LCO 2106 \\PRDFS1\SCOUSERS\FORZANOF\WS\2024SB-00310-R01- SB.docx 1 of 8 General Assembly Raised Bill No. 310 February Session, 2024 LCO No. 2106 Referred to Committee on HUMAN SERVICES Introduced by: (HS) AN ACT CONCERNING COMPENSATION FOR FAMILY CAREGIVERS, RETROACTIVE ELIGIBILITY FOR MEDICAID AND TREATMENT OF ASSETS DISCOVERED AFTER AN APPLICATION FOR MEDICAL ASSISTANCE. Be it enacted by the Senate and House of Representatives in General Assembly convened: Section 1. (NEW) (Effective July 1, 2024) To the extent permissible 1 under federal law, payment rates for family caregivers authorized to 2 receive compensation in programs administered by the Department of 3 Social Services shall be equal to the rates set for nonfamily professional 4 caregivers providing the same types of services to participants in such 5 programs. The Commissioner of Social Services shall use the fair market 6 value of services provided by a family caregiver in determining whether 7 a Medicaid applicant who transferred assets to such caregiver as part of 8 a legally enforceable compensation agreement for such services violated 9 any provision of federal law regarding the transfer of assets. 10 Sec. 2. Subsection (h) of section 17b-342 of the general statutes is 11 repealed and the following is substituted in lieu thereof (Effective July 1, 12 2024): 13 Bill No. 310 LCO 2106 {\\PRDFS1\SCOUSERS\FORZANOF\WS\2024SB-00310- R01-SB.docx } 2 of 8 (h) An individual who is otherwise eligible for services pursuant to 14 this section shall, as a condition of participation in the program, apply 15 for medical assistance benefits pursuant to section 17b-260 when 16 requested to do so by the department and shall accept such benefits if 17 determined eligible. To the extent permissible under 42 CFR 435.915, as 18 amended from time to time, the Commissioner of Social Services shall 19 provide medical assistance for Medicaid-eligible home care services 20 retroactive to not more than three months before the date an eligible 21 individual applied for medical assistance benefits, provided such 22 individual was otherwise eligible for such benefits in the three-month 23 period prior to the date of application. 24 Sec. 3. Section 17b-261 of the 2024 supplement to the general statutes 25 is repealed and the following is substituted in lieu thereof (Effective July 26 1, 2024): 27 (a) Medical assistance shall be provided for any otherwise eligible 28 person (1) whose income, including any available support from legally 29 liable relatives and the income of the person's spouse or dependent 30 child, is not more than one hundred forty-three per cent, pending 31 approval of a federal waiver applied for pursuant to subsection (e) of 32 this section, of the benefit amount paid to a person with no income 33 under the temporary family assistance program, and (2) if such person 34 is an institutionalized individual as defined in Section 1917 of the Social 35 Security Act, 42 USC 1396p(h)(3), and has not made an assignment or 36 transfer or other disposition of property for less than fair market value 37 for the purpose of establishing eligibility for benefits or assistance under 38 this section. Any such disposition shall be treated in accordance with 39 Section 1917(c) of the Social Security Act, 42 USC 1396p(c). Any 40 disposition of property made on behalf of an applicant or recipient or 41 the spouse of an applicant or recipient by a guardian, conservator, 42 person authorized to make such disposition pursuant to a power of 43 attorney or other person so authorized by law shall be attributed to such 44 applicant, recipient or spouse. A disposition of property ordered by a 45 court shall be evaluated in accordance with the standards applied to any 46 Bill No. 310 LCO 2106 {\\PRDFS1\SCOUSERS\FORZANOF\WS\2024SB-00310- R01-SB.docx } 3 of 8 other such disposition for the purpose of determining eligibility. The 47 commissioner shall establish the standards for eligibility for medical 48 assistance at one hundred forty-three per cent of the benefit amount 49 paid to a household of equal size with no income under the temporary 50 family assistance program. In determining eligibility, the commissioner 51 shall not consider as income Aid and Attendance pension benefits 52 granted to a veteran, as defined in section 27-103, or the surviving 53 spouse of such veteran. Except as provided in section 17b-277 and 54 section 17b-292, the medical assistance program shall provide coverage 55 to persons under the age of nineteen with household income up to one 56 hundred ninety-six per cent of the federal poverty level without an asset 57 limit and to persons under the age of nineteen, who qualify for coverage 58 under Section 1931 of the Social Security Act, with household income 59 not exceeding one hundred ninety-six per cent of the federal poverty 60 level without an asset limit, and their parents and needy caretaker 61 relatives, who qualify for coverage under Section 1931 of the Social 62 Security Act, with household income not exceeding one hundred fifty-63 five per cent of the federal poverty level without an asset limit. Such 64 levels shall be based on the regional differences in such benefit amount, 