MA1302B

Check the customer’s date of death. Was the date of death before the earliest application month, including prior quarter?

• If YES, STOP. Deny the application for “Applicant deceased”.

• If NO, continue to Step 2.

Do you have all the proof needed to determine eligibility?

• If YES, STOP. Determine eligibility through the month of death and send a decision letter.

• If NO, continue to Step 3.

Send a request for information to the customer’s representative or the person applying on behalf of the deceased customer.

NOTE     When the customer submitted the application and had no representative , send the RFI to the customer’s last known mailing address and enter “To the Estate of [customers name]” in the “In Care Of” field of the mailing address screen in HEAplus.

Is the information provided by the due date?

• If YES, STOP. Determine eligibility through the month of death and send a decision letter.

• If NO, deny the application for the appropriate “failure to provide” reason and send a decision letter.