24-2, June Quarterly Revision

Revision Notice 24-1; Effective March 1, 2024

Archived Revision 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

Revisions

The following sections were revised in the Medicaid for the Elderly and People with Disabilities (MEPD) Handbook:

SectionSection TitleChange
E-6210Self-Employment ExpensesIncorporates policy from MEPD and the Texas Works (TW), Bulletin 24-01, 2. Mileage Rate Increase, released on Feb. 1, 2024. (All Programs)
M-5200Medicaid Buy-In Income LimitsIncorporates policy from MEPD and TW Bulletin 24-02, 2024 Federal Poverty Level, released on Feb. 5, 2024. (All Programs)
M-7100Post Eligibility —Premium BudgetsIncorporates policy from MEPD and TW Bulletin 24-02, 2024 Federal Poverty Level, released on Feb. 5, 2024. (All Programs)
N-6330Ineligible Sibling ExclusionIncorporates policy from MEPD and TW Bulletin 24-02, 2024 Federal Poverty Level, released on Feb. 5, 2024. (All Programs)
N-6351Examples of Budgeting StepsIncorporates policy from MEPD and TW Bulletin 24-02, 2024 Federal Poverty Level, released on Feb. 5, 2024. (All Programs)
Q-2500QMB Income LimitsIncorporates policy from MEPD and TW Bulletin 24-02, 2024 Federal Poverty Level, released on Feb. 5, 2024. (All Programs)
Q-3200SLMB Income LimitsIncorporates policy from MEPD and TW Bulletin 24-02, 2024 Federal Poverty Level, released on Feb. 5, 2024. (All Programs)
Q-5200QI Income LimitsIncorporates policy from MEPD and TW Bulletin 24-02, 2024 Federal Poverty Level, released on Feb. 5, 2024. (All Programs)
Q-6200QDWI Income LimitIncorporates policy from MEPD and TW Bulletin 24-02, 2024 Federal Poverty Level, released on Feb. 5, 2024. (All Programs)
Appendix IXMedicare Savings Program InformationIncorporates policy from MEPD and TW Bulletin 24-02, 2024 Federal Poverty Level, released on Feb. 5, 2024. (All Programs)
Appendix XXIIHome and Community-Based Services Waiver Program Co-Payment Worksheets

Updates Waiver Program Co-Payment Worksheet No. 5 
Spousal Budget – Foster Care or Assisted Living Facilities

Updates Waiver Program Co-Payment Worksheet No. 2 
Spousal Budget – Institutional Living 
Arrangement for Home and Community Based 
Waiver

Incorporates policy from MEPD and TW Bulletin 24-02, 2024 Federal Poverty Level, released on Feb. 5, 2024. (All Programs)

Appendix XXIXSpecial Deeming Eligibility Test for Spouse to SpouseIncorporates policy from MEPD and TW Bulletin 24-02, 2024 Federal Poverty Level, released on Feb. 5, 2024. (All Programs)
Appendix XXXIBudget Reference ChartIncorporates policy from MEPD and TW Bulletin 24-02, 2024 Federal Poverty Level, released on Feb. 5, 2024. (All Programs)
Appendix XXXIXMBI Screening Tool and WorksheetsIncorporates policy from MEPD and TW Bulletin 24-02, 2024 Federal Poverty Level, released on Feb. 5, 2024. (All Programs)
Appendix L2024 Income and Resources Reference ChartIncorporates policy from MEPD and TW Bulletin 24-02, 2024 Federal Poverty Level, released on Feb. 5, 2024. (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 DateBulletin NumberTitle
12-01-2323-17Federal Benefits 2024 Cost-of-Living Adjustment (COLA)
07-03-2323-121. SNAP Benefit Issuance Distribution Schedule Update
2. Unverified Income Over the SNAP and TANF Income Limits
3. Change in Dental Contractor for Incurred Medical Expense Processing
02-01-2323-021. COVID-19 Update: Additional Emergency Allotment Supplement (PDF)         
2. Mileage Rate Increase (PDF)
01-03-2323-011. COVID-19 Update: Additional Emergency Allotment Supplement (PDF)         
2. COVID-19 Update: Additional Emergency Allotment Supplements Ending (PDF)         
3. COVID-19 Update: Extended Supplemental Nutrition (PDF)
12-02-2222-21Federal Benefits 2023 Cost-of-Living Adjustment (COLA) (PDF)
11-17-2222-191. Electronic Benefit Transfer Card Processing Primary Cardholder Updates (PDF)         
2. COVID-19 Update: Pandemic Electronic Benefit Transfer (P-EBT) for Summer 2022 (PDF)

