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Transfer of Property by Individuals Not in LTC
Transfers made by individuals who are not institutionalized do not result in ineligibility. However, EWs must take the following actions:
- Verify that the individual no longer owns the asset.
- Document each transfer as the information may become relevant should the individual who transferred property later become institutionalized. Once the client becomes institutionalized, the EW would have to look back 30 months prior to date of institutionalization to see if a disqualifying transfer has occurred.
EWs must carefully document all of the circumstances pertaining to a transfer and why. If the EW is not establishing a period of ineligibility for LTC services, then the reason must be clearly documented in the Journal Detail page.
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