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Medicaid Eligibility Manual Eligibility Factors

Reissued March 18, 2025 Replacing March 5, 2024 Page 9 of I-1660 Revised/added text indicated by underscore Deleted text indicated by “”

amount, we would not recalculate the spousal assessment.

Request for Extension

If for any reason the applicant/beneficiary has not been able to complete the transfer by renewal or new application, email documentation of the situation, including the reason that the resources have not been transferred to the Medicaid Eligibility Policy Unit.

Requests for each extension must include:

 An itemization of resources to be transferred,

 The actions taken to effect the transfer, and

 The reasons for which the extension is needed.

If the request for an extension is not approved, advance notice is required prior to any termination of coverage.

I-1666 TRANSFER OF RESOURCES BY COMMUNITY SPOUSE

The community spouse must retain allocated resources or use them to meet his needs or the needs of the institutionalized spouse.

Transfer of allocated resources by the community spouse for less than FMV will be counted as though the institutionalized spouse had made the transfer.

Transfer by the community spouse of his/her separate resources for less than FMV will be counted as though the institutionalized spouse had made the transfer. Refer to I-1670, Transfer of Resources For Less Than FMV.

Consider transfer of resources if countable resources retained by the institutionalized spouse are transferred:

 By the institutionalized spouse to the community spouse in excess of their Spousal Impoverishment Resource limit, or

 By the community spouse.