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State of Maryland Medical Assistance Manual Revised April 2014

Maryland Medical Assistance Program Consideration of Resources in Continuing Eligibility

Date:

Re:

Case Name

C.I.D. Number

Dear__________________________:

Recently the above-named person was found eligible for Medical Assistance. This determination was based on a consideration of resources in which a portion of the couple’s total combined resources were not counted because it was to be protected for the benefit of the spouse living in the community. For the purpose of determining Medical Assistance eligibility, the resources were considered as follows:

Couple’s Total Combined Resources $ ______________

Amount Protected for the Community Spouse

-_______________

Amount Attributed to the Institutionalized Spouse _______________

Currently the amount owned by the institutionalized spouse exceeds the amount that has been attributed to him/her.

This excess amount must be made available to the community spouse. The excess amount is calculated as follows:

Amount Owned by Institutionalized Spouse

$_____________

Amount Attributed to the Institutionalized Spouse -_____________

Excess Amount $_____________

The Excess Amount above will be protected for the community spouse. This amount prevents the institutional spouse from exceeding the allowable $2500 resource amount. You are responsible for removing this excess amount from the name of the institutionalized spouse and making it available to the community spouse. You have 90 days from the date of this notice to change the ownership of these resources and to provide this agency with proof that the changes have been made. The next time this case is reviewed, all resources remaining in the name of the institutionalized spouse will be counted. Failure to remove the excess from the name of the institutionalized spouse, and to make it available to the community spouse, will result in cancellation of Medical Assistance.

When the excess amount has been transferred from the institutionalized spouse to the community spouse, you must send verification to this department. This verification should be received no later than ______________________________.

Sincerely,

Case Manager

Department of Social Services

Telephone Number

DES 602 (LTC) Revised 11/03