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Registration required for those who may qualify as a Medicaid planner

Registration required for those who may qualify as a Medicaid planner

Stemming from the 2015 Mississippi Legislative session, House Bill (HB) 545 requires Medicaid planners to register with the Division of Medicaid (DOM) annually, effective July 1, 2015 – June 30, 2017.

The definition of a Medicaid planner means an “individual” who provides “any assistance” to a potential Medicaid applicant for compensation, in order to help the applicant apply for and obtain Medicaid benefits.

Individuals who are exempt from this definition include:

  • Licensed attorneys who practice law;
  • Other individuals who are licensed to provide services that may include Medicaid planning services:
    • These might include certified public accountants, nursing facilities, agencies with licensed staff such as nurses and social workers, that assist the aging; and
  • Individuals who work for entities that provide Medicaid services, but who in the course of their job, provide Medicaid advice or planning services.
    • For example, individuals who work for nursing facilities, either as employees or contract staff, whose job involves Medicaid counseling.

This legislation is designed to identify independent Medicaid planners who charge a fee for providing assistance and planning services to those applying for and attempting to obtain benefits from the Mississippi Medicaid program. Individuals meeting this definition must satisfy the new requirements in state law by providing information to DOM and having the required surety bond.

How to Register as a Medicaid Planner

To begin the registration process, download, complete and sign the Medicaid Planner Registration Form. Mail the registration form and surety bond to:

Division of Medicaid
Office of Eligibility
550 High Street Suite 1000
Walter Sillers Building
Jackson, MS 39201

The Division of Medicaid will transmit the surety bond to the Secretary of State for approval and subsequent referral to the State Treasurer for filing.

DOM will maintain a list of certified Medicaid Planners on the agency website, at medicaid.ms.gov.