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Title 8: Medicaid Page 61 Iowa Department of Health and Human Services Employees’ Manual Chapter D: Resources Trusts Revised September 13, 2024 Treatment of Resources in a Trust Review procedure for other “pay-back” trusts: When the trust has been approved: 1. The Trust Program will:  Forward the request to eligibility policy staff for eligibility review; and  Email a status update to alert the worker that the trust is now at central office. 2. The worker should make a note in the on-line narrative in case another worker has questions. 3. Eligibility policy staff will:  Review the trust for eligibility;  Respond to the Clarification Request indicating how the trust will affect eligibility; and  Upload the response to the electronic case file indicated on the Clarification Request, where it will be received in the case file process list. When the trust has been denied, the Trust Program will: 1. Send a letter to the attorney or trustee explaining that the trust does not meet the criteria; and 2. Email a copy of the letter to the scanning center indicated on the Clarification Request, where it will be received in the electronic case file process list. (If the request does not contain a case number, the response will be emailed to the requesting worker.) Review procedure for non-“pay-back” trusts: 1. The Trust Program will:  Forward the request to the eligibility policy staff for review; and  Email a status update to alert the worker that the trust is now at central office. 2. The worker should make a note in the on-line narrative in case another worker has questions.