Page 2

NOTE: While countable resources are only applied to the resource limit on the first moment of the month following receipt, if they are given away in the month of receipt, evaluate for transfer of resources according to MA-2240, Transfer of Assets 5. Excess Resources a. If countable resources exceed the allowable limit: (1) Notify an applicant via the DHB-5097 of excess resources and the opportunity to rebut the value of those resources that can be rebutted (II.G.1.) or reduce the value of resources. Follow the policy in MA-2303, Verification Requirements for Applications, and MA-2304, Processing the Application, for time frames and disposition instructions when there are excess resources. (2) Notify a beneficiary via the DHB-5097 of excess resources and the opportunity to rebut the value of those resources that can be rebutted (II.G.2.) or reduce the value of resources. (a) Allow the beneficiary 12 calendar days to provide proof of rebuttal of value or reduction of resources. (b) If proof of rebuttal or reduction is not received within 12 calendar days, send a timely notice proposing termination for excess resources. Terminate the case unless, the value of the resources are rebutted or resources are reduced prior to the effective date of termination. b. Refer to I.C., II.G., VII.E., and VIII.E for further instructions on rebutting the value of resources. Refer to I.D. and XIII.H. for further policy on reduction of resources and MA-2240, Transfer of Assets, for allowable transfers that may reduce resources. 6. The following are not considered resources in determining Medicaid eligibility or transfer of assets. a. Cash to purchase medical or social services, cash placed in an irrevocable burial account, (see XIII. for applying to the burial exclusion), money used as part of a Plan for Achieving Self-Support (PASS) see H. below, and past due SSI benefits placed in a Dedicated Account for a child under age 18 who has a representative payee, (see I. below). For one calendar month following its receipt, cash paid by a recognized medical or social services program is not a resource provided the cash is not income and not repayment for a bill already paid. b. Home energy assistance/support and maintenance assistance (HEA/SMA) regardless of how long a person retains it. 2