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Update 23-113


Medi-Cal: Elimination of Assets and Overpayments Due to Excess Property

*Verification of income from income-producing property, to be used in the income determination, must still be obtained.

What’s New for Non-MAGI:

Effective January 1, 2024, EWs are no longer required to compute and report potential overpayments based on excess property because resources, including property or other assets, will no longer be used to determine eligibility for Non-MAGI Medi-Cal programs.

The elimination of asset limits for all Non-MAGI Medi-Cal programs, including Medicare Savings Programs (MSPs) and Long-Term Care (LTC).

List of excluded assets and resources will be updated in the handbook. Be on the look out for updates.

References: ACWDL 23-17, AB 133 Ch. 143, Statutes of 2021, Update 19-62


EWs must continue to follow the process for reporting any potential non-property overpayments to the DHCS Investigations Branch.

Activities related to overpayments that occurred prior to January 1, 2024, including computations, reporting or referring, investigations, prosecutions, and collections, may continue after January 1, 2024, or until DHCS considers the matter resolved or closed.

Potential overpayments related to increased or unreported income, and failure to report other health coverage are still required to be computed and reported. Continue to follow the processes for computing these overpayments.

Excluded Interest & Dividend Income



Additonal information:

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Future information will be uploaded to 360Learning. Please feel free to contact Staff D with any questions.

Update 23-113

References: ACWDL 23-17, AB 133 Ch. 143, Statutes of 2021, Update 19-62

Thank You!

Income-Producing Assets and Treatment

Can be found in the Medi-Cal handbook section F: Income, pg. F-3

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