415.03 Look-back Period for Transfers of Assets (AAM)

415.03 Look-back Period for Transfers of Assets (AAM)

SR 08-17 Dated 02/06 Previous Policy

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Transfers on or After 2/8/06

The look-back period for all asset transfers is 60 months.

Transfer Between 8/11/93 and 2/7/06

The look-back period for all asset transfers, except for transfers where trusts are established, is 36 months. When a trust is established, the look-back period is 60 months. The 36 and 60 month look-back period pertains only to transfers occurring after August 10, 1993.

Transfers On or Prior to 8/10/93

Transfers occurring on or prior to August 10, 1993 are subject to the 30-month look-back period.