Revision History and Archives

This page provides a summary of changes that have been made to this manual.  Entries are added according to the date they were published.  At the end of each entry you will find a link to a PDF file that archives the policy as it existed prior to the revision.

 

Revision Date 04/09/2021

MA523 Medicare

·        Updated Language for clarity

·        Updated the definition for 'Conditional enrollment for Medicare Part A' to include approval based on QMB eligibility.

MA705 Resource Types - [Section X - Stocks and Convertible Virtual Currency]

·        Changed the title from Stocks to 'Stocks and Convertible Virtual Currency'.

·        Updated policy and the definitions table to include Convertible Virtual Currency.

·        Listed the documents considered as proof of convertible virtual currency ownership

For prior versions of the manual use these links:

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 03/19/2021

MA606TT Pension and Retirement Income

·        Added note regarding RRB Unemployment Insurance and RRB Sickness Insurance.

·        Added link to MA701.3 regarding treatment of cash surrender.

·        Various updates for formatting and clarity.

For prior versions of the manual use these links:

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 03/15/2021

MA604 Receipt of Income - [Section C - Deposits to Financial Accounts]

·        Added information about AVS increases and internal note regarding AVS increases that do not have a matching decrease.

MA705 Resource Types - [Section I - Financial Accounts]

·        Added additional clarification to “Proof” subsection regarding proof of ownership and account balance

·        Updated the definitions table to include the term "Financial Accounts"

MA1301 General Information for All Applicants - [Section  A - Application Forms, Assistance, Cooperation and Voter Registration

·        Clarified when an Authorized Representative Form expires.

·        Added examples of legal documents that a customer can use to choose an authorized representative.

·        Added definition of “electronic signature”.

For prior versions of the manual use these links:

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 03/01/2021

MA201 What is Medicare Health Insurance?

·        Revised the language in the policy section from "there are four parts or benefits packages in the medicare program” to “The Medicare program contains four benefit packages"

·        Updated the definitions table.

·        Various updates for formatting and clarity.

For prior versions of the manual use these links:

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 02/19/2021

MA521 Living Arrangements

·        Added description of subsections A through C.

MA521 Living Arrangements - [Section A - Long-Term Care Services]

·        Various updates for formatting and clarity.

MA521 Living Arrangements - [Section B - ALTCS Acute Care]

·        Added clarification regarding the ALTCS income test when the customer is in a long term care facility that is not registered with AHCCCS.

·        Updated legal authority.

·        Various updates for formatting and clarity.

MA521 Living Arrangements - [Section C - Hospitals]

·        Various updates for formatting and clarity.

MA1402 Proof Needed at Renewal

·        Updated legal authority.

For prior versions of the manual use these links :

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 02/05/2021

MA524 Non-Citizen Status - [Section A - Overview]

·        Updated the definition of "qualified noncitizen" to include the Compact of Free Association (COFA) countries

·        Updated policy section to include that certain qualified noncitizens must meet conditions listed in MA524B

·        Updated the proof section to include the documents required to resubmit SAVE VIS or VLP when unable to verify qualified noncitizen status based on initial SAVE VIS or VLP response and;

·        Updated legal authority

MA524 Non-Citizen Status - [Section B - Other Conditions for Lawful Permanent Residents (LPRs), Parolees and Battered Non-citizens]

·        Updated the prior qualified status to include citizens of the Compact of Free Association (COFA) countries

·        Updated legal authority

MA606 Types of Income - [Section N - Census Income]

·        Updated Language in the policy section for clarity.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 01/21/2021

MA609 Income Deductions  – [Section C - Income Deductions for MAGI Programs]

·        Updated disregard amounts

MA615 – Income Standards

·        Updated income standard tables

MA1204 Kidscare Premiums – [Section A - General Information about Kidscare Premiums]

·        Updated income premium tables

MAE611 Calculating Income Eligibility for SSI-MAO Examples [Sections -  A, B and C]

·        Updated FPL-based examples to reflect 2021 FPL limits.

MAE1204 General Information about KidsCare Premiums Examples – [Section  A - Premium for Cases with Multiple Income Groups Example]

·        Updated examples to include 2021 FPL income amounts.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 01/15/2021

MA602 Budget Groups Income - [Section D - Budget Groups for MAGI]

·        Revised “Not a taxpayer or tax dependent” table to clarify that siblings over the age of 19 are not part of a customer’s budget group.

·        Various updates for formatting and clarity.

MA1309 Approval of Applications - [Section B - Approval Letters]

·        Added link to manual letters procedure

MA1310 Denial of Applications - [Section B - Denial Letter]

·        Added link to manual letters procedure

MA1401 General Information about Renewals - [Section B - Decision Letters]

·        Added link to manual letters procedure

MA1402 Proof Needed at Renewal

·        Updated  “Resources” entry in table under “Policy” subsection

·        Various updates for formatting and clarity.

