Worker Responsibilities:

Verifying Eligibility When Clients Do Not Appear On SDX

1. Seek verification from SSA.

2. Add client to WES manually, once eligibility has been verified.

Determining Retroactive Medical

1. Contact SSA to determine the disability onset date or verify through the SDX.

2. Consider the disability criteria met if this date is within the same period as the retroactive month(s).

3. Require a DHCF-300 Disability Application when the disability onset date is not established within the same period as the retroactive month(s).

4. Determine if applicant meets the SSI income standard. Refer to Sections M901 to determine if income is countable and Medicaid Table 1A for the SSI Income Standard.

5. Determine if applicant meets SSI resources standard. Refer to Section M801 to determine if resources are countable and Medicaid Table 7 for SSI Resource Standards.

6. Find the client eligible for the entire month when eligibility is found to exist for any portion of the month.

7. Document in the case records the information used to establish or deny retroactive eligibility.

8. Send a notice of approval or denial of retroactive benefits.