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1. The new resources are combined with the institutionalized/waiver spouse’s other resources, and do not affect eligibility if the new total does not exceed the $2,000 resource limit. 2. If the institutionalized/waiver spouse intends to transfer the new resources to the community spouse, AND the community spouse’s initial CSRMA is less than the Montana minimum, the new resources are exempt for 90 days. To allocate new resources, the institutionalized/waiver spouse must: a. report the new resources within 10 days; and b. provide a statement showing their intent to transfer the new resources to the community spouse. 3. The resources are included in the institutionalized/waiver spouse’s resource determination if the community spouse’s initial CSRMA is at least equal to the Montana minimum resource maintenance allowance. If the institutionalized/waiver spouse diverts or transfers the new resources anyway, the diversion/transfer is treated as an uncompensated asset transfer. COMMUNITY SPOUSE GAINS ADDITIONAL RESOURCES: If, after Medicaid is approved for the institutionalized/waiver spouse, the community spouse receives additional resources, the additional resources do not affect the institutionalized/waiver spouse’s eligibility. However, if the new resources will generate income, the community spouse’s income maintenance allowance is recalculated. REAPPLICATION AFTER CLOSURE: When the Medicaid eligibility of an institutionalized spouse ends for any reason and a new Medicaid reapplication is submitted after the effective date of the closure, the individual may be considered a spouse or an individual for Medicaid eligibility determination purposes, depending on the length of the break in Medicaid eligibility and whether there was a break in institutionalization. If, after Medicaid is approved for the institutionalized/waiver spouse, the community spouse receives additional resources, the additional resources do not affect the institutionalized/waiver spouse’s eligibility. However, if the new resources will generate income, the community spouse’s income maintenance allowance is recalculated. Effective Date:12/01/2025