9121 Households Required to Change Report - The following households are required to report certain changes in circumstances within 10 days of the date the change becomes known to the household. (See NOTE: at the end 9121 for a definition of "becomes known to the household.") The Change Reporting Requirements Chart listed below lists the type of changes that are required to be reported. The boxes marked with an "x" indicate the type of changes that are required to be reported for each category of assistance.

 

The following households are required to change report:
 

  1. Reserved
     

  2. Reserved
     

  3. Medical cases.

 

Change Reporting Requirements

 

Caretaker Medical, Medically Needy, and CI

  

SI

 

Changes in the source of income (earned and unearned).

X

  


X

 

Change in the amount of earned income (earned and unearned).


X

  

----

 

Changes in household composition, including marriage, separation or divorce.

X

  

----

 

Changes in residence, including moving into or from an institution or hospital.

X

  

X

 

Resources reach or exceed the applicable resource limit

X

  

----

 

Entitlement to or termination of Medicare coverage,

X

  

X

 

Entitlement to or termination of SI benefits.

           ----

  

X

 

Change in third party health insurance coverage.

            X

  

               X

 

Decreases in health insurance premium amounts

X

  

----

 
Transfer of resources.              X                 ----

 

Loss of disability status as determined by SSA

MS Only
X

  

X

 
 

Households may report a change in their circumstances by telephone, in person, in writing, or by use of the Change Report Form. Other changes in circumstances are not required to be reported until review.

 

NOTE: For purposes of this provision "becomes known to the household" is defined as:

 

Change

When is the change known to the household?

Earned Income/Source of Earned Income

Receipt of first pay check or the last day of the month in which income for the month increased or decreased by more than $100.

Unearned Income/Source of Unearned Income

Receipt of first payment or when payment received has increased or decreased by more than $50.

Household Composition

The day the person enters or leaves the household, day of marriage, separation, or divorce.

Changes in Residence

Day person moves.

Resources Reach or Exceed Limit

Last day of the month in which resources exceeded the limit.
   

Loss of Disability as Determined by SSA

Entitlement to or Termination of Medicare

 

Coverage, Change in any Third Party Insurance Plan

 

Decreases in Health Insurance Premium Amounts

 

Transfer of Resources or Income Including Establishment of a Trust Fund

Effective date of change.

 

 

Effective date of change.

 
 

Effective date of change.

 

 

Effective date of change.

 

9121.1 Processing Changes Reported by Change Reporting Households - Processing Changes Reported by Change Reporting Households - When the agency receives information that a change has occurred, the worker shall act on the changes within 10 days after the date the change is reported, or becomes known to the Agency per 1323.  The following actions are required:     
 

  1. Document in the case file the reported change, the date the change occurred, and the date the change was reported;
     

  2. Determine if verification or additional information is required (refer to 1322.1);
     

  3. Contact the household to request needed information or verification as soon as possible;
     

  4. Reserved
     

  5. Changes are effective the month following the month of the change, given timely and adequate notice requirements. In addition, the following apply:
     

    1. Working Healthy - Changes which would increase the amount of countable income shall not be acted upon until the scheduled 6 month review or full review, see 2668.5(1).
       

    2. Medically Needy - For changes in income, use the converted or actual income amounts currently established through the month in which the change is reported, or following month to allow for timely and adequate notice. If income continues, establish a new converted monthly amount based on anticipated income beginning the month following the month the change is reported through the end of the base period. For changes involving assistance planning, including instances where one or more members of the plan lose categorical eligibility, the change is effective the month following the month the change is reported. If this results in an increased spenddown, timely and adequate notice is required for budgeting the change. However, the new spenddown amount is effective immediately. When a met spenddown is increased, the spenddown status is protected through the end of the month, or following month, given timely and adequate notice requirements. If the change was not timely reported based on when it became known to the household, an overpayment may result.
       

    3. Patient Liability/Client Obligation/Recipient Obligation Changes - Changes are generally effective the month following the month of change. See 8172.3, 8270.3, and 8340.

  6. If an automated system action occurred on the case prior to a worker becoming aware of the change, the worker must evaluate the effect of the change to determine if any incorrect payment occurred as result. 

 

9121.2 Reserved

 

 

9121.3  Reserved

 

9121.4 Notices to Households Subject to Change Reporting - The agency must provide the household with a notice of action that meets the definition of timely and adequate notice, as defined in 1432, if the household's benefits are being reduced or terminated. If benefits are being increased, only adequate notice, as defined in 1432, is required.