·        Updated Legal Authority

MA1604 Written Letters

·        Added link to manual letters procedure

·        Updated legal authority

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 12/29/2020

MA609 Income Deductions [Section B - Income Deductions for Non-MAGI Programs]

·        Updated Child Allocation and Student Earned Income Exclusion amounts for 2021

MA615 Income Standards

·        Updated income standard to reflect January 2021 Federal Benefit Rate increase.

MA705 Resources Types [Section K - Home Property]

·        Updated the Home Property Equity Value standard for 2021.

MA707 Community Spouse Resource Budgeting

·        Updated policy to include the 2021 CSRD figures (Subsection 2, CSRD standards - Removed calendar year 2018 and added calendar year 2021).

MA803 Special Treatment Trusts  [Section E - Special Treatment Trusts and ALTCS Eligibility]

·        Added link to new examples MAE803C and MAE803D

MA905 Transfer Penalty Period

·        Annual updates to Private Pay Rate (PPR) figures for 2021

MA1201 Customer Costs [Section C - Share Of Cost (SOC) Deductions]

·        Added the FBR standards used for the Personal Needs Allowance for 2021.

·        Added the Maximum Monthly Spousal Need Standard for 2021.

MAE610 Calculating Income Eligibility for SSI-MAO Examples [Sections - A, B]

·        Updated calculation tables for 2021 figures.

MAE611 Calculating Income Eligibility for SSI-MAO Examples [Sections - A, B]

·        Updated calculation tables for 2021 figures.

MAE803 Special Treatment Trust Examples [Section C and Section D]

·        Created new examples of a completed DE-312 and DE-313.

MAE905 Transfer Penalty Period Examples - [Section I - Prior Private Pay Rates]

·        Annual updates to Private Pay Rate (PPR) amounts for 2021

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 12/18/2020

MA529 – Prior Receipt of SSI Cash

·        Updated links.

·        Updated legal authorities.

·        Various updates for formatting and clarity.

MA606UU – Prizes and Winnings

·        Added sections 2 and 3 regarding prorating prizes and winnings over multiple months for MAGI programs.

·        Updated legal authorities.

·        Various updates for formatting and clarity.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 11/24/2020

MA105 – What Laws Apply to AHCCCS Medical Assistance?

·        Added reference to SSA POMS.

·        Updated links.

·        Various updates for formatting and clarity.

MA501 – Age

·        Removed references to obsolete "Disabled Child" program.

·        Updated legal authorities.

·        Various updates for formatting and clarity.

MA514 - Institution for Mental Disease (IMD)

·        Revised "Proof" subsection to clarify that a collateral contact with the facility is required.

·        Updated legal authorities.

·        Various updates for formatting and clarity.

MA531 Resident of Arizona - [Section A - Overview]

·        Added clarification regarding home property outside Arizona.

·        Updated legal authorities.

·        Various updates for formatting and clarity.

MA532 - Social Security Number

·        Added "Definitions" section.

·        Removed Medicare card as acceptable proof of SSN.

·        Updated legal authorities.

MA1304 SSI-MAO Application Process - [Section A - SSI-MAO Specialty Groups]

·        Removed references to obsolete "Disabled Child" program.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 11/06/2020

MA1203 AHCCCS Freedom to Work (FTW) Premiums - [Section B - Premium Billing and Payment]

·        Various updates for formatting and clarity.

MAE1203 Freedom to Work (FTW) Premium Begin Date Examples

·        Added example 3 for adjusting the effective date of a premium change due to untimely processing.

MA1204 KidsCare Premiums  - [Section B -  Premium Billing and Payment]

·        Various updates for formatting and clarity.

MA1204 KidsCare Premiums  - [Section D - Premium Hardship Waiver for KidsCare]

·        Updated links.

·        Various updates for formatting and clarity.

MA1602 – Confidentiality – [Section C - Release of Confidential Information]

·        Added clarification that no separate written authorization is required for the Well Woman HealthCheck program when the customer has signed a BCCTP Patient Contact and Consent form.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 10/22/2020

MA502 – ALTCS Categorical Eligibility

·        Updated legal authorities.

·        Various updates for formatting and clarity.

MA1001 – General Provisions

·        Updated link to October 2020 revision of Appendix A: EPD PAS.

·        Updated link to October 2020 revision of Appendix B: DD PAS.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 10/08/2020

MA905 Transfer Penalty Period

·        October 2020 annual updates to Private Pay Rate (PPR) amounts.

MAE905 Transfer Penalty Period Examples - [Section I - Prior Private Pay Rates]

·        October 2020 annual updates to Private Pay Rate (PPR) amounts.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 10/01/2020

MA1201 ALTCS Share of Cost (SOC) - [Section C - Share of Cost (SOC) Deductions]

·        October 2020 annual updates to Standard Utility Allowance (SUA) amounts.

