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Aged, Blind and Disabled Manual Policy Manual Number: 125.015 Section: Institutional Medicaid Chapter: Resource Assessment

January 5, 2026 Division of TennCare 3 beginning of the first period of continuous confinement, regardless of interruptions of confinement, must be reconstructed and documented.

Transfer of assets is not considered at the time an assessment only is requested (i.e., no TennCare Medicaid application filed concurrently).

d. Longevity of the Assessment For residents in a medical institution, an assessment remains in effect until a TennCare Medicaid application is filed, regardless of any interruptions in confinement. For HCBS, staff should use the effective date of the earliest approved PAE to conduct the resource assessment. Staff should contact the Eligibility Policy Unit for additional guidance if there is a significant gap between PAE approval periods or the resource assessment effective date is unclear.

If a resource assessment is completed and the individual applies for TennCare Medicaid, but is found ineligible, the original resource assessment is still valid if the individual applies again in the future.

e. Application Filed at Assessment Request When an assessment is requested, the individual or representative must provide all necessary documentation and verification in a timely manner to ensure that an accurate assessment can be completed. Once all necessary documentation and verifications are received, the assessment will be completed within a reasonable amount of time (i.e., 30 days from the date all required documentation is received).

Transfer of assets is considered as part of the application process whether a resource assessment has been previously requested or is requested at application.

3. Responsibilities of LTCF LTCFs are required by law to notify all admitted residents, spouses, and representatives of their right to request an assessment of the resident’s assets and the assets of the community spouse.

The provider must inform all residents, spouses and representatives orally and in writing that they may request an assessment of their resources by contacting TennCare.

4. Resource Assessment Procedure When a resource assessment is requested, appropriate documentation must be provided to verify resources included in the resource assessment. Once the assessment is completed and the amount of CSRMA is determined, a notice of the CSRMA determination is sent to the head of the household and, if applicable, the authorized representative.