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Title 8: Medicaid Page 7 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 the applicant is eligible only for Medically Needy, see 8-J, SSI-Related Medically Needy. Procedure: If a non-MAGI-related applicant has not been determined to be disabled by the Social Security Administration, take the following actions: 1. Ask the applicant to apply for SSI and Social Security disability (SSDI) benefits from the Social Security Administration. The applicant will either: State that an application has already been filed, or Agree to apply for benefits within ten working days of the Medicaid application date. 2. When the applicant has already applied or agrees to apply for SSI and SSDI, complete form 470-2631, Notice of Pending Medicaid Applications, and send it to: The Social Security Administration, and Disability Determination Services (DDS). DDS completes the status of the disability determination on Section II of the form and returns the form to the IM worker within 15 calendar days. 3. If DDS does not have a referral from the Social Security Administration, follow up on the DDS response by contacting the applicant to verify that the benefit application has been filed with the Social Security Administration. 4. If DDS has a pending disability determination for this person: Make a note in the narrative, and Set a reminder to check completed disability determination on the Data Sources in WISE 5. If DDS has already completed the disability determination for Social Security, check the Data Sources in WISE If the SDX shows SSI was approved, then approve Medicaid if all other eligibility requirements are met. If the SDX shows SSI was denied due to disability, deny Medicaid as “not disabled.” 6. If the SSI was denied due to other eligibility requirements, such as income or resources, contact the Social Security Administration to see if an eligibility decision for SSDI will be made within 30 days. If so, wait for the Social Security Administration decision on SSDI.