Department of Social Services
Family Support Division
PO Box 2320
Jefferson City, Missouri
TO: ALL FAMILY SUPPORT OFFICES
FROM: KIM EVANS, DIRECTOR
SUBJECT: MANUAL REVISION FOR QUALIFIED INCOME TRUSTS FOR MO HEALTHNET FOR THE AGED, BLIND, AND DISABLED (MHABD)
MANUAL REVISION # 08
1025.015.04.01.02
DISCUSSION:
Qualified Income Trusts (QIT) allow participants to place a portion of their income in a trust to enable the participant to qualify for Home and Community Based (HCB) waiver services and MO HealthNet for Children with Developmental Disabilities (MOCDD).
1025.015.04.01.02 Qualified Income Trusts was updated to clarify language, provide examples, and provide guidance for staff on evaluating QIT accounts. The account must be reviewed during annual reviews, at a change in circumstance, or if improper use of QIT funds are discovered.
When the participant is no longer participating in a QIT program, the income and resources must be reviewed. The income that is deposited in the QIT account and is excluded for QIT programs cannot be excluded for any other program, including MHABD Non-Spend Down/Spend Down and Vendor. The QIT account is only an excluded resource while the participant is eligible for a QIT program and must be counted when he/she is no longer participating in a QIT program.
Previously Program for All-Inclusive Care for the Elderly (PACE) participants were allowed to establish a QIT, but it is no longer considered a QIT program. References to PACE were removed from the manual section.
NECESSARY ACTION:
- Review this memorandum with appropriate staff.
KE/cj