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MRG UPDATED: JUNE 2011 77 CATEGORICAL FACTORS MEDICARE SAVINGS PROGRAM Retroactive MSP benefits are NOT available to persons eligible for QMB. Retroactive MSP benefits are available to otherwise eligible SLIMB and QI individuals for three months prior to the date of the LIS application. Retroactive MSP benefits for QI cases cannot be provided for a previous calendar year. Should an individual indicate on the “Medicare Savings Program Request for Information” form that he/she would like to apply for full Medicaid benefits; the district must send the Access NY Health Care application and Supplement A, if applicable, to the MSP recipient. The recipient must comply with all current procedures for applying for Medicaid benefits. NOTE: Completion of the “Medicare Savings Program Request for Information” form is optional. Failure to complete and return the form will not result in a discontinuance of benefits. LIS application data sent by SSA to the State has been verified by SSA and is sufficient for documentation of identity, income, residence and citizenship. AUTOMATED APPLICATIONS DENIED Applications denied through the automated process include: individuals reported on the SSA file as having income in excess of 135% of the FPL; and individuals who have been denied by SSA as not in receipt of Medicare. These cases will be sent a denial notice by the State through CNS. Such notice will include contact information for the appropriate local district. AUTOMATED APPLICATION EXCEPTED Applications that appear on an Exception Report must be reviewed and necessary action taken as appropriate.