Revisions
24-1, March Quarterly Revision
Revision Notice 24-1; Effective March 1, 2024
Archived Revision 23-4; Effective Dec. 1, 2023
Archived Revision 23-3; Effective Sept. 1, 2023
Archived Revision 23-2; Effective June 1, 2023
Archived Revision 23-1; Effective March 1, 2023
Revisions
The following sections were revised in the Medicaid for the Elderly and People with Disabilities (MEPD) Handbook:
| Section | Section Title | Change |
|---|---|---|
| B-3221 | Valid Signatures | Incorporates policy from MEPD and TW Bulletin 23-14, Application Process Updates for Marketplace Account Transfers, released on Sept. 15, 2023. (All Programs) |
| B-3500 | Coordination with the Federal Marketplace | Adds new section. Incorporates policy from MEPD and TW Bulletin 23-14, Application Process Updates for Marketplace Account Transfers, released on Sept. 15, 2023. (All Programs) |
| B-3510 | Applications Received from the Marketplace | Adds new section. Incorporates policy from MEPD and TW Bulletin 23-14 Application Process Updates for Marketplace Account Transfers, released on Sept. 15, 2023. (All Programs) |
| B-3520 | Verifications Provided by the Marketplace | Adds new section. Incorporates policy from MEPD and TW Bulletin 23-14, Application Process Updates for Marketplace Account Transfers, released on Sept. 15, 2023. (All Programs) |
| D-9410 | Examples of Sponsor-to-Alien Income deeming | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| E-4311.2 | $90 VA Pension and Institutional Setting | Incorporates policy from MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs) |
| F-3610 | Persons Impacted by Substantial Home Equity Disqualification | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| G-1310 | Community-Based Programs Using SSI Limits | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| G-1320 | Special Income Limits | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| G-2311.2 | Examples of Spouse-to-Spouse Deeming | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| G-2312.1 | Examples of Parent-to-Child Deeming | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| G-4310 | Computing Social Security Cost-of-Living Increases | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| H-1500 | Personal Needs Allowance | Incorporates policy from MEPD and TW Bulletin 23-16, 3. Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs) |
| H-1800 | Medicare Part B Premium | Incorporates policy from MEPD and Texas Works Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| H-2790 | When the Co-Payment Adjustment is Not Used to Pay Dental Provider | Clarifies policy about payment not used to pay the provider and removes requirement to consult legal counsel. (All Programs) |
| H-2870 | When the Co-Payment Adjustment is Not Used to Pay DME Provider | Clarifies policy about payment not used to pay the provider. Removes requirement to consult legal counsel. (All Programs) |
| H-4100 | Individual and Couple Cases | Incorporates policy from MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs) |
| H-5110 | ICF/IID Individual | Incorporates policy from MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs) |
| H-5120 | ICF/IID Couple | Incorporates policy from MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs) |
| H-5130 | ICF/IID Companion | Incorporates policy from MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs) |
| H-6000 | Co-Payment for SSI Cases | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023, and MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs) |
| J-6210 | Sharing Required Information | Incorporates policy from MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs) |
| J-7200 | Spousal Co-Payment | Incorporates policy from MEPD and Texas Works Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023 and MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs) |
