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Title 8: Medicaid Page 30 Iowa Department of Health and Human Services Employees’ Manual Chapter D: Resources Transfer of Assets Revised September 13, 2024

Transfer of Assets Flow Chart Does the transfer meet any of the criteria for transfers that do not cause a penalty? No Yes Was the transfer on or after February 8, 2006? There is no penalty. Was the transfer made, within 60 months of application for Medicaid, to or by a trust? or Was any other type of transfer made within 36 months of application for Medicaid? There is no penalty. Calculate period of ineligibility based on the statewide average at time of application. Drop any partial month of ineligibility. Begin the period of ineligibility on the first day of the month the transfer was made. Was the transfer made within 60 months of application for Medicaid? There is no penalty. Calculate period of ineligibility based on the statewide average at time of application. Do not drop the partial month of ineligibility. Is the date the (first) transfer was made later than the date the person would otherwise be Medicaid eligible for institutional care? Begin the period of ineligibility on the day the person would otherwise be eligible for Medicaid and is receiving institutional care. Begin the period of ineligibility on the first day of the month the transfer was made. No Yes No No Yes Yes No Yes