This full-day program covers eligibility for Qualified Medicare Beneficiaries (QMB), Specified Low-Income Medicare Beneficiaries (SLIMB), and Qualifying Individuals (QI). A brief review of the Qualified Disabled and Working Individuals (QDWI) Category will also be included. The eMedNY system and the entries required by this program will also be addressed in the presentation.

As a result of the training, participants will be able to:

1. Understand the different parts of Medicare coverage available and the coverage provided

2. Determine who is eligible for the Medicare Savings

3. Understand the benefits available with each MSP category

4. Review and make entries into the eMedNY system

This full-day program reviews resources most commonly found in Chronic Care cases, including stocks, bonds, and brokerage accounts. A method for tracking assets moved from one investment instrument to another (selling stock in one brokerage account, moving the resulting funds to a bank account or re- investing the money into other stocks or bonds) will be reviewed for use in identifying transfers during the look-back period. Treatment of Retirement Funds and Annuities as an income or a resource is covered as well as Income Producing Property. Life Insurance, Burial Funds and Irrevocable Pre-Need Funeral Agreements will also be reviewed.

As a result of the training, participants will be able to:

1. Interpret SSI-Related policies related to proper sequence to be used in the assessment of burial funds and space items as resources

2. Determine the value of an annuity

3. Distinguish between the treatment of an annuity with transactions before and after DRA legislation

4. Track and assess a variety of resources for possible transfer

5. Evaluate types and values of resources, including life insurance, burial funds, stocks, bonds, and mutual funds

This full-day program will review the types of tax-qualified funds (including pensions, supplemental retirement funds and individual retirement accounts) that may be owned by clients applying for Medicaid benefits. The Medicaid policy on these holdings will be discussed including Spousal Impoverishment situations. This program will also review the basic annuity terms, the types and uses of annuities, Medicaid policy on annuities, and transfer implications.

As a result of the training, participants will be able to:

1. Determine the value of a Retirement fund

2. Determine the value of Annuity

3. Distinguish between the treatment of an Annuity with transactions before and after DRA legislation

This full-day program addresses the treatment of income and resources associated with various self- employment situations, including sole proprietorships, partnerships, S corporations and rental property. The program includes a discussion on income tax schedules associated with the various self- employment situations, allowable income and resource disregards and exemptions for MAGI-Like, SSI-Related, and ADC-Related categories

As a result of the training, participants will be able to:

1. Identify deductions allowed by IRS to arrive at net profit

2. List steps necessary to determine net income when a business is new or when tax returns are not filed

3. Understand the Self-Employment worksheet to be used by applicants/recipients (A/Rs) to calculate their monthly business income

4. Complete the 6%-rate-of-return test

5. Identify IRS forms and schedules used to calculate Sole Proprietorship, partnership and “S” corporation profits/losses

New York State Holiday

This is a 7-day course that will held on the following dates:

Monday January 5th, 2025

Tuesday January 6th, 2025

Wednesday January 7th, 2025

Thursday January 8th, 2025

Monday January 12th, 2025

Tuesday January 13th, 2025

Wednesday January 14th, 2025

LDSS Medicaid eligibility staff who have limited experience with a Medicaid caseload, and other staff as determined by the New York State Department of Health (NYS DOH).

This seven-day training session provides participants with an introduction to New York State's Medicaid program, with a focus on the eligibility for individuals who need community-based medical care.

As a result of the training, participants will be able to:

• Identify the various public health insurance programs available to New York State residents.

• Separate applying household members into distinct categories

• Recognize the different levels of eligibility within the Community Medicaid program.

• Interpret and apply community Medicaid eligibility policy and budgeting methodology.

Summarize applicant's eligibility decisions based on information submitted and budgeting results.

This is a 7-day course that will held on the following dates:

Monday January 5th, 2025

Tuesday January 6th, 2025

Wednesday January 7th, 2025

Thursday January 8th, 2025

Monday January 12th, 2025

Tuesday January 13th, 2025

Wednesday January 14th, 2025

LDSS Medicaid eligibility staff who have limited experience with a Medicaid caseload, and other staff as determined by the New York State Department of Health (NYS DOH).

This seven-day training session provides participants with an introduction to New York State's Medicaid program, with a focus on the eligibility for individuals who need community-based medical care.

As a result of the training, participants will be able to:

• Identify the various public health insurance programs available to New York State residents.

• Separate applying household members into distinct categories

• Recognize the different levels of eligibility within the Community Medicaid program.

• Interpret and apply community Medicaid eligibility policy and budgeting methodology.

Summarize applicant's eligibility decisions based on information submitted and budgeting results.

This is a 7-day course that will held on the following dates:

Monday January 5th, 2025

Tuesday January 6th, 2025

Wednesday January 7th, 2025

Thursday January 8th, 2025

Monday January 12th, 2025

Tuesday January 13th, 2025

Wednesday January 14th, 2025

LDSS Medicaid eligibility staff who have limited experience with a Medicaid caseload, and other staff as determined by the New York State Department of Health (NYS DOH).

This seven-day training session provides participants with an introduction to New York State's Medicaid program, with a focus on the eligibility for individuals who need community-based medical care.

As a result of the training, participants will be able to:

• Identify the various public health insurance programs available to New York State residents.

• Separate applying household members into distinct categories

• Recognize the different levels of eligibility within the Community Medicaid program.

• Interpret and apply community Medicaid eligibility policy and budgeting methodology.

Summarize applicant's eligibility decisions based on information submitted and budgeting results.

This is a 7-day course that will held on the following dates:

Monday January 5th, 2025

Tuesday January 6th, 2025

Wednesday January 7th, 2025

Thursday January 8th, 2025

Monday January 12th, 2025

Tuesday January 13th, 2025

Wednesday January 14th, 2025

LDSS Medicaid eligibility staff who have limited experience with a Medicaid caseload, and other staff as determined by the New York State Department of Health (NYS DOH).

This seven-day training session provides participants with an introduction to New York State's Medicaid program, with a focus on the eligibility for individuals who need community-based medical care.

As a result of the training, participants will be able to:

• Identify the various public health insurance programs available to New York State residents.

• Separate applying household members into distinct categories

• Recognize the different levels of eligibility within the Community Medicaid program.

• Interpret and apply community Medicaid eligibility policy and budgeting methodology.

Summarize applicant's eligibility decisions based on information submitted and budgeting results.

This full-day program reviews resources most commonly found in Chronic Care cases, including stocks, bonds, and brokerage accounts. A method for tracking assets moved from one investment instrument to another (selling stock in one brokerage account, moving the resulting funds to a bank account or re- investing the money into other stocks or bonds) will be reviewed for use in identifying transfers during the look-back period. Treatment of Retirement Funds and Annuities as an income or a resource is covered as well as Income Producing Property. Life Insurance, Burial Funds and Irrevocable Pre-Need Funeral Agreements will also be reviewed.

As a result of the training, participants will be able to:

1. Interpret SSI-Related policies related to proper sequence to be used in the assessment of burial funds and space items as resources

2. Determine the value of an annuity

3. Distinguish between the treatment of an annuity with transactions before and after DRA legislation

4. Track and assess a variety of resources for possible transfer

5. Evaluate types and values of resources, including life insurance, burial funds, stocks, bonds, and mutual funds