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For instructions to create a task, refer to NC FAST Job Aid: Creating Tasks.

2. Determination at next recertification or task review date:

Verify the beneficiary’s current living arrangement.

a. If the beneficiary was discharged to return home to live, placement was not permanent and estate recovery does not apply. No further action is required.

b. If the beneficiary is still residing in the facility on the task review date:

(1) Consider that the individual cannot reasonably be expected to be discharged to return home unless documentation of specific plans and a date for discharge is provided from one of the sources listed in III.D.1. above.

(2) Document the decision in NC FAST.

c. If no medical documentation of a specific discharge plan/date is provided or the beneficiary is still residing in a facility at the time of the next recertification:

(1) Consider that the beneficiary cannot reasonably be expected to be discharged to return home.

(2) Mail the DHB-5053, Your Estate is Subject to Medicaid Recovery, to the beneficiary. Maintain a copy of the DHB-5053 with the case record.

(3) If the beneficiary in the medical facility dies before a determination can be made, assume the placement was permanent.

(4) Document the decision in NC FAST.

E. Reconsideration Review of “Permanent or Indefinite Status”

The beneficiary or their parent/guardian/responsible person acting on behalf of the beneficiary may request reconsideration of the determination that the individual cannot reasonably be expected to be discharged to return home.

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