Page 10

10

3. Send the DSS-8110, Notice of Modification, Termination, or Continuation of Public Assistance.

Failure to close the case timely may prevent timely generation of the estate recovery invoice or filing of a claim.

B. Invoices/Claims

1. Approximately 30 days after the date of death, NC Tracks will generate three invoices itemizing the amounts Medicaid paid that are subject to estate recovery. The estate recovery invoices are mailed to the local agency weekly.

2. An invoice may be generated for some deceased beneficiaries who applied for Medicaid prior to October 1, 1994 and received Medicaid continuously until the date of death. When the local agency receives the Estate Recovery invoice for a deceased beneficiary, the caseworker must take the following steps:

a. Review the beneficiary’s Benefit History screen in NC FAST.

b. If the deceased beneficiary received Medicaid in any program, including MQB continuously and their coverage began prior to October 1994 with no new application dated October 1,1994 or later:

(1) Return the invoice to TPR within ten calendar days.

(2) Note on the invoice that the beneficiary is not subject to estate recovery because they applied for Medicaid prior to October 1, 1994 and received Medicaid continuously until their death.

c. If the deceased beneficiary lost eligibility at any point and submitted a new application or re-application dated October 1, 1994 or later, continue with estate recovery procedures.

3. If a beneficiary’s Medicaid is terminated prior to their death, an invoice will not be generated. TPR will pursue estate recovery for those individuals upon notification by the local agency.

4. If the local agency learns of the death of a former beneficiary, it is important to provide TPR with the beneficiary’s information in order for TPR to begin the manual recovery process.

DocuSign Envelope ID: FDC5A36F-C20D-40ED-8E94-3167F2A747A6 DocuSign Envelope ID: 9CB30F35-4CFE-41A3-8663-00DA59A946C6