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NS The Estate Recovery Program (ERP) Disclosure form is to be completed for nursing facility Medicaid applicants and Medicaid and COP applicants 55 and over. (This form does NOT need to be completed for Senior Care applicants.) The long-term care worker is to complete the form with information about the applicant, his/her spouse, and any children that are blind, disabled (as determined by DDB), and under age 21. Attach a legible copy of the latest property tax bill or a copy of the property deed.

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How to fill out the Wisconsin Estate Recovery Program online

This guide provides a clear and supportive approach to completing the Wisconsin Estate Recovery Program form online. By following the outlined steps, users can ensure all necessary information is accurately provided.

Follow the steps to successfully fill out the form online.

  1. Press the ‘Get Form’ button to access the Estate Recovery Program form and open it for editing.
  2. In Section I, enter the date this form is completed, followed by the agency name, your name, and your telephone number.
  3. Proceed to Section II by inputting the applicant's name, address, CARES case/RFA number, birthdate, and social security number.
  4. Move to Section III to indicate if the spouse is also an applicant by checking ‘Yes’ or ‘No’. Then, enter the spouse's name, address, CARES case/RFA number, birthdate, and social security number.
  5. In Section IV, respond to whether there are children who are blind, disabled, or under age 21. If yes, fill in the additional details for each child.
  6. In Section V, provide information regarding any joint assets and indicate the dollar value of the applicant's ownership.
  7. Complete Section VI to provide details about the guardian or power of attorney for finance and property, including their name, address, and telephone number.
  8. In Section VII, ensure the applicant, guardian, or power of attorney signs the form. Enter the date signed and note whether the applicant agreed to sign.
  9. Lastly, include any comments regarding the data review with the applicant or their representative.
  10. After reviewing all entered information, save changes, download, print, or share the completed form as needed.

Encourage others to complete their forms online to ensure a smooth process for the Wisconsin Estate Recovery Program.

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Medicaid will often pay for nursing home care even for those who have assets that could be used to pay for care. ... But after the person's death, the state Medicaid program can try to collect medical costs from the deceased person's estate. This is called "estate recovery."

What is estate recovery? OBRA '93 requires each state to recover the costs of nursing facility and other long-term care services from the estates of Medicaid beneficiaries. This means that states must try to get reimbursed for money they spend through their Medicaid programs.

During a spouse's lifetime, the state Medicaid agency cannot require repayment of Medicaid expenses. However, after the spouse dies, the state may file a claim against the spouse's estate to recover money spent for nursing home care, to the extent of the deceased beneficiary's interest.

Medicaid will often pay for nursing home care even for those who have assets that could be used to pay for care. ... But after the person's death, the state Medicaid program can try to collect medical costs from the deceased person's estate. This is called "estate recovery."

Irrevocable Trusts for Avoiding Medicaid Recovery A properly structured irrevocable trust, meeting Medicaid requirements, that has title to the home, will avoid recovery. The problem is that transferring the home to the trust will create a penalty within the five-year period from the date of transferring title.

In these states, assets that do not go through the probate process, such as a joint bank account, stock owned in TOD (transfer on death) form, a bank account with a POD (payable on death) beneficiary, annuity interest and real estate that's titled as joint tenants with right of survivorship (JTWROS), are all ...

What is estate recovery? OBRA '93 requires each state to recover the costs of nursing facility and other long-term care services from the estates of Medicaid beneficiaries. This means that states must try to get reimbursed for money they spend through their Medicaid programs.

In most states, the Medicaid agency will have a lien against the house to recover what it has paid for your mother's care when it's sold, whether now or after she passes away. ... If you sell the house, your mother will go off of Medicaid and you will have to spend down the proceeds at the private rate.

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