UPM P-1507.10 - Assessment Process

CONNECTICUT DEPARTMENT OF INCOME MAINTENANCEPRIVATE UNIFORM POLICY MANUAL ______________________________________________________________________________ Date: 10-1-89 Transmittal: UP-92-20 P-1507.10 ______________________________________________________________________________ Section: Type: The Eligibility Process PROCEDURES ______________________________________________________________________________ Chapter: Program: Assessment of Spousal Assets - MCCA Spouses MAABD _______________________________________________________________ Subject: Assessment Process ______________________________________________________________________________

P-1507.10 1. Ask the spouse who is requesting the assessment to complete and return the "Request for Assessment of Spousal Assets" form.

2. Ask for verification of all assets being evaluated.

3. If the assessment is not being made during a concurrent application process, advise the requesting spouse of the necessity of sending a payment of $50.00 at the time the request form is returned.

4. Complete the evaluation of the assessment within 45 days of the receipt of all the required documentation.

5. Evaluate each asset owned by either or both spouses according to the policy in section 4000 - Treatment of Assets. Be sure to use the rules for MCCA spouses.

6. If the asset is excluded, document the assessment form regarding the reason for the exclusion. Do not count the value toward the counted assets of the spouse.

7. If the asset is inaccessible, document the assessment record regarding the reason for inaccessibility. Do not count the asset or require either spouse to pursue the inaccessible asset for the purpose of the assessment.

8. If the asset is not excluded and is accessible, determine the equity value of the asset by subtracting any encumbrances against the value from the asset's fair market value.

9. If an asset is held jointly with someone other than a spouse, follow the policy in section 4010 - "Determination of Ownership" to determine the spouse's equity value in the asset.

10. If the asset is accessible, count the equity value of the asset toward the counted assets of the spouse.

11. Follow the process in steps 5-10, for each asset owned by either or both spouses.

CONNECTICUT DEPARTMENT OF INCOME MAINTENANCE UNIFORM POLICY MANUAL ______________________________________________________________________________ Date: 10-1-89 Transmittal: UP-92-20 P-1507.10 Page 2 ______________________________________________________________________________ Section: Type: The Eligibility Process PROCEDURES ______________________________________________________________________________ Chapter: Program: Assessment of Spousal Assets - MCCA Spouses MAABD _______________________________________________________________ Subject: Assessment Process ______________________________________________________________________________

P-1507.10 12. Compute the total value of all counted assets owned by the institutionalized spouse by adding the equity value of all non-excluded accessible assets.

13. Compute the total value of all counted assets owned by the community spouse by adding the equity value of all non-excluded accessible assets.

14. Add the amounts computed in steps 12 and 13.

15. Divide the amount calculated in step 14 by 2 to determine the spousal share for each spouse.

16. Prepare a notification of results and send a copy to both MCCA spouses.

17. Retain the assessment form and copies of the notification of results in the case record.