MAE 1201 ALTCS Share of Cost (SOC) Examples

·        Community Spouse Monthly Income Allowance Example(CSMIA) Example  has been updated to reflect October 2020 SUA changes.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 09/25/2020

MA413 Supplemental Security Income Medical Assistance Only (SSI MAO)

·        Specialty program eligibility requirements moved from "Definitions" to "Policy" section.

·        Updated "Legal Authority" section.

·        Various formatting updates for clarity.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 09/18/2020

MA417 Hospital Presumptive Eligibility

·        Updates to the categories list under Hospital Presumptive Eligibility (HPE) program

·        Added Legal References and updated links.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 09/11/2020

MA301 Types of AHCCCS  Medical Assistance Health Services

·        Updated links, added table and removed definitions.

·        Updated Legal References

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 08/28/2020

MA409 Medicare Savings Program (MSP)

·        Updated links.

·        Various updates for formatting and clarity.

MA904 Compensation Received for Transfers

·        Added proof requirements for a valid contract made before a transfer.

·        Various updates for formatting and clarity.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 08/21/2020

MA1301 General Information for All Applicants - [Section A - Application Forms, Assistance, Cooperation and Voter Registration]

·        Added information that explains that the Authorized representative must accept responsibility as representative.

·        Added clarification of what documents may be used to choose a representative.

·        Updated links

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 08/14/2020

MA705 Resource Types - [Section S - Property Essential to Self-Support]

·        A clarification was moved from the definitions to policy that when a home property is producing income, it is excluded as a home property.

MA705 Resource Types - [Section K -  Home Property]

·        Clarification of policy for home property that’s producing income and for home properties located out of state.

MA525 Not an Inmate

·        Language updated to differentiate between eligibility and TXIX payment for services.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 08/07/2020

MA606 Types of Income - [Section AA - Gifts and Contributions]

·        Added treatment of panhandling income

MA704 Ownership Resources - [Section B - Joint Ownership]

·        Update links to related topics on joint ownership and transfers

MA903 Transfers That Do Not Affect Eligibility

·        Various updates for formatting and clarity.

MA903 Transfers That Do Not Affect Eligibility - [Section A - Transfer Before the Look-Back Period]

·        Section title changed.

·        Various updates for formatting and clarity.

MA903 Transfers That Do Not Affect Eligibility - [Section B - Transfers Made By Certain Other People]

·        Various updates for formatting and clarity.

MA903 Transfers That Do Not Affect Eligibility - [Section C - Transfers That Do Not Include the Customer’s Resources]

·        Various updates for formatting and clarity.

MA903 Transfers That Do Not Affect Eligibility - [Section D - Adding a Person’s Name to a Financial Account]

·        Various updates for formatting and clarity.

MA903 Transfers That Do Not Affect Eligibility - [Section E - Purchases and Payment of Debts

·        Various updates for formatting and clarity.

·        Added note regarding Special Treatment Trust disbursements.

MA903 Transfers That Do Not Affect Eligibility - [Section F - Transfers of Excluded Resources or Income]

·        Various updates for formatting and clarity.

MA903 Transfers That Do Not Affect Eligibility - [Section G - Transfer of Home Property to Specific People]

·        Added clarification regarding transfers of home property to a customer’s blind child.

·        Various updates for formatting and clarity.

MA903 Transfers That Do Not Affect Eligibility - [Section H - Transfer of Resources to or for the Benefit of Specific Individuals]

·        Added clarification regarding transfers to a trust for a customer’s disabled child.

·        Various updates for formatting and clarity.

MAE903 Transfers That Do Not Affect Eligibility - Examples

·        New Example section added.

·        Provides examples for MA903

MA905 Transfer Penalty Period

·        Added link to MA906 for clarity.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 07/27/2020

MAE609 Modified Adjusted Gross Income (MAGI) Deductions - Examples

·        New section on MAGI deductions

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 07/17/2020

MA404 Breast and Cervical Cancer Treatment Program (BCCTP)

·        Updated legal authorities

MA606 Types of Income - [Section III - Supplemental Security Income (SSI)]

·        Clarified the treatment of SSI Cash income for non-MAGI programs

MA609 Income Deductions - [Section B - Income Deductions for Non-MAGI Programs

·        Revised language regarding countable income when determining the child allocation

MA606 Types of Income - [Section A - Adoption Assistance (Adoption Subsidy)]

·        Clarified treatment of Title IV-E income.

MAE604 Receipt of Income Examples - [Section I - Example Seasonal income]

·        Changed 'Base Wage' to 'AZ DOR'

MA901 Transfers Overview

·        Various updates for formatting and clarity.

·        Added links for additional information regarding constructively received income and resources.

·        Added additional definitions.

