Wisconsin Department of Health and Family Services |
When an institutionalized person becomes eligible for MA, s/he is certified with a begin date of the first of the month in which s/he became eligible. If s/he prepaid his/her patient liability for that month, s/he is entitled to a refund. The nursing home must refund the amount s/he prepaid in the month in which s/he became eligible.
Treat the refund as a reimbursement in the month it is received. (4.1.2.8) Do not count it as income Income is anything you receive in cash or in kind that you can use to meet your needs for food, clothing, and shelter. in the month it is received. Beginning with the month following the month of receipt, count any amount s/he keeps as an available asset. S/he can avoid having the reimbursement counted as an available asset by doing any of the following:
Transfer it for fair market value for an exempt
asset.
Transfer it to his/her spouse.
Refund it to the MA program in an amount equal to what MA has already paid for his/her care up to the date of the reimbursement.
This page last updated in Release Number : 03-03
Release Date: 09/22/03
Effective Date: 09/22/03