The Payment Review section is responsible for the collection of
outstanding funds due to the Medicaid Agency, including recipient
overpayment, estate recovery and property liens.
- Estate Recovery
The Estate Recovery program enables the state to
recover taxpayer funds spent by Medicaid on behalf of the recipient for
medical services. Recovery is made from the estate of certain deceased
recipients who had qualified assets at the time of their death. This
program is required by federal law.
Health Management Systems (HMS) works on behalf of Alabama Medicaid in
its estate recovery efforts. Recipient sponsors and personal
representatives may receive letters and questionnaires from HMS to
identify potential estate recovery cases.
Call 1-855-543-8395 if there are any questions regarding a letter
or questionnaire sent by HMS. Medicaid does not have information on
cases identified by HMS.
The Estate Recovery Unit is responsible for recovering funds from the
estates of deceased individuals aged 55 and over and other
Medicaid-certified individuals with certain types of trusts. These
Qualifying Income Trust Packet, Special Needs Trusts and the
Questions regarding estate recovery should be directed to
334-242-5652, or Teresa Dunbar, 334-242-5311.
- Property Liens
A lien placed on
real property at the time of application allows a person to become
Medicaid eligible despite having ownership interest in property.
TEFRA (pre-death) liens are
used by the Medicaid Agency for institutionalized
individuals. Without the lien, the applicant or family would have to pay
his/her medical expenses or would have to sell the property, spend down
the money, and reapply. A
property lien is not taken when certain situations exist in the home.
In other special circumstances, a property lien may also be placed on a
recipient’s real and personal property after the recipient’s death.
The Liens Operations Unit is also responsible for handling
liens placed on property. Questions regarding property liens
should be directed to Cindy Byrd, 334-242-5304, or