·        Added proof of compensation to “Proof” subsection.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 07/10/2020

MA406 Child

·        Removed Definitions section. Corrected Legal Authorities

MA520 Legal Marriage

·        Reference to Statement of Facts (DE-118) form replaced with the new Customer Statement – Common Law Marriage (DE-119) form.

·        Various updates for formatting and clarity.

MA526 Potential Benefits

·        Updated who is potentially eligible for Veteran’s pension or compensation.

MA530 Receiving Social Security Title II

·        Updated language for clarity and updated links.

MA602 Budget Groups Income - [Section A - ALTCS Budget Groups]

·        Various updates for formatting and clarity.

MA602 Budget Groups Income - [Section C - SSI-MAO and MSP Budget Groups]

·        Various updates for formatting and clarity.

MA705I Financial Accounts

·        Updated Links

MA803D Pooled Trusts

·        Updated that the Pooled Special Treatment trust may be created at any age

·        Updated Legal Authorities

MA906 Rebutting the Transfer Penalty Period

·        Updates were made to remove all references to the DE-510 form.

·        Removed the need for the written statement to be signed under penalty of perjury.

MA907 Undue Hardship Claims for Transfer Penalties

·        Clarified policy and updated proof section for Undue hardship Claims for Transfer Penalties

·        Added definitions for incapacitated and mentally competent

·        Updated related links

MA1502 Types of Changes - [Section R - Marital Status]

·        Updated “Proof” subsection to reference the new Customer Statement – Common Law Marriage (DE-119) form.

·        Various updates for formatting and clarity.

MA1701 Eligibility Appeals

·        Added information regarding the customers right to request an expedited appeal.

·        Updated related links

MA1706 Changes Received During the Hearing Process

·        Clarified when changes are processed during the appeal process.

·        Corrected the legal authorities.

MAE1706 Changes Before the Hearing is Held - Examples

·        Corrected examples to be consistent with the policy changes in MA1706

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 06/30/2020

MA1201C – ALTCS Share of Cost (SOC) - [Section C - Share of Cost (SOC) Deductions]

·        Updated Community Spouse Monthly Spousal Need Standards.

·        Removed the link to the procedure for Verifying Part D premiums as procedure is obsolete.

MAE1201 – ALTCS SHARE OF COST (SOC) EXAMPLES

·        Updated Community Spouse Monthly Income Allowance Example - Step Action Table.

MA401 Adults

·        Corrected links

·        Removed “incarceration” as a related condition of eligibility

·        Added additional legal authority

MA403 Arizona Long Term Care System (ALTCS)

·        Updated formatting and language for clarity.

MA404 - BREAST AND CERVICAL CANCER TREATMENT PROGRAM (BCCTP)

·        Updated the conditions of Eligibility list to include 'Apply for potential benefits'

MA416 Young Adult Transitional Insurance (YATI)

·        Reformatted for clarity

MA527 - PREGNANT

·        Removed repealed legal authorities

·        Updated terminology

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 05/15/2020

MA1401A General Information About Renewals - [Section A - Renewal Processes]

·        Added that Voter Registration forms are sent to customers with auto-renewal letters.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 05/13/2020

MA609 Income Deductions  - [Section C - Income Deductions for MAGI Programs]

·        Added link to procedure for determining if alimony is an allowed deduction for MAGI.

MA606 Types of Income - [Section G - Alimony and Spousal Maintenance]

·        Added link to new procedure for determining treatment of alimony for MAGI programs.

MA606 Types of Income - [Section AA - Gifts and Contributions]

·        Updated links on cash gifts and contributions table

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 04/20/2020

MA803 Special Treatment Trusts - [Section A - Special Treatment Trust Overview]

·        Changed references from “AHCCCS”  to “AHCCCS or State Medicaid Agency” as remainder beneficiary in the conditions table.

MA903 Transfers That Do Not Affect Eligibility - [Section G - Transfer of Home Property to Specific People]

·        Updated the definitions table to include the term “Institutionalized”.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 04/09/2020

MA517 Insurance - State Employee Health Plan

·        Clarified that employees of school districts and charter schools are not state employees.

·        Various updates for formatting and clarity.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 03/09/2020

MA403 Arizona Long Term Care System (ALTCS)

·        Updated ALTCS conditions of eligibility chart to include 'Transfers'.

MA905 Transfer Penalty Period

·        Updated Private Pay Rates effective 01/01/2020.

·        Various updates for formatting and clarity.

MAE905 Transfer Penalty Period Examples [Section I - Prior Private Pay Rates]

·        Updated Private Pay Rates effective 01/01/2020.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 02/25/2020

MA505 Cancer (Breast or Cervical) Diagnosis

·        Corrected legal authority references.

·        Various updates for clarity.

MA507 Citizen of the United States

·        Updated Definitions and Legal References.

·        Wake Island was added as a U.S. Territory.

·        Updated language and formatting.

MA534 Verifying Non-Financial Conditions of Eligibility

·        New section regarding verification.  

