Applicants/beneficiaries need not claim passalong status. However, many individuals may not be able to remember when or if they received SSI or Special Assistance. Fully investigate passalong eligibility in every case where the individual is otherwise over income for CN MAD because of income from Social Security. If the individual clearly states he has never received SSI or SA, then document in the record that there is no passalong eligibility.
Use the following resources to identify individuals who lost SSI or SA eligibility:
REVISED 01/01/15 – CHANGE NO. 05-14
EXAMPLE: (Early Widow) Jan lives at home alone. She has assets worth less than $2,000. She gets countable Social Security widow’s benefits of $1,000 ($1,020 minus $20 disregard) a month in 2015, which is over the Categorically Needy income limit for Medicaid. She has been told by Social Services she has a large deductible to meet to get Medicaid. Jan received SSI disability benefits beginning in 2005 until her husband died in 2006, when she became eligible for widow’s benefits. She doesn’t yet receive Medicare. Disregarding her entire Social Security check would make her eligible for SSI under current rules. Jane is eligible for CN MAD under the widow(er)s passalong.
Use DMA-5150, Documentation of Passalong Eligibility or Ineligibility, to document whether or not that the individual is passalong eligible.
REISSUED 01/01/15 – CHANGE NO. 05-14
At subsequent reviews, determine if the individual still qualifies as passalong. Evaluate the income of the beneficiary. If the individual would be ineligible for SSI or SA after disregarding the RSDI income, the individual is no longer eligible as passalong.
For questions or clarification on any of the policy contained in these manuals, please contact your local county office.