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Reasonable Compatibility Determination • EBD Medicaid Asset Limit: $2,000 • 1. Total Countable Assets (Self-Reported): $5 • 2. Total Countable Assets (AVS and/or Self-Reported): $200 + $800 = $1,000 • Result: Reasonably Compatible, because the sum of both calculations is less than the asset limit. No further verification is requested from Lauren. A Notice of Decision is sent, listing only the self- reported amount.

Example 2 Mike applies for EBD Medicaid with a MAPP request and reports the following asset amounts, without providing verification: A. Checking account: $500 B. Savings account: $700 C. Savings bond" $300 (non-AVS asset) AVS returns the following information and the worker processes the information as shown: • Checking account: $800 | Match with A • Savings account: $400 | Match with B • Undisclosed checking account: $900 | Add as new information Reasonable Compatibility Determination for EBD Medicaid • EBD Medicaid Asset Limit: $2,000 • 1. Total Countable Assets (Self-Reported): $500 + $700 + $300 = $1,500 • 2. Total Countable Assets (AVS and/or Self-Reported): $800 + $700 + $900 + $300 = $2,700 • Result: Not Reasonably Compatible, because the sum of countable assets from data sources is above the EBD Medicaid asset limit. In this case, the $700 savings account amount is used when calculating the total countable assets based on data sources, as it is the higher of the self-reported and AVS-returned information. A Verification Checklist is sent to Mike. All self-reported assets and the undisclosed checking account returned by AVS are included in the Proof Needed section. If Mike provides verification of his assets and is found to be over the $2,000 asset limit for EBD Medicaid, CARES will then consider his MAPP eligibility without a reasonable compatibility test because all assets have been verified. If he meets all financial and non-financial rules for MAPP, his MAPP eligibility will be approved. However, if Mike provides verification of his savings bond (the non-AVS asset) but fails to verify his checking and savings accounts, CARES will consider his MAPP eligibility using a reasonable compatibility test based on the MAPP asset limit. Reasonable Compatibility Determination for MAPP • MAPP Asset Limit: $15,000 • Total Countable Assets (Self-Reported): $500 + $700 + $300 = $1,500 • Total Countable Assets (AVS and/or Self-Reported): $800 + $700 + $900 + $300 = $2,700 • Result: Reasonably Compatible, because the sum of countable assets from data sources is below the MAPP asset limit. No further verification is requested from Mike. A Notice of Decision is sent, listing only the self- reported amounts.

Example 3 Tasha applies for EBD Medicaid and MSP and reports the following asset amounts, without providing verification: