Or. Admin. Code § 461-135-0834

Current through Register Vol. 63, No. 10, October 1, 2024

Section 461-135-0834 - Delivery of Required Notices to the Estate Administration Unit

(1) A person required by ORS 93.268, 113.038, 113.145, 114.525, 115.003, 116.093, or 130.370 to send notice to the Oregon Department of Human Services or Oregon Health Authority must send or deliver the notice to the Estate Administration Unit, Office of Payment Accuracy and Recovery, Oregon Department of Human Services using one of the methods in section (5) of this rule.

(2) A person required by ORS 114.456 to send information to Oregon Department of Human Services or Oregon Health Authority must send or deliver the notice to the Estate Administration Unit, Office of Payment Accuracy and Recovery, Oregon Department of Human Services using one of the methods in section (5) of this rule. Notices under this section (2) must also include a copy of the decedent's long form death record, with cause of death.

(3) If a claim submitted by the Estate Administration Unit is disallowed, the notice of the disallowance, required by ORS 114.540, 115.135, or 130.400, shall be mailed to the Estate Administration Unit at the address in section (5)(a) of this rule, unless the claim directs that the notice of disallowance be mailed to a person or entity other than the Estate Administration Unit.

(4) A trustee of a trust established under 42 USC § 1396p(d)(4) shall send or deliver notice of any termination of the trust or account in a master trust by one of the methods in section (5) of this rule.

(5) Notices under this rule may be sent to the to the Estate Administration Unit, Office of Payment Accuracy and Recovery, Oregon Department of Human Services, as follows:

(a) The mailing address for the Estate Administration Unit is: Estate Administration Unit, PO Box 14021, Salem OR 97309-5024.

(b) The facsimile number for the Estate Administration Unit is: (503)-378-3137.

(c) The email address for the Estate Administration Unit is: EAU.notices@odhsoha.oregon.gov

Or. Admin. Code § 461-135-0834

AFS 5-2002, f. & cert. ef. 4-1-02; SSP 22-2004, f. & cert. ef. 10-1-04; SSP 15-2015, f. 3-30-15, cert. ef. 4/1/2015; SSP 28-2016, f. & cert. ef.8/1/2016; SSP 8-2019, amend filed 03/13/2019, effective 4/1/2019; SSP 21-2023, amend filed 06/22/2023, effective 7/1/2023

Statutory/Other Authority: ORS 409.050, 411.060, 411.070, 413.085 & 414.685

Statutes/Other Implemented: ORS 93.268, 113.145, 114.525, 115.003, 115.135, 116.093, 130.370, 130.400, 409.010, 411.708, 411.795, 416.350, 42 USC 1396p, 113.038 & 114.456