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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI RESOURCE TRANSFERS 11/18 CHAPTER G PAGE 3 2.2. Ongoing When redetermining AG eligibility, it is always necessary to ask whether any resources were transferred since the previous redetermination. Absent evidence to the contrary, assume that any transfers before the redetermination have already been evaluated. However, if it is determined that a transfer that occurred before the redetermination has not been evaluated, it must be evaluated to determine if it affects past or current eligibility.
3. Notifying Individuals About The Effect Of Resource Transfers The local department of social services must inform all AG applicants and recipients about the transfer of resources penalty and the Medicaid transfer of assets penalty. The individual must be given a copy of the AG Resource Transfer Fact Sheet.
4. Information To Be Obtained Information must be obtained from all AG applicants about transfers of resources that occurred during the three years before the AG application date. Whether the transfer will affect AG eligibility depends on: The date the transfer occurred, To whom the resource was transferred, The type of resource that was transferred, The reason for the transfer, The value of the transferred resource, and The amount of compensation received.
5. Procedures Summary This table provides a summary of the procedures that must be followed to process resource transfers. Detailed information follows.