Bill Text: IL SB3430 | 2023-2024 | 103rd General Assembly | Enrolled

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Bill Title: Amends the Administration Article of the Illinois Public Aid Code. Requires the Department of Healthcare and Family Services to develop, post, and maintain on its official website a comprehensive informational guide that explains the Medicaid 5-year look-back period as it applies to eligibility for long-term care coverage under the medical assistance program. Provides that the informational guide must be posted within 6 months after the effective date of the amendatory Act. Provides that the contents of the informational guide must include a detailed explanation of the 5-year look-back period, including its purpose and relevance to eligibility for medical assistance; clear information on how the 5-year look-back period affects eligibility criteria, including income and asset requirements; step-by-step guidance on how the 5-year look-back period is calculated, including the start date and end date considerations; explanation of the consequences and implications of transfers or gifts made during the 5-year look-back period; information on exceptions and exemptions to the 5-year look-back period, clarifying circumstances where certain transfers or assets may not be subject to scrutiny; guidance on the documentation individuals may need to provide or maintain to demonstrate compliance with the 5-year look-back period; tips and considerations for individuals and families on how to plan for eligibility for medical assistance, taking into account the 5-year look-back period; information on the process for appeals and dispute resolution related to decisions made based on the 5-year look-back period; and other matters. Provides that to ensure user-friendly navigation and visibility, the Department shall post on the main page of its official website detailed information on how users can easily access the comprehensive guide on the website and a hyperlink that directs users to the comprehensive guide. Requires the Department to develop and implement strategies and initiatives to promote awareness and utilization of the guide, including outreach efforts through community organizations, healthcare providers, and other relevant channels.

Spectrum: Bipartisan Bill

Status: (Enrolled) 2024-05-20 - Added Alternate Co-Sponsor Rep. Dave Vella [SB3430 Detail]

Download: Illinois-2023-SB3430-Enrolled.html

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AN ACT concerning public aid.
Be it enacted by the People of the State of Illinois,
represented in the General Assembly:
Section 5. The Illinois Public Aid Code is amended by
adding Section 12-4.59 as follows:
(305 ILCS 5/12-4.59 new)
Sec. 12-4.59. Informational guide on Medicaid 5-year
look-back period.
(a) Informational guide. On and after July 1, 2025, the
Department of Healthcare and Family Services shall develop,
post, and maintain on its official website a comprehensive
informational guide that explains the Medicaid 5-year
look-back period as it applies to eligibility for long-term
care coverage under the medical assistance program established
under Article V of this Code. The contents of the
informational guide must include the following:
(1) Overview of the Medicaid 5-year look-back period:
A detailed explanation of the 5-year look-back period,
including its purpose and relevance to eligibility for
medical assistance.
(2) Eligibility criteria affected by the Medicaid
5-year look-back period: Clear information on how the
5-year look-back period affects eligibility criteria,

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including income and asset requirements.
(3) Calculation of the Medicaid 5-year look-back
period: Step-by-step guidance on how the 5-year look-back
period is calculated, including the start date and end
date considerations.
(4) Examples and scenarios: Real-life examples and
scenarios illustrating how the 5-year look-back period
applies in different situations, providing practical
insights for the public. The guide must include a
calculator that allows a user to enter the transfer dates
and monetary value of any assets the user transferred
during the 5-year look back period in order to estimate
the earliest date upon which the user may qualify for
medical assistance for long-term care services.
(5) Transfers or gifts during the Medicaid 5-year
look-back period: Explanation of the consequences and
implications of transfers or gifts made during the 5-year
look-back period, emphasizing the impact on eligibility
and potential penalties.
(6) Exceptions and exemptions: Information on
exceptions and exemptions to the 5-year look-back period,
clarifying circumstances where certain transfers or assets
may not be subject to scrutiny.
(7) Documentation requirements: Guidance on the
documentation individuals may need to provide or maintain
to demonstrate compliance with the 5-year look-back

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