When you take a Title II application for a claimant who is entitled to or filing for
Medicare, you must follow the interviewing guidelines in HI 03010.005B when determining subsidy eligibility.
If the claimant wants to file a subsidy application, take the application and promptly
closeout the protective filing.
If the claimant does not want to file a subsidy application, issue a closeout notice
per HI 03010.030. After the issuance of the closeout notice, document the Modernized Claims System
(MCS) Development Worksheet (DW01) with the Title XVIII closeout issue and enter the
date you issued the closeout notice in the REC field.
NOTE: If the claimant files an internet claim (iClaim) and does not want to file for the
subsidy, no further action (recontact or closeout) is necessary.