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Executor is responsible for notifying the Medicaid Recovery — Resolved during estate administration
State Benefits
medicaid.gov/medicaid/eligibility-policy/estate-recovery/index.html→Medicaid Estate Recovery
When someone dies, the Medicaid Estate Recovery (Medicaid Recovery) must be notified. The executor is responsible for notifying the Medicaid Recovery.
Notification deadline: During estate administration (state claim windows vary).
Steps for notifying the Medicaid Recovery and applying for survivor benefits:
Resolved during estate administration
Medicaid estate recovery is the process by which a state recovers what it paid for certain Medicaid benefits from the estate of a deceased recipient. Federal law requires states to recover for long-term care and related services provided to recipients age 55 or older, and for anyone who was permanently institutionalized.
The executor or administrator of the estate handles the claim. The state Medicaid agency files a claim against the estate, and the claim is treated as a debt of the estate that is addressed before assets are distributed to heirs.
Federal law defers recovery while a surviving spouse is living, or while there is a surviving child under 21 or a child of any age who is blind or has a disability. States also provide an undue-hardship waiver process. The specific exemptions and how to request a waiver are set by each state.
Keep copies of all documents submitted to the Medicaid Recovery. Original documents submitted for verification are typically returned after processing.
State Benefits
medicaid.gov/medicaid/eligibility-policy/estate-recovery/index.html→Medicaid Estate Recovery