Padma’s Case

Padma Das picture.

Let’s apply what you’ve learned so far to Padma’s case. Padma requested MA-LTC on the 18th of last month. She reports owning an annuity.

To Do: Based on the information provided in Padma’s annuity contract (PDF), and the completed DHS-5143 (PDF), Required Annuity Information, determine whether or not an annuity transaction has occurred on Padma’s annuity.

Yes, an MA-LTC annuity transaction occurred on Padma’s annuity. The annuity was annuitized eight months ago on the 30th.

Annuitizing an annuity is a qualified action.
The annuitization occurred during Padma’s lookback period.

To Do: Update Padma’s Annuity Data Worksheet (DHS-5532) to indicate that an annuity transaction occurred on CM-8/30/YY. This can be recorded on the “Annuity Transaction” line found in the “MA-LTC Information” section of the form.

Page 8

Annuity Transactions

«Back | Next»

Skip to content subnavigation Questions? | Policy Manual | Training Information

Skip to content subnavigation
Questions? | Policy Manual | Training Information