Exempt | Quest

Lump Sums

Last Updated December 27, 2024

Provide Policy Interpretations regarding ABD Cases and Lump Sums

Subject: Aged, Blind, Disabled (ABD) Topics: 9 months, ABD, Exempt, Income, lump sum, Lump Sum payments, Resource, RSDI, Social Security, Spenddown, SSI

Absence from the Home: Temporary vs Permanent

Last Updated July 17, 2023

Determining whether an absence is temporary or permanent.

Subject: Aged, Blind, Disabled (ABD) Topics: ABD, Absence, Aged, alone, Blind, camper, Care, countable, Disabled, dwelling, Exempt, feasible, fixed, health, home, hospital, house, improve, long, Medical, mobile, Nursing Home, Payment, permanent, plan, possible, primary, property, QI-1, QMBP, Qualified Individual – Group 1, Qualified Medicare Beneficiary Plus, realistic, recreational vehicle, rehabilitation, Residence, Resource, RV, Shelter, short, sick, SLMB, Specified Low Income Medicare Beneficiary, SSP, state, supplemental, temporary, time, trailer, trip, vacation, viable, visit, well

Transferring Money from Special Needs Trust to ABLE Account

Last Updated January 24, 2023

Steps to follow to allow a transfer from a Special Needs Trust to ABLE Account

Subject: Aged, Blind, Disabled (ABD), Long Term Care (LTC) Topics: ABD, ABLE, account, Advantage, Aged, allow, approve, balance, Blind, close, DDS, deny, Developmental Disabilities Services, Disabled, Exempt, home, Long Term care, LTC, nursing facility, Request, Resource, SNT, Special needs trust, STABLE, Transfer

Resource – Vehicles

Last Updated April 23, 2024

Policy and examples regarding vehicles as a resource.

Subject: Aged, Blind, Disabled (ABD), Long Term Care (LTC) Topics: ABD, Advantage, Aged, automobile, Blind, car, countable, DDS, Developmental Disability Services, Disabled, Exempt, Facility, Long Term care, LTC, motorcycle, Nursing Home, recreational vehicle, Resources, RV, SUV, transportation, truck, van, Vehicle

Tuberculosis (TB) Cases

Last Updated September 22, 2022

317:35-5-4.(4) 317:35-5-47 317:35-7-60(a)(5) 317:35-7-44 The TB program is intended to cover treatment for the condition. It does not provide full SoonerCare coverage. If applicant wants full SoonerCare but is not age 65 or older, s/he will need to apply with Social Security to get a disability decision. What is needed to determine eligibility Verification […]

Subject: Aged, Blind, Disabled (ABD) Topics: ABD, Appendix C-1, Certify, Deductions, Disability, Exempt, FACS, Income, infection, Medical, Resources, Schedule XIII, standard, TB, three months, treatment, Tuberculosis

Comparison Chart of Trusts & ABLE Accounts

Last Updated September 22, 2022

Chart showing similarities and differences between ABLE account, special needs, pooled and third party trusts

Subject: Aged, Blind, Disabled (ABD), Long Term Care (LTC) Topics: ABD, ABLE Account, bank, Beneficiary, countable, distributions, Eligibility, Exempt, grandparent, guardian, limits, LTC, parents, Payment, pooled trust, Representative, Resources, sibling, Special needs trust, SSI, third party trust, trust

UpdatedSpecial Needs Trust

Last Updated November 18, 2024

What a special needs trust is, the criteria that must be met to be a special needs trust, what can be done with the money, what happens when the beneficiary dies, what are a worker’s responsibilities in regard to a special needs trust

Subject: Aged, Blind, Disabled (ABD), Long Term Care (LTC) Topics: ABD, allowable, assets, Blind, cash. Irrevocable, countable, Disability, Eligibility, Exempt, Food, In-Kind, Long Term care, LTC, Medicaid, Medical, money, OHCA, Penalty, QMBP, QMPB, reimburse, Resources, Shelter, short-term, SNP, SNT, SoonerCare, Special needs trust, SSP, State Supplemental Payment, Third Party, Transfer

Home Property Exemption and Adjacent Properties

Last Updated September 22, 2022

317:35-5-41.1 (b) The home exemption goes to the primary residence. That extension also covers adjacent properties. “Adjacent” is defined as the property lines touch even if there is an easement, road, creek or anything similar that separates the properties. Examples of adjacent properties shown here. The adjacent properties in addition to the home property; are […]

Subject: Aged, Blind, Disabled (ABD), Long Term Care (LTC) Topics: adjacent, alongside, beside, bordering, close, contiguous, countable, Eligibility, Exempt, home, home exemption, neighboring, next door, property, real estate, Resource

UpdatedABLE Accounts

Last Updated November 8, 2024

What is an ABLE account, how does it affect eligibility, what does a worker need to verify

Subject: Aged, Blind, Disabled (ABD) Topics: ABLE Account, account, Achieving a Better Life Experience Act, bank, basic living expenses, countable resource, Death, Disability, Education, Exempt, Expenses, housing, HR&MS, Income, legal fees, Medical, monitoring, OHCA, onset date, oversight, QMBP, reimburse, RSDI, SSI, SSP, state, Stephen Beck Jr., transportation, Verification

UpdatedCoding Two Providers – Copay Exemption

Last Updated January 16, 2025

How to Exempt Copays and what providers will be exempt.

Subject: Child Care Subsidy Topics: Appendix C-4-B, Authorization, change of provider, Child Care, child care center, Child Care Provider, co-pay, coding, copay, copay exempt, EKL Screen, Exempt, Exemption, provider change, quick guide, second provider, secondary provider, two provider