Module Overview
In the last module you learned that an applicant or enrollee is responsible to report and verify annuity transactions that have occurred to any annuity in which the person or their spouse has an ownership interest. Annuity transaction information is needed to evaluate the annuity for two additional MA-LTC requirements.
This module will discuss what an annuity transaction is and provide you an opportunity to apply what you learn. The Annuity Transactions (PDF) handout provides a summary of the information that will be presented in this section.
When you have completed this module, you will be able to:
- Define the term “annuity transaction.”
- Assess whether an MA-LTC annuity transaction has taken place.
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Annuity Transactions