Module Overview
The first MA-LTC annuity requirement, evaluating annuities to determine whether the owner of an annuity must designate DHS as the preferred remainder beneficiary (PRB) is discussed in this module.
When you have completed this module, you will be able to:
- Define the term “preferred remainder beneficiary.”
- Explain when to evaluate an annuity to determine if DHS must be designated as the preferred remainder beneficiary (PRB).
- List the three conditions that must be met to require DHS to be designated the PRB.
- Follow and apply the designation process.
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Designating DHS as the PRB - Requirement Conditions