MA605 Verifying Income

·        Clarification added to other methods of proof.

MA701 General Information about Resources

·        Clarification added to Proof section.

MA1301 General Information for All Applicants [Section A - Application Forms, Assistance, Cooperation and Voter Registration]

·        Clarified section 2 about 'who can sign the Application' for another person to include an adult in the customer's Premium Tax Credit Budget Group.

·        Added additional information to Customer Cooperation section for staff to check the case file and available sources before requesting proof from the customer.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 02/14/2020

MA804 Undue Hardship Claims for Trusts

·        New section adding criteria for undue hardship claims for trusts.

MA1003 Preadmission Screening Criteria for an Applicant or Member who is Elderly or Physically Disabled (EPD)

·        Updated definition for "grooming" to be the same as the EPD manual.

MA1102 Enrollment with a Health Plan [Section A - Overview]

·        Changed "Steward Health Choice" to "Health Choice Arizona".

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 02/03/2020

MA502 ALTCS Categorical Eligibility

·        Removed ACE references

·        Added clarifying note with reference to IV-E foster care or adoption subsidy in HEAplus.

MA513 Former Foster Care

·        Removed reference to ACE

MA606 Types of Income [Section H - Allocated Income]

·        Removed reference to ACE

MA606 Types of Income [Section N - Census Income]

·        Updated policy on application of temporary census income for medical assistance programs.

·        Updated definitions and links

MA606 Types of Income [Section UUU- Wages]

·        Added a NOTE and a link with reference to temporary census income

MA608 Income Deeming [Section B - Sponsored Non-Citizen Deeming]

·        Removed reference to ACE and related links

MA609 Income Deductions [Section B - Income Deductions for Non-MAGI programs]

·        Removed link to a procedure that has been removed from the manual

MA905 Transfer Penalty Period

·        Removed reference to ACE and related link to a procedure that has been removed from the manual.

MA1011 Quality Control

·        Removed reference to ACE

MA1106 ALTCS Enrollment Changes [Section C-Changes Requiring Program Contractor Agreement]

·        Removed reference to ACE

·        updated language and formatting.

MA1301 General Information for All Applicants [Section A - Application Forms, Assistance, Cooperation and Voter Registration]

·        Removed application for AHCCCS Long Term Care Services (ACE-102).  The application for ALTCS now falls under Health-e-Arizona Plus (HEAplus) Online Application.

MA1309 Approval of Applications [Section B - Approval Letters]

·        Removed reference to ACE

MA1502 Types of Changes [Section S - Medical Improvement]

·        Removed ACE references

·        Added clarifying note with reference to IV-E foster care or adoption subsidy in HEAplus.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 01/28/2020

MA609 Income Deductions [Section C - Income Deductions for MAGI Programs]

·        Updated FPL Disregard table to reflect January 2020 FPL figures.

MA615 Income Standards

·        Updated to reflect the 2020 Federal Poverty Level income standards for all Medical Assistance programs.

·        Updated formatting

MA1204 KidsCare Premiums [Section A - General Information about KidsCare Premiums]

·        Updated the income ranges for KidsCare premiums to reflect the increase in the 2020 Federal Poverty Level amounts.

MAE611 Calculating Income Eligibility for SSI-MAO Examples [Section A, B, C]

·        Updated FPL-based examples to reflect 2020 FPL limits.

MAE1204 General Information about KidsCare Premiums Example [Section A]

·        Updated FPL-based examples to reflect new FPL limits published January 2020.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 01/15/2020

MA408 KidsCare

·        Corrected legal references, updated links, definition, and formatting

MA508 Community Spouse

·        Updated links and formatting to improve clarity.

MA 516 Insurance Ended

·        Updated to clarify that the period of ineligibility for Kidscare is 3 months rather than 90 days when a person chooses to end creditable health care.

·        Updated Legal References

MA1007 PAS Reassessments

·        Updated PAS reassessment criteria.

·        Updated language and formatting to improve clarity.

MA1009 Preadmission Screening and Resident Review (PASRR)

·        Clarified policy and updated definition for the term 'Intellectual cognitive disability'.

·        Updated the definitions table

MA1010 The ALTCS Transitional Program

·        Updated language for clarity

MA1308 Applications for KidsCare

·        Updated language from 90 days to 3 months

MA1301 General Information for All Applicants [Section A - Application Forms, Assistance, Cooperation and Voter Registration]

·        Removed application for AHCCCS Long Term Care Services (ACE-102).  The application for ALTCS now falls under Health-e-Arizona Plus (HEAplus) Online Application.

MA1309 Approval of Applications [Section B - Approval Letters]

·        Removed reference to ACE

MA1502 Types of Changes [Section S - Medical Improvement]

·        Removed reference to ACE

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 01/10/2020

MA606 Types of Income [Section CCC - Self-Employment]

·        Clarification for when to use the process for verifying self-employment income was made.

