MA1502G

Search for the customer’s most recent HEAplus application. Is there an open application for the customer?

• If YES, continue to step 2.

• If NO, create a Report a Change (RAC) application selecting "Remove Persons". Skip to step 3.

Is the case currently assigned to another worker?

• If YES, STOP. Email the worker with the date of death and enter case notes. CC the worker’s supervisor when the supervisor is known.

• If NO, continue to step 3.

If the change is being processed using:

• A RAC, go to the Remove Persons From Household page. Select "Deceased", check the box next to the deceased person, and enter the date of death.

• An open application (from step 1), go to the Household Details battery and edit the person details to enter the date of death.

Are there any other household members currently receiving benefits?

• If YES, continue to step 5.

• If NO, STOP. Verify the date of death and process the change to discontinue benefits.

Is the deceased customer the main contact for the household?

• If YES, create a new main contact for the household.

• If NO, continue to step 6.

Review the hubs and update any income as needed.

Run calc and check the verification status.

Do you have all proof needed to process the change?

• If YES, process the change and make sure the decision letter is correct. Continue to step 9.

• If NO, continue to step 9.

Did the deceased person have income from a government source, pension or annuity which may have survivor benefits for a child, spouse, or parent who is receiving MA?

• If YES, create a new RAC if you already processed the date of death. Send an RFI for any other proof needed.

• If NO, was the change already processed in step 8?

  • If YES, STOP.

  • If NO, continue to step 10.

Go to the "Verification Status" Summary. Do you have all the proof needed to process the change?

• If YES, process the change. Make sure the decision letter is correct.

• If NO, process the change after the RFI due date. Make sure the decision letter is correct.

Search for the customer’s most recent HEAplus application. Is there an open application for the customer?

• If YES, continue to step 2.

• If NO, create a Report a Change (RAC) application selecting "All Other Changes". Continue to step 2.

Go to the Budget Group Details battery. Open the customer's person details page. Update the customer's date of death.

Run calc and check the verification status.

Will removing the person from the household affect the eligibility or share of cost of any other household member?

• If YES, continue to step 5.

• If NO, when the date of death is verified, process the change and make any other updates that do not affect the eligibility for other members that are receiving MA. Make sure the decision letter is correct. Continue to step 5.

Review all eligibility factors for other household members including:

• Any survivor benefits from the deceased person's income;

• Resources and exclusions including life insurance changes or potential claims;

• Changes in income or expenses; and

• Trusts and transfers.

Is the deceased person an ALTCS customer with a Special Treatment Trust (MA803A)?

• If YES, notify the Division of Business and Finance (DBF) that the customer is deceased. See Notifying DBF of Events Affecting a Special Treatment Trust for instructions.

• If NO, continue to step 7.

Are there any customers in the application whose eligibility or share of cost is expected to change or who may be eligible for survivor benefits?

• If YES, continue to step 8.

• If NO, STOP.

If the customer's date of death was already processed, open a RAC for the month following the month that the person died.

Submit an AVS ad hoc request and run the Hub Checks as applicable.

Send an RFI asking the customer to give us any proof needed to determine eligibility and share of cost.

Assist the customer in getting the proof.

When you have all the proof needed or after the proof is due, process the application and make sure the decision letter is correct.