Page 266

Medical Services Policy Manual, Section H

H 100 Long TermServices and Supports

H-113 Post-Eligibility Procedures MS Manual 08/29/22 1. Post-Eligibility Consideration of Income The total net countable income of an individual will be included in the post-eligibility consideration. Net income will be calculated as for all other Health Care eligible individuals in the post-eligibility process. 2. Begin Date of Eligibility Eligibility for facility care or Waiver services shall not begin prior to the month in which the trust is established. A trust is considered established when the completed document is signed by the applicant and the trustee. It must be verified prior to beginning eligibility that the individual’s income that exceeds the program income limit has been placed in the trust. 3. Trust Balance Exceeds Divisor There is no penalty for transfer of income into an income trust fund. However, if the balance of the trust at the end of any month (excluding any deposits that represent income for the following month and any spousal, dependent, or non-covered medical expenses amounts specified on the Notice of Action and in the electronic record that were not disbursed for the month) exceeds the amount of the current divisor used for transfer of resources (Appendix R), the individual will not be eligible again for facility care payment until the first of the month after the month in which the balance in the trust has been spent down for the benefit of the facility resident. NOTE: This only applies to facility payments.

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Page 266

Official source

Medical Services Policy Manual, Section H

H 100 Long TermServices and Supports

H-113 Post-Eligibility Procedures MS Manual 08/29/22 1. Post-Eligibility Consideration of Income The total net countable income of an individual will be included in the post-eligibility consideration. Net income will be calculated as for all other Health Care eligible individuals in the post-eligibility process. 2. Begin Date of Eligibility Eligibility for facility care or Waiver services shall not begin prior to the month in which the trust is established. A trust is considered established when the completed document is signed by the applicant and the trustee. It must be verified prior to beginning eligibility that the individual’s income that exceeds the program income limit has been placed in the trust. 3. Trust Balance Exceeds Divisor There is no penalty for transfer of income into an income trust fund. However, if the balance of the trust at the end of any month (excluding any deposits that represent income for the following month and any spousal, dependent, or non-covered medical expenses amounts specified on the Notice of Action and in the electronic record that were not disbursed for the month) exceeds the amount of the current divisor used for transfer of resources (Appendix R), the individual will not be eligible again for facility care payment until the first of the month after the month in which the balance in the trust has been spent down for the benefit of the facility resident. NOTE: This only applies to facility payments.