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2. When the SSA terminates SSI due to death, the date of death evidence is automatically updated.

a. The deceased individual’s case is also terminated.

b. If the individual is dually eligible, this case will be listed on the Death Match Report for the caseworker to reassess for Medicaid eligibility.

c. An estate recovery invoice will be generated automatically.

3. Follow instructions in IV.C. above.

4. SSI beneficiaries who did not receive LTC or CAP services, but received PCS prior to death, may not have a local agency case available to review.

a. If there is not a case available, write “no file” on the invoice and forward it along with the DHB-5056 to TPR.

b. It is the responsibility of TPR to obtain asset information that may be subject to recovery.

V. WAIVER OF ESTATE RECOVERY

There are some circumstances when DHB does not recover from a beneficiary’s estate.

A. DHB Waives Recovery When:

1. The total assets in the estate are less than $50,000, or

2. The total Medicaid benefits paid is less than $10,000.

B. Undue Hardship Waiver

For Medicaid estate recovery purposes, an “undue hardship waiver” can be either full or partial.

1. A partial waiver may be a waiver that applies to only some of the assets in the beneficiary’s estate, or may be limited in duration, or both.

2. A time-limited undue hardship waiver is also known as a “deferral.”

C. Deferrals

1. DHB will defer estate recovery as long as at least one of the following conditions exist:

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