long-term care policy and send it to the Third Party Liability Unit. Include an attachment verifying the asset disregard and the date of death if applicable.

NOTE: If the applicant qualifies for MHABD without applying the asset disregard to determine eligibility, staff are not required to hold the application in pending status to verify the amount of disregard to apply during estate recovery. The application can be approved without the verification of the disregard to apply during estate recovery. If the application is approved without verification, a TPL-1 form must be completed for the long-term care policy and sent to MO HealthNet Division’s Third Party Liability Unit along with an attachment alerting them about the possibility of eligibility for an asset disregard during estate recovery.