1) Transfers that do not include the customer’s resources – Example #1

The customer is listed as a joint owner on his son’s bank account. The customer rebuts ownership of the account and provides evidence to prove that only his son’s money is in the account. As part of the successful rebuttal of account ownership ( MA705I ), the customer removes his name from the bank account.

The customer’s eligibility for ALTCS is not affected by removing his name from the account. The account did not include any of the customer’s resources.