Approving a Spenddown with a Transfer of Property Penalty

The consumer’s spenddown needs to reflect the amount of time the transfer of penalty applies.

To complete the approval of the spenddown

1. Click Eligibility from Global Navigation. Select Customer Information from Local Navigation. Select Non-Compliance from Task Navigation. The Eligibility Non-Compliance List page displays.

2. Click the Add button. An Eligibility Non-Compliance Detail record is created.

3. Select the person with the penalty from the Name drop-down menu.

4. Select Transfer of Property from the Type drop-down menu.

5. Select Medical from the Reason drop-down menu.

6. Enter the Begin Date using the <mm/dd/yyyy> format or the calendar icon. This should be the first day of the penalty period.

7. Enter the last day of the penalty period in the Override End Date field.

8. Click the Save and Return button.

9. Verify the Requested Medical Type is set to Medical. See Add/Update Requested Medical Type for detailed instructions.

   NOTE: Set the Begin Date for the Requested Medical Type as:

10. • The month of application for New Application

    • The month the Transfer of Property Penalty was applied for Ongoing Cases

11. Update any needed Non-Financial Data Collection pages or Financial Data Collection pages.

12. Run EDBC to determine the spenddown amount. See Running EDBC for detailed steps.

    • Click the Cancel button from the Medical EDBC Summary page and proceed to STEP 12 if there are expenses to be added.

    • Proceed to STEP 17 if there are no expenses to be added.

13. Select Expenses from Task Navigation. The Expense List page displays.

14. Select Medical Expenses from the Expense Category drop-down menu.

15. Click the Add button.

16. Complete the Expense Detail page.

    • Click the Add button in the Contributors block. The Expense Contributors Detail page displays.

    • Select the Contributor from the Person(s) drop-down menu.

    • Enter the Begin Date using the <mm/dd/yyyy> format or the calendar icon.

    • Click the Save and Return button. The Expense Detail page displays.

    • Click the Add button in the Amounts block. The Expense Amount Detail page displays.

    • Complete the Expense Amount Detail page and click the Save and Return button. The Expense Detail page displays.

    • Click the Save and Return button.

17. Run EDBC for the begin month. See Running EDBC for detailed steps.

18. Send appropriate notification.

    NOTE: See Forms and NOAs and Journal for steps on sending notification and documenting case action.