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The Dhs 1169 form is a crucial document for individuals in Hawaii receiving medical assistance while residing in nursing facilities or medical institutions. This form is designed to help determine whether the state should place or maintain a lien on your home property, which is necessary when medical payments are made on your behalf. Completing this form does not affect your ownership of the property or require you to sell it. It serves to ensure that the state is aware of your property interests, be it a house, condominium, or any other owned asset, particularly when you are temporarily away for medical reasons. In addition, the form includes questions about any recent changes in property ownership or residency, which are vital for accurately assessing your situation. If you return home after your medical treatment, it is possible to dissolve the lien. As you fill out this form, you'll provide essential information such as your personal details and the status of your home, allowing for proper management of any liens that may be necessary for funding your medical care.

Form Sample

 

Clear Form

 

STATE OF HAWAII

Med-QUEST Division

 

Department of Human Services

 

 

MAINTENANCE OF LIEN STATUS

PART I (To be completed by the Applicant/Beneficiary or Authorized Representative)

The State is required to place a lien on the home property of certain individuals who receive medical assistance who is an inpatient in a nursing facility or other medical institution. An inpatient in a nursing facility can include a person receiving HCBS or residing in a CCFFH or E-ARCH. The information you give us will be used to determine if the State should place a lien on your home property or maintain the present lien on your home property. The lien will be for medical assistance payments made on your behalf. The lien will not affect your ownership in the property, nor will it require you sell the property. The lien may be dissolved if you are discharged from the medical institution and return to live in the home.

 

Female

Male

Married

Divorced

Widow

Single

 

 

 

 

 

 

 

PRINT:

Last Name

First Name

M.I.

Date of Birth

Social Security Number

 

 

 

 

 

 

 

Name of Medical Institution

 

 

 

Date of Admission

 

 

 

 

 

 

 

Check the appropriate box:

1a. Do you still own an interest in a house, condominium, apartment or other property that you

 

 

lived in before you were admitted to the nursing facility or medical institution?

YES

NO

 

 

 

1b. Do you still own a life interest or life estate, lease or leasehold interest in a house

 

 

condominium, apartment or other property?

 

 

YES

NO

 

 

 

1c. Do you still have a trust that owns a house, condominium, apartment or other property?

 

 

If “YES”, please provide a copy of the trust.

 

 

YES

NO

1d. Do you still have a Transfer on Death Deed (TODD)? If “YES”, please provide a copy of the

YES

NO

death deed (TODD).

 

 

 

 

 

 

2. If you no longer own an interest in your home, did you sell or transfer your interest in the

 

 

home?

 

 

 

 

 

YES

NO

2a. If SOLD:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Buyers Name

 

Relationship to You

Date of Sale

Purchase Price

 

2b. If TRANSFERRED:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Buyers Name

 

Relationship to You

Date of Sale

Purchase Price

 

3. Has anyone ceased living in your home in the past twelve (12) months? (If more space is

YES

NO

needed, please list this question number with their information on the back of this page.)

 

 

 

 

 

 

 

 

 

Name

 

Relationship to You

 

Date Moved OUT

4. Has anyone moved into your home in the past twelve (12) months? (If more space is needed,

YES

NO

please list this question number with their information on the back of this page.)

 

 

 

 

 

 

 

 

 

Name

 

Relationship to You

 

Date Moved IN

I HAVE READ OR HAD THIS DOCUMENT READ TO ME AND I UNDERSTAND ITS CONTENTS AND CERTIFY THAT I HAVE ANSWERED THE QUESTIONS TRUTHFULLY AND TO THE BEST OF MY KNOWLEDGE.

PRINT: Applicant/Beneficiary’s Name

Signature or Mark

Telephone #

 

Date

 

 

 

 

 

PRINT: Authorized Representative or Witness

Signature

Telephone#

 

Date

 

 

 

 

PRINT: Mailing Address of Authorized Representative or Witness

City

State

Zip Code

AUTHORIZED REPRESENTATIVE: DO YOU HAVE POWER OF ATTORNEY (POA)?

 YES  NO

 

 

IF “YES”, YOU MUST ATTACH A COPY OF POWER OF ATTORNEY OR GUARDIANSHIP DOCUMENT AND PROVIDE YOUR CURRENT MAILING ADDRESS. Note: Person witnessing an Applicant/Beneficiary’s mark “X” has determined to the best of the witness’ knowledge that the Applicant/Beneficiary is competent and understands his or her actions in signing this document. The use of an “X” is because the Applicant/Beneficiary cannot physically sign the document. (The witness must also sign this document and provide a mailing address.)

