Body
Revision Notice 25-4, Effective Dec. 1, 2025
Archived Revision 25-3; Effective Sept. 1, 2025 (PDF)
Archived Revision 25-2; Effective June 1, 2025 (PDF)
Archived Revision 25-1; Effective March 1, 2025 (PDF)
Archived Revision 24-4; Effective Dec. 1, 2024 (PDF)
The following sections were revised in the Medicaid for the Elderly and People with Disabilities (MEPD) Handbook:
| Section | Title | Change |
|---|---|---|
| B-6200 | Financial Management | Incorporates policy from MEPD and TW Bulletin 25-12, 1. Update - Asset Verification System and TIERS Updates, released July 1, 2025. (All Programs) |
| B-7300 | MEPD Eligibility Pending a Decision of SSI Application | Incorporates policy from MEPD and TW Bulletin 25-11, Requirement to Apply for Other Benefits, released on June 13, 2025. (All Programs) |
| B-8200 | Redetermining Eligibility | Removes outdated cross-reference to B-8440 from Related Policy. (All Programs) |
| B-8460 | Changes and Program Transfers | Incorporates policy from MEPD and TW Bulletin 25-12, 1. Update - Asset Verification System and TIERS Updates, released July 1, 2025. (All Programs) |
| C-2230 | Verification and Documentation | Updates LOOP hyperlink. (All Programs) |
| C-8000 | Responsibility to Provide Information and Report Changes | Incorporates policy from MEPD and TW Bulletin 25-11, Requirement to Apply for Other Benefits, released on June 13, 2025. (All Programs) |
| D-6000 | Social Security Number and Application for Other Benefits | Changes section title to Social Security Number. Incorporates policy from MEPD and TW Bulletin 25-11, Requirement to Apply for Other Benefits, released on June 13, 2025. (All Programs) |
| D-6300 | Application for Other Benefits Requirement | Deletes section. |
| D-6310 | Other Benefits Subject to the Application Requirement | Deletes section. |
| D-6320 | Other Benefits Subject to the Application Requirement | Deletes section. |
| D-6330 | Payments That Are Not Other Benefits | Deletes section. |
| D-6340 | Supplemental Security Income (SSI) | Deletes section. |
| D-6350 | Veterans Benefits | Deletes section. |
| D-6351 | VA Pension or Compensation | Deletes section. |
| D-6352 | VA Wartime Periods | Deletes section. |
| D-6353 | VA Payments for Dependents | Deletes section. |
| D-6354 | Requirement to Apply for Apportionment of Augmented VA Benefit | Deletes section. |
| D-6400 | Treatment of Other Benefits | Deletes section. |
| D-6410 | Deeming Situations | Deletes section. |
| D-6420 | Payment Options for Other Benefits | Deletes section. |
| D-6421 | Survivor’s Benefits for Spouses and Other Dependents | Deletes section. |
| D-6422 | Lump Sum or Annuity Payment Option | Deletes section. |
| D-6430 | Electing the Month of Entitlement | Deletes section. |
| D-6440 | Establishing Eligibility After Denial | Deletes section. |
| D-6500 | Exceptions to the Application for Other Benefits Requirement | Deletes section. |
| D-6600 | When Not to Refer for Other Benefits | Deletes section. |
| E-4310 | Augmented and Apportioned VA | Incorporates policy from MEPD and TW Bulletin 25-11, Requirement to Apply for Other Benefits, released on June 13, 2025. (All Programs) |
| E-4311 | VA Pensions | Consolidates policy from E-4311.1, 1979 VA Pension Plan, and E-4311.2, $90 VA Pension and Institutional Setting. Incorporates policy from MEPD and TW Bulletin 25-11, Requirement to Apply for Other Benefits, released on June 13, 2025. (All Programs) |
| E-4311.1 | 1979 VA Pension Plan | Deletes section. |
| E-4311.2 | $90 VA Pension and Institutional Setting | Deletes section. |
| E-4312 | VA Compensation | Incorporates policy from MEPD and TW Bulletin 25-11, Requirement to Apply for Other Benefits, released on June 13, 2025. (All Programs) |