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:

SectionSection TitleChange
B-3221Valid SignaturesIncorporates policy from MEPD and TW Bulletin 23-14, Application Process Updates for Marketplace Account Transfers, released on Sept. 15, 2023. (All Programs)
B-3500Coordination with the Federal MarketplaceAdds 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-3510Applications Received from the MarketplaceAdds 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-3520Verifications Provided by the MarketplaceAdds 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-9410Examples of Sponsor-to-Alien Income deemingIncorporates 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 SettingIncorporates policy from MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs)
F-3610Persons Impacted by Substantial Home Equity DisqualificationIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
G-1310Community-Based Programs Using SSI LimitsIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
G-1320Special Income LimitsIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
G-2311.2Examples of Spouse-to-Spouse DeemingIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
G-2312.1Examples of Parent-to-Child DeemingIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
G-4310Computing Social Security Cost-of-Living IncreasesIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
H-1500Personal Needs AllowanceIncorporates policy from MEPD and TW Bulletin 23-16, 3. Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs)
H-1800Medicare Part B PremiumIncorporates 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-2790When the Co-Payment Adjustment is Not Used to Pay Dental ProviderClarifies policy about payment not used to pay the provider and removes requirement to consult legal counsel. (All Programs)
H-2870When the Co-Payment Adjustment is Not Used to Pay DME ProviderClarifies policy about payment not used to pay the provider. Removes requirement to consult legal counsel. (All Programs)
H-4100Individual and Couple CasesIncorporates policy from MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs)
H-5110ICF/IID IndividualIncorporates policy from MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs)
H-5120ICF/IID CoupleIncorporates policy from MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs)
H-5130ICF/IID CompanionIncorporates policy from MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs)
H-6000Co-Payment for SSI CasesIncorporates 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-6210Sharing Required InformationIncorporates policy from MEPD and TW Bulletin 23-16, Personal Needs Allowance Increase, released on Dec. 1, 2023. (All Programs)
J-7200Spousal Co-PaymentIncorporates 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-7300ICF/IID Spousal Companion CasesIncorporates 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-7100Post Eligibility Premium BudgetsIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
Q-1300MSP Resource LimitsIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
GlossaryFUpdates definitions of fair market value, Federal Benefit Rate and Federal Financial Participation. (All Programs)
Appendix IXMedicare Savings Program InformationIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
Appendix XIINursing Facility and Home and Community-Based Services Waiver InformationIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
Appendix XXIIHome and Community-Based Services Waiver Program Co-Payment WorksheetsIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
Appendix XXVIICF/ID Vendor Payment Budget WorksheetsUpdates 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 XXIXSpecial Deeming Eligibility Test for Spouse to SpouseIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
Appendix XXXIBudget Reference ChartIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
Appendix XXXVIQualified Income Trusts (QITs) and Medicaid for the Elderly and People with Disabilities (MEPD) InformationIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
Appendix XXXVIIIPickle Disregard Computation WorksheetIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
Appendix L2024 Income/Resources Reference ChartIncorporates policy from MEPD and TW Bulletin 23-17, Federal Benefits 2024 Cost-of-Living Adjustment (COLA), released on Dec. 1, 2023. (All Programs)
Appendix LIIISponsor to Alien Deeming WorksheetIncorporates 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 DateBulletin NumberTitle
09-29-2323-15SNAP Work Rules – Verbal Informing Script Update
09-15-2323-14

1. TANF Maximum Grant Amounts
2. SNAP Income Limits, Deductions, and Allotments
3. SNAP-CAP Allotments
4. Changes During the Certification Period
5. New ABAWD Exceptions
6. New ABAWD Age Criteria
7. Transfer of Assets Divisor
8. Revised - Application Process Updates for Marketplace Account Transfers

Attachment: SNAP Allotment Charts

08-04-2323-13Automation of Form H3038-P, CHIP Perinatal - Emergency Medical Services Certification
06-01-2323-11Spousal Impoverishment Dependent Allowance
05-24-2323-10SNAP Unauthorized Use Replacement Benefits
05-01-2323-091. 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
03-07-2323-05

