F Transfers of Excluded Resources or Income

 

 

Revised 08/07/2020

Policy

In general, the transfer of an excluded resource or income does not affect the customer’s eligibility for long term care services.  However, there are exceptions to the general rule.  Transferring the following excluded resources may affect the customer’s eligibility, unless the transfer meets the requirements in MA903G or MA903H:

·        Home property (MA705K);

·        Proceeds from the sale of home property (MA705K); or

·        Refunds from HCBS or nursing facilities for services the customer self-paid before being approved for ALTCS (MA705J).

 

Proof

Proof that a resource is excluded depends on the resource type.  See MA705 for examples of proof by resource type.

 

Legal Authority

Programs

Legal Authority

ALTCS

42 USC 1396p(c)(2)(A), (B) and (C)

42 USC 1396p(c)(3)

AAC R9-28-401 and 409