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Aged, Blind and Disabled Manual Section: Financial Eligibility Requirements Policy Manual Number: 110.055 Chapter: ABD Trusts

May 1, 2026 Division of TennCare 11 Version History Revision Date Section Section Title Page Number(s) Reason for Revision Revis er 04.17.2015

Publication

12.02.2015 4.h.; 4.h.i. Qualified Income Trust (QIT) or Miller Trust; QIT Defined 7 Policy Clarification AF 03.18.2019 3.b.iii.; 4.h.iv-v.; 4.h.viii. Legal Authority; For Institutionalized Individuals, the Following Additional Policy Requirements Apply; Criteria for a Valid Trust; Allowable Monthly Payments for Long-Term Care Facilities; Home and Community Based Services (HCBS) 1; 3; 7-9 Policy Clarification AJ 03.18.2019 2. Definitions 1 Non-Substantive Change ME 03.01.2024 4.h.ii.-iv. 5. Legal Authority; Trust Types; Undue Hardship 1; 7; 9-10 Policy Change TC 07.01.2024 4.h.v.1; 4.h.viii.2 Allowable Monthly Payments for Long-Term Care Facilities; Home and Community Based Services 8-9 Non-Substantive Change BP 05.01.2026 4.iv.

Legal Authority; Criteria for a Valid Trust 1; 8 Policy Change BP 05.01.2026 4.v. Allowable Monthly Payments for Long-Term Care Facilities 8 Non-Substantive Change BP