PART II (To be completed by DHS)

DOC:

Reason:

 

Case Number:

 

 

Date sent to MQD/FO

 

PRINT Worker’s Name:

 

Telephone

#:

Section/Unit:

DHS 1169A (Rev. 11/2020)

 

Page 1 of 1

 

Document Specifications

Fact Name Description
Form Purpose The Dhs 1169 form is used to assess the lien status on the home property of individuals receiving medical assistance during inpatient care.
Eligibility This form is applicable to individuals who are in a nursing facility, which may include those receiving Home and Community-Based Services (HCBS) or residing in certain care settings.
Lien Details The state may place a lien on the property to recover medical assistance payments; however, this lien does not affect property ownership.
Impact of Discharge If the individual is discharged from the medical institution and returns home, the lien may be dissolved.
Governing Law This form is governed under Hawaii state law, which mandates the establishment of liens for medical assistance under specific conditions.

Steps to Filling Out Dhs 1169

Completing the Dhs 1169 form is an important step for individuals receiving medical assistance who may be subject to a lien on their property. Follow the outlined steps carefully to ensure all required information is accurately provided. After submitting the form, it will be reviewed by the appropriate agency, and further communication may follow regarding your lien status.

  1. Begin by marking the appropriate boxes indicating your gender and marital status.
  2. Print your last name, first name, middle initial, date of birth, social security number, name of medical institution, and date of admission.
  3. For question 1a, indicate if you still own an interest in your home property by selecting “YES” or “NO.”
  4. For question 1b, state whether you own a life interest or leasehold interest by selecting “YES” or “NO.”
  5. For question 1c, indicate if you have a trust that owns property. If you answer “YES,” be sure to attach a copy of the trust.
  6. For question 1d, respond regarding a Transfer on Death Deed (TODD) by selecting “YES” or “NO.” Attach a copy if applicable.
  7. In question 2, if you no longer own your home, indicate if you sold or transferred your interest. Choose “YES” or “NO.”
  8. If you sold the property, complete the details requested in question 2a, including the buyer's name, their relationship to you, the date of sale, and purchase price.
  9. If you transferred the property, fill in the details in question 2b.
  10. Proceed to question 3, and indicate if anyone has left your home in the past twelve months by selecting “YES” or “NO.” Provide names, relationships, and dates if applicable.
  11. For question 4, indicate if anyone has moved into your home in the past twelve months. Again, provide the necessary details if applicable.
  12. Read the certification statement at the end of the form. Print and sign your name, and provide your telephone number and date.
  13. If applicable, have the authorized representative or witness complete their section by printing their name, signing, and providing their telephone number and mailing address.
  14. If the authorized representative has Power of Attorney (POA), check the appropriate box and include a copy of the POA or guardianship document with your submission.

More About Dhs 1169

What is the purpose of the DHS 1169 form?

The DHS 1169 form is used by the State of Hawaii's Med-QUEST Division to assess whether a lien should be placed on the home property of individuals who receive medical assistance. This is typically relevant for those who are in a nursing facility or other medical institution. The information provided helps determine the necessity of the lien based on the applicant's ownership status of their dwelling.

Who needs to complete the DHS 1169 form?

This form needs to be completed by individuals receiving medical assistance, or by their authorized representatives. It applies specifically to those who are inpatient in a nursing facility or another medical institution. Completing the form helps clarify the individual’s property ownership, which is crucial for determining lien status.

What information is required from the applicant on the form?

The applicant or their representative must provide personal details such as their name, date of birth, and Social Security Number. They also need to disclose information about their property interests, including whether they own or have transferred any property, and details regarding any changes in occupancy over the past twelve months.

What does a lien on my home property mean?

A lien on your home property indicates that the State has a legal claim on your property due to medical assistance payments made on your behalf. However, having a lien does not change your ownership status or require you to sell the property. You can still live in the home, and the lien may be lifted if you are discharged from the medical institution and return home.

What happens if I no longer own my home?

If you no longer own your home, you are required to indicate whether you sold or transferred your interest in the property on the form. Information about the buyer, including their relationship to you and the sale date, would need to be provided to ensure accurate processing of your case.

What if I cannot physically sign the form?

If you cannot physically sign the form, you may use a mark instead. In this case, a witness must confirm your competency to understand the document's contents. That witness should also sign the form and provide their mailing address.

Is there any additional documentation required when submitting the DHS 1169 form?

Yes, if an authorized representative is completing the form using a power of attorney, a copy of the power of attorney or guardianship document must be attached. Additionally, the representative should provide their current mailing address to ensure proper communication.

