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Page 6 of 14 § 10:71-2.2 Responsibilities in the application process Claims by a Medicaid applicant that the county agency had a duty to obtain certain banking statements relating to her assets was unsupported by law because the regulations were clear that such materials were required to be obtained by the applicant or her agents. This was especially true because the applicant did not state, in any of her applications, that she needed assistance in completing the applications. V.S. v. Bergen Cnty. Bd. of Social Servs., OAL DKT. NO. HMA 08041-16, 2017 N.J. AGEN LEXIS 249, Initial Decision (April 26, 2017). Applicant for Medicaid won limited relief on claims that her eligibility date was properly based on an application that she made on May 8, 2015 as opposed to on a second application dated August 23, 2016. The social services board had violated various regulations in connection with the earlier application, which it apparently had misplaced, so it was properly ordered to dispose of the May 8 application within 45 days of the ruling. S.D. v. Essex Cnty. Bd. of Social Servs., OAL DKT. NO. HMA 02582-17, 2017 N.J. AGEN LEXIS 181, Initial Decision (March 29, 2017). Community spouse (applicant) who represented to a county temporary support office that the applicant's son was paying the applicant's housing expenses was not entitled to any relief from his payment obligations. Though the applicant originally advised the agency that his son was paying his expenses, presumably as a gift, after consulting a different elder law attorney, the applicant asserted that the son was "lending" the funds to the applicant. On these facts, which included the applicant's submission of a promissory note that appeared to have been backdated, the applicant was not entitled to relief on his claim that the funds were a loan or that the agency should have counseled the applicant from the outset that characterizing the son's funds as a "loan" would be financially advantageous. E.B. v. Morris Cnty. Office of Temporary Assistance, OAL DKT. NO. HMA 14388-16, 2017 N.J. AGEN LEXIS 94, Initial Decision (February 10, 2017). Agency did not err in denying a Medicaid application because applicant neither supplied the requested information about resources nor requested that the agency assist her in obtaining missing documentation. E.F. v. Essex Cnty. Bd. of Social Servs., OAL DKT. NO. HMA 09216-16, 2017 N.J. AGEN LEXIS 72, Initial Decision (February 3, 2017). Agency's denial of a Medicaid application based on the applicant's failure to provide requested information was reversed because the applicant had made many attempts to obtain them. The agency, though required to assist the applicant, in fact had made no effort to assist by utilizing either AVS or PARIS and thus could not properly deny the application based on missing information. Moreover, the resulting delay was beyond the applicant's control and could not be used as a basis for denial. C.F.J. v. Hudson Cnty. Bd. of Social Servs., OAL DKT. NO. HMA 06589-16 (Remand of HMA 04859-14), 2017 N.J. AGEN LEXIS 50, Initial Decision (January 31, 2017). Original denial of Medicaid application was proper despite the fact that the applicant belatedly provided requested documentation because the applicant's failure to timely provide such verifications that led to the denial. It was not the agency's duty to organize and summarize raw data in the form of deposit slips or checking-account registers to determine dates of deposits and expenses paid by the applicant and/or family members in order to determine eligibility. V.W. v. DMAHS, OAL DKT. NO. HMA 12941-16, 2017 N.J. AGEN LEXIS 52, Initial Decision (January 27, 2017). Medicaid applicant won retroactive eligibility date because the social services agency responsible for acting on his application failed to timely move the case through the approval process, failed to give the applicant required notifications, failed to assist the applicant and failed to independently verify the value of resources. The overall failure on the part of the agency justified a retroactive date. W.M. v. Union Cnty. Bd. of Social Servs., OAL DKT. NO. HMA 11651-16, 2017 N.J. AGEN LEXIS 27, Initial Decision (January 18, 2017). A Medicaid applicant's failure to provide verification relating to funds referenced on bank statements, funds borrowed against life insurance and other, similar items afforded adequate grounds for the decision of a social services board to deny that application. R.P. v. Camden Cnty. Bd. of Social Servs., OAL DKT. NO. HMA 10709-16, 2016 N.J. AGEN LEXIS 1269, Initial Decision (December 23, 2016). Agency rejected a Medicaid applicant's exceptions to denial of benefits that was based on the failure by applicant and/or her designated, authorized representative to provide information on certain insurance policies. Although that information in fact was provided more than a month after the deadline, there was nothing in the record to