The following are a couple of examples of hand generated letters that you would send to the community spouse (CS) regarding deeming of income and/or resources and to instruct them of the process of removing institutionalized spouse’s (IS) name from resources for the purpose of remaining financially eligible.

STATE OF OKLAHOMA
DEPARTMENT OF HUMAN SERVICES
COUNTY OFFICE – CODE
STREET ADDRESS
CITY, STATE, ZIP CODE

_______ Name of IS
_______ Name of CS               RE: __________ Case Number
C/O _______ Name of Authorized Rep (if applicable)
_________ Address Line 1
_________Address Line 2   

Dear MR. / MRS. LAST NAME

IS’s NAME _____ has been approved for Medicaid/Nursing Home Assistance effective DATE MM/DD/YY______.

When IS’s NAME _____ was certified for the program, all resources for the two of you were counted.  Then; the spenddown was completed to where up to $2000 in resources are allowed for IS’s NAME_____, and the rest of the resources are for CS’s NAME_____. This policy is called deeming and it requires the name of the person on assistance be removed from all other resources within one year.

Regarding income, a portion ($___) of IS’s NAME____ income has been deemed to you (community spouse), and the monthly vendor co-pay amount for IS’s NAME_____ is $____.  

Next year in MONTH____, a review will be done on the cases to make sure IS’s NAME ____ meets the criteria to remain on the program. Before the next MONTH OF REVIEW ______, all resources for IS’s NAME ____ must be $2000 or less. All other resources must be in CS’s NAME _________.

If you have any questions, please call (XXX) XXX-XXXX. I will be glad to help you in any way I can.

Letter Closing,

STATE OF OKLAHOMA
DEPARTMENT OF HUMAN SERVICES
COUNTY OFFICE – CODE
STREET ADDRESS
CITY, STATE, ZIP CODE
TELEPHONE NUMBER

DATE MONTH DD, YYYY ________

____ Name of IS
%_____ Name of CS
_______ Address Line 1
_______ Address Line 2

Dear _______ Name of CS & IS:

All countable resources/assets have been deemed to CS’s NAME ____ at this time. IS’s NAME ____   name needs to be removed from all assets deemed to CS’s NAME ____ before MONTH YYYY ______, or they will be considered a resource for him/her at that time. Assets can be transferred between spouses without any penalty; however, any transfers made to other individuals should be reported timely and may result in an overpayment.

Please feel free to contact me should you have any questions at (XXX)-XXX-XXXX.

Letter Closing,

STATE OF OKLAHOMA
DEPARTMENT OF HUMAN SERVICES
COUNTY OFFICE – CODE
STREET ADDRESS
CITY, STATE, ZIP CODE

MONTH DD, YYYY _________
Mr. & Mrs. LAST NAME ______
______ Address Line 1
______ Address Line 2

Dear Mr. and Mrs. LAST NAME _______

IS’s NAME ________ has been certified for ADvantage Waiver. In order to meet financial requirements, some of your total resources (assets) were deemed to CS’s NAME _______under the Community Spouse program. However, we (DHS) are not allowed to deem resources at your yearly benefit review. At your yearly review, IS’s NAME _____ resources must be below $2,000 in order to remain eligible for the ADvantage Waiver.

A separate account should be set aside for IS’s NAME ____ for up to $2000 in resources. The case was certified MONTH YYYY _____. Your next review will be due in MONTH YYYY _____.  Please remember to report all changes in income and resources within 10 days of the change.

If you have any questions, please feel free to contact your worker at (XXX)-XXX-XXXX.

Letter Closing,