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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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How to fill out the Estate Recovery Program (ERP) Disclosure online

Filling out the Estate Recovery Program Disclosure is essential for those seeking benefits from Wisconsin Medicaid. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently online.

Follow the steps to complete the ERP Disclosure form.

  1. Click ‘Get Form’ button to obtain the form and open it in your preferred editing tool.
  2. In Section I, provide the county information by entering the date completed, agency name, worker's name, and the worker's telephone number.
  3. Move to Section II, and fill in the applicant information. Enter the name of the applicant including last name, first name, and middle initial, along with their birthdate and Social Security Number. If the applicant has a spouse, indicate their name and address as necessary.
  4. Proceed to Section III to input the spouse's information, including their name, birthdate, and Social Security Number. Clarify if the spouse is also an applicant by selecting 'Yes' or 'No'.
  5. In Section IV, assess if you have any children who are blind, disabled, or under age 21. If yes, provide their detailed information including names, birthdates, addresses, and a brief explanation of their disabilities.
  6. Next, in Section V, document asset information. Clearly indicate the dollar value for each category of property for the applicant, spouse, or jointly held assets. Attach a copy of the property tax bill for properties when required.
  7. In Section VI, if applicable, indicate whether you are a guardian or hold power of attorney. Provide the guardian's or power of attorney's name, telephone number, and address.
  8. Finally, in Section VII, ensure the signature field is filled by the applicant, guardian, or power of attorney. Enter the date signed and any additional comments where necessary. Review all entries for accuracy.
  9. After completing the form, you can save any changes, download a copy, print it for your records, or share the form as needed.

Start completing your ERP Disclosure online today.

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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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