A Transfer Before the Look-Back Period

Policy

A transfer that happened before the look-back period (MA901) does not affect the customer’s eligibility for long term care services.

Exception:

The transfer may have been established within the look-back period of an earlier application. Earlier applications are reviewed to see if there is a penalty period that has not yet ended. If there is a penalty period from an earlier application that has not yet ended, the customer must serve the rest of the penalty period.   

Definitions

Proof

The customer’s statement that the transfer occurred on a date before the look-back period is accepted unless there is information that makes it questionable.

When needed, proof that a transfer occurred before the look-back period includes:

·        Sales contracts;

·        Receipts;

·        Bank statements;

·        Deeds;

·        Records from the County Assessor or County Recorder showing the date the transfer occurred; and

·        Other documents showing the date of the transfer.

Legal Authority