Resource evaluations

Married clients who become institutionalized on or after 8/1/03 and have a community spouse can request HCS to evaluate their resources. This evaluation is used to determine if they are eligible for a higher spousal resource allocation than the State Spousal Resource Allocation standard. When evaluating community resources, consider the value of all nonexcluded resources owned by either spouse separately or jointly as of the first day of the month that institutionalization began. Resource Evaluations can be requested and completed prior to the LTC Medicaid application or at the time of the LTC Medicaid application. Verification of all resources is required to complete the evaluation.

HCS Community Resource Declaration: The HCS Community Resource Declaration form has been developed for individuals to use when requesting an evaluation. The DSHS 14-501 Community Resource Declaration is available on the DSHS forms website . Request for Verification: This letter is sent to request resource verification. Allow 10 days for the client or spouse to provide the information. Community Resource Evaluation Completed: This letter is sent to advise the individual and spouse that the community resource evaluation is completed. A copy of the completed HCS Community Declaration form that includes the amount of the spousal share is sent with this letter. Unable to Complete the Community Resource Evaluation: This letter is sent when the individual or spouse does not provide resource verification. This letter advises them that the evaluation cannot be completed without the verification. It will also tell the individual that the evaluation will be completed when the verification is received. Evaluation is not Required: This letter is sent when a couple requests an evaluation of community resources but it is not required. An evaluation is not required when: The current period of institutional status began prior to 8/1/03 The total nonexcluded resources are at or below the state spousal resource share for the community spouse plus the $2,000 resource limit allowed for the institutional spouse