Long-Term Care Handbook Policy Clarifications

PC Number

Description

Chapter/Section or Appendix

PC Date

PMN-22115-476 Ex-Parte Review at Health Care Renewal and Allowable Timeframes for Information in the Case Record 476 April 23, 2025
PMN-21941-450 AmeriCorps Stipends as Excluded Income 450 September 19, 2024
PMN-21893-468 Revised Standard Utility Allowance (SUA) Effective October 1, 2024 468 August 23, 2024
PMN-21865-440 Determining Fair Market Value (FMV) for Residential and Nonresidential Properties 440 August 2, 2024
PMN-21851-450 Revised Changes to the Requirement to Apply for Potential Benefits as a Condition of Eligibility for Medical Assistance (MA) 450

Revised November 5, 2024

July 10, 2024

PMN-21818-488

Sending Notice of Buy-In Closure in a Combination Case

488

May 21, 2024

PMN-21782-468

Revised Spousal Maintenance Allowance Effective July 1, 2024

468

May 1, 2024

PMN-21821-440

Applicant and Recipient Penalty Periods Original

440

April 5, 2024

PMN-21622-468

Nursing Home Transition (NHT) and Money Follows the Person (MFP)

468

January 29, 2024

PMN-21273-489

Revised PA 1768 - Home and Community-Based Services (HCBS) Eligibility/Ineligibility/Change Form

489

March 21, 2023

PMN-21168-476

Signature Requirements for Long-Term Care (LTC) and Home and Community-Based Services (HCBS) Renewals

476

November 1, 2022

PMN-21139-468

Revised Court-Ordered Guardian Fee Maximum Deduction Effective January 1, 2023

468

October 21, 2022

PMN-20929-489

Procedure for entering Medicare Part B Premiums on Living Independence for the Elderly (LIFE) Waiver Cases when the Recipient Resides in a Long-Term Care (LTC) Facility

489

June 13, 2022

PMN-20914-450

Treatment of Donation-Based Crowdfunding, Digital Wallets, Cryptocurrency, and Gift Cards

450

June 1, 2022

PMN-20842-450

Treatment of Cash Incentives Received from a Medicare Advantage Plan (MAP) for Medical Assistance (MA) Benefits

450

April 14, 2022

PMN-20796-489

How to Process Community HealthChoices (CHC) Waiver Cases with the Correct Enrollment Date after Encountering a TIPR Error

489

March 10, 2022

PMN-20780-403

Money Follows the Person (MFP) Procedures

403

February 28, 2022

PMN-20751-488

Healthy Horizons Income Deductions Used for Home and Community-Based Services (HCBS) and Long-Term Care (LTC) Buy-In Determinations

 

488

January 27, 2022

PMN-20772-404

Supplemental Security Income (SSI) Recipients Determined Ineligible for Home and Community-Based Services (HCBS)

404

January 24, 2022

PMN-20730-450

Payments to victims of Nazi persecution and Medical Assistance (MA) Long-Term Care (LTC), including Home and Community-Based Services (HCBS)

450

December 27, 2021

PMN-20732-450

Veterans Administration (VA) Aid and Attendance Figures for 2022

450

December 10, 2021

PMN-20654-450

Emergency Rental Assistance Program (ERAP) Payments

450

December 9, 2021

PMN-20693-403

Afghan Special Immigrants

403

Revised November 15, 2021

November 8, 2021

PMN-20577-450

2021 Advance Child Tax Credit Payment

450

July 27, 2021

PMN-20537-440

Collaborating with Protective Services (PS) (which consists of Adult Protective Services for ages 18-59 and Older Adults Protective Services for ages 60+) when Financial Exploitation is Suspected in the Medical Assistance (MA) Long-Term Care (LTC) Population

440

June 30, 2021

PMN-20564-489

Living Independence for the Elderly (LIFE) County Assistance Office (CAO) Processing Error and Creation of the LIFE Issues Desk Guide

489

June 28, 2021

PMN-20427-489

Statewide Living Independence for the Elderly (LIFE) Enrollment by the Independent Enrollment Broker (IEB)

489

Revised August 2, 2021

April 12, 2021

PMN-20487-404

Revised Version of the MA 51, Medical Evaluation Form for Long-Term Care Facility Services

404

April 8, 2021

PMN-20333-404

Change of Address for Supplemental Security Income (SSI) and Retirement, Survivors, and Disability Insurance (RSDI) Recipients     

404

February 18, 2021

PMN-20271-450

VA Aid and Attendance Figures for 2021

450

December 31, 2020

PMN-20129-489

Updated Hearings and Appeals Procedure for Nursing Facility Ineligible (NFI) Determinations  

