903 Transfers That Do Not Affect Eligibility

 

 

Revised 08/07/2020

 

In general, a transfer of assets may not affect the customer’s eligibility for long term care services under the ALTCS program when the transfer:

·        Was made before the lookback date (MA903A)

·        Was made by certain other people (MA903B)

·        Does not include the customer’s resources (MA903C)

·        Was adding another person’s name to a financial account (MA903D)

·        Was made to pay the customer’s legal debt (MA903E)

·        Was a transfer of an excluded resource, with some exceptions. (MA903F)

·        Was a transfer of a home property to specific people (MA903G)

·        Was a transfer of resources for the benefit of specific individuals (MA903H)