E1302 Public Fiduciary Referral Examples

Examples

1) Customer Does Not Have an Authorized Representative

A customer applying for ALTCS is incapacitated. A social worker completed the financial interview but does not want to be the authorized representative. The social worker thinks the customer has two accounts with a local bank. Neither account was in the Asset Verification Service (AVS) report.

No proof of the bank accounts was provided by the request for information (RFI) due date. The social worker can’t get bank records because no one is authorized to access the customers bank information.

No one can legally represent the customer and they are unable to represent themselves. The customer should be referred to the County Public Fiduciary.

2) Customer has an Authorized Representative Who Cannot Help with Application

A customer renewing their Medical Assistance is incapacitated. They have an authorized representative. The representative said the customer’s Social Security benefits stopped because the Social Security Administration (SSA) needs to verify the customer’s address. SSA will not let the representative help reinstate benefits because they are not authorized.

A customer must take all steps to get any cash benefits they are entitled to as a condition of eligibility. The customer must reinstate the SSA benefits to stay eligible for Medical Assistance. Since the authorized representative can’t help, the customer should be referred to the County Public Fiduciary.