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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 that a resource is excluded depends on the resource type. See MA705 for examples of proof by resource type.
Programs |
Legal Authority |
ALTCS |
42 USC 1396p(c)(2)(A), (B) and (C) 42 USC 1396p(c)(3) AAC R9-28-401 and 409 |