S T A T E O F N E W Y O R K
________________________________________________________________________
7286
2009-2010 Regular Sessions
I N A S S E M B L Y
March 27, 2009
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Introduced by M. of A. BOYLE -- read once and referred to the Committee
on Aging
AN ACT to amend the elder law, in relation to establishing an EPIC
spend-down program
THE PEOPLE OF THE STATE OF NEW YORK, REPRESENTED IN SENATE AND ASSEM-
BLY, DO ENACT AS FOLLOWS:
Section 1. Subdivision 3 of section 242 of the elder law is renumbered
subdivision 4 and a new subdivision 3 is added to read as follows:
3. NOTWITHSTANDING ANY OTHER PROVISION OF LAW TO THE CONTRARY, SENIORS
WHO DO NOT QUALIFY FOR EPIC BASED ON INCOME MAY QUALIFY FOR THE EPIC
SPEND-DOWN PROGRAM IF CERTAIN ELIGIBILITY REQUIREMENTS ESTABLISHED
PURSUANT TO PARAGRAPHS (A) AND (B) OF THIS SUBDIVISION ARE MET.
(A) ANY UNMARRIED RESIDENT WHO IS AT LEAST SIXTY-FIVE YEARS OF AGE AND
WHOSE INCOME FOR THE CALENDAR YEAR IMMEDIATELY PRECEDING THE EFFECTIVE
DATE OF ANNUAL COVERAGE FOR THE PERIOD BEGINNING ON OR AFTER JANUARY
FIRST, TWO THOUSAND TEN, IS MORE THAN THIRTY-FIVE THOUSAND DOLLARS, BUT
DOES NOT EXCEED THE SUM OF FORTY THOUSAND DOLLARS, SHALL QUALIFY FOR THE
EPIC SPEND-DOWN PROGRAM PROVIDED THAT SUCH INDIVIDUAL SPENDS AT LEAST
FIVE THOUSAND DOLLARS IN OUT-OF-POCKET PHARMACEUTICAL EXPENSES WHICH
SHALL BE DOCUMENTED ON FORMS PRESCRIBED BY THE COMMISSIONER OF HEALTH.
AFTER THE INITIAL DETERMINATION OF ELIGIBILITY, EACH ELIGIBLE INDIVIDUAL
MUST REAPPLY ANNUALLY FOR CONTINUED ELIGIBILITY.
(B) ANY MARRIED RESIDENT WHO IS AT LEAST SIXTY-FIVE YEARS OF AGE AND
WHOSE INCOME FOR THE CALENDAR YEAR IMMEDIATELY PRECEDING THE EFFECTIVE
DATE OF ANNUAL COVERAGE FOR THE PERIOD BEGINNING ON OR AFTER JANUARY
FIRST, TWO THOUSAND TEN, IS MORE THAN FIFTY THOUSAND DOLLARS, BUT DOES
NOT EXCEED THE SUM OF FIFTY-FIVE THOUSAND DOLLARS, SHALL QUALIFY FOR THE
EPIC SPEND-DOWN PROGRAM IF SUCH INDIVIDUAL SPENDS AT LEAST TEN THOUSAND
DOLLARS IN OUT-OF-POCKET PHARMACEUTICAL EXPENSES WHICH SHALL BE DOCU-
MENTED ON FORMS PRESCRIBED BY THE COMMISSIONER OF HEALTH. AFTER THE
EXPLANATION--Matter in ITALICS (underscored) is new; matter in brackets
[ ] is old law to be omitted.
LBD09338-01-9
A. 7286 2
INITIAL DETERMINATION OF ELIGIBILITY, EACH ELIGIBLE INDIVIDUAL MUST
REAPPLY ANNUALLY FOR CONTINUED ELIGIBILITY.
(C) INDIVIDUALS WHO MEET THE REQUIREMENTS OF THE EPIC SPEND-DOWN
PROGRAM SHALL BE ELIGIBLE FOR PROGRAM BENEFITS AS IF THE INDIVIDUALS
QUALIFIED FOR THE HIGHEST INCOME LEVEL UNDER THE CATASTROPHIC COVERAGE
PURSUANT TO SUBDIVISION TWO OF THIS SECTION AND SECTION TWO HUNDRED
FORTY-EIGHT OF THIS TITLE. FOR THE PURPOSES OF THIS SUBDIVISION ALL
DEDUCTIBLE REQUIREMENTS SHALL BE WAIVED FOR ELIGIBLE INDIVIDUALS.
(D) FOR THE PURPOSES OF THIS SUBDIVISION, "OUT-OF-POCKET PHARMACEU-
TICAL EXPENSES" MEANS PHARMACEUTICAL COSTS THAT WOULD OTHERWISE BE
COVERED BY THE EPIC PROGRAM IF SUCH INDIVIDUAL OR INDIVIDUALS WOULD HAVE
MET THE ORIGINAL INCOME REQUIREMENTS OF THIS SECTION.
(E) THE COMMISSIONER OF HEALTH IS HEREBY DIRECTED TO DEVELOP A STAND-
ARDIZED FORM TO BE PROVIDED TO ELIGIBLE PERSONS FOR THE PURPOSES OF
LEGAL DOCUMENTATION AND VERIFICATION OF OUT-OF-POCKET EXPENSES. SUCH
FORM SHALL BE AFFIXED TO THE EPIC APPLICATION.
S 2. This act shall take effect on January 1, 2010.