| J-7300 | ICF/IID Spousal Companion Cases | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023, and MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs) |
| M-7100 | Post Eligibility Premium Budgets | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| Q-1300 | MSP Resource Limits | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| Glossary | F | Updates definitions of fair market value, Federal Benefit Rate and Federal Financial Participation. (All Programs) |
| Appendix IX | Medicare Savings Program Information | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| Appendix XII | Nursing Facility and Home and Community-Based Services Waiver Information | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| Appendix XXII | Home and Community-Based Services Waiver Program Co-Payment Worksheets | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| Appendix XXVI | ICF/ID Vendor Payment Budget Worksheets | Updates title to ICF/IID Vendor Payment Budget Worksheets. Incorporates policy from MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs) |
| Appendix XXIX | Special Deeming Eligibility Test for Spouse to Spouse | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| Appendix XXXI | Budget Reference Chart | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| Appendix XXXVI | Qualified Income Trusts (QITs) and Medicaid for the Elderly and People with Disabilities (MEPD) Information | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| Appendix XXXVIII | Pickle Disregard Computation Worksheet | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| Appendix L | 2024 Income/Resources Reference Chart | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
| Appendix LIII | Sponsor to Alien Deeming Worksheet | Incorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs) |
Retired Bulletins
The following bulletins are deleted from the Medicaid for the Elderly and People with Disabilities (MEPD) Handbook. The information was either incorporated into the handbook or is no longer necessary:
| Release Date | Bulletin Number | Title |
|---|---|---|
| 09-29-23 | 23-15 | SNAP Work Rules – Verbal Informing Script Update |
| 09-15-23 | 23-14 | 1. TANF Maximum Grant Amounts Attachment: SNAP Allotment Charts |
| 08-04-23 | 23-13 | Automation of Form H3038-P, CHIP Perinatal - Emergency Medical Services Certification |
| 06-01-23 | 23-11 | Spousal Impoverishment Dependent Allowance |
| 05-24-23 | 23-10 | SNAP Unauthorized Use Replacement Benefits |
| 05-01-23 | 23-09 | 1. COVID-19 Update: Resetting ABAWD Countable Months to Zero 2. COVID-19 Update: SNAP Student Eligibility Ending 3. COVID-19 Update: Extended Supplemental Nutrition Assistance Program (SNAP) Certification Periods |
| 03-07-23 | 23-05 | 1. Revised - SNAP E&T Good Cause Attachments:
|
| 03-02-23 | 23-04 | 2023 Federal Poverty Level |
| 02-10-23 | 23-03 | Updates to Afghan Eligibility for Federal Benefits |
| 12-01-22 | 22-20 | 1. COVID-19 Update: Additional Emergency Allotment Supplement (PDF) 2. COVID-19 Policy Update: Processing Case Actions for Medical Programs (PDF) 3. COVID-19 Update: Extended Supplemental Nutrition Assistance Program (SNAP) Certification Periods |
| 11-01-22 | 22-17 | 1. COVID-19 Update: Additional Emergency Allotment Supplement 2. Updated Afghan Eligibility for Federal Benefits |
| 10-03-22 | 22-16 | COVID-19 Update: Additional Emergency Allotment Supplement |
| 05-09-22 | 22-08 | 1. COVID 19 Update: Processing a “Move Out of Household” Change for Medicaid Recipients 2. COVID-19 Update: Medicaid Recipients Who Are Incarcerated 3. COVID-19 Update: Voluntary Withdrawal from Medicaid During the COVID-19 Public Health Emergency |
| 04-15-22 | 22-06 | COVID-19 Update: Pandemic Electronic Benefit Transfer (P-EBT) for School Year 2021-2022 |
