Training Outline on Medicaid Budgeting and Spend-Down 2026

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  1. Click ‘Get Form’ to open the Training Outline on Medicaid Budgeting and Spend-Down in the editor.
  2. Begin by entering your Case Name and Case Number in the designated fields. This information is crucial for processing your submission.
  3. Fill in your CIN Number, which can be found on your acceptance notice. Ensure accuracy to avoid delays.
  4. List each medical bill separately under 'Type of Bill' along with the corresponding 'Amount'. This helps in organizing your submissions effectively.
  5. Indicate the Current Monthly Surplus Amount and specify the Month(s) of Coverage Requested to clarify your needs.
  6. Finally, sign and date the form at the bottom. This confirms that all information provided is accurate and complete.

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For inpatient Medicaid coverage, you must meet six times your monthly spend-down amount before Medicaid pays. For example, if you need inpatient Medicaid coverage and your monthly spend-down is $100, you must meet a spend-down of $600 for coverage.
For a single elderly individual, Aged, Blind and Disabled Medicaid usually has the same asset limit as for Nursing Home Medicaid or a HCBS Waiver. This is $2,000 in most states, and in New York, is $32,396. See state-specific limits.
Definition of spend down The process of reducing personal assets, primarily through medical expenses, to meet the resource limit necessary to qualify for certain Medicaid benefits How to use spend down in a sentence.
Also called a Spend Down program, ones excess income, the amount that is determined as ones cost of share, is used to cover medical expenses. Once one has paid their SOC, they will be income-eligible for Medi-Cal for the remainder of the month.

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