Recent Policy Developments at DHMH: Long-Term Care AAHAM , January 20, 2012 Lorie Mayorga Deputy Director Eligibility Policy Michelle Woodson Healthcare Policy Analyst Eligibility Policy Streamlined Guidelines for the Long Term Care Application and Redetermination Partners in application development were: DHMH DHR Long Term Care Providers Client Advocates Focus Groups New LTC Application and Redetermination Forms Application - yellow Redet - green New LTC Application and Redetermination Forms Forms are available as fillable or non-fillable PDFs on the DHMH website: http://dhmh.md.gov/mma/longtermcare/html/forms.htm Action Transmittal #12-02 http://www.dhmh.state.md.us/mma/html/dhrtransmittals.htm Procedural Changes New streamlined process to evaluate 60-month look-back The Deficit Reduction Act (DRA) of 2005 lengthened the 36-month look-back period for initial long term care (LTC) applications to 60-months prior to the month of the initial application. This resulted in an increased workload for case managers when determining an applicant’s initial eligibility. The extra work on the applications adversely affected the timely processing of the LTC applications. Documents DHMH Requires at Application A federal tax return will be needed for: The current tax year; and The preceding four years In lieu of a tax form for a given year, an IRS Record of Account is acceptable Bank and financial statements for: The month of application The month prior to application; and For the last five years of the anniversary month of application Documents DHMH Requires at Application (continued) Bank and Financial statements for the last five years of the anniversary month of application: Application date - Mar 2011: Feb 2011 (prior to appl month) Mar 2011 (month of appl) Mar 2010 Mar 2009 Mar 2008 Mar 2007 Mar 2006 Bank & Financial Verifications Examples: Checking Accounts Savings Accounts Credit Union Accounts Trust Funds IRA & Keogh Accounts Stocks Bonds Money Market Funds Electronic verification sources accessed by caseworkers Action Transmittal #11-26 http://www.dhmh.state.md.us/mma/html/dhrtransmittals.htm Questions?
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