65 if applicable, unless such levels based on regional differences are not in 66 conformance with federal law. Any income in excess of the applicable 67 amounts shall be applied as may be required by said federal law, and 68 assistance shall be granted for the balance of the cost of authorized 69 medical assistance. The Commissioner of Social Services shall provide 70 applicants for assistance under this section, at the time of application, 71 with a written statement advising them of (A) the effect of an 72 assignment or transfer or other disposition of property on eligibility for 73 benefits or assistance, (B) the effect that having income that exceeds the 74 limits prescribed in this subsection will have with respect to program 75 eligibility, and (C) the availability of, and eligibility for, services 76 provided by the Connecticut Home Visiting System, established 77 pursuant to section 17b-751b. For coverage dates on or after January 1, 78 2014, the department shall use the modified adjusted gross income 79 financial eligibility rules set forth in Section 1902(e)(14) of the Social 80 Security Act and the implementing regulations to determine eligibility 81 Bill No. 310 LCO 2106 {\\PRDFS1\SCOUSERS\FORZANOF\WS\2024SB-00310- R01-SB.docx } 4 of 8 for HUSKY A, HUSKY B and HUSKY D applicants, as defined in section 82 17b-290. Persons who are determined ineligible for assistance pursuant 83 to this section shall be provided a written statement notifying such 84 persons of their ineligibility and advising such persons of their potential 85 eligibility for one of the other insurance affordability programs as 86 defined in 42 CFR 435.4. 87 (b) For the purposes of the Medicaid program, the Commissioner of 88 Social Services shall consider parental income and resources as available 89 to a child under eighteen years of age who is living with his or her 90 parents and is blind or disabled for purposes of the Medicaid program, 91 or to any other child under twenty-one years of age who is living with 92 his or her parents. 93 (c) For the purposes of determining eligibility for the Medicaid 94 program, an available asset is one that is actually available to the 95 applicant or one that the applicant has the legal right, authority or 96 power to obtain or to have applied for the applicant's general or medical 97 support. If the terms of a trust provide for the support of an applicant, 98 the refusal of a trustee to make a distribution from the trust does not 99 render the trust an unavailable asset. Notwithstanding the provisions of 100 this subsection, the availability of funds in a trust or similar instrument 101 funded in whole or in part by the applicant or the applicant's spouse 102 shall be determined pursuant to the Omnibus Budget Reconciliation Act 103 of 1993, 42 USC 1396p. The provisions of this subsection shall not apply 104 to a special needs trust, as defined in 42 USC 1396p(d)(4)(A), as 105 amended from time to time. For purposes of determining whether a 106 beneficiary under a special needs trust, who has not received a disability 107 determination from the Social Security Administration, is disabled, as 108 defined in 42 USC 1382c(a)(3), the Commissioner of Social Services, or 109 the commissioner's designee, shall independently make such 110 determination. The commissioner shall not require such beneficiary to 111 apply for Social Security disability benefits or obtain a disability 112 determination from the Social Security Administration for purposes of 113 determining whether the beneficiary is disabled. 114 Bill No. 310 LCO 2106 {\\PRDFS1\SCOUSERS\FORZANOF\WS\2024SB-00310- R01-SB.docx } 5 of 8 (d) The transfer of an asset in exchange for other valuable 115 consideration shall be allowable to the extent the value of the other 116 valuable consideration is equal to or greater than the value of the asset 117 transferred. 118 (e) The Commissioner of Social Services shall seek a waiver from 119 federal law to permit federal financial participation for Medicaid 120 expenditures for families with incomes of one hundred forty-three per 121 cent of the temporary family assistance program payment standard. 122 (f) To the extent [permitted by] permissible under federal law, 123 Medicaid eligibility shall be extended for one year to a family that 124 becomes ineligible for medical assistance under Section 1931 of the 125 Social Security Act due to income from employment by one of its 126 members who is a caretaker relative or due to receipt of child support 127 income. A family receiving extended benefits on July 1, 2005, shall 128 receive the balance of such extended benefits, provided no such family 129 shall receive more than twelve additional months of such benefits. 