Revisions
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 December 1, 2022
Archived Revision 22-3; Effective September 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 December 1, 2022
Archived Revision 22-3; Effective September 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 |
23-1, March Quarterly Revision
Revision 23-1; Effective March 1, 2023
Archived Revision 22-4; Effective December 1, 2022
Archived Revision 22-3; Effective September 1, 2022
Archived Revision 22-2; Effective June 1, 2022
Archived Revision 22-1; Effective March 1, 2022
Revisions
The following sections were revised in the Medicaid for the Elderly and People with Disabilities (MEPD) Handbook:
| Section | Section Title | Change |
|---|---|---|
| D-9410 | Examples of Sponsor-to-Alien Income Deeming | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| F-3610 | Persons Impacted by Substantial Home Equity Disqualification | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| G-1310 | Community-Based Programs Using SSI Limits | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| G-1320 | Special Income Limits | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| G-2311.2 | Examples of Spouse-to-Spouse Deeming | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| G-2312.1 | Examples of Parent-to-Child Deeming | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| G-4310 | Computing Social Security Cost-of-Living | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| H-1800 | Medicare Part B Premium | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| H-6000 | Co-Payment for SSI Cases | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| J-7200 | Spousal Co-Payment | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| J-7300 | ICF/IID Spousal Companion Cases | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| M-7100 | Post Eligibility — Premium Budgets | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| Q-1300 | MSP Resource Limits | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| Appendix IX | Medicare Savings Program Information | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| Appendix XII | Nursing Facility and Home and Community-Based Services Waiver Information | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| Appendix XXII | Home and Community-Based Services Waiver Program Co-Payment Worksheets | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| Appendix XXIX | Special Deeming Eligibility Test for Spouse to Spouse | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| Appendix XXXI | Budget Reference Chart | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (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 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| Appendix XXXVIII | Pickle Disregard Computation Worksheet | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| Appendix L | 2023 Income/Resources Reference Chart | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
| Appendix LIII | Sponsor to Alien Deeming Worksheet | Incorporates policy from MEPD and TW Bulletin 22-21, Federal Benefits 2023 Cost of Living Adjustments (COLA), released on Dec. 2, 2022. (All Programs) |
22-4, December Quarterly Revision
Revision 22-4; Effective Dec. 1, 2022
Archived Revision 22-3; Effective September 1, 2022
Archived Revision 22-2; Effective June 1, 2022
Archived Revision 22-1; Effective March 1, 2022
Archived Revision 21-4; Effective December 1, 2021
Revisions
The following sections were revised in the Medicaid for the Elderly and People with Disabilities (MEPD) Handbook:
| Section | Section Title | Change |
|---|---|---|
| E-1740 | Miscellaneous Things That May Not Be Income | Clarifies existing policy regarding tax refunds and advance payments. (All Programs). |
| E-2210 | Federal Tax Refunds and Earned Income Tax Credits | Incorporates policy from MEPD Bulletin 13-04, American Taxpayer Relief Act of 2012, released on April 4,2013. (All Programs). |
| F-2260 | Exclusions from Resources Provided by Other Statutes | Incorporates policy from MEPD Bulletin 13-04, American Taxpayer Relief Act of 2012, released on April 4, 2013. (All Programs). |
| H-2100 | Deduction of Incurred Medical Expenses (IMEs) | Incorporates policy from MEPD and TW Bulletin 22-07, Pre-Eligibility Incurred Medical Expenses, released on May 2, 2022. (All Programs). |
| H-2130 | Form H1263-A and Form H1263-B | Incorporates policy from MEPD and TW Bulletin 22-07, Pre-Eligibility Incurred Medical Expenses, released on May 2, 2022. (All Programs). |
| H-2150 | Non-Allowable Deductions – General IME | Incorporates policy from MEPD and TW Bulletin 22-07, Pre-Eligibility Incurred Medical Expenses, released on May 2, 2022. (All Programs). |
| H-2160 | Limitations for Pre-Eligibility IMEs | Adds new section. Incorporates policy from MEPD and TW Bulletin 22-07, Pre-Eligibility Incurred Medical Expenses, released on May 2, 2022. (All Programs). |
Retired Bulletins
The following bulletins are deleted from the Medicaid for the Elderly and Persons with Disabilities (MEPD) Handbook since the information has either been incorporated into the handbook or is no longer necessary:
| Release Date | Bulletin Number | Title |
| 08-01-22 | 22-13 | COVID-19 Update: Additional Emergency Allotment Supplement |
| 07-01-22 | 22-12 | 1. SNAP Benefit Expungement 2. COVID-19 Update: Additional Emergency Allotment Supplement 3. Mileage Rate Increase |
| 06-24-22 | 22-11 | COVID-19 Update: Extended Supplemental Nutrition Assistance Program (SNAP) Certification Periods |
| 05-02-22 | 22-07 | 1. Pre-Eligibility Incurred Medical Expenses 2. COVID-19 Update: Additional Emergency Allotment Supplement |
| 04-04-13 | 13-04 | American Taxpayer Relief Act of 2012 |