Page 9

9 | P a g e

9 Spend Down Calculator and Expense Log Instructions - 2012 Step 5: Applying Carryover

Now that Mary and Joe Smith have met the Spend Down for January 2012 with an out-of-pocket expense, they are eligible to apply the remaining balance from the amount they paid to any of the following 3 months. The message center displays “Carryover exists. Apply to a future month listed above.” and the “Carryover Amount:” field is now populated with $50.

To apply the Carryover, select the month where the additional expense will be applied:

By selecting “FEB”, the calculator will take the Carryover balance into the FEB12. The “Provider:” field will auto-populate based on the month the Carryover originated.

NOTE: Expenses listed as Not Covered by MHD are also eligible for Carryover.

loading…

Page 9

Official source

9 | P a g e

9 Spend Down Calculator and Expense Log Instructions - 2012 Step 5: Applying Carryover

Now that Mary and Joe Smith have met the Spend Down for January 2012 with an out-of-pocket expense, they are eligible to apply the remaining balance from the amount they paid to any of the following 3 months. The message center displays “Carryover exists. Apply to a future month listed above.” and the “Carryover Amount:” field is now populated with $50.

To apply the Carryover, select the month where the additional expense will be applied:

By selecting “FEB”, the calculator will take the Carryover balance into the FEB12. The “Provider:” field will auto-populate based on the month the Carryover originated.

NOTE: Expenses listed as Not Covered by MHD are also eligible for Carryover.