Page 243

A household consists of a mother (Ms. Munoz), her two children, and the children's disabled grandmother receiving SSI (the grandmother is under age 60 and purchases and prepares food with the rest of the family). Ms. Munoz works and does not receive TANF but applies for FS. Ms. Munoz and her two children have $1,500 in countable assets. The grandmother, who receives SSI, has $1,000 in countable assets. When determining whether the household meets the asset limit, the grandmother's $1,000 in assets is not included because she receives SSI. Thus, the household has countable assets of $1,500 and is below the $2,000 asset limit.

TRANSFER OF ASSETS 1.28 MA AR: The assets of the group are determined at the point of application. Assets transferred prior to application are not considered. AX: See AR. AZ: Elderly and Physically Disabled Home-And-Community-Based Services Waiver Persons who transfer assets for less than full market value may be subject to a penalty period. During this period, they are not eligible for Medicaid reimbursement for the following services: · home health services; · home and community care for functionally disabled and elderly adults; · personal care services provided to persons who are not inpatients in medical institutions; and · any other long-term care services for which Medicaid payment may be withheld by law. The penalty period is the lesser of the following: • thirty months, or • the number of months obtained by dividing the uncompensated full market value of the transferred assets by the average monthly cost of nursing facility services in the District of Columbia. The penalty period shall include partial months that result from this calculation. The average monthly cost of nursing home care in DC is $7,149. The date of the transfer is used to determine the penalty period: • Transfers before February 8, 2006 are used to determine a penalty period if they occurred during or after the 36th month preceding the first month for which the person was determined to be eligible for Medicaid. In this situation, the penalty period begins on the first day of the month in which the asset was transferred, even when this month is prior to the month of application for Medicaid. • Transfers on or after February 8, 2006 are used to determine a penalty period if they occurred during or after the 60th month preceding the first month for which the person was determined to be eligible for Medicaid. In this situation, the penalty period begins on the first day of whichever of these months is later: o the month during which the transfer took place, or o the first month for which the person was determined to be eligible for Medicaid. When multiple assets are transferred for less than full market value on different dates, contact the ESA Policy Unit for instructions.