Page 71
the date of the notice of eligibility which approves assistance. The worker must enter on the expected changes screen the expected date of the end of the 90-day period. During this protected period, the amount subject to transfer (the difference between the community spouse resource standard and the actual number of resources solely owned by the community spouse) will not be counted as a resource of the institutionalized spouse. Once the DFR determines that an institutionalized spouse/applicant is resource eligible for an initial month, but that the community spouse does not actually own resources equal to the community spouse resource standard, the institutionalized spouse, community spouse, and any representative must be advised in writing of the amount to be transferred to the community spouse and the deadline for doing so. This letter will be a part of the eligibility system-generated approval notice. The DFR must monitor the couple's resources monthly through the end of the protected period to ensure that the transfer actually takes place. When it does, this is to be documented in the case record. Should the transferor need more time than the 90-day protected period to complete the transfer, the individual should contact the DFR and report this. More time must be granted by the DFR if the transfer is being pursued but has been delayed in whole or part by circumstances beyond the institutionalized spouse's control, such as a court order requirement, uncooperative insurance company, and so forth. If the protected period is extended by the DFR, access the expected changes screen, and change the expected date of the end of the 90-day protected period. Monthly resource monitoring must continue until the transfer is completed. If there is no extension and the 90-day period ends without the transfer having occurred, the DFR must contact the institutionalized spouse or his representative relative to the status of transfer activity. If the transfer is not being pursued or there is no good cause for an extension, the protected assets immediately become countable again as resources of the institutionalized spouse and assistance will be discontinued. 2635.10.20 RESERVED 2635.10.20.05 ENTITLEMENT TO RESOURCE SPEND-DOWN/SSI DETERMINATION As of June 1, 2014, this no longer applies. 2635.10.20.10 RESOURCE SPEND-DOWN DETERMINATION As of June 1, 2014, this no longer applies. 2635.10.20.15 ELIGIBILITY SYSTEM PROCEDURES WHEN RESOURCE SPEND-DOWN IS INVOLVED (MED 1) As of June 1, 2014, this no longer applies.