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AGED, BLIND, AND DISABLED MEDICAID 402-4 Conditional Assistance Supersedes: MA 402-4 (07/01/06) Reference: 42 CFR 435.601, 20 CFR 416.1240-.1245; ARM 37.82.101, .423 Overview: Conditional assistance is a contractual agreement by the client to: 1. make a bona fide effort to sell excess non-liquid resources at current market value; and 2. repay Medicaid for benefits paid during the conditional assistance period. Conditional assistance may be available to clients who own non-liquid resources in excess of the allowable limit. NOTE: Conditional assistance cannot be used for property the client does not own (i.e., owned by a corporation or trust). Before conditional assistance can be used to reduce countable resources a client must: 1. Meet all non-financial eligibility criteria; 2. Own resources with a total countable value in excess of the ABD resource limit (see CMA 001). 3. Have countable liquid resources below the appropriate Medicaid resource limit when the item listed for sale is excluded by conditional assistance; and 4. Agree in writing (form HCS-97, "Agreement to Sell Property") to: a. Sell excess non-liquid resources within the conditional assistance period; and b. Use net sale proceeds to repay Medicaid for benefits paid during the conditional assistance period. LIQUID RESOURCES: Cash, as well as other non-cash resources are considered liquid and therefore are not eligible under conditional assistance. Absent proof to the contrary, the following are assumed to be liquid resources: 1. stocks, bonds and mutual fund shares; 2. checking accounts, savings accounts and time deposits; 3. U.S. savings bonds and Treasury bills, notes and bonds; 4. mortgages and promissory notes; and 5. life insurance. NON-LIQUID RESOURCES: