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a. Evaluate all assets of a married a/b living with their spouse (joint and individual) when one spouse is in Innovations

b. Compare available resource amount to the resource limit of one (1)

c. Evaluate spousal resource protection (if applicable)

For keying instructions refer to NC FAST Job Aid: Community Spouse Resource Protection

C. Follow Transfer of Assets rules

Transfer of assets sanctions apply

D. Follow the basic Deductible rules

In addition to the basic deductible rules the following apply to Innovations

1. All Innovations deductibles are calculated monthly

2. Expenses listed on the Level of Care (Medicaid Column) are allowed in addition to other allowable Medicaid expenses

For keying instructions refer to NC FAST Job Aid: Deductible/Spend Down

V. INNOVATIONS PARTICIPATION

A. Innovations effective date is the latest of the following:

1. The date of the Medicaid application,

2. The date of the Level of Care (LOC) approval, or

3. The date of deinstitutionalization for an institutionalized applicant/beneficiary

B. Certification Periods

1. 12-month certification periods

2. The certification period for an SSI Innovations case is controlled by the Social Security Administration (SSA)

VI. RECERTIFICATION

A recertification must be completed: