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MAABD MAABD MAABD MAABD MAABD MAABD MAABD MAABD Division of Welfare and Supportive Services E-410 Medical Assistance Manual RESOURCES 24 Sept MTL 04/24 TYPES OF RESOURCES (not all inclusive)

TRUST FUNDS RESOURCE TYPE DESCRIPTION

TRUST FUNDS

1. Personal Property

2. E & P Chief Evaluation Required

Most trusts are referred to the Chief of Eligibility and Payments for an evaluation and decision on availability. Obtain the complete trust document with all attachments to send with the request. Use form 6009 and ensure it is signed by both the case worker and supervisor. Send via inter-office mail.

Exception: MAGI Medicaid groups do not require a resource evaluation. If a customer is applying for or receiving Medicaid in a MAGI category and the customer has a trust, do not refer the trust to the Chief of E&P for legal evaluation. Refer to MAM E-300 (Trust Funds) for instructions on counting trust income. Trusts should always be referred to E&P when a MAGI Medicaid case is to be converted to a MAABD program.

Trusts established prior to August 11, 1993 by an individual or the individual's spouse, under which the individual is the recipient of all or part of any payments from the trust are called Medicaid Qualifying Trusts (MQTs). MQT assets (income/resources) are "deemed" available to the customer.

When the evaluation determines that the principal of the trust is not available to meet the needs of the customer, it is an excludable resource.

Verification: (not all inclusive)

– Trust documents/agreements – Memorandum from Chief of E&P