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In general, a transfer of assets may not affect the customer’s eligibility for long-term care services under the ALTCS program when the transfer:
Was made before the lookback date (MA903A)
Was made by certain other people (MA903B)
Does not include the customer’s resources (MA903C)
Was adding another person’s name to a financial account (MA903D)
Was made to pay the customer’s legal debt (MA903E)
Was a transfer of an excluded resource, with some exceptions. (MA903F)
Was a transfer of a home property to specific people (MA903G)
Was a transfer of resources for the benefit of specific individuals (MA903H)
Even when the reasons above do not apply, eligibility for long-term care services is not affected when the total uncompensated transfers in a month equal $1,500 or less.
See Evaluating Transfers without submitting a Policy Clarification Request for examples of transfers that can be evaluated at the local office level.