1040.020.00 Determination of Transfer of Assets

1040.020.10.10 Transfers in Exchange for Lifetime Care

IM-98 December 3, 2012

Review cases in which assets were transferred with a stipulation for lifetime care provided by an institution. In the situation where support is being received at the institution that the lifetime care agreement has been made, the individual is ineligible for assistance. Refer to IM Manual section¬†1020.015.00 Patients in Private Institutions¬†for further information. In cases where an agreement provides for meeting part of the individual’s needs, take this into consideration in determining need.

Whenever assets were transferred on the basis of an agreement to support, and the agreement is not being carried out, request a determination of possible eligibility on this factor by sending a summary of the case situation, through the proper supervisory channels for Income Maintenance programs to MO HealthNet Program and Policy at COLE.MHNPOLICY@dss.mo.gov.