Denied LIS Yet Under Income/asset Guidelines?

[TN_agent]

I have a client at 147% of FPL. By all guidelines I can find using SSI and Medicare materials, he should be eligible for a partial LIS to help with his drug costs (which are substantial). We filled out application for LIS, was denied.

Anyone know why this might be? I am leaning towards someone made a mistake processing the application and we need to appeal.

He lives in TN, draws $1463 SSI before deductions. There are definitely no hidden assets or other income.

 

[kennethbroyles]

I have a client at 147% of FPL. By all guidelines I can find using SSI and Medicare materials, he should be eligible for a partial LIS to help with his drug costs (which are substantial). We filled out application for LIS, was denied.

Anyone know why this might be? I am leaning towards someone made a mistake processing the application and we need to appeal.

He lives in TN, draws $1463 SSI before deductions. There are definitely no hidden assets or other income.

Looks like he is below the upper limit. So appeal.

 

[yogooglethis]

I have a client at 147% of FPL. By all guidelines I can find using SSI and Medicare materials, he should be eligible for a partial LIS to help with his drug costs (which are substantial). We filled out application for LIS, was denied.

Anyone know why this might be? I am leaning towards someone made a mistake processing the application and we need to appeal.

He lives in TN, draws $1463 SSI before deductions. There are definitely no hidden assets or other income.

did he stop working or make more money in 2016 than in 2017 ?

did he forget to tell you about a pension ,va etc. that he is collecting?

if not call SS on 3 Way call to verify reported SS income and/or to find out reason he was turned down.Also client can create account at IRS website to find all reported income for 2016

 

[timeflies]

Doesn't the denial letter give the reason he was not eligible? At that income he should be eligible for partial LIS.

 

[TN_agent]

There is no other pension/income. He may have made $1k in early 2016 at a very part time job but hasn't worked there for over a year. He is bringing in the denial letter when he gets it. He has not technically received it yet, but we applied over a month ago and he called about it and was told he was not eligible.