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A transfer does not affect the customer’s eligibility for long-term care services when the resource is used:
To make a purchase at current market value (CMV) for the customer; or
To pay the customer’s valid debt.
NOTE Repayment of the customer’s debt from a Special Treatment Trust is not allowed (MA803E.1).
Proof that funds were spent for the benefit of the customer includes:
Receipts for purchases; or
Bill payment records.
Proof of CMV is only needed when the purchased goods or services appear to be worth less than the customer paid. For proof of a resource’s CMV, see the specific policy for that type of resource in MA705.
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Legal Authority |
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ALTCS |
42 USC 1396p(c)(2)(A), (B) and (C) 42 USC 1396p(c)(3) AAC R9-28-401 and 409 |