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MC RD for Pre-ACA Clients
MC clients must have their annual MC RD completed via an ex parte review of available information to the greatest extent possible. The ex parte review means a review of current client data and information by the EW before asking the client for additional information/verification.
Clients are NOT required to return the paper MC RD packet. Clients can provide the information requested in the packet by mail, by fax, in person, electronically (BenefitsCal), or over the phone using Telephonic Signature.
For CalSAWS Telephonic Signature guidance [Refer to Job Aid (JA): Electronic Signature (e-Sign)]
MC clients who are not required to file taxes because their income is below the tax filing threshold must still provide the additional information to determine current income and the MAGI MC household.
Aligning CF RC with the MC RD
The client may choose to align the CF RC date by shortening the CF due date to align with the MC RD date. The MC RD due date must never be shortened or extended. However, changes reported may allow the EW to reset the MC RD due date based on the CIC.
The sole purpose of giving the client the option of completing the MC RD as a CIC during the CF RC is to promote retention of MC benefits. MC must NOT be discontinued if the client fails to complete the CF RC. The CF RC and MC RD dates may become misaligned throughout the year because the client may have a CIC that affects the MC RD due date.
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