810.00 Review of Trusts at Reapplication

 

A. Review of Trust (Non-Special Treatment) at Reapplication

 

In some instances a customer may need to spend down trust (non-special treatment) assets to establish eligibility and then reapply. In this instance, proceed as follows:

 

IF…

THEN…

There has been no change in the trust document

There is no need to perform another review of the trust other than to verify current trust assets.

The trust document has been revised

Refer the trust to Central Office, Program Support Administration for review.

 


 

B. Review of Trust (Special Treatment) at Reapplication

 

A customer with a Special Treatment Trust may reapply after being determined ineligible for ALTCS because the customer or representative did not provide all of the information needed for the Office of Administrative Legal Services or Central Office, Program Support Administration to determine if the trust qualifies for special treatment.

 

If this occurs, obtain the following items:

Refer the trust to Central Office, Program Support Administration for review with these items attached to the referral.