UPM P-1507.05 - When to Complete an Assessment

CONNECTICUT DEPARTMENT OF INCOME MAINTENANCEPRIVATE UNIFORM POLICY MANUAL ______________________________________________________________________________ Date: 10-1-89 Transmittal: UP-92-20 P-1507.05 ______________________________________________________________________________ Section: Type: The Eligibility Process PROCEDURES ______________________________________________________________________________ Chapter: Program: Assessment of Spousal Assets - MCCA Spouses MAABD ___________________________________________________________________________ Subject: When to Complete an Assessment

P-1507.05 1. Do not complete an assessment if the institutionalized spouse is a recipient of Medicaid when he or she becomes institutionalized.

2. Determine if a continuous period of instituionalization exists by looking for a period of 30 or more consecutive days during which the institutionalized spouse was subject to any one or any combination of the following:

° was a resident in a medical facility;

° was a resident in a LTCF;

° was determined to be in medical need of CBS services under a Medicaid Waiver.

3. Determine if the institutionalized spouse began his or her continuous period of institutionalization on or after September 30, 1989.

4. If the institutionalized spouse started his or her continuous period of institutionalization before September 30, 1989, stop here. The spouses are not MCCA spouses.

5. If the institutionalized spouse started a continuous period of institutionalization on or after September 30, 1989, instruct the MCCA spouses to complete the assessment in respect to the assets they owned at the time the period of institutionalization began.

6. If you did not get information or verification of assets do not complete an assessment.

7. If no assessment was completed prior to the date of application, complete an assessment at the time of application.