Annuities and MA-LTC

Recording Evaluation Information – Padma’s Case

Padma Das picture.

Record your evaluation results for Padma’s annuity on Padma’s Annuity Data Worksheet (DHS-5532) and on her Long-Term Care and Waiver Case Checklist (DHS-5590), including the uncompensated transfer value created from the balloon payment.

To Do: Take out your copy of Padma’s DHS-5532. Complete the “Transfer Evaluation” line found in the “MA-LTC Information” section by checking the “Method 1” checkbox and the “Payment Requirements Not Met” checkbox. Also record the transfer amount on this line.  

Click here to view compare your completed copy of Padma’s DHS-5532 (PDF) to ours.

To Do: Now, take out your copy of Padma’s MA-LTC Case Checklist (DHS-5590).  Check the “yes” checkbox found in the “Transfer” field of the Annuity line and the “yes” checkbox found on the Transfer line of Padma’s DHS-5590 (MA-LTC Case Checklist). Also record the calculated transfer amount on the Transfer line.

 

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Transfer Evaluation - Transfer Evaluation Activity

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Updated December 22, 2022.
Copyright © 2011 Health Care Eligibility and Access (HCEA).