MA1303

Give priority to the following applications to get them scheduled first:

• Customers enrolled with an AHCCCS Health Plan

• Customers who are receiving SSI Cash or Title IV-E

• Customers who are hospitalized

Schedule the financial interview the day the application is received and send an appointment letter using the procedures in Appointment Letter Processes.

Prepare for the financial interview by reviewing prior applications within the 5 year look-back period to identify assets that the customer had. Review the prior application for income and assets that may affect eligibility. Be prepared to ask the customer about any discrepancies.

During the financial interview explain the following:

• How the person’s information is used;

• The application process including financial and medical eligibility; and

• The information and forms available on the AHCCCS website including:

  • Estate Recovery Brochure (DE-810) form

  • AZ Long Term Care System (ALTCS) Community Spouse Information Sheet (DE-817) form

  • AZ Long Term Care System (ALTCS) Resource Transfer Information Sheet (DE-818) form

  • AZ Long Term Care System (ALTCS) Trust Information Sheet (DE-819)

  • AZ Long Term Care System (ALTCS) Information Sheet (DE-828)

  • Freedom to Work (FTW) Brochure (DE-832)

• The ALTCS enrollment choice. See ALTCS Enrollment Choice for details.

Complete the interview in HEAplus.

• To avoid missing any information, go through each screen in HEAplus using the “next” button to navigate through the application.

• Ask each question listed on each screen and complete as much information as possible.

Verify as much information as you can using electronic sources. For example, verify:

• Property ownership and values using the county assessor’s website; and

• Vehicle values on the KBB.com website.

When more proof or information is needed to process the eligibility:

• Generate a Request For Information (RFI);

• Review the RFI with the customer, and explain the proof, forms, and signatures that are needed;

• Explain how to provide proof and forms by email, fax, mail or in person.

• Tell the customer when the proof is due and explain that the application will be denied if all the proof is not received by the due date; and

• Explain how to request a due date extension if more time is needed.

Explain that the customer may sign the application over the phone, and upload the voice signature to HEAplus when a voice signature is provided,

Answer any questions the customer has and conclude the interview.