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o Traumatic onset disability; o Diagnosis of a previously undetected disabling condition; o Unexpected loss of income and/or resources with value sufficient to preclude Medicaid eligibility. · Total countable assets (including those transferred) are less than the $2000/$3000 resource limit during each month of the look back period; · The transfer was court-ordered in a contested court action; or · Hardship applies (see above on this subject). NOTE: Consider the transferred asset inaccessible when a civil suit has been filed in district court, and the suit is pending but being actively pursued, as required to maintain a hardship exemption.

LONG TERM CARE PARTNERSHIP ASSETS: Asset transfer provisions apply to assets held under a Long Term Care Partnership. If the client transfers these assets prior to their death, asset transfer penalties are evaluated and applied, subject to other exceptions.

SEE BUSINESS PROCESSES: Asset Transfer Evaluation, and Asset Transfer Undue Hardship Exception Process

Revised Date: July 01, 2024