If a beneficiary receives Medi-Cal (California Medicaid Program) benefits only he/she is obligated to report specific changes to the Medi-Cal regional office that serves his/her county of residence.

What Needs to be Reported?

  • Living arrangement or change of address: this includes if beneficiary enters or leaves a hospital, nursing home or moves from one facility to another)
  • Income changes: this includes increase or decrease in income change of the beneficiary or his/her spouse (refers to unearned income as well as earned income)
  • Resource Changes: this refers to any change in assets that has been sold, received, or given away (examples include property, stocks, bonds, life insurance policy)
  • Family size (passing of beneficiary, passing of spouse, child under 18 years of age moving out of beneficiary’s household)
  • Change in health care coverage-any change in the beneficiary’s health care coverage

How to report?

A beneficiary can either call, write, or visit the Medi-Cal regional office in the county that he/she resides. All changes must be reported within 10 days after the changes have occurred.

Failure to Report
If a beneficiary does not report any of the above changes within the 10 days after a change has happened, failure to report may cause a beneficiary to receive the incorrect Medicaid benefits.

If a beneficiary receives Supplemental Security Income (SSI), a beneficiary is also obligated to report certain changes to the Social Security Administration (SSA). Please visit https://www.ssa.gov/ssi/text-report-ussi.htm for the specific changes that need to be reported to the Social Security Administration (SSA).

Resources/Sources/Further Reading:
Urbatsch, K., & Fuller, M. (2016). Administering the California special needs trust: A guide for trustees and those who advise them (2nd ed.). Bloomington, IN: IUniverse.