Application
True or False
You should check all agency records, pending and active cases, before denying an application for failure to provide.
True
How many days is the 1st DHB 5097 for recertification?
2) 30 Days
At application/COC/Evaluation, if the client states they have a vehicle that is not showing on DMV matches, does the worker need to address the unfounded vehicle?
Yes, worker should address any assets that shows through electronic matches or is entered by the client.
What two things must be discussed and documented after speaking to a client?
ePASS linking/delinking & Rights and Responsibilities
A hospital must provide this in order to submit an application for an incapacitated individual?
What is proof of incapacitation?
True or False:
A paper application was received and the client didn't list any vehicles on the application and no results returned from DMV. Is it okay for the worker to request proof of vehicles owned on the DHB 5097?
False.
You cannot request proof of vehicles if none are indicated on the application and none shown on DMV. You have no lead that applicant owns any vehicle(s).
At recertification, worker notice there was no bank account listed in evidence. However, worker saw client's SSA check being direct deposited into a checking account in OVS. Should worker send a 5097 requesting for the bank statement or should worker ignore it, pretend they didn't see it?
Worker should send a 5097 to request for the bank statement.
Client lives in an apartment they do not own. Client co-owns their former homesite that their separated spouse lives in and also a secondary vehicle that their spouse is using, what should the worker do to be able to exclude their former home?
Have client sign an intent to return home OR sign a dependent relative form, OR contact the spouse to see if he is willing to sell either resource.
True or False:
The AM case can be terminated while the FCM case is being evaluated.
False.
The beneficiary must be evaluated for all programs prior to termination or reduction.
True or False:
The DHB 2050 is the only allowable form of written request for termination.
What is False?
The 2050 is the state developed form, but an email or written note is acceptable. The record must include the a/b understood they may continue to be eligible and chose not to continue. The written notification must be maintained in NC FAST.
True or False:
All signed application must be registered & keyed in NCFAST within 4 days.
False.
3 Days
True or False:
At recertification, recert worker found an old pension letter which does not indicate the income is never changing. However, the app worker wrote in a note on the letter "lifetime". Is this letter acceptable as pension verification?
False.
The client is entitled to the pension in their lifetime but the fact that the letter does not indicate that the amount is never changing, the pension must be verify at every recertification until received verification from the pension company stating the pension amount will never change in the client's life time.
During the application process client reports that they have a life insurance policy for $25,000. When you request proof of the policy, client calls to state that the policy is actually owned by their child. What do you do?
You will need to request proof that the life insurance policy is not owned by the client. The policy can be taken out to insure the client’s life but be owned by another party. Proof could be provided by a letter from the insurance company or viewing the policy itself.
True or False:
A client who requests termination still has a 90 day reopen window.
True
The budget unit of an SA ineligible client who shares a room in an Assisted Living Facility with their spouse who is actively receiving SA.
What is a budget unit of 1.
(This is due to the SA receiving spouse's income being committed to the facility.)
True or False:
Worker should add in the timer for "Stop Processing Time" for DDS and mail out the DHB 5098 after completing the DDO assessment and submitting the signed DHB 5028 along with DHB 4037 even though the applicant's life insurance policy has not been turned in.
False.
Worker should ONLY add in the timer for "Stop Processing Time" for DDS and mail out the DHB 5098 if everything else are received and what's left is the DDS decision.
True or False.
At recertification, client's essential vehicle from the last recert had expired and worker was not able to reach client via telephone call for self attestation. Worker can just use it as the essential vehicle to exclude because that's the only vehicle client owns.
False.
Per OST guidance received on 6/17/2025, if only one vehicle is owned and the a/b states it is utilized for transportation, it would be excluded even if it's not tagged.
Which of these policies do not need to be added as evidence into NCFAST?
Accidental Life Policy, Term Life Policy, Whole Life Policy
All three policies should be added into evidence.
At application client is over reserve due to excess vehicles. True or False, the 5097 must state the total value of all countable resources AND their right to rebut the value of assets AND the latest date the rebuttal can be provided?
True.
Per policy MA-2230.II.G.1.a: Indicate the current value of countable resources and inform the applicant of the right to rebut the value and show that the asset has lesser value. State the latest date the rebuttal can be provided.
This type of application must be keyed when assigning a PML to a Long Term Care couple sharing a room.
What is a Medical Forced Application.
True or False:
A paper application was received for an 18-year-old client. The person that signed the application is the 18-year-old's mother. Is this a valid application?
False.
The client is 18 years old, client is considered adult and the mother cannot apply on client's behalf without valid representative paperwork.
True or False:
Recert worker notice two vehicles were listed in evidence at the last recert but this year, only one vehicle is showing. Worker can just assume it was sold, end-date the evidence and continue to complete this recert.
False.
Worker need to find out what happened to the vehicle and document it.
Married couple, both applying for Medicaid. John Doe is owner of two life policies both face valued at $10,000. One policy covers John, the second covers his wife Jane. Do we count the cash value of the two policies?
Yes, because John is the owner of both policies.
When returned mail is received, what is 1 of the 3 steps that should be taken prior to sending a 5097 requesting an updated address?
1. Attempt to contact the beneficiary by phone
2. Review agency records and other programs
3. Review electronic sources
For this program, at application, a client is given the option to choose between having their Medicare Part B premium paid OR meet a deductible.
What is MQB-E?