| 02-01-22 | 22-02 | 1. COVID 19 Update: Additional Emergency Allotment Supplement 2. COVID-19 Update: Processing Denial Actions for Medicaid Programs 3. Medicaid for Inmates of Juvenile Institutions 4. Mileage Rate Increase |
| 10-08-21 | 21-20 | COVID-19 Update: Pending Medicaid Eligibility Determination Groups (EDGs) with Continuous Eligibility |
| 08-27-21 | 21-16 | 1. COVID-19 Update: Pandemic Electronic Benefit Transfer (P-EBT) for Summer 2021 2. Afghan Special Immigrant Parolee (SI/SQ) and Lawful Permanent Resident (LPR) Status |
| 07-16-21 | 21-13 | 1. COVID-19 Update: Child Tax Credits (CTC) and Earned Income Tax Credits (EITC) 2. COVID-19 Update: Resuming Workforce Orientation for Applicants (WOA) & Choices Participation 3. COVID-19 Update: Temporary Increase in SNAP Benefits |
| 07-01-21 | 21-12 | 1. COVID-19 Update: Additional Emergency Allotment Supplement 2. COVID-19 Update: Processing Medicaid Applications for Children Previously in the Conservatorship of the Department of Family and Protective Services (DFPS) 3. Transfer of Assets Divisor |
| 05-20-21 | 21-10 | 1. Compact of Free Association (COFA)Citizens (PDF) 2. COVID-19: Pandemic Electronic Benefit Transfer (P-EBT) for School Year 2020-2021 (PDF) |
| 04-08-21 | 21-07 | 1. COVID-19 Update: Processing Denial Actions for Medicaid Programs 2. COVID-19 Update: Additional Emergency Allotment (EA) Supplement |
| 04-02-21 | 21-06 | 1. COVID-19 Update: Recovery Rebates 2. COVID-19: Transfer of Assets (PDF) 3. COVID-19 Update: Federal Pandemic Unemployment (FPUC) (PDF) 4. COVID-19 Update: Pandemic Unemployment Assistance (PUA) (PDF) 5. COVID-19 Update: Pandemic Emergency Unemployment Compensation (PEUC) (PDF) |
| 01-06-21 | 21-01 | 1. COVID-19 Update: Recovery Rebates 2. COVID-19 Update: Federal Pandemic Unemployment (FPUC) 3. COVID-19 Update: Pandemic Unemployment Assistance (PUA) 4. COVID-19 Update: Pandemic Emergency Unemployment Compensation (PEUC) |
| 12-22-20 | 20-30 | COVID Policy Updates #20 |
| 09-30-20 | 20-21 | COVID Policy Updates #15 |
| 06-05-20 | 20-15 | COVID-19 Policy Updates #10 |
| 05-12-20 | 20-13 | COVID-19 Policy Updates #8 |
| 04-27-20 | 20-10 | COVID-19 Policy Updates #7 |
| 04-07-20 | 20-06 | COVID-19 Policy Updates #3 |
| 03-27-20 | 20-05 | COVID-19 Policy Updates #2 |
| 03-23-20 | 20-04 | COVID-19 Policy Updates #1 |
| 05-30-19 | 19-06 | 1. Spousal Impoverishment Dependent Allowance 2. Spousal Impoverishment for Waiver Participants |
| 10-03-17 | 17-15 TW 17-10 MEPD | 1.Counting Social Security Benefits for Modified Adjusted Gross Income Programs 2.Social Security Number Validation 3.Determining Good Cause for SNAP Employment and Training Noncompliance |
| 01-06-15 | 15-03 | Budgeting of Alien Sponsor's Income and Resources |
| 09-06-11 | 12-01 | Vendor Imaging Forms H1263-A and H1263-B Appendix XLVI – Unsigned Renewal/ 12-2010 Appendix XLVI – Unsigned Renewal/ 12-2010 – Spanish |
23-4, December Quarterly Revision
Revision Notice 23-4; Effective Dec. 1, 2023
Archived Revision 23-3; Effective Sept. 1, 2023
Archived Revision 23-2; Effective June 1, 2023
Archived Revision 23-1; Effective March 1, 2023
Archived Revision 22-4; Effective Dec. 1, 2022
Revisions
The following sections were revised in the Medicaid for the Elderly and People with Disabilities (MEPD) Handbook:
| Section | Section Title | Change |
|---|---|---|
| A-6000 | Persons in Institutions for Mental Diseases | Clarifies policy about institutions for mental diseases. Changes section title to People in Institutions for Mental Diseases. |
| B-8400 | Procedures for Redetermining Eligibility | Clarifies information about forms sent during the administrative renewal process. |
| D-2800 | Disability Determination at Time of Review | Clarifies verification that a person is permanently excused from disability determination. Clarifies that medical records are required for disability review. |
