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Medi-Cal Update
Lurette Ray
Created on February 8, 2024
Update 23-113
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Medi-Cal: Elimination of Assets and Overpayments Due to Excess Property
What’s New for Non-MAGI:
Effective January 1, 2024, EWs are no longer required to compute and report potential overpayments based on excess property because resources, including property or other assets, will no longer be used to determine eligibility for Non-MAGI Medi-Cal programs.
*Verification of income from income-producing property, to be used in the income determination, must still be obtained.
The elimination of asset limits for all Non-MAGI Medi-Cal programs, including Medicare Savings Programs (MSPs) and Long-Term Care (LTC).
List of excluded assets and resources will be updated in the handbook. Be on the look out for updates.
References: ACWDL 23-17, AB 133 Ch. 143, Statutes of 2021, Update 19-62
OVERPAYMENTS DUE TO EXCESS PROPERTY
Activities related to overpayments that occurred prior to January 1, 2024, including computations, reporting or referring, investigations, prosecutions, and collections, may continue after January 1, 2024, or until DHCS considers the matter resolved or closed.
Potential overpayments related to increased or unreported income, and failure to report other health coverage are still required to be computed and reported. Continue to follow the processes for computing these overpayments.
EWs must continue to follow the process for reporting any potential non-property overpayments to the DHCS Investigations Branch.
Additonal information:
PERIOD OF INELIGIBILITY (POI)- PROPERTY TRANSFERS
Excluded Interest & Dividend Income
ASSET VERIFICATION PROGRAM (AVP)
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Future information will be uploaded to 360Learning. Please feel free to contact Staff D with any questions.
References: ACWDL 23-17, AB 133 Ch. 143, Statutes of 2021, Update 19-62
Update 23-113
Income-Producing Assets and Treatment
Can be found in the Medi-Cal handbook section F: Income, pg. F-3
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