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1: Total Countable Assets (Self-Reported) Sum of all the self-reported amounts for all countable assets. If the self-reported countable assets are over the asset limit, eligibility will fail right away and no reasonable compatibility test will be performed. 2: Total Countable Assets (AVS and/or Self- Reported) Sum of the following:
All verified, countable asset amounts.
For all countable AVS assets, if an AVS amount was returned for an asset and that asset has not been verified: the higher of the AVS- returned or the unverified self-reported amounts.
All unverified, self-reported countable asset amounts with no AVS match, including non-AVS assets.
All countable AVS assets that were not reported.
CARES will compare the results of calculations 1 and 2 to determine reasonable compatibility. • If reasonably compatible, verification of the AVS-matched asset amounts will not be requested, and eligibility will not pend for verification of these assets, even when there is a ?, Q?, WN, NV, or QV in the verification field. If otherwise eligible, the individual will receive a Notice of Decision listing the self-reported asset amounts. If eligibility is pending for other assets, a Verification Checklist will be sent. • If not reasonably compatible, a Verification Checklist will be sent to the individual to request verification for all assets for which the individual has not already provided verification. If the individual does not provide the requested verification by the due date, eligibility will be denied or terminated for lack of verification. Note When there is an MSP request in addition to a request for EBD Medicaid, an additional, separate reasonable compatibility determination will be performed for MSP. In situations where the assets are reasonably compatible for MSP but exceed the asset limit for other programs, the individual may enroll in MSP without being required to provide further verification of assets for that program. If an individual is applying for health care and has also requested MAPP, the reasonable compatibility test may provide different results based on the EBD Medicaid and MAPP asset limits. Because CARES considers these two programs to be part of the same health care request, the reasonable compatibility test will be performed using the MAPP asset limits only if the individual is found ineligible for EBD Medicaid because of excess assets or failure to provide verification of assets. This means an individual can still be eligible for MAPP based on the reasonable compatibility test for assets, even if they failed to submit verification of assets as required for EBD Medicaid (see Example 2 below). If the worker is running with dates and an AVS amount is entered for a given asset, the reasonable compatibility test will be performed as long as the eligibility month is June 2018 or later. The following examples show various results of the reasonable compatibility test. Example 1 Lauren applies for EBD Medicaid and reports the following asset amount, without providing verification: A. Checking account: $5 AVS returns the following information and the worker processes the information as shown: • Savings account: $200 | Match with A • Undisclosed checking account: $800 | Add as new information