Illinois Statutes Chapter 305. Public Aid § 5/12-4.59. Informational guide on Medicaid 5-year look-back period

(1) Overview of the Medicaid 5-year look-back period: A detailed explanation of the 5-year look-back period, including its purpose and relevance to eligibility for medical assistance.

(2) Eligibility criteria affected by the Medicaid 5-year look-back period: Clear information on how the 5-year look-back period affects eligibility criteria, including income and asset requirements.

(3) Calculation of the Medicaid 5-year look-back period: Step-by-step guidance on how the 5-year look-back period is calculated, including the start date and end date considerations.

(4) Examples and scenarios: Real-life examples and scenarios illustrating how the 5-year look-back period applies in different situations, providing practical insights for the public. The guide must include a calculator that allows a user to enter the transfer dates and monetary value of any assets the user transferred during the 5-year look back period in order to estimate the earliest date upon which the user may qualify for medical assistance for long-term care services.

(5) Transfers or gifts during the Medicaid 5-year look-back period: Explanation of the consequences and implications of transfers or gifts made during the 5-year look-back period, emphasizing the impact on eligibility and potential penalties.

(6) Exceptions and exemptions: Information on exceptions and exemptions to the 5-year look-back period, clarifying circumstances where certain transfers or assets may not be subject to scrutiny.

(7) Documentation requirements: Guidance on the documentation individuals may need to provide or maintain to demonstrate compliance with the 5-year look-back period.

(8) Planning for eligibility: Tips and considerations for individuals and families on how to plan for eligibility for medical assistance under Article V of this Code, taking into account the 5-year look-back period.

(9) Appeals and dispute resolution: Information on the process for appeals and dispute resolution related to decisions made based on the 5-year look-back period.

(10) Contact information and resources: Clear and accessible contact information for the Department of Healthcare and Family Services, as well as a listing of additional resources or agencies that individuals can reach out to for assistance or further clarification.

(11) Frequently asked questions: A “Frequently Asked Questions” section that lists common questions and concerns related to the 5-year look-back period and provides a quick reference for users.