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Get Estate Recovery Program (erp) Disclosure

STATE OF WISCONSIN DEPARTMENT OF HEALTH SERVICES Division of Health Care Access and Accountability F-13039 (07/08) ERPD ESTATE RECOVERY PROGRAM (ERP) DISCLOSURE Providing or applying for a Social.

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The purpose of the law is to recover some of the public spending on long-term care, which is among Medicaid's largest expenditures. Estate recovery may be waived in certain types of cases that involve an undue hardship.

Medicaid's Look-Back Rule Wisconsin has a 5-year Medicaid Look-Back Period that immediately precedes one's date of Nursing Home Medicaid or Waiver application. During this period, Medicaid checks to ensure no assets were gifted or sold under fair market value.

Medicaid may not recover from your estate if you are survived by one of the following: A spouse. A child under the age of 21. A blind or disabled child of any age.

Note: Members who are age 55 or older, living in the community, and not getting services related to long-term care or any services through WCDP, are not subject to estate recovery. Wisconsin is required by state and federal laws to recover the costs of certain benefits paid for on behalf of health care members.

To pay for this coverage, the Wisconsin Estate Recovery Program works to recover some of the money from the assets of members and their dependents who no longer need it. The recovered money goes back into the budget to pay for long-term care services for other members. Federal and state law require this recovery.

Who is eligible for Wisconsin Medicaid? Household Size*Maximum Income Level (Per Year)1$19,3922$26,2283$33,0644$39,9004 more rows

The transfer by affidavit process can be used to close a person's estate when the deceased has $50,000 or less in assets subject to administration in Wisconsin. It is an alternative to using a court process for smaller estates.

How to File (5 steps) Gather Information. Prepare Affidavit(s) Notify Department of Health Services. Get All Forms Notarized. Collect the Assets.

In Wisconsin, Small Estate Affidavits are commonly referred to as Transfer Affidavits. If you are dealing with someone's estate after they have passed, and there is $50,000 or less in probate assets, a transfer affidavit may be a good way to avoid probate, save time, and make the whole process easier for you.

A Medicaid Asset Protection Trust enables an individual or a married couple to transfer some of their assets into a trust, to hold and manage the assets throughout their lifetime. Upon their deaths, the remainder of the assets will be transferred to the heirs in ance with the provisions of the trust.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232