Common mistakes

  1. Neglecting to Read Instructions Carefully: Many applicants rush through the process and fail to understand the guidelines outlined on the form, which can lead to errors.

  2. Inaccurate Personal Information: Providing incorrect names, dates, or social security numbers can cause significant delays in processing the application.

  3. Missing Required Documentation: Failing to attach necessary documents such as the Power of Attorney or trust documents can result in the form being rejected.

  4. Unclear Responses: When applicants do not clearly mark their answers (for example, not using a check mark), it can be difficult for the processing officials to interpret what was intended.

  5. Skipping Signature Fields: Many individuals forget to sign the document or have their authorized representative sign, which is crucial for the validity of the form.

  6. Failure to Update Information: If there have been any changes to household composition or property ownership leading up to the submission, those must be accurately reflected on the form.

  7. Misunderstanding Lien Details: Some may not fully grasp the implications of a lien being placed on their property and may not provide complete or honest information.

  8. Ignoring the Importance of Timeliness: Submitting the form after an important deadline can jeopardize benefits and delay essential services.

  9. Not Double-Checking for Completeness: It's common for applicants to overlook sections or questions, leaving the form incomplete.

  10. Assuming Familiarity is Enough: Even if someone has filled out similar forms before, every form has its unique requirements. Relying on past experience without reviewing the current form can lead to mistakes.

Documents used along the form

The Dhs 1169 form plays an essential role in determining whether a lien is necessary on a property belonging to individuals receiving medical assistance. When filling out this form, you may encounter several other documents that are often required to complete your application. Below is a list of those documents, each with a brief description.

  • Power of Attorney (POA): This document allows you to designate someone else to make decisions on your behalf regarding your health and finances if you are unable to do so yourself.
  • Trust Documents: If your property is held in a trust, you will need to provide the pertinent trust documents to establish ownership and any interests involved.
  • Transfer on Death Deed (TODD): This document allows you to transfer property upon your death without going through probate, but a copy may need to be provided when answering certain questions on the Dhs 1169 form.
  • Proof of Residency: Documents such as utility bills or bank statements confirming your current residency may be required to substantiate your claims in the application process.
  • Medical Records: Documentation from medical institutions showing your admission dates and the nature of your medical condition may support your request for lien status maintenance.
  • Sale Agreement: If you have sold your property recently, a copy of the sale agreement is necessary to verify the transaction and its details.
  • Beneficiary Designations: If you have designated beneficiaries for your property or life insurance policies, that documentation may also be relevant.
  • Divorce Decree: This document may be necessary if there have been changes in property ownership due to a divorce.
  • Death Certificate: If applicable, the death certificate may need to be included when claiming a property transfer after someone's passing.
  • Financial Statements: You might be asked to provide statements to demonstrate your financial standing, particularly related to your medical assistance eligibility.

Gathering these documents beforehand can facilitate the Dhs 1169 form process. Ensure all information is accurate and complete to help avoid potential delays in your case.

Similar forms

The DHS 1169 form is quite similar to the Medicaid Application form. Both documents serve to gather essential information regarding an individual's assets and financial status. The Medicaid Application focuses on determining eligibility for the program, while the DHS 1169 form centers around assessing whether a lien should be placed on an applicant’s property for medical assistance received. Both forms require information about the applicant's income, assets, and living arrangements, ensuring that the applicant complies with state regulations.

Another comparable document is the Notice of Lien form. This form, like the DHS 1169, deals with liens on property but primarily serves to inform individuals that a lien has been placed against their property due to unpaid debts or obligations. Both forms require specific information about the property and the individual, establishing a formal record of the state's interest in the property. While the Notice of Lien focuses on enforcement of debts, the DHS 1169 assesses the need for a lien related to healthcare costs.

The Durable Power of Attorney document is also related, as it often accompanies forms like the DHS 1169 when an authorized representative is involved. This document allows one person to make decisions on behalf of another, particularly in matters relating to health care and finances. The DHS 1169 form potentially requires a power of attorney to be attached when a representative completes the application, ensuring the representative acts within their legal rights to manage the applicant’s affairs.

The Arizona Long Term Care application shares similarities with the DHS 1169 form as both focus on securing benefits for long-term care expenses. Individuals are required to provide personal and financial details to determine the need for a lien in relation to their assets. Both applications assess home ownership and any associated liens that might be required to manage costs incurred during extended medical care.

Your resources also overlap with the Elderly Waiver Application. This form provides assistance to eligible elderly individuals, ensuring they receive necessary medical attention while keeping home property intact. Similar to the DHS 1169, the Elderly Waiver Application also reviews property ownership and establishes criteria for what circumstances may lead to a lien on an individual's home.

