For AABD Cash customers, including those in zero grant status and those in sheltered care, a REDE is required at least once a year. See PM 19-02-03-a for proving ongoing eligibility.
- For Community Regular cases: Complete a REDE at least every 12 months (see PM Chapter 18 for processing changes in the case).
- For Community Spenddown cases: Complete a REDE for cases in the same way as a Community Regular case, for cases that:
- have met the spenddown obligation in the 8th, 9th, or 10th month of the enrollment period; or
- receive QMB or SLIB.
- For Regular and Spenddown Nursing Home (NH) and Supportive Living Facility (SLF) cases: Complete a REDE at least every 12 months.
- For Regular and Spenddown NH, SLF, and Medical cases applying for or receiving Department on Aging (DoA) services with a community spouse or dependent family members who live in the community: Complete a REDE each year by schedule 09 terminal entry date in the month of March.
- Act on any information that shows a change which may affect eligibility or indicates a change in status or the amount of spenddown obligation. See PM Chapter 18 for processing changes in the case.
- Review the current value of resources for self-support and exempt up to $6,000 only if the customer's circumstances meet the requirements in PM 07-02-11.
- Review funeral and burial contracts funded by life insurance or a trust and established on or after 07/01/12. The contract must name the State of Illinois as remainder beneficiary. Refer the contract to the Bureau of Collections on the Report of Real & Personal Property (Form IL444-0008; "DPA 8").
- For LTC cases, review current home equity and assess eligibility according to PM 01-08-02. Also review annuities, loans and contracts for deed to assure requirements in PM 07-02-20-b are met and that such financial instruments have been referred to the Bureau of Collections using Form IL444-0008 ("DPA 8").
- Determine if an AABD Medical case is financially and nonfinancially eligible for Cash Assistance.
For the following AABD Medical cases in which the data does not match or the case is not subject to a central REDE, FCRC staff must conduct a REDE:
- Spenddown cases (Community, NH, and SLF);
- NH and SLF cases with income other than SSI;
- NH cases in which the SSI amount is equal to $30 and the NH credit amount is greater than zero;
- NH, SLF, and Medical cases applying for or receiving DoA services with a community spouse or dependent family members who live in the community;
- Community cases in which there is no SSI amount; or
- cases excluded from central budgeting (see PM 22-14-03-a).
A visit to the facility is required once a year for all NH Medical cases as part of the REDE process.
For SLF cases, if circumstances do not indicate a visit to the facility, contact may be made by office or telephone interview.
Do not take any REDE action on a case that has been centrally REDEd, unless information in the FCRC indicates a change which may affect eligibility.
All cases which are excluded from the central review process appear on the PAL for FCRC review.