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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI RESOURCE TRANSFERS 11/18 CHAPTER G PAGE 4

Steps Resource Transfer Procedure Chart ACTIONS Step 1 Interviewing – Initial App and Redetermination Always ask whether the individual, the spouse, the joint owner, or anyone acting for the individual transferred a resource since the beginning of the look-back period. CONTINUE Step 2 Determine Whether the Transfer is Valid Determine whether the transfer is valid and document the file  If the transfer is invalid, no transfer occurred and the item in question remains a resource to the individual. STOP  If the transfer is valid, do not count the transferred item as a resource beginning with the month following the month of transfer. CONTINUE

Step 3 Determine Whether a Transfer Exception Applies Determine if the transfer meets one of the exceptions described in Chapter G - Sections 14 through 18 apply.  If one of the exceptions applies, the period of ineligibility does not apply. Document your determination that an exception applies and process the case normally. STOP  If none of the exceptions apply, CONTINUE