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The customer must report and verify receipt or transfer of all real and personal property.
A change in resources may impact eligibility as follows:
· Uncompensated transfers may result in a period of ineligibility for long term care services, but the customer may continue to qualify for ALTCS Acute Care.
· When the customer’s resources exceed the resource standard for the entire calendar month, the customer is ineligible for that month.
NOTE When an ALTCS customer’s resources have increased significantly and the customer is under age 65, see MA803 for information about Special Treatment Trusts.
Term |
Definition |
Resource |
Resources are items of real or personal property, including cash, which may be used to meet the customer's needs for food or shelter. |
Resource changes are verified as follows:
When the reported change is... |
Then... |
Transfer of resources |
The transfer is verified using policy in MA900. |
Increase or decrease in the value of one or more resources |
The counted value of a resource is verified using the policy for the specific resource type listed in MA705. Exception: When the change results in the customer’s resources being over the resource limit, accept the customer’s statement as proof. |
This policy applies only to the ALTCS program.
Changes must be reported as soon as the future event becomes known. Unanticipated changes must be reported within 10 calendar days of the date the change occurred.
Program |
Legal Authorities |
ALTCS |
42 USC 1396r-5(c)for Community Spouse 20 CFR 416.1205 42 CFR 435.916 AAC R9-28-407, R9-28-410 and R9-28-411 |