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Acknowledgment of Disclosures and Authorization
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington. Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services. APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid. We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour. APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment. You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints. Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights. APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.I agree that: A.I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information"). B.APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink. C.APFM may send all communications to me electronically via e-mail or by access to an APFM web site. D.If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records. E.This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year. F.You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
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Mostly Independent
Your loved one may not require home care or assisted living services at this time. However, continue to monitor their condition for changes and consider occasional in-home care services for help as needed.
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Mom is already on Medicaid and we will be doing her final tax returns. I understand the Federal refund process and the no penalty if the money is gone/spent within 12 months. Does Oregon have the same process?
It is not unusual for a caseworker to be incorrect on the issue of tax refunds. Ask for the written reference, a copy of the the state rules, law or manual that backs up what she said. Former eligibility worker ( not from OR) here and I have seen people often make this mistake.
I spoke to the caseworker who told me that even getting a federal tax refund would hit her with a penalty. I know this is not the case on federal if spent within the 12 month allotted period. She was adamant, so not comfortable with her answer on the state portion. I am trying to get an elder law attorney through my legal shield unless someone else may know about the Oregon refund and how it affects Medicaid?
Good advice. I’ll ask the case worker. We liquidated her 401 for her care last year and a majority of her expenses can be considered medical because of her diagnosis. This means she will get a few thousand back on her taxes.
If Mom has only her SS and a small pension, you may not need to file. There is a cap. With my Mom, she made 1500 in SS and 200 in pension. So the pension, counts as income, does not even equal the cap allowed. She did not pay taxes for a long time.
"For retirees 65 and older, here's when you can stop filing taxes: Single retirees who earn less than $14,250. Married retirees filing jointly, who earn less than $26,450 if one spouse is 65 or older or who earn less than $27,800 if both spouses are age 65 or older.Feb 27, 2023"
If you have to file taxes, any money she receives may have to be spent before her next renewal. That 12 months was for the COVID money that recipients received. Moms caseworker can answer you questions about the refund.
Ask her caseworker. If you can get the answer in writing.
if you are new to LTC Medicaid program, there will likely be an annual recertification and within it the State will ask for 3-4 months of banking. Like the month of the recertification/ renewal and 2-3 months prior. And for all of these, mom needs to clearly begin and end her month within the asset limit. Which for most is $2,000. So if her State does this, that tax refund cannot just linger in the account as it takes her over the 2K asset limit. So ineligible.
Remember each month they also get a smallish personal needs allowance and this too adds into their asset limit. Like for Texas $ 60 a month so if not spent at all, that’s $720. If tax refund is $ 1500, it’s $2,200 all in and she’s over the asset limit. PIA…. you so do not want this to happen. What you want to do is find out if it HAS TO BE SPENT DOWN within the month and then find something legit to buy for her. New eyeglasses, hearing aids, a way better more expensive walker or wheelchair. If she can SPREAD it out over months, that’s different type of spend, perhaps have her get dental work done as Medicaid rarely pays for dental. Ask her caseworker and base the spend on their answer.
if this is 7-10K, that’s more buying in full a funeral/ burial preneed. Most FH know the Medicaid rules on these. Again the caseworker should have details as to the requirements for preneed.
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
I spoke to the caseworker who told me that even getting a federal tax refund would hit her with a penalty. I know this is not the case on federal if spent within the 12 month allotted period. She was adamant, so not comfortable with her answer on the state portion. I am trying to get an elder law attorney through my legal shield unless someone else may know about the Oregon refund and how it affects Medicaid?
"For retirees 65 and older, here's when you can stop filing taxes: Single retirees who earn less than $14,250. Married retirees filing jointly, who earn less than $26,450 if one spouse is 65 or older or who earn less than $27,800 if both spouses are age 65 or older.Feb 27, 2023"
If you have to file taxes, any money she receives may have to be spent before her next renewal. That 12 months was for the COVID money that recipients received. Moms caseworker can answer you questions about the refund.
if you are new to LTC Medicaid program, there will likely be an annual recertification and within it the State will ask for 3-4 months of banking. Like the month of the recertification/ renewal and 2-3 months prior. And for all of these, mom needs to clearly begin and end her month within the asset limit. Which for most is $2,000. So if her State does this, that tax refund cannot just linger in the account as it takes her over the 2K asset limit. So ineligible.
Remember each month they also get a smallish personal needs allowance and this too adds into their asset limit. Like for Texas $ 60 a month so if not spent at all, that’s $720. If tax refund is $ 1500, it’s $2,200 all in and she’s over the asset limit. PIA…. you so do not want this to happen. What you want to do is find out if it HAS TO BE SPENT DOWN within the month and then find something legit to buy for her. New eyeglasses, hearing aids, a way better more expensive walker or wheelchair. If she can SPREAD it out over months, that’s different type of spend, perhaps have her get dental work done as Medicaid rarely pays for dental. Ask her caseworker and base the spend on their answer.
if this is 7-10K, that’s more buying in full a funeral/ burial preneed. Most FH know the Medicaid rules on these. Again the caseworker should have details as to the requirements for preneed.