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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.