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Division of Welfare and Supportive Services F-225.2.2 Medical Assistance Manual HOME AND COMMUNITY BASED SERVICES 23 Oct 01 MTL 04/23 Resource Determination The amount of resources (if any) determined from this computation is the community spouse resource allowance.

d. Assignment of Resources at the Time of Application for Medicaid (Section III of Form 2797-EM)

Complete Section III for each month of requested Medicaid coverage.

1. Enter the community spouse's separate resources.

2. Enter the HCBW customer’s separate resources.

3. Enter joint resources between spouses.

4. Total all resources.

Subtract the total amount of Section II item "e" from the total countable resources of both spouses. The difference (if any) will be the amount of resources applied toward the HCBW customer’s resource limit.

If the value exceeds the resource limit, the customer is ineligible. If the value is within the resource limit, the customer is resource eligible.

CAUTION: There are situations where the customer has separate resources and/or joint resources with their spouse (Section III, b, & c) which exceed the $2,000 resource limit (ineligible). This situation occurs even though the protected resource amount puts the countable resources for the customer’s eligibility (Section III, f) within the $2,000 resource limit.

The notice to the community spouse must advise them to place an amount of resources into their name which will leave the customer’s resources under the $2,000 resource limit.

e. Permitting Transfer of Resources to the Community Spouse

An amount up to the community spouse resource allowance must be transferred to the community spouse's name only within 30 days from the date of the approval notice.

In situations where transferring the resource(s) cannot reasonably occur within the 30-day period, the customer, spouse and/or their representatives must substantiate the circumstances and provide an expected date the transfer will take place. The case manager must monitor, document and verify the situation until the transfer occurs.