This regulation requires nursing facilities that manage resident personal funds to notify Medicaid-receiving residents when their account balance approaches the SSI resource limit ($200 below), and to warn them of potential loss of Medicaid or SSI eligibility if the limit is reached. Upon a resident's discharge, eviction, or death, the facility must convey all personal funds and a final accounting within 30 days to the resident or the estate administrator in accordance with state law.
View official sourceF569 (Rev. 173, Issued: 11-22-17, Effective: 11-28-17, Implementation: 11-28-17) §483.10(f)(10)(iv) Notice of certain balances. The facility must notify each resident that receives Medicaid benefits— (A) When the amount in the resident’s account reaches $200 less than the SSI resource limit for one person, specified in section 1611(a)(3)(B) of the Act; and (B) That, if the amount in the account, in addition to the value of the resident’s other nonexempt resources, reaches the SSI resource limit for one person, the resident may lose eligibility for Medicaid or SSI. §483.10(f)(10)(v) Conveyance upon discharge, eviction, or death. Upon the discharge, eviction, or death of a resident with a personal fund deposited with the facility, the facility must convey within 30 days the resident’s funds, and a final accounting of those funds, to the resident, or in the case of death, the individual or probate jurisdiction administering the resident’s estate, in accordance with State law. PROCEDURES §483.10(f)(10)(iv)-(v) • As part of closed record review, determine if within 30 days of discharge, eviction, or death, facility staff conveyed the resident’s personal funds and a final accounting to the individual or probate jurisdiction administering the individual’s estate as provided by State law. • Through interviews with the resident or his or her representative, determine if they lost their SSI or Medicaid eligibility and whether this loss was a result of the facility’s staff failure to notify them as required in this regulation.