489

August 25, 2020

PMN-20043-468

County Assistance Offices Are Able to Manually Alter Cost of Care and Penalty Period Third Party Liabilities (TPLs)

468

July 16, 2020

PMN-20019-468

Processing Income and Eligibility Verification System (IEVS) Exchange 8 Hits (deceased person) and Closing of Active HCSIS Budgets

468

Revised July 15, 2020

June 30, 2020

PMN-20011-468

New Income Code for Spousal Allowance used in Long-Term Care (LTC) Cases

468

June 26, 2020

PMN-19848-440

2020 Coronavirus Aid, Relief, and Economic Security Act of 2020 (CARES ACT) Economic Stimulus Payments

440

April 22, 2020

PMN-20069-440

Long-Term Care (LTC) and Home and Community-Based Services (HCBS) Look-Back Period Resource Verification  

440

April 15, 2020

PMN-19874-489

Changes to Processing Procedures for Home and Community-Based Services (HCBS) Eligibility/Ineligibility/Change (PA 1768) Forms Received for the Living Independence for the Elderly (LIFE) Program with An Assessment Date   

489

April 13, 2020

PMN-19792-404

Long-Term Services and Supports (LTSS) Pending Documentation Form (PA 1968)

404

March 1, 2020

PMN-19722-450

VA Aid and Attendance Figures for 2020

450

January 10, 2019

PMN-19665-489

End dating waiver screens in eCIS with a future date.

489

October 30, 2019

PMN-19625-468

Notice Templates for Home and Community Based-Services (HCBS) in a Medical Assistance (MA) Spend-down Category

468

September 24, 2019

PMN-19402-468

Long-Term Care (LTC) Facility, Living Independence for the Elderly (LIFE) Provider, and CAO Procedures when LIFE Members Transition to or from an LTC Facility

468

July 3, 2019

PMN-19521-489

Individuals Receiving Home and Community-Based Services (HCBS) in Modified Adjusted Gross Income (MAGI) Budget Categories

489

Revised August 13, 2019

July 3, 2019

PMN-19329-404

Revised MA 51, Medical Evaluation Form for Long-Term Care Facility Services

404

April 1, 2019

PMN-19278-489

OBRA Waiver Recipient Re-Assessments

489

February 26, 2019

PMN-19262-450

Treatment of Domiciliary Care (DOM Care) Supplemental Payment Income for Medical Assistance (MA)

450

February 13, 2019

PMN-19254-440

Questions about Long-Term Care Partnership (LTCP) Insurance Policies

440

February 5, 2019

PMN-19229-440

When to complete a Resource Assessment (RA)

440

January 17, 2019

PMN-19226-450

VA Aid and Attendance Figures for 2019

450

December 1, 2018

PMN-19017-468

Community HealthChoices (CHC) and Living Independence for the Elderly (LIFE) Fliers

468

July 24, 2018

PMN-18897-479

Reconsideration Policy for Community HealthChoices (CHC) Waiver and Long Term Care (LTC) Recipients

479

Revised June 1, 2018

PMN-18897-479

Reconsideration Policy for Community HealthChoices (CHC) Waiver and Long Term Care (LTC) Recipients

479

May 1, 2018

PMN-18898-489

OBRA Waiver Recipient Re-Assessments

489

May 1, 2018

PMN-18894-489

Address for correspondence and notices for LIFE participants

 

489

April 30, 2018

PMN-18887-476

Proper recording in eCIS of Long Term Care (LTC) and Home and Community Based Services (HCBS) Provider information for Renewals

476

Revised February 19, 2019

PMN-18829-468

Eligibility for the Home Maintenance Deduction (HMD) and Dependent Allowance

Not linked

February 15, 2018

PMA-18817-489

Address for correspondence and notices for LIFE participants

489

February 6, 2018

PMN-18674-440

Resource Assessments for Long Term Care Medical Assistance (MA LTC) and Home and Community Based Services (HCBS)

440.1

Revised January 26, 2018

PMN-18759-440

Burial Cost Survey Letter

Not linked

December 1, 2017

PMN-18753-472

2018 Long Term Care (LTC) Cost of Living Adjustment (COLA) Mass Change

472.31

December 1, 2017

PMN-18673-489

End Dating Waiver Discharge Codes

489.1

September 7, 2017

PMN-18666-468

October 2017 LTC Mass Change

468.6, 468 App A

August 31, 2017

PMN-18583-489

Home and Community Based Services (HCBS) in a Medical Assistance for Workers with Disabilities (MAWD) Category

