101.06 INTERVIEWS WITH DOM

Interviews are required for all long-term care (institutional) ABD programs with an asset test. The interview can be conducted in person if the applicant or applicant’s authorized representative applies in person or requests an in-person interview. For all other instances, the interview requirement will be met by a telephone interview. Required interview discussions include provisions specific to ABD that are applicable to the applicant’s case that are listed below. If a specific ABD provision is not discussed during the interview because it was not relevant at the time, contact with the applicant or their representative must be attempted by telephone to discuss the matter. For example: at the time of the interview, it was not known that the applicant needed a Long-Term Care Income Trust in order to qualify. Although a LTC Income Trust document and Help Sheet must be issued to the responsible person via DOM-307, contact with the applicant or representative is also required to explain Income Trust rules. Informing the individual is critical in order for the individual to make an informed choice regarding their eligibility since delaying eligibility is an option as outlined in 304.05.04. Failure to discuss can result in financial hardship and/or unnecessary eligibility issues. Interviews conducted must be documented. Although in-person interviews are not required for any application or renewal, an applicant may request assistance with completing an application either in- person or by telephone. When assistance is requested, include all relevant information described in the “Interview Discussion” described below. Whenever an applicant requests an in-person interview, one will be conducted even if the program does not require an interview.