Notifying the Office of Financial Recovery (OFR)

Notify Kevin Cavanaugh or Jessica Warrington of OFR via a Barcode tickler when any single premium immediate annuity (SPIA) that requires to name the State of Washington as beneficiary to the extent of Medicaid paid. Set up the following DMS tickler:

Document type for tickler: TD

Subject: Annuity

Site: 101

User: Kevin Cavanaugh barcode user CAVK; or Jessica Warrington barcode user WAJN

Ready date: Default date is fine

Make sure the annuity is indicated on the appropriate person's resource screen in ACES. Add in the remarks that OFR has been notified of the annuity in the ECR.