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Aged, Blind and Disabled Manual Policy Manual Number: 110.050 Section: Financial Eligibility Requirements Chapter: ABD Countable and Excluded Resources

September 1, 2026 Division of TennCare 37 • Subtract the amount of the individual’s patient liability effective the first month of her eligibility for TennCare Medicaid/CHOICES from the total deposit paid.

• The result is the amount of the anticipated refund and part of the individual’s countable resources for the first month in which the individual has applied for TennCare Medicaid.

Use the following procedure to determine the individual’s resource eligibility when part of or her countable resources is an anticipated deposit for prepaid institutional care:

• Add the amount of the anticipated refund from the deposit to the rest of the individual’s countable resources beginning with the first month for which the individual requested coverage.

• If the amount of the individual’s resources, including the anticipated refund, exceeds the resource reserve limit throughout the month, she is ineligible due to excess resources effective the first month for which coverage is requested. Assume the entire amount of the anticipated refund will be retained by the facility to cover the cost of care for the first month for which the individual requested TennCare Medicaid benefits and was determined to be resource ineligible. Beginning the first day of the following month, the anticipated refund is no longer a countable resource.

• If the total amount of the individual’s countable resources is within the appropriate resource limit, he is resource eligible. Do not verify or budget the refund as income in the month the individual actually receives it, because it has already been counted as an available resource. Beginning the month following the month in which the individual actually receives the refund, the value of the refund is considered a countable resource if retained.