MA1401 General Information about Renewals [Section A - Renewal Process]

·        Clarified that a no response required renewal is still used when a customer’s MSP eligibility ends or changes and the customer is ALTCS eligible.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 12/31/2019

MA1403 Persons Losing SSI Cash Eligibility

·        ALTCS loss of SSI Cash is processed as a change. Link to change and change process provided

MA1502 Types of Changes  [Section AA - SSI Cash Eligibility Ends]

·        Updated Title and updated policy to include ALTCS does not require a full renewal.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 12/30/2019

MA602 Income Eligibility [Section A - ALTCS Budget Groups]

·        Removed DE-118 Statement of Facts by removing Legal marriage chart and pointing to Proof of Legal Marriage in MA520.

MA606 Types of Income [Section U - Educational Assistance]

·        Removed reference to DE-118 Statement of Fact.

·        Removed reference to DE - 201 Release of Information Authorization.

MA702 Resource Groups

·        Removed DE-118 by removing the marriage proof table and referring to MA520

MA704 Ownership Resources [Section C - Equitable Ownership]

·        Removed “statement of fact” and replaced with “written statement."

MA705 Resource Types [Section BB - Unspent Income]

·        Removed DE-118 Statement of Fact.

·        Removed DE-201 Permission to Release Information.

MA903 Transfers That Do Not Affect Eligibility [Section H - Transfer of Resources to or for the Benefit of Specific Individuals]

·        Removed references to DE-118 Statement of Facts and replaced with written statement

MA1502 Types of Changes [Section R - Marital Status]

·        Changed DE-118 Statement of Fact to Written statement.

MAE704 Ownership of Resources [Section A - Equitable Ownership Example]

·        Replaced references to the Statement of Fact (DE-118) form with written statement.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 12/20/2019

MA609 Income Deductions [Section B - Income Deductions for Non-MAGI Programs]

·        Updated Child Allocation and Student Earned Income Exclusion amounts for 2020

MA615 Income Standards

·        Updated income standard to reflect January 2020 Federal Benefit Rate increase.

MA705 Resources Types [Section K - Home Property]

·        Updated the Home Property Equity Value standard for 2020.

MA707 Community Spouse Resource Budgeting

·        Updated policy to include the 2020 CSRD figures (Subsection 2, CSRD standards - Removed calendar year 2017 and added calendar year 2020).

MA803 Special Treatment Trusts [Section E - Special Treatment Trusts and ALTCS Eligibility]

·        Clarified what documentation is needed for renewal.

MA1002 Preadmission Screening

·        Removed areas that repeated or were processes rather than policy.

MA1201 Customer Costs [Section C - Share Of Cost (SOC) Deductions]

·        Added the FBR standards used for the Personal Needs Allowance for 2020.

·        Added the Maximum Monthly Spousal Need Standard for 2020.

MAE610 Calculating Income Eligibility for SSI-MAO Examples [Sections - A, B, C]

·        Updated calculation tables for 2020 figures.

MAE611 Calculating Income Eligibility for SSI-MAO Examples [Sections - A, B, C]

·        Updated calculation tables for 2020 figures.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 11/26/2019

MA1104 Enrollment with a Program Contractor [Section C - DDD Enrollment]

·        Updated DDD enrollment section to include integrated plans effective 10/1/2019.

·        Removed outdated information and terminology and updated legal references.

MA1104 Enrollment with a Program Contractor [Section D - American Indian Enrollment]

·        Updated the section to include the integrated plans effective 10/1/2019

·        Removed obsolete information about enrollment transition choices when the customer turns 21.

MA1109 Children's Rehabilitative Services [Section B - CRS Application and Designation]

·        Updated the section to include the integrated plans effective 10/1/2019

·        Removed obsolete information about enrollment transition choices when the customer turns 21.

MA1109 Children's Rehabilitative Services [Section C - CRS Designation Changes]

·        Updated enrollment transition choices when the customer turns 21.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date 11/25/2019

MA504 Blind

·        Updated links and formatting

MA509 Disability

·        Updated links and formatting

MA511 Entitled to Title II DAC Payments

·        Updated links and formatting

MA512 Entitled to Title II DWW Payments

·        Updated links and formatting

MA529 Prior Receipt of SSI Cash

·        Updated links and formatting

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 11/13/2019

MA802 Non-Special Treatment Trusts

·        Replaced "Statement of Facts (DE-118)" with "Written Statement" in proof section.  Also, added "supporting documents" to proof.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 10/29/2019

MA402 Freedom to Work (FTW)

·        Added definition of Medically Improved Coverage Group and added legal authority.

MA509 Disability

·        Revised chapter title from Disabled to Disability.

·        Updated wording and language for clarity.

MA510 Employed

·        Provided additional clarification regarding people employed but on leave for certain reasons.

