Use this Excel spreadsheet to calculate the proper monthly contribution of excess income to an SNT in order to become eligible and maintain eligibility for Medicaid and/or Medicare Savings Program in New York. (updated 2022)

In late April, DOH released an ADM and an MLTC policy with procedures for the Independent Assessor (posted at https://www.health.ny.gov/health_care/medicaid/redesign/nyia/repository/index.htm). On May 3, 2022 NYLAG sent these comments and requests for clarification to DOH.

Traduccion enEspanol de "HOW TO USE A POOLED INCOME TRUST TO OBTAIN MEDICAID WITHOUT A
“EXCESS INCOME” OR SPEND-DOWN" (2022), by NYLAG Evelyn Frank Legal Resources Program, posted at http://www.wnylc.com/health/download/4/. Spanish translation courtesy of Centro de Harry y Jeanette Weinberg para la justicia de los ancianos en el Hogar Hebreo de Riverdale, en colaboración con la Asociación público-privada de servicios para la tercera edad de Westchester y el Centro de justicia para la mujer de Pace.

Mas informacion is at https://www.seniorlawday.info/derecho-para-la-tercera-edad/

English at https://www.seniorlawday.info/resources/ or http://www.seniorlawday.info/wp-content/uploads/2022/02/2021-Elder-Law-QA-222.pdf

NYLAG's second set of comments and questions about the Independent Assessor slides posted by DOH on https://www.health.ny.gov/health_care/medicaid/redesign/nyia/. This set is about PowerPoints for Topics 2 and 3. NYLAG's 1st set of comments were about Topic 1 and the High Level OVerview from Dec. 2021, and is posted at http://www.wnylc.com/health/download/807/. For more info see http://www.wnylc.com/health/news/85/#Independnet%20Assessor%20NEW.

NYLAG Health Priorities for NYS Budget 2022-23 - including expansion of the Medicaid financial limits for age 65 and disabled, and Medicare Savings Program expansion, and more

NYLAG comments and questions to State DOH dated 2-2-2022, about the first sets of PowerPoints posted on new NY INdependent Asssessor website - https://www.health.ny.gov/health_care/medicaid/redesign/nyia/faqs/index.htm. These comments are about the 12-2021 presentations and Topic 1 presentations dated Jan. 14, 2022

NYLAG Memo in Support of Medicare Savings Program Expansion in NYS FY 2023 Budget - as proposed in the Assembly one-house bill n A. 9007B Part SS and in S8228/A924 (May/Gottfried)

PowerPoint describes the changes in Medicaid Home Care that started being rolled out Nov. 8, 2021. This PowerPoint developed before DOH launched website about Independent Assessor that starts March 1, 2022, so does not include that info posted at https://www.health.ny.gov/health_care/medicaid/redesign/nyia/. Check for more updates at http://www.wnylc.com/health/news/85/. Webinar recording will also be posted. Proposed expansion of financial eligibility for age 65+, disabled, and blind is also discussed.

12/15/22 letter sent to DOH jointly from Medicaid Matters NY and NYLAG with concerns about implementation of the Independent Assessor changes on March 1, 2022 - with no guidance or procedures yet issued let alone tested and ready, and with a lack of capacity for NY Medicaid Choice to handle the huge demand of approximately 300,000 nurse assessments and 300,000 physician/practitioner assessments a year.

Fact Sheet includes key forms (updated 12-2021)