| E-4315 | VA Aid and Attendance and Housebound Payments | Incorporates policy from MEPD and TW Bulletin 25-11, Requirement to Apply for Other Benefits, released on June 13, 2025. (All Programs) |
| E-6500 | Self-Employment Income Examples | Removes duplicated text. (All Programs) |
| F-4100 | Types of Liquid Resources | Incorporates policy from MEPD and TW Bulletin 25-12, 1. Update - Asset Verification System and TIERS Updates, released July 1, 2025. (All Programs) |
| F-4101 | Financial Accounts | Creates new section. Incorporates policy from MEPD and TW Bulletin 25-12, 1. Update - Asset Verification System and TIERS Updates, released July 1, 2025. (All Programs) |
| F-4120 | Bank Accounts | Incorporates policy from MEPD and TW Bulletin 25-12, 1. Update - Asset Verification System and TIERS Updates, released July 1, 2025. (All Programs) |
| F-4180 | Uniform Transfers to Minors and Uniform Gifts to Minors | Creates new section. Incorporates policy from MEPD and TW Bulletin 25-12, 1. Update - Asset Verification System and TIERS Updates, released July 1, 2025. (All Programs) |
| F-4190 | Custodial Retirement | Creates new section. Incorporates policy from MEPD and TW Bulletin 25-12, 1. Update - Asset Verification System and TIERS Updates, released July 1, 2025. (All Programs) |
| F-6300 | Trusts (August 11, 1993 and After) | Updates title to Trusts - Aug. 11, 1993 and After. Incorporates policy from MEPD and TW Bulletin 25-12, 1. Update - Asset Verification System and TIERS Updates, released July 1, 2025. (All Programs) |
| F-8300 | Uniform Transfers to Minors | Changes title to Reserved for Future Use. |
| H-2160 | Pre-Eligibility IMEs | Clarifies policy for who and how IME deductions can be requested for pre-eligibility medical expenses. (All Programs) |
| I-5100 | Transfer of Assets Divisor | Incorporates policy from MEPD and TW Bulletin 25-14, Transfer of Assets Divisor, released on Aug. 1, 2025. (All Programs) |
| J-7200 | Spousal Co-Payment | Incorporates policy from MEPD and TW Bulletin 25-12, 2. Spousal Impoverishment Dependent Allowance, released on July 1, 2025. (All Programs) |
| J-7400 | Spousal Impoverishment Dependent Allowance | Incorporates policy from MEPD and TW Bulletin 25-12, 2. Spousal Impoverishment Dependent Allowance, released on July 1, 2025. (All Programs) |
| M-5200 | Medicaid Buy-In Income Limits | Updates text. (All Programs) |
| N-6351 | Examples of Budgeting Steps | Corrects example. (All Programs) |
| R-1300 | Notices | Removes link to MEPD Communication Tool. This is now located in TIERS PT Inquiry. (All Programs) |
| R-3400 | Merge and Separate Client or Individual Numbers | Updates text. (All Programs) |
| R-3740 | Asset Verification System (AVS) | Incorporates policy from MEPD and TW Bulletin 25-12, 1. Update - Asset Verification System and TIERS Updates, released July 1, 2025. (All Programs) |
| R-3742 | AVS Requests | Incorporates policy from MEPD and TW Bulletin 25-12, 1. Update - Asset Verification System and TIERS Updates, released July 1, 2025. (All Programs) |
| R-3743 | AVS Responses | Incorporates policy from MEPD and TW Bulletin 25-12, 1. Update - Asset Verification System and TIERS Updates, released July 1, 2025. (All Programs) |
| R-3744 | Consideration of AVS Information | Incorporates policy from MEPD and TW Bulletin 25-12, 1. Update - Asset Verification System and TIERS Updates, released July 1, 2025. (All Programs) |
| Appendix VIII | Summary of Effects on Institutionalization on Supplemental Security Income (SSI) Eligibility | Updates the LOOP hyperlink. (All Programs) |
| Appendix XIV | In-Kind Support and Maintenance Charts A through E; Worksheets A through D | Updates the LOOP hyperlink. (All Programs) |