| H-2710 | Using the TX Dental IME Fee Schedule | Clarifies using the date of service on the dental invoice to determine the appropriate fee schedule. |
| H-2750 | Codes Not on the TX Dental IME Fee Schedule | Incorporates policy from MEPD and TW Bulletin 23-12. |
| H-2751 | Hospice Recipients | Incorporates policy from MEPD and TW Bulletin 23-12. |
| Glossary | C | Edits for grammar and clarity. Adds the term Cutoff. |
Retired Bulletins
The following bulletins are deleted from the MEPD Handbook. The information has either been incorporated into the handbook or is no longer necessary:
| Release Date | Bulletin Number | Title |
|---|---|---|
| 07-03-24 | 23-12 | 1. SNAP Benefit Issuance Distribution Schedule Update 2. Unverified Income Over the SNAP and TANF Income Limit 3. Change in Dental Contractor for Incurred Medical Expense Processing |
23-3, September Quarterly Revision
Revision Notice 23-3; Effective Sept. 1, 2023
Archived Revision 23-2; Effective June 1, 2023
Archived Revision 23-1; Effective March 1, 2023
Archived Revision 22-4; Effective Dec. 1, 2022
Archived Revision 22-3; Effective Sept. 1, 2022
Revisions
The following sections were revised in the Medicaid for the Elderly and People with Disabilities (MEPD) Handbook:
| Section | Section Title | Change |
|---|---|---|
| H-1600 | Dependent Allowance | Replaces “Federal Poverty Income Limit (FPIL)” with “Federal Poverty Level (FPL)”. Adds clarifying language to calculation instructions. |
| I-5100 | Transfer of Assets Divisor | Incorporates policy from MEPD and TW Bulletin 23-11 |
| J-7200 | Spousal Co-Payment | Incorporates policy from MEPD and TW Bulletin 23-11. Updates example calculations. Adds “Community” to further describe spouse in examples. |
| J-7400 | Spousal Impoverishment Dependent Allowance | Incorporates policy from MEPD and TW Bulletin 23-11. Updates table description. Adds more related policy. |
| R-3800 | Data Broker | Incorporates policy from MEPD and TW Bulletin 22-15, 5. Accessing The Work Number (TWN) Data Through the Centers for Medicare and Medicaid Services (CMS) Federal Data Services Hub (FDSH), released Dec.1, 2022. |
| Appendix XVI | Documentation and Verification Guide | Incorporates policy from MEPD and TW Bulletin 22-15, 5. Accessing The Work Number (TWN) Data Through the Centers for Medicare and Medicaid Services (CMS) Federal Data Services Hub (FDSH), released Dec. 1, 2022. |
| Appendix XXII | Home and Community-Based Services Waiver Program Co-Payment Worksheets No 2 and No 5 | Incorporates policy from MEPD and TW Bulletin 23-11 |
| Appendix XXXI | Budget Reference Chart | Incorporates policy from MEPD and TW Bulletins 23-11. |
| Appendix L | 2023 Income and Resources Reference Chart | Incorporates policy from MEPD and TW Bulletins 23-11. |
23-2, June Quarterly Revision
Revision 23-1; Effective June 1, 2023
Archived Revision 23-1; Effective March 1, 2023
Archived Revision 22-4; Effective Dec. 1, 2022
Archived Revision 22-3; Effective Sept. 1, 2022
Archived Revision 22-2; Effective June 1, 2022
Revisions
The following sections were revised in the Medicaid for the Elderly and People with Disabilities (MEPD) Handbook:
| Section | Section Title | Change |
|---|---|---|
| B-3210 | Who May Complete an Application for Assistance | Corrects a typographical error. Makes updates for plain language. (All Programs) |
| D-8920 | Entry On or After Aug. 22, 1996 – Qualified Alien No Waiting Period | Incorporates policy from MEPD and TW Bulletin 22-17, 2. Updated Afghan Eligibility for Federal Benefits, released on Nov. 1, 2022. (All Programs) |
| M-5200 | Medicaid Buy-In (MBI) Income Limits | Incorporates policy from MEPD and Texas Works Bulletin 23-04, 2023 Federal Poverty Level, released on March 2, 2023. Updates HB sections and charts with 2023 FPL income and resource amounts. (All Programs) |
