Florida Senate - 2013                             CS for SB 1748
       
       
       
       By the Committee on Children, Families, and Elder Affairs; and
       Senator Evers
       
       
       
       586-04335-13                                          20131748c1
    1                        A bill to be entitled                      
    2         An act relating to Medicaid eligibility; amending s.
    3         409.902, F.S.; requiring the Department of Children
    4         and Families to review financial transactions
    5         affecting eligibility; making technical corrections;
    6         creating s. 409.9022, F.S.; exempting the value of a
    7         Medicaid applicant’s life insurance policy, annuity,
    8         or group certificate from the determination of the
    9         applicant’s Medicaid eligibility under certain
   10         circumstances; authorizing a state agency to delay
   11         implementation of certain provisions if a federal
   12         waiver or authorization is required; specifying
   13         limitations; authorizing the department to adopt
   14         rules; providing an effective date.
   15  
   16  Be It Enacted by the Legislature of the State of Florida:
   17  
   18         Section 1. Subsection (1) and paragraphs (a) and (b) of
   19  subsection (8) of section 409.902, Florida Statutes, are amended
   20  to read:
   21         409.902 Designated single state agency; payment
   22  requirements; program title; release of medical records.—
   23         (1) The Agency for Health Care Administration is designated
   24  as the single state agency authorized to make payments for
   25  medical assistance and related services under Title XIX of the
   26  Social Security Act. These payments shall be made, subject to
   27  any limitations or directions provided for in the General
   28  Appropriations Act, only for services included in the program,
   29  shall be made only on behalf of eligible individuals, and shall
   30  be made only to qualified providers in accordance with federal
   31  requirements for Title XIX of the Social Security Act and the
   32  provisions of state law. This program of medical assistance is
   33  designated the “Medicaid program.” The Department of Children
   34  and Families Family Services is responsible for Medicaid
   35  eligibility determinations, including, but not limited to,
   36  policy, rules, reviewing financial transactions affecting
   37  eligibility, and the agreement with the Social Security
   38  Administration for Medicaid eligibility determinations for
   39  Supplemental Security Income recipients, as well as the actual
   40  determination of eligibility. As a condition of Medicaid
   41  eligibility, subject to federal approval, the Agency for Health
   42  Care Administration and the Department of Children and Families
   43  Family Services shall ensure that each recipient of Medicaid
   44  consents to the release of her or his medical records to the
   45  Agency for Health Care Administration and the Medicaid Fraud
   46  Control Unit of the Department of Legal Affairs.
   47         (8) The department shall implement the following project
   48  governance structure until the system is implemented:
   49         (a) The Secretary of Children and Families Family Services
   50  shall have overall responsibility for the project.
   51         (b) The project shall be governed by an executive steering
   52  committee composed of three department staff members appointed
   53  by the Secretary of Children and Families Family Services; three
   54  agency staff members, including at least two state Medicaid
   55  program staff members, appointed by the Secretary of the Agency
   56  for Health Care Administration; one staff member from Children’s
   57  Medical Services within the Department of Health appointed by
   58  the Surgeon General; and a representative from the Florida
   59  Healthy Kids Corporation.
   60         Section 2. Section 409.9022, Florida Statutes, is created
   61  to read:
   62         409.9022Medical eligibility; burial expense exemption.—
   63         (1) Notwithstanding any other provision of law, the
   64  department, in determining an applicant’s eligibility for
   65  Medicaid, shall exempt the value of a life insurance policy,
   66  annuity, or group certificate that:
   67         (a) Includes terms that preclude the use of its proceeds
   68  for anything other than the payment of the owner’s final burial
   69  expense and has a face amount that does not exceed the limits
   70  established under s. 626.785(3);
   71         (b) Names the state as the irrevocable beneficiary such
   72  that any proceeds of the life insurance policy, annuity, or
   73  group certificate which exceed the final burial expense will be
   74  remitted to the state up to the amount of Medicaid assistance
   75  provided to the owner; and
   76         (c) Provides the owner with the opportunity to name a
   77  contingent beneficiary if the proceeds from the policy exceed
   78  the cost of:
   79         1. The owner’s final burial expenses; and
   80         2. The amount of Medicaid benefits provided to the owner.
   81         (2) This section does not limit other exemptions that apply
   82  to a life insurance policy, annuity, or group certificate when
   83  determining an applicant’s eligibility for Medicaid.
   84         (3) If a state agency determines that a waiver or
   85  authorization from a federal agency is necessary to implement
   86  any provision of this section, the agency affected by the
   87  provision shall request the waiver or authorization and may
   88  delay implementing such provision until the waiver or
   89  authorization is granted.
   90         (4) The Department of Children and Families may adopt rules
   91  to administer this section.
   92         Section 3. This act shall take effect July 1, 2013.