Review of current circumstances

As part of the eligibility review process for a paper review form, ensure that the person answered all questions clearly and completely. If doing a review in-person or over the telephone, ensure that all eligibility factors are reviewed.

If applicable, review the record for the Equal Access (EA) plan (see EA).

Review the record to see if earlier actions or changes may have an impact on eligibility.

Review for eligibility factors, especially: Income for all Apple Health programs; and Resources for Classic Apple Health programs Review resources the household claims to see if there are any changes to resources we earlier excluded or decided were not available. Review funds in joint checking accounts that we excluded earlier. Review the plan to exclude business property of a self-employed person to decide if the property leads to full or partial self support. Review the value of liquid and nonliquid resources. Look for an increase in the value of real estate, cash value of life insurance, and securities that can be sold such as stocks, bonds, and certificates of deposit.

Review and get proof of eligibility factors that have changed.

Review and document previous proof to ensure that: Previously verified factors are clear and complete in the case file; and We are not asking the individual to give us duplicate or unneeded proof.

Document proof you received.

If any changes were made, send the appropriate letter.