Page 3

Louisiana Medicaid Eligibility Manual Eligibility Factors

Reissued October 21, 2025 Page 3 of I-1670 Replacing January 27, 2025 Revised/added text indicated by underscore Deleted text indicated by “**”

• The person who transferred the asset;

• The name of the person to whom the asset was transferred and the applicant or spouse’s relationship to the person;

• The method of transfer;

• The date of the transfer;

• A description of the asset transferred (home, real property, cash lump sum, vehicles, stocks, bank accounts, etc.) and the value at the time of transfer;

• The amount of cash transferred or FMV of the property at the time of transfer;

• The compensation received or expected from the transferred asset; and

• Any remaining ownership interest the applicant/beneficiary or their spouse retained (e.g., a partial interest).

Document the decision concerning the validity of the transfer and the basis for it in the Medicaid case record.

Determine if the FMV was received in exchange for the transferred asset or if the transfer was made for some other purpose than to qualify for Medicaid. Value is based on criteria used in appraising the value for the purpose of determining Medicaid eligibility. For an asset to be considered transferred for FMV or to be considered to be transferred for valuable consideration, the compensation received for the asset must be in a tangible form with intrinsic value. For example, a transfer for love and consideration is not considered a transfer for fair market value.

• If the individual received FMV for the transferred asset or successfully rebuts the presumption, a penalty period does not apply.

• If the individual did not receive FMV for the transferred asset, determine if the transfer qualifies for exception.