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Contact TPR at 866-455-0109 or by email at NCEstates@gainwelltechnologies.com and provide the beneficiary’s name, Medicaid ID, and date of death.
C. Instructions when the Local Agency Receives the Invoice:
It is recommended that the local agency designate one person and a backup as an estate recovery coordinator/caseworker to receive all invoices. This simplifies procedures and tracking.
1. When the invoices are received, promptly review the case.
2. Review each case to determine if the deceased beneficiary received Medicaid continuously beginning prior to October 1, 1994, and what resources the deceased owned that may be subject to estate recovery.
3. Complete the DHB-5056, Estate Recovery Information Form for every invoice received.
a. Include all information in the case that may be relevant to the recovery process.
b. Include insurance information regarding any Long-Term Care Partnership policy the beneficiary owned at death. Provide:
the name of the insurance company, the insurance company mailing address, date of purchase, policy number, original value of the policy and the amount paid out on behalf of the beneficiary as of the date of application.
c. See MA-2230 Financial Resources, for instructions on how to apply the resource protection at estate recovery.
4. If the applicant died during the application process, ensure that the DHB- 5051/DHB-5051sp, DHB-5052/DHB-5052sp DHB-5052SA/DHB-5052SA- sp or DHB-5053 form, is provided to the person to whom the DHB-5054, Medicaid Estate Recovery Claim, was or will be sent.
5. Forward to Third Party Recovery (TPR) within 30 days of the invoice date:
a. The completed DHB-5056,
b. One copy of the invoice, and DocuSign Envelope ID: FDC5A36F-C20D-40ED-8E94-3167F2A747A6 DocuSign Envelope ID: 9CB30F35-4CFE-41A3-8663-00DA59A946C6