Free Financial Information F-80130, DMT-130 - Wisconsin

DEPARTMENT OF HEALTH SERVICES Division of Enterprise Services F-80130 (07/08)

STATE OF WISCONSIN

FINANCIAL INFORMATION

Providing the information requested on this form meets the provisions of HFS 1.02(6) and 1.03(8), Wisconsin Administrative Code. Failure or refusal to provide the information may result in the full cost of care being charged. Provision of social security numbers is voluntary; however, it is a unique identifier used to ensure proper identification of the individuals listed on this form. Personally identifiable information on this form will be used only for billing and collection purposes as specified in s. 51.30, Wis. Stats.

Name ­ Client (Last, First, Middle) Family Address ­ Street PART 1 ­ THIRD PARTY PAYERS ­ INSURANCE Medical Assistance Number M.A. Eligibility Dates
From: To:

Client No. City

Facility (Abbreviate) State Zip

Service From ­ Date Home Telephone No.

Medicare Number

V.A. / Champus Number Subscriber Number

Name ­ Insurance Carrier Insurance Carrier's Address ­ Street Name ­ Insurance Carrier Insurance Carrier's Address ­ Street PART 2 ­ FAMILY INCOME INFORMATION
EARNED INCOME UNEARNED INCOME

Name of Policy Holder City Name of Policy Holder City State Zip State Zip

Group Number Subscriber Number Group Number

Earnings come from employment or self-employment (farm or non-farm). Enter earnings for all persons except children in school. See income definition list in HSS 1.01(2). Enter unearned income for all persons

Client Birth Date

(If client lives in substitute care facility, do not enter client income.) Social Security No. Name ­ Employer Work Telephone No. City State Zip

GROSS AVERAGE MONTHLY INCOME

Earned Unearned

1a 1b

Work Address ­ Street Spouse of Client Name

Social Security No. City

Birth Date

Date Married State Zip

Earned Unearned

2a 2b

Home Address (if different from Client) ­ Street Home Telephone No. Father of Minor Client Name Employer ­ Name and City

(Enter Stepfather information in lines 5a and 5b.) Social Security No. City

Birth Date State Zip

Earned Unearned

3a 3b

Home Address (if different from Client) ­ Street Home Telephone No. Mother of Minor Client Name Employer ­ Name and City

(Enter Stepmother information in lines 5a and 5b.) Social Security No. City

Birth Date State Zip

Earned Unearned

4a 4b

Home Address (if different from Client) ­ Street Home Telephone No. Employer ­ Name and City

Others in Family Is there income in lines 1a through 4b? Yes, CONTINUE. No, Skip to line 18 & enter 0. Relatives in the home who are federal tax exemptions (siblings, stepparents, etc.) Enter earnings for all persons except children in school. Enter unearned income for all persons. Name Relationship to Client Birth Date Social Security No. Earned Unearned TOTAL MONTHLY INCOME: Find the total of lines 1a through 5b and enter the result.

5a 5b 6

F-80130 (Rev. 6/03) Total Monthly Income carried forward from line 6. Court Ordered Obligations paid monthly. Total Income after court ordered obligations.
Subtract Line 8 from line 7.

Page 2 7 8 9

PART 3 - MAXIMUM MONTHLY PAYMENT AND ADJUSTMENTS Total Number of Persons Dependent on Family income for support.
Exclude persons for whom court ordered support is paid and persons living in care facilities.

10 11

MAXIMUM MONTHLY PAYMENT FROM TABLE.
Use the values in line 9 and line 10.

ADJUSTMENT TO MAXIMUM MONTHLY PAYMENT for income from non-liable parties. Is there income reported on either line 5a or 5b?
(That is, from a person other than client, spouse, father, or mother?)

No ­ Copy the amount from line 11 to line 18. Skip lines 12 through 17. Yes ­ Complete lines 12 through 17. Total Average UNEARNED INCOME of the Client, Spouse, Father and Mother.
(This is, the total of lines 1b, 2b, 3b and 4b.) Exclude client's income in out of home placements.

12 13 14 15 1a 2a 3a 4a 16 17 18

Total Average EARNED INCOME of Client, Spouse, Father and Mother.
(This is, the total of lines 1a, 2a, 3a and 4a.) Exclude client's income in out of home placements.

Find one-half of the amount in line 13. Enter the result. Add line 12 and line 14. Enter the result. ALLOWANCES FOR WORK-RELATED EXPENSES.
For each line in this workspace, enter the lesser of the amount in each earning line or $90. (For example if line 1a is $50, enter $50; if line 1a is $100, enter $90.) Find the total of the allowances. Subtract line 16 from line 15. Enter the result.

THE MAXIMUM MONTHLY PAYMENT MUST NOT EXCEED THIS AMOUNT. ADJUSTED MAXIMUM MONTHLY PAYMENT: Enter the lesser of line 17 or line 11 if income is contributed by someone other than the client, spouse, father, or mother. In all other cases, enter the amount from line 11.

PART 4 - OTHER INFORMATION OTHER SERVICE: Is the family currently being billed for STATE OR COUNTY FUNDED service relating to the mental hygiene, alcohol and other drug abuse, developmental disabilities, social services, youth corrections services? Yes - Indicate payment amounts and agencies in comments section below. It may be necessary to coordinate billings and payment application. See HSS 1.05(11) & (12). No - Continue SPECIAL PAYMENT ARRANGEMENT: If the family requests an extended or delayed payment privilege, indicate reasons for the request in the comments section below. Include information on current payments and expenses. Comments

Name ­ Applicant (Print or Type) Interviewed by Name Annual or Periodic Review Name ­ Reviewer

I understand that the statements made in this application must be, and are to the best of knowledge true and correct. Date Interviewed I also understand these statements may be verified. SIGNATURE ­ Applicant

Date Reviewed

Action No Change No Change No Change

Change Notes Change Notes Change Notes

Updated DMT-130 Prepared Updated DMT-130 Prepared Updated DMT-130 Prepared