Division of Assets Screen (DIVISION or FMWR) Only

Completing a Division of Assets only:

STEP 1

To enter a new Division of Assets create or locate the Supercase

• • Clear the individuals’ address through the Supercase Member Clearance (SCMBR) screen. Enter the residential address of the community spouse. Press F15=CLRADDRS.
  • Clear the individuals for DCN assignment through the SCMBR screen. Press F14=CLRCLT.
  • Press F16=RELINFO to establish relationships. After entering information on the Relationship Detail screen press F18=COMMENT to record information about the documents provided to verify the relationship.

Note: Hard copy verification of marriage is required.

• • Press F17=PRSNDTL to enter telephone numbers and mailing address, if any.
  • Enter any authorized representative data, including address and phone information, on the Representative List screen (FMJ1) and Representative Detail screen (FMJG). The FAMIS Technical Information Menu (FMMH) and the transaction code “AUTHREP” may be used to access the Representative List screen, in addition to the transaction ID FMJ1.

Step 2

To access the DIVISION OF ASSETS screen using menus:

• • Type FMPX and press CTRL.
  • Type number 3 on the command line. Press CTRL. The Maintenance Menu (FMPY) displays.
  • Type number 3 (Financial Information Menu) on the command line. Press CTRL.
  • Type number 18 (Division of Assets) on the command line. Press CTRL.
  • The FMWR (DIVISION) screen will display.

To access the Division of Assets screen using a transaction code or ID (FASTPATH):

• • Type DIVISION or FMWR on the command line and press CTRL.

Step 3

To add new information to the screen, enter an “A” on the command line.

• • Tab to the INSTITUTIONALIZED SPOUSE field and prompt (=F4) to select the correct individual.
  • Select the individual by putting an “S” beside the individual’s name, press CTRL and the individual’s information will populate.
  • Tab to the REQUEST DATE and enter the date that the individual requested the assessment of assets.
  • Tab to the DATE OF FIRST INSTITUTIONALIZATION. Enter the date of first continuous period of institutionalization which began on or after September 30, 1989 and is expected to last at least 30 days.
  • Tab to the VENDOR NAME. Type the name of the facility or medical hospital where the individual resides. (If you are adding a Division of Assets for a person eligible for Home and Community Based Services, enter ‘HCB’ in Vendor Name field.)
  • Press CTRL Community Spouse’s name will populate along with the status date and Date of Marriage.
  • The Division of Assets is in pending status.
  • Press F18=Comment and document if the request for the Division of Asset was mailed or in-person, and verification of institutionalization or HCB services and the first month of the first continuous period of institutionalization or receipt of HCB waiver services which began on or after September 30, 1989.

Step 4

Add the couple’s assets to FAMIS. Resources are captured for each individual separately. The equity value of each resource is verified for the month entered in the DATE OF FIRST INSTITUTIONALIZATION.

• • Press F6=RES to access the Select Financial Resources screen. Prompt (=F4) on the DCN field to choose whose resources will be entered. Tab to the Class field and prompt (=F4) to select the appropriate Resource Class. Press CTRL.
  • To add a new resource press F14=ADDFRES. The Resource screen for the type of resource selected on the Select Financial Resource (SELFRES) screen will display: Liquid Resource (FMW0), Personal Property (FMW2), Real Property (FMW4), Vehicle (FMW3), and Prepaid Burial and Life Insurance (FMW1) screens. An “A” is automatically populated on the command line. Enter the resource information.
  • Add each resource owned individually or jointly by the institutionalized spouse and the community spouse in the month of date of first institutionalization. The FAMIS begin date on the header portion of the Resource screens should be the date that the individual/s acquired the Resource. If the individual/s owned the resource prior to or in the month of the first continuous period of institutionalization that is expected to last 30 days or more, the Begin Date field in the repeating area (the lower portion) of the screens must match that date of institutionalization. If these dates are not entered, FAMIS does not know to use those particular resources in the Division of Asset determination. All exempt and non-exempt resources must have hard copy verification. Press F18=Comment at each resource screen to document the verification that was used in the determination.
  • From the Select Financial Resources screen remove the entry in the ‘Class’ field to review all resources entered for each individual by prompting (=F4) on the DCN field to choose whose resources will be viewed.
  • Press F21 = Return to return to the Division of Assets screen.

Step 5

Determine Spousal Share

• • Press F15 = DETSHARE to determine spousal share. The screen will populate with the resources that were entered. FAMIS will determine the spousal share and compare to the minimum and maximum spousal share standards. The status changes to “Ready to Activate”. Before activating the Division of Assets, review this screen and the listing of resources for accuracy. Make any changes or additions necessary.
  • If any relationship or resource verification is pending, the Division of Assets cannot be activated. If all verification is entered, go to Step

NOTE: Review the resources that are shown on the DIVISION screen. Unexpected amounts may occur if incorrect dates are entered on the individual resource screens, or because the MHABD EXCL RSN code was not entered for the appropriate resources. The DIVISION should not be activated until all verification is received and the resource amounts on the Division screen are correct and match the amounts that would have been calculated manually.

Step 6

Pending Verification

• • Request verification needed to complete the assessment. Press F22 = PRINT479 to generate the FA 479 Division of Assets Request for Verification form.
  • Give a copy of form FA 479 to an individual making an in-person request or mail this form to the individual and any authorized representative when the request is not in-person.

    NOTE: FAMIS WILL NOT TAKE ACTION ON THE FA 479. This must be tracked manually or by entering a Reminder in FAMIS allowing the individual 10 days to provide the verification.

Step 7

All Hardcopy Verification received and entered on the appropriate screens.

• • Return to the Division of Assets screen.
  • Press F13 = PEND then press F15=DETSHARE. FAMIS will update the Valid Ver column to Y.
  • Press F14 = ACTIVATE
  • Press F23 = PRINT 478 to generate the FA 478 Division of Assets Summary.

NOTE: The copy of the FA 478 for the case file requires signatures by the Eligibility Specialist and the institutionalized spouse or the community spouse, or their representative. One copy is provided to the community spouse, and one to the institutionalized spouse.

NOTE: The institutionalized spouse and the community spouse do not have hearing rights for the decision on the Division of Assets. To have hearing rights there must be a MHABD vendor or HCB application.