| M-7100 | Post Eligibility – Premium Budgets | Incorporates policy from MEPD and Texas Works Bulletin 23-04, 2023 Federal Poverty Level, released on March 2, 2023. Updates handbook sections and charts with 2023 FPL income and resource amounts. (All Programs) |
| N-6330 | Ineligible Sibling Exclusion | Incorporates policy from MEPD and Texas Works Bulletin 23-04, 2023 Federal Poverty Level, released on March 2, 2023. Updates handbook sections and charts with 2023 FPL income and resource amounts. (All Programs) |
| N-6351 | Examples of Budgeting Steps | Incorporates policy from MEPD and Texas Works Bulletin 23-04, 2023 Federal Poverty Level, released on March 2, 2023. Updates handbook sections and charts with 2023 FPL income and resource amounts. (All Programs) |
| Q-2500 | QMB Income Limits | Incorporates policy from MEPD and Texas Works Bulletin 23-04, 2023 Federal Poverty Level, released on March 2, 2023. Updates handbook sections and charts with 2023 FPL income and resource amounts. (All Programs) |
| Q-3200 | SLMB Income Limits | Incorporates policy from MEPD and Texas Works Bulletin 23-04, 2023 Federal Poverty Level, released on March 2, 2023. Updates handbook sections and charts with 2023 FPL income and resource amounts. (All Programs) |
| Q-5200 | QI Income Limit | Incorporates policy from MEPD and Texas Works Bulletin 23-04, 2023 Federal Poverty Level, released on March 2, 2023. Updates handbook sections and charts with 2023 FPL income and resource amounts. (All Programs) |
| Q-6200 | QDWI Income Limit | Incorporates policy from MEPD and Texas Works Bulletin 23-04, 2023 Federal Poverty Level, released on March 2, 2023. Updates handbook sections and charts with 2023 FPL income and resource amounts. (All Programs) |
| Appendix IX | Medicare Savings Program Information | Incorporates policy from MEPD and Texas Works Bulletin 23-04, 2023 Federal Poverty Level, released on March 2, 2023. Updates handbook sections and charts with 2023 FPL income and resource amounts. (All Programs) |
| Appendix XXIX | Special Deeming Eligibility Test for Spouse to Spouse | Incorporates policy from MEPD and Texas Works Bulletin 23-04 2023 Federal Poverty Level, released on March 2, 2023. Updates handbook sections and charts with 2023 FPL income and resource amounts. (All Programs) |
| Appendix XXXI | Budget Reference Chart | Incorporates policy from MEPD and Texas Works Bulletin 23-04, 2023 Federal Poverty Level, released on March 2, 2023. Updates handbook sections and charts with 2023 FPL income and resource amounts. (All Programs) |
| Appendix XXXIX | MBI Screening Tool and Worksheets | Incorporates policy from MEPD and Texas Works Bulletin 23-04, 2023 Federal Poverty Level, released on March 2, 2023. Updates handbook sections and charts with 2023 FPL income and resource amounts. (All Programs) |
| Appendix L | 2023 Income/Resources Reference Chart | Incorporates policy from MEPD and Texas Works Bulletin 23-04, 2023 Federal Poverty Level, released on March 2, 2023. Updates handbook sections and charts with 2023 FPL income and resource amounts. (All Programs) |
Retired Bulletins
The following bulletins are deleted from the MEPD Handbook since the information has either been incorporated into the handbook or is no longer necessary:
| Release Date | Bulletin Number | Title |
|---|---|---|
| 02-01-23 | 23-02 | 1. COVID-19 Update: Additional Emergency Allotment Supplement 2. Mileage Rate Increase |
| 01-03-23 | 23-01 | 1. COVID-19 Update: Additional Emergency Allotment Supplement 2. COVID-19 Update: Additional Emergency Allotment Supplements Ending 3. COVID-19 Update: Extended Supplemental Nutrition |
| 12-02-22 | 22-21 | Federal Benefits 2023 Cost of Living Adjustments (COLA) |
| 11-17-22 | 22-19 | 1. Electronic Benefit Transfer Card Processing Primary Cardholder Updates 2. COVID-19 Update: Pandemic Electronic Benefit Transfer (P-EBT) for Summer 2022 |