Page 16
16
d. If a change in resources has since occurred (either spouse has acquired additional assets since the last review) complete an assessment as outlined in section II., above.
2. Beneficiary's resource eligibility was based on budget unit of 1, BUT beneficiary has a legal spouse who is not institutionalized, and from whom beneficiary has been separated less than 12 months at point the first CPI began, a complete assessment of resources is required.
a. Treat as a change in situation and request verification of the community spouse's resources.
b. Complete the assessment as outlined in section II., above.
G. Transfer of Resources
1. At application, if resources have been reduced since assessment or institutionalization at a greater than reasonable rate, evaluate for possible transfer of resources following MA-2240, Transfer of Resources.
2. Prior to the effective date of Medicaid eligibility for the ISP, transfers of resources by either spouse to a non-allowable person results in a period of sanction for both spouses.
3. After the effective date of Medicaid eligibility for the ISP, transfers of resources by either spouse to a non-allowable person results in a period of sanction for the person who transferred only.
4. Transfers from legal spouse to legal spouse: a. Never result in a sanction period, regardless of when they occur. b. Do not change the CSRA. H. Separate Treatment of the Community Spouse's Resources
1. Once resources have been protected for the community spouse, and the institutionalized/CAP spouse is found and remains eligible for nursing facility/CAP assistance, resources owned by the community spouse no longer affect the eligibility of the institutionalized/CAP spouse. The CUSP’s resources are no longer available to the institutionalized/CAP spouse.
a. The community spouse may use the resources that have been protected in any manner.