B-3400, General Procedures

Revision 21-4; Effective December 1, 2021

If an applicant or authorized representative (AR) contacts HHSC to initiate an application and appears to be eligible for SSI, refer the person or AR to the Social Security Administration (SSA). If the person or AR wishes to file an application with HHSC, provide the appropriate cover letter, application for assistance and Form H0025, HHSC Application for Voter Registration.

Explain that eligibility is determined based on:

  • a completed, signed and dated application for assistance;
  • information obtained from the completed form, the applicant and AR, tape matches and interviews if needed; and
  • required verification documents.

When determining eligibility for a person in an institutional setting using the special income limit, the eligibility determination cannot be disposed in the system of record until the person has resided in an institutional setting for at least 30 consecutive days.  The person must also have an approved level of care (LOC) for an intermediate care facility for persons with intellectual disabilities (ICF/IID)  or an approved medical necessity (MN) with a nursing facility LOC. 

Do not approve medical assistance for a person in an institutional setting unless the person has been in a Medicaid facility for at least 30 days and has an approved LOC or MN determination.

Related Policy

Institutional Living Arrangement, B-6300
Voter Registration, C-7000
Assessment and SPRA, J-4000