CLIENT UPDATE – NOVEMBER, 2003

It may be hard to believe when it has been so hot out, but summer is over and soon we will be heading into the Thanksgiving and holiday season. I often think of how lucky I am to be one of those few people who truly enjoys their work and I want to thank you, my clients, for the opportunity to have been of service to you. On July 1, 2002, a new California law took effect limiting the use and disclosure of your social security number. Now California Civil Code Section 1798.85 prohibits use of your social security number, as follows: 1. Another person or entity may not publicly post or display your social security number. 2. Your social security number cannot be used on any card you use to access services (such as insurance cards). 3. You may not be required to transmit your social security number over the internet unless the connection is secured or the number is encrypted. 4. You may not be required to use your social security number to access a website unless a password is also used. 5. Your social security number may not be printed on materials mailed to you, unless state or federal law requires that your social security number be on the document. Identity theft is a growing problem. Be careful with your social security number. There are likely to be significant changes in Medi-Cal rules and regulations in the near future. If you have been investigating Medi-Cal benefits for yourself or a loved one, be aware that major changes are probably coming. The amount that you can leave to your heirs,...