1140.020.15 Mid-certification Review Recording

IM-#52 May 30, 2013IM-#36 April 22, 2010,  IM-#75 June 20, 2002

When the eligibility factors have not changed, record the date the FA546 was received and a statement regarding no changes were reported on the Eligibility Unit Member Role (EUMEMROL/FM3Z) screen.

EXAMPLE: Mid-Cert Review: Received FA546 on February 1st. Mr. X stated household composition is he and Mrs. X. There are no changes in income of $534 SSA and expenses previously budgeted. Resources are checking account $800, and a 1984 Ford Tempo. No further action is needed.

When an eligibility factor changes, record on the Eligibility Unit Member Role (EUMEMROL/FM3Z) screen a summary of the review findings. Record on the appropriate detail screens what information changed and information regarding the verification. When a new eligibility determination is run, record on the Action Authorization (FM3H) screen that the action is due to a mid-certification review.

EXAMPLE: Record on the Eligibility Unit Member role (EUMEMROL/FM3Z) screen: Mrs. M completed a FA546 on August 1st. New resource – received $20,000 insurance settlement July 2nd. No other changes reported.

Record on the Liquid Resource (FMW0) screen: Insurance settlement verified by letter sent to Mrs. M from the insurance company, dated July 2nd.

Record on the Action Authorization (FM3H) screen: Notice of adverse action sent as result of a mid-certification review. Mrs. M received $20,000 insurance settlement.