106 CMR 702.800
Assignments for Third Party Recoveries
(A) Benefits may be provided under the TAFDC, EAEDC, or MassHealth programs as a result
of an accident, injury, or illness. When payment is expected to be provided by liability
insurance, Workers’ Compensation, or other source, the Department and MassHealth require an
assignment which conveys and transfers to the Department the right to recover an amount equal
to the benefits provided as a result of said accident, injury, or illness. This assignment is
required as a condition of initial and continuing eligibility at application, eligibility review, or
at any time that the information becomes known to the Department.
The applicant or client is required to notify the Department, in writing, when a claim for
compensation or recovery has begun, and of any settlement negotiations before they become
final. A claim includes, but is not limited to:
(1) a court action or other proceeding;
(2) notification to the applicant’s or client’s own insurance company; and/or
(3) notification to any third party that may be liable.
(B) It is the responsibility of the applicant or client to provide the details of a claim for any
member of the filing unit. The information required includes, but is not limited to, the following:
(1) name and address of the applicant or client;
(2) date and place of the accident, injury, or illness;
(3) type of case (i.e., industrial accident, personal injury, etc.);
(4) explanation of the circumstances surrounding the accident, injury, or illness and the
status of the case;
(5) name and address of the applicant’s or client’s attorney;
(6) name and address of all insurance companies involved including Personal Injury
Protection (PIP) carriers, and the name of the insured individual;
(7) a copy of the applicant’s or client’s automobile insurance Coverage Selection Page (if
involved in an automobile accident);
(8) a copy of any other type of insurance that the applicant or client owns that may be
applicable;
(9) a copy of any complaints and/or other legal documents filed by the applicant or client
or on his or her behalf or on behalf of any member of the filing unit; and
(10) a copy of the police report (if applicable).
Upon any partial or final settlement of the case, the applicant or client who signed the
original assignment or his or her attorney or authorized representative (if the applicant or client
has one) is required to provide the Department with information on the amount of the settlement
and the details surrounding it.
Failure to comply with any of these provisions is grounds for denial, closing, and/or referral
to the Bureau of Special Investigations.
Workers may not compute the amount of a lien, but must make a referral to the Department’s
authorized agent for computing the amount of a lien.