This chart, produced by HRA, explains the different types of documentation required of an applicant's resources (aka "assets") for the three different levels of coverage provided by New York State's Medicaid program. It also explains which services are covered for each of the three levels.
The right to merely "attest" to the amount of one's resources, rather than document them, when applying for Medicaid and Medicare Savings Programs, was first introduced in the enactment of Section 366-a(2) of the Social Services Law, enacted by Chapter 1 of the Laws of 2002, which eliminated the resource documentation requirement for individuals not seeking Medicaid long-term care services. It did not at that time remove the resource limit, just the need to document.
Implementation directives: 04ADM-06 - Attestation of Resources (as updated by 2010 changes), 04 OMM/ ADM-6 (July 20, 2004), 05/OMM-INF - 2 June 8, 2005
In 2008, all resource limits were repealed for the Medicare Savings Programs.
Effective January 1, 2010, resource limits were repealed for all Medicaid recipients except those in the Aged 65+, Disabled, Blind category., and for Therefore, "attestation" only remains an option for those Medicaid recipients who are age 65+, blind, or disabled but who do NOT NEED long-term care services in the community or in the nursing home. If they are only seeking the other community-based services, they may "attest" to their resources. If, later, they need any of the long-term care services, they must verify resources.
The State Department of Health has issued policy guidance to local districts in detailing the implementation of this new rule. SEE:
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