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Medical Assistance Estate Recovery

Greg Lulic – County Liaison

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Medical Assistance Estate Recovery

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  • Histories – different types of Histories
      • Pre-06/01/94
      • MMIS 2073 and 2073A
      • Standard Report

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Medical Assistance Estate Recovery

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  • Claim History with Managed Care Organization MCO

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Medical Assistance Estate Recovery

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  • Death Match Report History vs. Notice to Commissioner History

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Medical Assistance Estate Recovery

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  • MAEPD and AC Premium Paid Reports
    • What are they?

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Medical Assistance Estate Recovery

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  • Transfer on Death Deeds (TODD)

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Medical Assistance Estate Recovery

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  • Liens on out of state property

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  • What documents show ownership interest?

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Medical Assistance Estate Recovery

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  • Recovering MA claim with multiple claims CFR’s

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8/16/2021

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Medical Assistance Estate Recovery

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  • Prepaid Funeral Policy
      • How they work

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8/16/2021

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Medical Assistance Estate Recovery

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  • Life Estate / Joint Tenancy Interest
      • Who recovers?

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Medical Assistance Estate Recovery

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  • Written Statement of Claim with Surviving Spouse

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Medical Assistance Estate Recovery

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  • Recovery when there is a disabled child.

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  • Nursing home bills / last illness?

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Medical Assistance Estate Recovery

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  • Recovery on bank accounts when there is a beneficiary
      • Can we?

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Medical Assistance Estate Recovery

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  • Notice of Potential Claim on Alternative Care?

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Medical Assistance Estate Recovery

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  • Certificate of Clearance for Medical Assistance Claims
      • How to complete.

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8/16/2021

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Medical Assistance Estate Recovery

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  • Pin report vs. DHS Claim History

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Medical Assistance Estate Recovery

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  • Annuity Recovery

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Thank You!

Greg Lulic

Greg.Lulic@state.mn.is

651-431-3152