The Supplemental Security Income (SSI) application is relevant to the DHS 1169 form as well. Both documents assess financial need to qualify for assistance programs. While SSI provides monthly cash benefits based on financial limitations, the DHS 1169 focuses specifically on determining lien conditions tied to medical assistance, often involving similar income and asset assessments.

The Estate Recovery Program form is another document related to the DHS 1169. This state program can seek reimbursement from the estate of a deceased beneficiary for certain Medicaid expenses. While the DHS 1169 assesses current lien status on properties belonging to living individuals, both documents ultimately deal with the state’s recovery rights regarding medical costs, emphasizing the importance of property ownership in the context of financial assistance.

Similarly, the Long-Term Care Insurance policy document shares notable characteristics with the DHS 1169 form. Both documents require applicants or their representatives to disclose information concerning ownership of property and assets. Whereas the Long-Term Care Insurance policy aims to provide an alternative means to cover care costs, the DHS 1169 evaluates the necessity of placing a lien on a property for medical assistance received, helping to safeguard the interests of both the beneficiary and the state.

The Medicare Secondary Payer form also bears resemblance to the DHS 1169 because both handle issues pertaining to healthcare coverage and the complex coordination of benefits. Medicare involves determining which insurance will pay first in cases of overlapping eligibility, while the DHS 1169 centers on assessing whether a lien is necessary for medical assistance, facilitating the management of healthcare costs effectively.

Finally, the Home and Community-Based Services (HCBS) application pertains to individuals needing assistance while remaining in their homes. Like the DHS 1169, it explores living arrangements and assets. Both forms aim to protect the interests of individuals receiving health services, ensuring that assistance does not require liquidating or losing their homes to cover medical expenses.

Dos and Don'ts

When filling out the Dhs 1169 form, it is crucial to follow specific guidelines to ensure accurate and efficient processing of your application. Below are key dos and don’ts to keep in mind:

  • Do fill out the form completely, providing all required personal information.
  • Don't leave any questions unanswered; it may delay your application.
  • Do provide copies of any relevant documents, such as trusts or deeds when requested.
  • Don't provide false information; ensure all responses are truthful.
  • Do check the appropriate boxes accurately to avoid confusion.
  • Don't forget to sign the document or indicate a mark if you cannot sign.
  • Do include your contact information so the Department of Human Services can reach you if necessary.
  • Don't submit the form without reviewing it for errors or omissions.
  • Do keep a copy of the completed form for your records.

Misconceptions

Here are eight misconceptions about the Dhs 1169 form:

  • A lien means you have to sell your home. This is not true. A lien does not require you to sell your home. You can still own the property while the lien is in place.
  • The lien is permanent. This is misleading. The lien can be dissolved if you are discharged from the medical institution and return to live in your home.
  • The form only applies to individuals in nursing facilities. This is incorrect. It also includes people receiving home and community-based services or residing in certain types of care homes.
  • If I don’t own property, I don’t need to fill it out. This is a misconception. Even if you do not own property, you may still need to complete the form for other reasons related to medical assistance.
  • Your Social Security Number is not important. This is false. Providing your Social Security Number is crucial for processing your application and verifying your identity.
  • Other people exempt you from the lien. This is misleading. While some situations may qualify for exceptions, the lien is generally applied based on your circumstances and the assistance received.
  • All answers are confidential and do not affect you. This is not entirely true. The information on the form is used to determine lien status, which can directly impact your property.
  • You can submit the form without signatures. This is incorrect. Signatures from the applicant, beneficiary, or authorized representative are required to validate the document.

Key takeaways

When filling out and using the DHS 1169 form, understanding a few key points can guide you through the process more smoothly.

  • Purpose of the Form: The DHS 1169 form is utilized to assess whether the State should place or maintain a lien on your home property while you receive medical assistance in a nursing facility or similar institution.
  • Impact of the Lien: A lien placed on your home will not take away your ownership rights, nor will it require you to sell your property. If you regain your health and return home, the lien can potentially be removed.
  • Information Requirements: Complete specific sections regarding your ownership status of any property and provide accurate details about previous occupants within the last twelve months.
  • Authorized Representation: If you have an authorized representative, ensure that they attach the required documentation, such as a power of attorney, to validate their authority in this process.
  • Certification of Truthfulness: Sign the document to certify that all responses are correct to the best of your knowledge. This is a crucial step, as false information can lead to complications.

Take your time to understand each section of the form. If you have questions, consider seeking assistance from a trusted representative or legal aide.