When Documentation of Resources and Income is Required for Medicaid Applications & Renewals - and When is "Attestation" Enough?

Since 2004, Medicaid documentation requirements have been simplified by allowing some applicants merely to "attest" rather than document certain eligibility factors.  In that year, attestation to the amount of one's resources was first allowed for Medicaid applicants who were not seeking Medicaid long-term care services(including home care and other community-based long-term care services) and for applicants for Medicare Savings Programs.

2013 -- NO PROOF OF SOCIAL SECURITY INCOME REQUIRED -- The newest simplification for documentation is  not requiring proof of Social Security income for many applicants and renewals. See NYC MICSA Alert dated March 5, 2013.

Here are the general rules on simplifications of documentation by allowing "attestation" --

DOCUMENTATION OF RESOURCES - who may "attest" and who must prove the amount of resources

DOCUMENTATION OF INCOME - who may "attest" and who must document all or some income

Family Health Plus and those Medicaid applicants with no resource test (those who are under age 65, not disabled or blind), in applications filed since March 1, 2011 --

ALL Medicaid applicants who are age 65+ or who are disabled or blind ("DAB")

2011 Changes described above in 11-ADM-01 - Expansion of Attestation of Income, Resources and Residence at Renewal,and Attestation of Interest Income at Application for Family Health Plus and Certain Medicaid Applicants (March 11, 2011).

2013 Changes in MICSA Alert March 2013


This article was authored by the Evelyn Frank Legal Resources Program of New York Legal Assistance Group.

NYLAG



Article ID: 30
Last updated: 11 Nov, 2013
Revision: 7
Medicaid -> Financial Eligibility -> When Documentation of Resources and Income is Required for Medicaid Applications & Renewals - and When is "Attestation" Enough?
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