1. Revised - SNAP E&T Good Cause     
2. Exempt Members Volunteering to Participate in E&T   
3. SNAP Work Rules Notice and Verbal Informing Script       
4. Rescinding SNAP E&T Sanctions       
5. COVID-19 Update: Extended Supplemental Nutrition Assistance Program (SNAP) Certification Periods

Attachments: 

  • SNAP Work Rules Informing Script - English
  • SNAP Work Rules Informing Script - Spanish
03-02-2323-042023 Federal Poverty Level
02-10-2323-03Updates to Afghan Eligibility for Federal Benefits
12-01-2222-201. 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 
11-01-2222-171. COVID-19 Update: Additional Emergency Allotment Supplement  
2. Updated Afghan Eligibility for Federal Benefits
10-03-2222-16COVID-19 Update: Additional Emergency Allotment Supplement
05-09-2222-081. 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
04-15-2222-06COVID-19 Update: Pandemic Electronic Benefit Transfer (P-EBT) for School Year 2021-2022
02-01-2222-021. 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 
10-08-2121-20COVID-19 Update: Pending Medicaid Eligibility Determination Groups (EDGs) with Continuous Eligibility
08-27-2121-161. 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
07-16-2121-131. 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
07-01-2121-121. 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 
05-20-2121-101. Compact of Free Association (COFA)Citizens (PDF)         
2. COVID-19: Pandemic Electronic Benefit Transfer (P-EBT) for School Year 2020-2021 (PDF)
04-08-2121-071. COVID-19 Update: Processing Denial Actions for Medicaid Programs 
2. COVID-19 Update: Additional Emergency Allotment (EA) Supplement
04-02-2121-061. 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)
01-06-2121-011. 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)
12-22-2020-30COVID Policy Updates #20
09-30-2020-21COVID Policy Updates #15
06-05-2020-15COVID-19 Policy Updates #10
05-12-2020-13COVID-19 Policy Updates #8
04-27-2020-10COVID-19 Policy Updates #7
04-07-2020-06COVID-19 Policy Updates #3
03-27-2020-05COVID-19 Policy Updates #2
03-23-2020-04COVID-19 Policy Updates #1
05-30-1919-061. 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 
01-06-1515-03Budgeting of Alien Sponsor's Income and Resources
09-06-1112-01Vendor 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:

SectionSection TitleChange
A-6000Persons in Institutions for Mental DiseasesClarifies policy about institutions for mental diseases. Changes section title to People in Institutions for Mental Diseases.
B-8400Procedures for Redetermining EligibilityClarifies information about forms sent during the administrative renewal process.
D-2800Disability Determination at Time of ReviewClarifies verification that a person is permanently excused from disability determination. Clarifies that medical records are required for disability review.
H-2710Using the TX Dental IME Fee ScheduleClarifies using the date of service on the dental invoice to determine the appropriate fee schedule.
H-2750Codes Not on the TX Dental IME Fee ScheduleIncorporates policy from MEPD and TW Bulletin 23-12.
H-2751Hospice RecipientsIncorporates policy from MEPD and TW Bulletin 23-12.
GlossaryCEdits 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 DateBulletin NumberTitle
07-03-2423-121. 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:

SectionSection TitleChange
H-1600Dependent AllowanceReplaces “Federal Poverty Income Limit (FPIL)” with “Federal Poverty Level (FPL)”. Adds clarifying language to calculation instructions.
I-5100Transfer of Assets DivisorIncorporates policy from MEPD and TW Bulletin 23-11
J-7200Spousal Co-PaymentIncorporates policy from MEPD and TW Bulletin 23-11. Updates example calculations. Adds “Community” to further describe spouse in examples.
J-7400Spousal Impoverishment Dependent AllowanceIncorporates policy from MEPD and TW Bulletin 23-11. Updates table description. Adds more related policy.
R-3800Data BrokerIncorporates 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 XVIDocumentation and Verification GuideIncorporates 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 XXIIHome and Community-Based Services Waiver Program Co-Payment Worksheets No 2 and No 5Incorporates policy from MEPD and TW Bulletin 23-11
Appendix XXXIBudget Reference ChartIncorporates policy from MEPD and TW Bulletins 23-11.
Appendix L2023 Income and Resources Reference ChartIncorporates policy from MEPD and TW Bulletins 23-11.