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Supplemental Needs Trusts
MAP-751K Consumer Request to Change Information on File (3-15-21)(fill-able) Download
MAP-751K (3-15-2021)(English)(fill-able).pdf
NYC HRA Form to use to notify HRA of change in name, address, mailing address, date of birth, SSN, and to request mail in different languages or formats for disability (Updated 3-15-21). The MAP-751K is also posted at https://www1.nyc.gov/site/hra/help/health-assistance.page in other languages. Upon completion, it can be faxed to HRA using 917-639-0837. (Updated 2-18-2021) NOTE: The 751k is no longer used to request a change in budgeting. For that, use new form MAP-751W posted at the same webpage as above for the 751K.
16 May, 2021 89 kb Downloads: 8945
Webinar PowerPoint on Using Supplemental Needs Trusts to Protect Medicaid, SSI and other benefits Download
SNT PowerPoint NYLAG CLE corrected 11-15-19.pdf
Corrected version of PowerPoint used in Seminar conducted by NYLAG Evelyn Frank Legal Resources Program on Nov. 6, 2019 and Nov. 15, 2019 (Corrected version 11/15/2019)
15 Nov, 2019 386 kb Downloads: 2720
FAQ on Using Supplemental Needs Trusts to Protect Medicaid, SSI and other Benefits Download
SNT Webinar -- NYLAG EFLRP - Q & A Part 1 11-12-2019.pdf
Answers to questions asked by participants in Webinar held on Nov. 6, 2019 sponsored by NYLAG Evelyn Frank program on using SNTs to protect Medicaid and SSI. See links to recorded webinar on http://www.wnylc.com/health/news/84/
12 Nov, 2019 322 kb Downloads: 2448
Letter from NYSBA Elder Law Section Aug. 7, 2019 to NYS Dept. of Health opposing policy requiring Statutory Gift Rider in Power of Attorney for SNT Download
8.7.19 - ELSN Letter to DOH re GIS 19 MA 04.pdf
Letter from NYSBA Elder Law section to Lisa Sbrana, Director of Eligibility and Marketplace Integration, dated 8/7/19, contesting 2 aspects of GIS 19 MA/04 - Clarification of Policy for Treatment of Income Placed in Medicaid Exception Trusts  (Feb. 4, 2019). First, letter explains why a Statutory Gift Rider should not be needed for establishing an SNT with a Power of Attorney. Second, letter critiques Attachment to the GIS, Form OHIP-0119 Explanation of the Effect of Trusts on Medicaid Eligibility. This is the Informational Notice required by Pooled Trust Notification Law enacted in 2017 that districts must include when notifying an individual of the option of using a pooled trust if they have a Medicaid spenddown. 
05 Nov, 2019 460 kb Downloads: 3331
"New Restrictive Rule Regarding Medicaid and Power of Attorney" - NY Law Journal Article 8/15/19 Download
New Restrictive Rule Regarding Medicaid and Power of Attorney _ New York Law Journal.pdf
"New Restrictive Rule Regarding Medicaid and Power of Attorney" - NY Law Journal Article 8/15/19 by Daniel Fish, Reprinted with permission from the Aug. 15, 2019 edition of the New York Law Journal
© 2019 ALM Media Properties, LLC. All rights reserved. Further duplication without permission is prohibited, contact 877-257-3382 or reprints@alm.com
22 Oct, 2019 161 kb Downloads: 2846
Settlement and Order in Garcia v. Roberts, NYC Class action, Mar. 12, 2019 Download
Settlement Agreement - Garcia.pdf
Settlement and Order in Garcia v. Roberts, NYC Class action, Mar. 12, 2019 (16-CV-08370)(SDNY) - requiring HRA to render Medicaid eligibility determinations for people applying based on disability within 90 days. This includes applications submitted with a pooled or individual SNT for an individual age 65+, since the approval of the trust requires a determination that the applicant is "disabled" as defined by law.
25 Aug, 2019 762 kb Downloads: 3463
Public Benefits Resources Rules and the Impact of Lump Sum Receipt on Benefits Eligibility Download
NYSBA Partnership outline and appendix.pdf
Advocates' guide to Resource Rules and Impact of Lump Sums on Benefits eligibility for public assistance, Medicaid, SSI, Subsidized Housing, SNAP, child care subsidies, and HEAP. Authors: Paula Arboleda, Maryanne Joyce and Susan Antos, prepared for 2018 NYSBA Partnership conference, posted with permission.

Includes APPENDIX of referenced documents

Complement to Advocates guide to SNTs posted at http://www.wnylc.com/health/entry/5/
02 Jan, 2019 3.14 mb Downloads: 18234
HRA Medicaid Alert 12/18/18 - Change in Email address to send HRA Office of Legal Affairs Draft SNTs for Review Download
2018-12-18 Referrals of Draft SNTs to Office of Legal Affairs (OLA) Change of Email address.pdf
This change is only where to submit DRAFT trusts. It does not affect how to submit EXECUTED supplemental needs trusts and pooled trusts, which is to submit them to the Medicaid office processing the Medicaid case (Home Care Services Program if seeking or has home care or MLTC). See more about where to submit executed trusts at http://www.wnylc.com/health/entry/44/.
02 Jan, 2019 176 kb Downloads: 3454
NYC Medicaid Alert: 12/31/18 - HRA Contacts in Medicaid and Home Care Services Programs Download
2018-12-31 HRA Medicaid & HCSP Contacts for Authorized Submitters and CBO's.pdf
Listing of contacts in Medicaid and Home Care Services Programs, intended for use by Hospitals, Authorized Client
Representatives, Providers, Certified Home Health Agencies (CHHA’s), Community Based Organizations
(CBO’s) and other entities
02 Jan, 2019 93 kb Downloads: 8187
LDSS-1151.1 Disability Interview Continuation Sheet Download
LDSS-1151.1 Continuation Sheet 2012.pdf
08 Aug, 2018 17 kb Downloads: 3681
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