The annual review date must be set for the case to be reviewed every year effective January, The case also needs to be updated each time there is a change in income. It is important that amounts retained monthly are updated each time the client has an income adjustment. At each review make sure the correct amount is in the trust. If the MIPT account does not have the correct amount in it, a notice must be sent to the trustee allowing 10 days to properly fund the account.
Clients are ineligible for any months client does not have the correct amount left in the MIPT account. If the account is underfunded, unless the money is replaced, an overpayment must be submitted. Any amount above what is required is considered a resource and will be counted toward the $2,000 resource limit.
The following letter can be copied and pasted onto a DHS Letterhead when a change is made to an MIPT.
January 1, 2014
Mr. John Doe
1234 N. Wayne
Oklahoma City, OK 73107RE: Phillip Doe
H123456Dear Mr. Doe:
An update has been made on Phillip Doe’s case as a result of the reported change in income. The new amount that must remain in the Medicaid Income Pension Trust each month is $__________. Also, the amount of trustee fee you can charge is $__________ a month. This change will begin effective _______________________.
If you have questions, please contact your worker at (555) 555-5555.Sincerely,
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