MA606 Types of Income - [Section TT - Pension and Retirement Income]

·        Various updates for formatting and clarity.

MA705 Resource Types - [Section I - Financial Accounts]

·        Replaced DE-118 Statement of Fact with Written Statement

·        Added detail for ABLE accounts for submitting PCRs

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 10/18/2019

MA1401 General Information about Renewals - [Section A - Renewal Process]

·        Updated policy to clarify that when a renewal pends for information that was not available from the data services hubs and the eligibility worker finds the proof in the case file or from other sources, the renewal can be completed as a no-response renewal.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 10/01/2019

MA905 Transfer Penalty Period

·        Updated Private Pay Rate for October 2019.

·        Clarified that Private Pay Rate  may be updated at any time, not just annually.

MA1201 ALTCS Share of Cost (SOC) - [Section C - Share of Cost (SOC) Deductions]

·        Updated Standard Utility Allowance for October 2019.

·        Various updates for formatting and clarity.

MAE 905 Transfer Penalty Period - [Section I - Prior Private Pay Rates]

·        Update for October 2019 changes.

·        Clarified that PPR may change at any time, not just annually each October.

MAE1201 ALTCS Share of Cost Examples

·        Re-worded example to specify the year, so that it does not need to be updated annually.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 08/16/2019

MA606 Types of Income - [Section RRR - Veterans Administration (VA) Benefits]

·        Added a link to a new procedure for determining the correct VA benefit amounts for VA Improved Pensions

·        Formatting updates for clarity

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 07/12/2019

MA606 Types of Income – [Section G - Alimony and Spousal Maintenance]

·        Revised to reflect January 1, 2019 changes to how Alimony Payments are counted for MAGI programs

·        Updated Definitions and Legal Authorities section

MA609 Income Deductions – [Section C - Income Deductions for MAGI Programs]

·        Revised Adjustments to Gross Income table

·        Updated the description for Alimony Paid adjustment type

·        Removed the Domestic Productions Activity Deduction adjustment type

MA1502 Types of Changes – [Section L - Expenses]

·        Updated the Adjustments to Gross Income table with the following:

·        Added information about Alimony Payments  

·        Removed Domestic Productions Activity Deduction

MA526 – Potential Benefits

·        Added new section on Applying for potential benefits online

·        Added referral links to assist customers applying for potential benefits

·        Added that a confirmation number from a VA or UI application is acceptable proof.  

·        Updated language and formatting

·        Expanded definition of Cash Benefits

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 07/01/2019

MA1313 - Prior Quarter Coverage

·        Updated prior quarter eligibility to apply to children and pregnant woman categories only.

·        Updated Definitions

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 06/21/2019

MA1201 ALTCS Share Of Cost (SOC)  [Section C - Share Of Cost (SOC) Deductions]

·        The standards used to calculate the Community Spouse Monthly Income Allowance (CSMIA) have been updated with the amounts effective 7/1/2019.

·        Revised MSN and 30% MSN Figures

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 06/07/2019

MA1602 Confidentiality [Section C - Release of Confidential Information]

·        Added definition of 'case file'

·        Revised the policy section for clarity

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 05/17/2019

MA525 Not an Inmate

·        Revised “Definitions” to reflect changes in the law and provide additional clarification.

·        Added additional definitions for “Public Institution” and “Voluntarily living in a public institution”.

·        Updated legal authority references.

MA1502 Types of Changes [Section V]

·        Revised for clarity.

·        Revised “Definitions” section to reflect changes in the law and provide additional clarification.

·        Added additional definitions for “Public Institution” and “Voluntarily living in a public institution”.

·        Added additional legal authority references.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 04/30/2019

MA905 Transfer Penalty Period

·        Updated effective dates of yearly pay rate change.

MA1001 General Provisions

·        Updated links to Appendix A and Appendix B.

·        MA1001 Appendix A for the EPD PAS and Appendix B for the DD PAS were revised to include that the ALTCS PAS can be completed in the hospital.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 03/29/2019

MA 1002 Preadmission Screening (PAS) Process

·        Updated the time-frame for using a prior eligible PAS when the customer reapplies.

·        Removed outdated policy for hospitalized customers

·        Updated formatting

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 02/20/2019

MA1302– SPECIAL PROCEDURES FOR CERTAIN CUSTOMERS

·        Added new subsection F, Customers Requesting Letters in an Alternative Format

·        Various formatting updates for clarity

MA1603 – NON-DISCRIMINATION  

·        Added information regarding how a customer may contact AHCCCS to ask for letters to be sent in an alternative format.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 02/01/2019

MA609 – INCOME DEDUCTIONS  [SECTION C]

·        Added 5% Federal Poverty Level disregard amounts that are effective 2/1/2019.

MA615 – INCOME STANDARDS

·        Updated to reflect the 2019 Federal Poverty Level income standards for all Medical Assistance programs.

