415.09 Transfers by the Community Spouse of an Institutionalized Individual SR 13-36 Dated 11/13

Assets Transferred on or After 2/8/06

Evaluate all transfer of assets or the home that is transferred:

• For less than fair market value; and

• Within 60 months prior to the date of application.

Assets Transferred Prior to 2/8/06

Evaluate all transfer of assets or the home that is transferred for less than fair market value:

• Within 36 months prior to the institutionalized individual’s application for medical assistance; or

• Within 60 months prior to the application for medical assistance or institutionalization of the spouse if assets were transferred to a trust.