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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI RESOURCE TRANSFERS 11/18 CHAPTER G PAGE 2  By the individual's spouse if o The transfer was made prior to the individual’s move to an ALF/AFCH/; or o The transfer was made during the month of entry when both spouses enter an ALF/AFCH/SH and apply for AG in the same month (the only month they are considered an AU of 2); or Note: If the individual’s spouse transfers his/her own resources after the individual’s month of ALF/AFCH/ entry, the transfer does not impact the individual’s AG eligibility. o The transfer was made at any time during the evaluation period by the spouse who is a co-owner of the resource being transferred  By persons who are co-owners of the resource being transferred;  On behalf of the individual by a person acting for and legally authorized to execute a contract (e.g., a legal representative, a legal guardian, etc);  By an individual transferring assets which he constructively received (e.g., he/she refused an inheritance.)

2. Period Evaluated Transfers made within the three year period prior to the month of AG application can impact an individual’s eligibility for AG. Transfers made prior to that do not impact an individual’s AG eligibility. All resource transfers that occurred during that three year period and any that occur while an individual is receiving AG must be evaluated. The periods to be evaluated are called the look-back periods. Periods of ineligibility can be imposed for transfers that took place during a look-back period but cannot be imposed for transfers that took place before that period. 2.1. Initial Claims The look-back period for initial applications is the 36 months before the month of application. A transfer for less than fair market value at any time within the look- back period and after the application was filed may result in a period of ineligibility.