Optional: Enter credit amount on Long Term Care Authorization (Form 2299), in Section C, Recipient Available Income and Resources.
Optional: Report the income change on Long Term Care Authorization (Form 2299), in Section C, Recipient Available Income and Resources.
Apply all nonexempt income and excess resources for a calendar month to the cost of care for that month's billing period, if the customer is in the facility for the whole month. Use the appropriate NH or SLF Standard.
Example: On 07/01, Ms. Jackson is admitted to an NH from the community. She has a monthly income of $450. She has no dependents in the community and no medical insurance.
Use the NH Standard to figure available income to apply toward the cost of care beginning with the July billing period (07/01 to 07/31). Budget income received in July toward the July billing period.
Apply countable income and nonexempt resources following NH and SLF policy (see PM 15-06-02 and PM 15-06-03) for a customer who enters a facility from the community after the first of the month.
Example: Mr. A died on 03/02. His only source of income was Social Security. The Social Security check was received 03/03. Nonexempt resources are less than the resource limits.
Do not budget the Social Security check received 03/03 for March. There is no credit amount for March.
Enter 03/01 with a zero credit amount and 03/02 date of death in the MMIS LTC subsystem.
Optional: 03/01 with zero credit amount and 03/02 date of death/discharge may be entered in Section C and Section A of Form 2449.
Optional: Revises Form 2449 based on information from the facility.
NOTE: The number of days a person receives covered SNF benefits depends upon one or more of the following:
Optional: Enter the patient credit amount in Section C of Form 2299 for new admissions and Section C of Form 2449 to add or correct information.
Optional: Generate Form 2449 reflecting the changes and send to FCRC.
Optional: Revise Form 2449 to close COS 72 based on information on Form 1156.
Monthly countable income is only applied toward Medicare-covered SNF charges or Medicaid services for that month's billing period. Any remaining amount belongs to the customer and may be used or saved, as the customer or guardian chooses, without affecting medical eligibility. When income remains after the month it was received, it must be treated as a resource.
Illinois Department of Human ServicesJB Pritzker, Governor · Grace B. Hou, Secretary
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