  489.1

July 17, 2107

PMN-18565-489

Transition of COMMCARE Recipients

489.31, 489.32

June 29, 2017

PMN-18538-477

Client Notices for Changes Made During Active Long-Term Care (LTC) Penalty Periods

Not linked

June 13, 2017

PMN-18517-489

Removal of minimum age requirement for participation in the Office of Developmental Program's (ODP) Person/Family Directed Support (68) and Consolidated (77) Waivers

489.41

May 31, 2017

PMN-18514-468

Revised Spousal Maintenance Allowance Effective 7/1/2017

468 Appendix A

May 23, 2017

PMN-18488-404

MA Recipient applying for Long Term Care (LTC) MA

404.3

May 17, 2017

PMN-18487-489

OBRA Waiver Recipient Re-Assessments

489.1

May 17, 2017

PMN-18478-489

Capitated Rates Paid to LIFE Program Providers

468.231, 489.1

May 10, 2017

PMN-18420-440

Treatment of retroactive VA Aid and Attendance Benefits

440.3

April 3, 2017

PMN-18255-450

Proper Use of Income Code 98-Long Term Care (LTC) Related Unearned Income

450.24

November 16, 2016

PMA-18243-338

Hospice Care in a Nursing Facility

438.7

November 8, 2016

PMN-18176-404

Transfer from Act 150 Program to the Attendant Care Waiver

404.1, 489.1

August 25, 2016

PMN-18113-404

SSI recipients who enter a Long Term Care (LTC) Facility

404.1

Revised January 29, 2020

December 16, 2019

July 21, 2016

PMN-18079-489

Overlapping 902Z and 903Q TPLs on Long Term Care (LTC) records of recipients

489.1

June 27, 2016

PMN-16826-486

Name change from ICF/MR to ICF/ID and related address information

486

Revised March 24, 2016

PMN-17900-440

Resources for Long Term Care (LTC) - a Non-Applicant Child Under 21 in the Resident Property

440.1

March 10, 2016

PMN-17815-440

Treatment of Long Term Care (LTC) Insurance Policies

440.8

December 29, 2015

PMN-17807-472

Increase in Gross Social Security Income and Medicare Part B Premium Effective January 2016

472.3

December 21, 2015

PMN-17784-472

Long Term Care (LTC) Related Cost of Living Adjustment (COLA)

472

November 24, 2015

PMN-17785-450

Medicare Part B Premium 2016

450

November 24, 2015

PMN-17678-468

October 2015 Mass Change

468 Appendix A

September 3, 2015

PMN-17674-489

Discontinuance of the 0192 (AIDS) Waiver

489.1,   489.32

September 1, 2015

PMN-17657-489

Data Entry of Living Independence for the Elderly (LIFE) Program Dates in eCIS.

489.31

August 19, 2015

PMN-17655-468

LIFE Participants Transitioning from Facility to Community

468.231

August 12, 2015

PMM-17626-440

Using eCIStance as a reference tool for LTC application processing and case maintenance

440.11, 440.85, 440.89,  450.26

July 16, 2015

PMN-17546-468

Long-Term Care (LTC) and Home Maintenance Deduction (HMD) Effective Dates

468.38  468.4

May 12, 2015

PMN-16839-489

End Dating Home and Community Based Services (HCBS) Waiver Codes and Long-Term Care (LTC) Facility Codes.

489.1

September 9, 2013

PMN-16771-450

Federal Tax Refund Exclusion Update

450.3     450.4,

440.61

July 23, 2013

PMN-16745-350

MA copay rebate checks

Not linked

July 2013

PMN-16708-440

Resource Determination for Individuals without Bank Accounts

440.3    440.12

 

June 2013

PMN-16268-423

Facility and Waiver Code Effective Dates When an Individual Transfers from a Long Term Care (LTC) Facility to Home and Community Based Services (HCBS) on the Same Day

423.6

489.1

Revised May 7, 2013

July 10, 2012

PMN-15948-489

Home and Community Based Services (HCBS) Request Prior to Discharge From a Long Term Care (LTC) Facility

489

Revised May 7, 2013

September 29, 2011

PMN-16337-468

Revised Spousal Maintenance Allowance Effective 7/1/13

468 Appendix A

May 2013

PMN-16596-468

LTC Facility Private Pay Rate and Coverage of Retroactive Medical Bills

468.5

April 2013

PMN-16607-404

Application Dates for COMPASS Applications Submitted by providers for Long Term Care Benefits

404.21

April 2013

PMN-16499-468

Proper Entry of Retirement, Survivors, Disability Insurance (RSDI) Income in a Long-Term Care (LTC) Record

