DATE: FEBRUARY 17, 2012
Manual: Family and Children’s Medicaid
Change No: 04-12
To: County Directors of Social Services
The purpose of this change notice is to update policy regarding tax refund exclusions. All Federal or State tax refunds made to any applicant/recipient are not counted as income or resources for a period of 12 calendar months from the month of receipt, when determining eligibility for Medicaid.
This policy is effective upon receipt.
If you have any questions regarding this information, please contact your Medicaid Program Representative.
Craigan L. Gray, MD, MBA, JD
(This material was research and written by Ena Lightbourne, Policy Consultant, Medicaid Eligibility Unit)
For questions or clarification on any of the policy contained in these manuals, please contact your local county office.