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Sample of a "WEP" Windfall Offset Notice for Social Security
WEP NOTICE reduction.pdf
Sample of a Social Security notice reducing the Social Security Retirement benefit because of a Ghetto pension received from Germany.
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16 Dec, 2014
263 kb
Downloads: 7107
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Sample Restitution Worksheet - Completed
Sample worksheetCCCORRECT2.xls
Sample of Restitution Worksheet with entries for German restitution historically received.
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16 Dec, 2014
521 kb
Downloads: 4821
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Form Letter to Notify the SSA or Medicaid Office About Ghetto Pension
Notice to SSA and Medicaid of Ghetto Pension.pdf
Form Letter developed by NYLAG to notify the Social Security Administration or Medicaid office about the Ghetto Pension, with attached section of SSA POMS Procedures Manual that was amended in 2014, specifically stating that the Ghetto Pension is exempt from income and resources, and explaining how to determine if a particular award from Germany is a Ghetto Pension.
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16 Dec, 2014
394 kb
Downloads: 6710
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HRA MAP Form 3097 Request for Budgeting Recipients with Excess Income Who May Be MAGI Eligible 8-26-2014
2014-08-26 Request for Rebudgeting to MAGI from Spend-Down.pdf
HRA MAP Form 3097 Request for Budgeting Recipients with Excess Income Who May Be MAGI Eligible - Alert and Form in this PDF. FORM dated 8-20-2014
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29 Oct, 2014
116 kb
Downloads: 6291
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NYS Medicaid Form LDSS-4346 Institutionalized Spouse Budgeting Worksheet (1995)
LDSS-4346 Institutionalized Spouse Budget Worksheet 1995.pdf
1995 version of State form used to budget the spousal impoverishment income allowance in institutional budgeting and waiver budgeting. THis 1995 version is the only one we could find. IF you have a more recent version please email it to vbogart@nylag.org
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18 Aug, 2014
67 kb
Downloads: 8005
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NYLAG PowerPoint on MAGI Budgeting
NYLAG ACA Part 2 - MAGI.ppt
Training outline on Affordable Care Act - the new Medicaid budgeting for MAGI.
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24 Jun, 2014
2.72 mb
Downloads: 16198
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PowerPoint explaining Spousal Impoverishment Protections in Managed Long Term Care
Spousal Impoverishment Protections in MLTC.pptx
Prepared by NYLAG Evelyn Frank Legal Resources Program
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12 Jun, 2014
1.1 mb
Downloads: 6501
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NYS OHIP-0026 (11/10) - Explanation of the Excess Income Program
OHIO-0026 Explanation of Excess Income Program 11-2010.pdf
Revised Explanation of the Excess Income or Spend-down Program by NYS DOH
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15 Apr, 2014
20 kb
Downloads: 14630
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HRA Alert: Spousal Impoverishment Budgeting for MLTC Applicant/Recipients
Medicaid Alert Re Spousal Impv Budgeting 3-2014.pdf
Published in March 2014
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05 Mar, 2014
153 kb
Downloads: 7525
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NYS Bar Association Elder Law Section Letter to NYC HRA Dec. 17 2013 - Spousal Impoverishment Allowances Illegally Denied
NYCHRA_NYSBA_Letter spousal budgeting 2013-12-17 REDACTED.pdf
Letter to HRA to cease the unlawful practice of denying this impoverishment income allowance to community spouses who did a spousal refusal. HRA responded and corrected its policy, provided spouse provides complete information regarding income and resources. For links to these documents and to the letters from the NYSBA and HRA, see http://www.wnylc.com/health/entry/96/
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04 Mar, 2014
178 kb
Downloads: 8033
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