468

January 2013

PMN-16480-489

Waiver Applications Received More Than 40 Days from the Application

489

December 28, 2012

PMN-16429-489

Entry of Waiver Code Effective Dates

489.1

November 20, 2012

PMN-16385-404

Receipt of Incomplete Home and Community-Based services (HCBS) Eligibility/Ineligibility Change PA 1768 Forms from the Independent Enrollment Broker (IEB) MAXIMUS

404.1

489.1

October 17, 2012

PMN-16371-468

Proper Process for Authorization of Long-Term Care (LTC) Cases when both Non-Continuous Eligibility (NCE) and Ongoing Benefits are Needed

468.5

October 3, 2012

PMN-16285-440

Data Entry of Multiple Irrevocable Burial Reserves in Long-Term Care (LTC) Budgets

440.51

July 31, 2012

PMN-16257-440

Submitting Undue Hardship Waiver Requests

440.89

June 27, 2012

PMN-16187-403

Policy Clarification Process for Long Term Care (LTC) Issues

403.1

May 7, 2012

PMN-16143-440

Nursing Home Personal Care Accounts

440.7

April 5, 2012

PMN-16058-389

Home and Community Based Services (HCBS) and Supplemental Nutrition Assistance Program (SNAP) Budget Alignment

Not linked

January 23, 2012

PMN-16051-468

Use of Income Expense Codes When Authorizing Long-Term Care Budgets

Not linked

January 19, 2012

PMN-16045-450

Discrepancies between the Social Security Administration (SSA) Award Letter and Data Exchange 3

450.24

January12, 2012

PMN-16044-440

2012 Private Pay Rates

440 Appendix A

January 12, 2012

PMN-14977-403

Long Term Care Forms Update

Not linked

Revised September 29, 2011

PMN-15801-468 

Revised Spousal Maintenance Allowance Effective 7/1/11

468 Appendix A

June 3, 2011

PMN-15762-403

Managed Care Organization (MCO) Dis-enrollment for an Active Medical Assistance (MA) Recipient entering a Long Term Care (LTC) Facility

Not linked

May 25, 2011

PMA-15796-350

Treatment of Income from Participating in Clinical Trials for Rare Diseases and Conditions

Not linked

May 24, 2011

PMN-15789-440

Transfer of Assets to a Disabled Child

Not linked

May 18, 2011

PMN-15777-389

Eligibility for Home and Community Based Services (HCBS) in Spend-down Category of Medical Assistance (MA)

Not linked

May 5, 2011

PMA-15506-322

Puerto Rico Birth Certificate Validity Extension

Not linked

October 14, 2010

 PMN-15408-450

RSDI Income Entry for LTC Cases in CIS

Not linked

August 2, 2010

PMN-15063-450

VA Aid and Attendance Figures for 2010

450 Appendix B

December 29, 2009

PMN-15058-472

2010 Long-Term Care (LTC) Related Cost of Living Adjustment (COLA)

472.31

December 16, 2009

PMN-14916-438

180-Day Exception Letters for LTC

Not linked

August 20, 2009

PMN-14566-404

CIS Data Entry for Long-Term Care (LTC) Spousal Records

Not linked

December 29, 2008

PMN-14194-468

Home Equity Loans, Multiple Mortgages, and CSMNA

468.34

October 27, 2008

PMN-14456-450

Individuals Receiving Social Security from Multiple Claims

450.24

October 14, 2008

PMN-14455-450

Individuals Receiving Veteran’s Benefits from Multiple Claims

450.24

October 14, 2008

PMA-14537-304

Use of PA-4 (Authorization for Release of Information) and Medical Assistance Eligibility

Not linked

Revised August 11, 2008

PMN-14256-450

Consolidation of Income Codes for Veteran's Administration Codes

450.24

Revised July 24, 2008

PMN-14255-450

Consolidation of RSDI Benefit Income Codes

450.24

Revised July 24, 2008

PMN-14295-468

New MA 51—Request for HMD after Authorization

468.38

Revised September 25, 2009

PMN-14075-450

VA Aid and Attendance Figures for 2008

450 Appendix B

February 11, 2008

PMN-13781-468

Revised Personal Needs Allowance Effective 7-1-07

468.32

June 21, 2007

PMS-13662-305

TAW and TJW Categories

405.4

May 30, 2007

PMN-13629-450

No Deduction to Receive Income for LTC and Waivers

450.1

April 10, 2007

PMN-12973-468

Treatment of Income When Determining Payment Towards Long-Term Care/First Month

450.25,

468.3

April 6, 2006

PMN-12797-468

Home Maintenance Deduction for Individuals Transitioning to Community

468.38

January 13, 2006

Updated April 23, 2025, replacing November 5, 2024