| Appendix XVI | Documentation and Verification Guide | Incorporates policy from MEPD and TW Bulletin 25-12, 1. Update - Asset Verification System and TIERS Updates, released July 1, 2025. Incorporates policy from MEPD and TW Bulletin 25-11, Requirement to Apply for Other Benefits, released on June 13, 2025. (All Programs) |
| Appendix XVII | System Generated IEVS Worksheet Legends for IRS Tax Data | Updates the LOOP hyperlink. (All Programs) |
| Appendix XVIII | IRS Tax Code, Sections 7213, 7213A, and 7431 | Updates the LOOP hyperlink. (All Programs) |
| Appendix XX | Deeming Noninstitutional Budgets - Couple Living in the Same Household | Updates the LOOP hyperlink. (All Programs) |
| Appendix XXII | Home and Community-Based Services Waiver Program Co-Payment Worksheets No. 2 and No. 5 | Incorporates policy from MEPD and TW Bulletin 25-12, 2. Spousal Impoverishment Dependent Allowance, released on July 1, 2025. (All Programs) |
| Appendix XXIII | Procedure for Designated Vendor Number to Withhold Vendor Payment | Updates the LOOP hyperlink. (All Programs) |
| Appendix XXV | Accessibility to Income and Resources in Joint Bank Accounts | Updates the LOOP hyperlink. (All Programs) |
| Appendix XXVI | ICF/IID Vendor Payment Budget Worksheets | Updates the LOOP hyperlink. (All Programs) |
| Appendix XXVII | Worksheet for Expanded SPRA on Appeal | Updates the LOOP hyperlink. (All Programs) |
| Appendix XXVIII | Worksheet for Spouse's Income (Post-Expanded SPRA Appeals) | Updates the LOOP hyperlink. (All Programs) |
| Appendix XXXI | Budget Reference Chart | Incorporates policy from MEPD and TW Bulletin 25-12, 1. Spousal Impoverishment Dependent Allowance, released on July 1, 2025 and from MEPD and TW Bulletin 25-14, Transfer of Assets Divisor, released on Aug. 1, 2025. (All Programs) |
| Appendix XXXIV | Burial Resources | Updates the LOOP hyperlink. (All Programs) |
| Appendix XXXV | Treatment of Insurance Dividends | Updates the LOOP hyperlink. (All Programs) |
| Appendix XXXVI | Qualified Income Trusts (QITs) and Medicaid for the Elderly and People with Disabilities (MEPD) Information | Changes title to QITs and MEPD Information. Incorporates policy from MEPD and TW Bulletin 25-14, Transfer of Assets Divisor, released on Aug. 1, 2025. (All Programs) |
| Appendix XXXVIII | Pickle Disregard Computation Worksheet | Updates the LOOP hyperlink. (All Programs) |
| Appendix XLVII | Simplified Redetermination Process | Updates the LOOP hyperlink. (All Programs) |
| Appendix XLVIII | Medicaid Buy-In for Children (MBIC) Denial Codes | Updates the LOOP hyperlink. (All Programs) |
| Appendix XLII | Variable Income Worksheet | Updates the LOOP hyperlink. (All Programs) |
| Appendix XLIX | Medicaid Buy-In for Children Program Forms Chart | Updates the LOOP hyperlink. (All Programs) |
| Appendix L | 2025 Income and Resources References Chart | Incorporates policy from MEPD and TW Bulletin 25-12, 2. Spousal Impoverishment Dependent Allowance, released on July 1, 2025 and from MEPD and TW Bulletin 25-14, Transfer of Assets Divisor, released on Aug. 1, 2025. (All Programs) |
| Appendix LIII | Sponsor to Alien Deeming Worksheet | Updates the LOOP hyperlink. (All Programs) |
| Appendix LIV | Description of Alien Resident Cards | Updates the LOOP hyperlink. (All Programs) |
Retired Bulletins
The following bulletins are deleted from the MEPD Handbook since the information has either been incorporated into the handbook or is no longer necessary:
| Release Date | Bulletin No. | Title |
|---|---|---|
| 08-01-25 | 25-14 | Transfer of Assets Divisor |
| 07-01-25 | 25-12 | 1. Update - Asset Verification System and TIERS Updates 2. Spousal Impoverishment Dependent Allowance |
| 06-13-25 | 25-11 | Requirement to Apply for Other Benefits |
| 06-02-25 | 25-10 | Update - Continuous Eligibility for Medicaid for Children Under 19 - Department of Family and Protective Services (DFPS) |
| 03-21-25 | 25-06 | Timely Change Reporting (PDF) |