MA1204 – KIDSCARE PREMIUMS – [SECTION A]

·        Updated the income ranges for KidsCare premiums to reflect the increase in the 2019 Federal Poverty Level amounts.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revisions Date: 01/01/2019

MA609 Income Deductions [Section B]

·        Subsection 2, Student Earned Income Exclusion – Removed calendar year 2014 and added calendar year 2019.

·        Subsection 8, Child Allocations – Removed calendar year 2016 and added calendar year 2019.

MA615 Income Standards

·        Added the ALTCS Standards for 2019

·        Added the SSI-MAO FBR Standards for 2019

MA705 Resource Types (entire chapter)

·        Updated Proof subsection on Life Insurance

·        Updated language and formatting

·        Updated Manual references and links

MA705I Financial Accounts

·        Updated language on verifying financial accounts.

·        Updated language on specific exceptions relating to ABLE financial accounts.

MA705K Home Property

·        Subsection 2 - Removed calendar year 2017 and added the Home Equity limit for 2019

MA707 Community Spouse Resource Budgeting

·        Subsection 2, CSRD Standards – Removed calendar year 2016 and added calendar year 2019.

MA1201C Share of Cost Deductions

·        Added the FBR standards used for the Personal Needs Allowance for 2019.

·        Added the Maximum Monthly Spousal Need Standard for 2019.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revision Date: 12/21/2018

MA1010 - The ALTCS Transitional Program

·        Updated language and formatting to improve clarity.

·        Updated the main policy section by adding eligibility criteria and covered services as numbered lists.

·        Added Definitions

·        Updated proof subsection.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revision Date: 12/14/2018

MA1707- The Eligibility Hearing  [Sections A; B; C ]

·        The timeframes subsection under section A and C is updated for clarity.

·        Updated the table on scheduling and holding the hearing.

·        Updated manual references and links

MA1709 – Disability Reconsideration Requests

·        Updated language for clarity

·        Updated the section Eligibility Office Responsibilities with updated names of offices.

·        Updated manual references and links

MA602 - Budget Groups Income (Section D)

·        Removed reference to FPEP. Program no longer exists.

MA1402 Proof needed at Renewal

·        Removed reference to FPEP. Program no longer exists.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revision Date: 12/07/2018

MA1801 Fraud and Abuse

·        Updated manual references and links.

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revision Date: 11/29/2018

MA905 Transfer Penalty Period

·        Updated Private Pay Rates table.

MA1201C Share of Cost (SOC) Deductions

·        Updated Standard Utility Allowance tables

MA1303 ALTCS Application Process

·        Removed subsections and moved the information specific to the ALTCS application process as numbered list to the main policy section.

·        Updated language for clarity and revised chapter to meet standard terminology

·        Added definitions and legal authorities

MA1304 SSI-MAO Application Process [ A; B ]

·        Updated language for clarity and revised the whole chapter to meet standard terminology

·        Added definitions and legal authorities

MA1305 Medicare Savings Program (MSP) Application Process

·        Updated policy to include information on when a customer can qualify for SLMB or QI-1 even if they do not have Medicare Part B

·        Updated formatting, manual references and links.

MA1401 General Information about Renewals [ A; B; and C]

·        Updated policy on the Renewal Process for all programs, for both “No Response Required renewals” and “Response Required renewals”

·        Updated language for clarity

·        Updated definitions and legal authorities

MA1402 Proof Needed at Renewal

·        Updated language on the requirements for Non-Citizen status.

·        Updated formatting, manual references and links.

MA1601 Language Interpretation and Translation

·        Updated language for clarity

·        Updated formatting, manual references and links.

MA1602 Confidentiality [ A; B; and C ]

·        Updated language on Additional Protections for certain medical information in 1602C

·        Updated formatting, manual references and links.

MA1703 Pre-Hearing Discussion

·        Updated language for clarity

For prior versions of the manual use these links

Part 1 (Chapters 100 through 900) |  Part 2 (Chapters 1000 through 1900) |  Part 3 (Examples and Revisions)

Revision Date: 11/16/2018

MA607 Expenses Exceed Income

·        Updated language for clarity

·        Updated links to new examples

MA614 How to Calculate Income Eligibility Using MAGI

·        Updated language for clarity

·        Updated links to new examples

MA1004 Developmentally Disabled Status

·        Updated language for clarity

MA1302 Special Procedures for Certain Applicants [ A;  B;  C;  D; E ]

·        Updated language for clarity and revised chapter to meet standard terminology

·        Added definitions and legal authorities in MA1302A.

·        “Proof” subsections removed in MA1302C and MA1302E.

·        Added definitions in MA1302D.

MA1604 Written Letters

·        Updated language and formatting to improve clarity on Written Letters policy.

Revisions Prior to 11/16/2018

For version history of this manual prior to 11/16/2018, please submit a request to EligibilityPolicyManual@azahcccs.gov.