Over the Resource (OTR)
This Benefits Branch training provides an overview of the processes that are in place to monitor and ensure that individuals under guardianship do not exceed the financial limits for Medicaid or SSI eligibility.
Course Length: 1 Hour
Course Content
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Welcome
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Lesson 1: Over the Resource Process and Responsibilities
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2 Topics
1 Quiz
Topic 1: Benefits Branch Responsibilities for the OTR
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Topic 2: Fiduciary Branch Responsibilities for the OTR
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Lesson 1 Quiz
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Lesson 2: Special Needs Pooled Trusts
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Lesson 3: Pre-Need Burial Policies
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4 Topics
1 Quiz
Topic 1: How Do Pre-need Burial Policies Work?
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Topic 2: Revocable vs. Irrevocable Pre-need Burials
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Topic 3: Applying for a Pre-Need Burial Contract
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Topic 4: Body Bequeathal Programs
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Lesson 3 Quiz
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Lesson 4: Life Insurance Policies
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3 Topics
1 Quiz
Topic 1: Types of Life Insurance Policies
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Topic 2: Life Insurance Identification
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Topic 3: Life Insurance Policies & Benefits Branch Responsibilities
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Lesson 4 Quiz
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Lesson 5: SSI & Public Assistance Payment Refunds
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2 Topics
1 Quiz
Topic 1: SSI Refund Policy
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Topic 2: Public Assistance Refunds
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Lesson 5 Quiz
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Resources
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Final Quiz
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1 Quiz
Final Quiz
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Course Evaluation
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Course Wrap Up
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