130 (g) An institutionalized spouse applying for Medicaid and having a 131 spouse living in the community shall be required, to the maximum 132 extent permitted by law, to divert income to such community spouse in 133 order to raise the community spouse's income to the level of the 134 minimum monthly needs allowance, as described in Section 1924 of the 135 Social Security Act. Such diversion of income shall occur before the 136 community spouse is allowed to retain assets in excess of the 137 community spouse protected amount described in Section 1924 of the 138 Social Security Act. The Commissioner of Social Services, pursuant to 139 section 17b-10, may implement the provisions of this subsection while 140 in the process of adopting regulations, provided the commissioner 141 [prints] posts notice of intent to adopt the regulations [in the 142 Connecticut Law Journal within] on the Internet web site of the 143 Department of Social Services and the eRegulations System not later 144 than twenty days of adopting such policy. Such policy shall be valid 145 until the time final regulations are effective. 146 Bill No. 310 LCO 2106 {\\PRDFS1\SCOUSERS\FORZANOF\WS\2024SB-00310- R01-SB.docx } 6 of 8 (h) To the extent permissible under federal law, an institutionalized 147 individual, as defined in Section 1917 of the Social Security Act, 42 USC 148 1396p(h)(3), shall not be determined ineligible for Medicaid solely on 149 the basis of the cash value of a life insurance policy worth less than ten 150 thousand dollars provided the individual is pursuing the surrender of 151 the policy. 152 (i) To the extent permissible under federal law, an individual who has 153 applied for medical assistance shall not be determined ineligible solely 154 on the basis of an asset discovered by such individual after the date of 155 application, provided (1) the individual reports the discovery of the 156 asset to the Commissioner of Social Services not later than ten days after 157 the discovery, (2) the individual takes steps to liquidate such 158 individual's interest in the asset and spend down the proceeds in 159 accordance with applicable income and asset limits, and (3) in the event 160 the individual is unable to gain access to the asset, the Department of 161 Social Services provides assistance to the individual to gain access to the 162 asset. 163 [(i)] (j) Medical assistance shall be provided, in accordance with the 164 provisions of subsection (e) of section 17a-6, to any child under the 165 supervision of the Commissioner of Children and Families who is not 166 receiving Medicaid benefits, has not yet qualified for Medicaid benefits 167 or is otherwise ineligible for such benefits. Medical assistance shall also 168 be provided to any child in the behavioral services program operated 169 by the Department of Developmental Services who is not receiving 170 Medicaid benefits, has not yet qualified for Medicaid benefits or is 171 otherwise ineligible for benefits. To the extent practicable, the 172 Commissioner of Children and Families and the Commissioner of 173 Developmental Services shall apply for, or assist such child in qualifying 174 for, the Medicaid program. 175 [(j)] (k) The Commissioner of Social Services shall provide Early and 176 Periodic Screening, Diagnostic and Treatment program services, as 177 required and defined as of December 31, 2005, by 42 USC 1396a(a)(43), 178 42 USC 1396d(r) and 42 USC 1396d(a)(4)(B) and applicable federal 179 Bill No. 310 LCO 2106 {\\PRDFS1\SCOUSERS\FORZANOF\WS\2024SB-00310- R01-SB.docx } 7 of 8 regulations, to all persons who are under the age of twenty-one and 180 otherwise eligible for medical assistance under this section. 181 [(k)] (l) A veteran, as defined in section 27-103, and any member of 182 his or her family, who applies for or receives assistance under the 183 Medicaid program, shall apply for all benefits for which he or she may 184 be eligible through the United States Department of Veterans Affairs or 185 the United States Department of Defense. 186 [(l)] (m) On and after January 1, 2023, and until June 30, 2024, the 187 Commissioner of Social Services shall, within available appropriations, 188 provide state-funded medical assistance to any child twelve years of age 189 and younger, regardless of immigration status, (1) whose household 190 income does not exceed two hundred one per cent of the federal poverty 191 level without an asset limit, and (2) who does not otherwise qualify for 192 Medicaid, the Children's Health Insurance Program, or an offer of 193 affordable, employer-sponsored insurance, as defined in the Affordable 194 Care Act, as an employee or a dependent of an employee. On and after 195 July 1, 2024, the commissioner shall, within available appropriations, 196 provide state-funded medical assistance to any child fifteen years of age 197 and younger, regardless of immigration status, who qualifies pursuant 198 to subdivisions (1) and (2) of this subsection. A child eligible for such 199 assistance under this subsection shall continue to receive such assistance 200 until such child is nineteen years of age, provided the child continues to 201 meet the eligibility requirements prescribed in subdivisions (1) and (2) 202 of this subsection. The provisions of section 17b-265 shall apply with 203 respect to any medical assistance provided pursuant to this subsection. 204 This act shall take effect as follows and shall amend the following sections: Section 1 July 1, 2024 New section Sec. 2 July 1, 2024 17b-342(h) Sec. 3 July 1, 2024 17b-261 HS Joint Favorable C/R APP Bill No. 310 LCO 2106 {\\PRDFS1\SCOUSERS\FORZANOF\WS\2024SB-00310- R01-SB.docx } 8 of 8