Page 268

Medical Services Policy Manual, Section H

H 100 Long Term Services and Supports

H-115 Renewals with an Income Trust MS Manual 08/29/22 In addition to the required verification of other eligibility factors at annual renewal, the eligibility worker will verify that the amount required to make the client income-eligible has been placed in the trust and disbursements made as required since the last renewal. Thismay be done by viewing bank statements or other trustee records that may be available. H-116 Termination of an Income Trust Refer to Health Care Procedures Manual for more information. MS Manual 08/29/22 Since income trusts are irrevocable, they cannot be terminatedwhile the individual is still alive, except when: • Office of Chief Council (OCC) determines an error wasmade in the establishment of the trust; • The individual has repaid Health Care all payments made since the establishment of the income trust; • Individual is moving out of state and will be establishing an income trust in the other state; or • Other extraordinary circumstance.

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Page 268

Official source

Medical Services Policy Manual, Section H

H 100 Long Term Services and Supports

H-115 Renewals with an Income Trust MS Manual 08/29/22 In addition to the required verification of other eligibility factors at annual renewal, the eligibility worker will verify that the amount required to make the client income-eligible has been placed in the trust and disbursements made as required since the last renewal. Thismay be done by viewing bank statements or other trustee records that may be available. H-116 Termination of an Income Trust Refer to Health Care Procedures Manual for more information. MS Manual 08/29/22 Since income trusts are irrevocable, they cannot be terminatedwhile the individual is still alive, except when: • Office of Chief Council (OCC) determines an error wasmade in the establishment of the trust; • The individual has repaid Health Care all payments made since the establishment of the income trust; • Individual is moving out of state and will be establishing an income trust in the other state; or • Other extraordinary circumstance.