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Title 8: Medicaid Page 6 Iowa Department of Health and Human Services Employees’ Manual Chapter B: Application Processing Procedures for SSI Applicants or Potential… Revised October 17, 2025 Concurrent Medicaid and Social Security… If a person applying for Medicaid at an HHS office has income less than the SSI payment standard for the person’s living arrangement, refer the person to the Social Security Administration district office to apply for SSI benefits:  If the person chooses not to apply with the Social Security Administration, process the application as you would any non-MAGI-related application. See 8-F, Non- MAGI-Related Coverage Groups: People Eligible for SSI Benefits But Not Receiving Them.  If the person has already applied for or intends to apply for SSI or Social Security disability benefits (SSDI) within ten working days of the Medicaid application, see Concurrent Medicaid and Social Security Disability Determinations. If the Social Security Administration has made an SSI eligibility determination, the information is sent to the Department via the SSI State Data Exchange (SDX) system. Information from the SDX is used to process SSI recipients for Medicaid. Chapter 14-E explains the SDX system and how to use and interpret the fields. If the individual is not active on Medicaid, the worker will receive the Notification of SSI Approval in WISE. If the individual is currently active on Medicaid, the worker will receive an alert. The Social Security Administration may presumptively determine an SSI applicant to be disabled. “Presumptive” disability is indicated by code “P” in the disability field on the SDX. If all other Medicaid eligibility criteria are met, the person is eligible for Medicaid for a maximum of six months. See 8-C, Presumptive Disability. When more than 60 days have passed since the person filed for SSI, you can send form 470-0363, Certification of Eligibility of SSI Applicant to determine the status of the person’s SSI eligibility determination. You may also use this procedure before 60 days have passed if the applicant has an urgent need. Form 470-0363 completed by the Social Security Administration indicating that a person is eligible for SSI may be accepted as verification in place of an SDX. Concurrent Medicaid and Social Security Disability Determinations Legal reference: 42 CFR 435.909 and 435.541, 441 IAC 75 (Rules in Process) Policy: When a person has applied concurrently for both Social Security disability benefits and non-MAGI-related Medicaid, the Department is required to await the outcome of the Social Security Administration disability determination.