QMB cases must be reinvestigated on a yearly basis. When QMB eligibility is concurrent with another type of assistance, reinvestigate QMB eligibility at the same time as the other type of assistance. When an individual is eligible as a QMB only, reinvestigate annually or as major changes occur, whichever is earlier.
For SSI/SP cases in combination with QMB, complete an annual reinvestigation of QMB eligibility only, to fulfill the reinvestigation requirements of the QMB program. Report the reinvestigation finding in the reinvestigation field of the SSI/SP IM-5/IMU5.
NOTE: When initially adding QMB to an SSI/SP case, enter a reinvestigation date in Field 47 to avoid an immediate delinquency.