Medicaid Estate Recovery in Alabama: when someone dies

Steps to take

1. Determine whether the deceased received Medicaid medical assistance at age 55 or older, or was permanently institutionalized.
2. Give the Estate Notice Office notice of the probate estate, as Act 2019-489 requires of the personal representative or small-estate filer.
3. Contact the Alabama Medicaid Agency Estate Recovery Section at (334) 242-5727 to confirm whether a recovery claim applies and request the amount.
4. Address the claim as a debt of the estate before distributing assets to heirs.
5. Request an undue-hardship waiver within 30 days of the Agency's notice against the estate if the estate is an income-limited family farm or business that is the sole income-producing asset of heirs. Each heir applies separately.