Flowcharts – Transfer Evaluation
Take out the flowchart packet you were asked to print at the beginning of this course. The flowcharts were created to be used in conjunction with one another and with your handouts. Jumping ahead in the flowchart process may result in missing crucial steps.
Click on each of the links below to learn more about the flowcharts we have not yet reviewed.
Annuity Flowchart 4 – Transfer Evaluation.
This flowchart provides the beginning steps to determine if the transfer evaluation requirement must be applied. The first question is asked to identify transfers that occur when the applicant or their spouse transfers payments or ownership of an annuity.
After that step the flowchart begins to review the four conditions that must exist in order to apply the MA-LTC Annuity Transfer Evaluation Requirement.
Notice that if all four of the conditions are met, you then will go to the next flowchart, Annuity Flowchart 5 – Evaluation Method. If one of the four conditions is not met, the flowchart directs you back to the Annuity Flowchart 2 – MA-LTC Process.
Annuity Flowchart 5 – Evaluation Method.
This flowchart reviews the four additional conditions that must be met to evaluate an annuity for an uncompensated transfer. It also provides the steps in the evaluation process.
You will be using these flowcharts to evaluate the annuity owned by Padma Das in our training caseload.
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Transfer Evaluation - Transfer Evaluation Activity
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