Medicaid Renewals – No Resource Test At This Time

GIS 24 MA/07, dated 07/25/2024, advises that the resource test will be waived for SSI-related recipients who are renewing Medicaid eligibility.  The resource test will be waived whether the person is in the community or in a nursing home.  The Medicaid caseworker processing the renewal will not send asset verification requests to the Asset Verification System (AVS).  If a person has been determined to be eligible for Medicaid, no action can be taken to discontinue Medicaid coverage due to excess resources, through 06/30/2025.

The resource test also will be waived, through 06/30/2025, for people who have Medicaid Community Coverage without Long Term Care, and who ask for their coverage to be increased to Medicaid Community Coverage With Long Term Care.

However, the resource test is not waived for people who are newly applying for Medicaid.  Furthermore, the resource test is not waived for people who have Medicaid Community Coverage and are asking to have their coverage increased to include nursing home care.  In those situations, the Medicaid caseworker will send asset verification requests to the Asset Verification System.

There is no change to the lookback requirements.  There is no change to the transfer of assets rules.

The GIS has an attachment, which is a chart showing which tests apply for different types of requests.

For an explanation of Medicaid categories, such as “SSI-related,” see page 2 of Medicaid Financial Eligibility Rules for Nursing Home Care in New York State.

Posted 07/31/2024.