Changes to the Estate Recovery Program Started August 1, 2014
Due to changes in state law, Estate Recovery Program rules changed August 1, 2014. Members who may be affected by these changes were mailed a Member Update (PDF 235 KB) in June 2014. A fact sheet (PDF 219 KB) regarding these changes is also available.
What is the Estate Recovery Program?
The Wisconsin Estate Recovery Program seeks repayment for the cost of certain long term care services paid for on behalf of members by Medicaid, BadgerCare Plus, Community Options Program (COP), or non-Medicaid Family Care; or any services provided by the Wisconsin Chronic Disease Program (WCDP) (exit DHS). Recovery is made from the estates of members, from the estates of their surviving spouses, from certain non-probate property, and from liens placed on their homes. Recovery is made when a member and the member’s dependents no longer need those assets.
Wisconsin spends approximately 50 percent of its total Medicaid budget to provide long term care services. The money recovered is returned to the programs and used to pay for care for other members. Long term care services for which the program seeks repayment include nursing home services, home care services and community-based long term care program services.
Note: Members who are age 55 or older, living in the community and who are not receiving services related to long term care or any services through the WCDP will not be affected by estate recovery.
Wisconsin is required by state and federal laws to recover some of the money used to pay for services for Medicaid members. These laws are designed to recover from the assets of those who received benefits from the Medicaid program.
Information for Members About Estate Recovery
- Member Update: Changes to the Estate Recovery Program Begin August 1, 2014 (06/14) (PDF 235 KB)
- Estate Recovery Program Policy Changes Effective August 1, 2014 Fact Sheet P-00694 (06/14) (PDF 219 KB)
- Wisconsin Medicaid Estate Recovery Program Handbook P-13032 (English, Hmong, Polish, Spanish) (PDF 153 KB) (07/14)
- Estate Recovery Transfer by Affidavit P-13009 (English, Hmong, Spanish) (08/14) (PDF 85 KB)
Where can I get more information?
- Contact your local agency, or
- Call Member Services at 1-800-362-3002, 711 or 1-800-947-3529 (TTY), or
- Call the Estate Recovery Program at 608-264-6755 or 608-264-7739, or
- If you have questions regarding disenrolling because of the changes to the Estate Recovery Program, contact your local Aging and Disability Resource Center (ADRC).