B Ending the Initial Period early - Resources increased

Programs Manual Section ALTCS MA707

The customer applies for ALTCS on March 3rd. The couple’s CSRD is $32,000. Initial rules are applied and the customer is approved for ALTCS effective March 1st.

In August of the same year, the customer’s wife inherits $30,000 from her sister’s estate. She reports the inheritance and also proves that the other spousal transfers have been completed. The resources in the customer’s name are now $1,500 and his wife has $60,000. Using initial rules, the couple’s combined resources now total $61,500. Since the CSRD is only $32,000 the customer is now over resources under initial rules. However using post-initial rules, the customer’s resources are under the $2,000 limit and he is eligible. The initial period is ended early and the customer remains eligible.