PASS Development Steps January 2017 Once you have gathered the initial information from the beneficiary and it is clear that the individual is a good PASS candidate, you will move on to begin supporting the beneficiary with development of the plan. Follow steps below: STEPS DUE DATE COMMENTS Explain the rules and process of PASS Beneficiary responsibility and role CWIC role Information gathering process Calculation overview and impact to Amendments, suspensions & termination Review completed monthly expense sheet with beneficiary. Make note of any current expenses that could be written into the PASS Discuss possibility of other payers (VR, Medicaid waiver, other programs, etc) Can all monthly bills be paid with remaining amount after PASS set aside? Prepare SSI calculation sheet to determine monthly amount available for PASS set aside. (total countable income = amount available unless using excess resources, deemed income, or PMV)
PASS Development Steps January 2017 Once you have gathered the initial information from the beneficiary and it is clear that the individual is a good PASS candidate, you will move on to begin supporting the beneficiary with development of the plan. Follow steps below: STEPS DUE DATE COMMENTS Explain the rules and process of PASS Beneficiary responsibility and role CWIC role Information gathering process Calculation overview and impact to Amendments, suspensions & termination Review completed monthly expense sheet with beneficiary. Make note of any current expenses that could be written into the PASS Discuss possibility of other payers (VR, Medicaid waiver, other programs, etc) Can all monthly bills be paid with remaining amount after PASS set aside? Prepare SSI calculation sheet to determine monthly amount available for PASS set aside. (total countable income = amount available unless using excess resources, deemed income, or PMV)
PASSDevelopmentSteps2017.docx