Module Summary
This completes the Transfer Evaluation Module of this course. By completing this module you have demonstrated your ability to:
- List the conditions that must be met in order to evaluate the annuity for a possible uncompensated transfer.
- Follow and apply the annuity transfer evaluation process.
HealthQuest is available to help you when working with annuities. The HealthQuest Submissions (PDF) handout provides you with a list of situations when HealthQuest must be consulted.
You have completed the Annuities and MA-LTC Course!
Take a minute to review the course objectives found on the Course Objectives (PDF) handout to check your learning. If you find that you are uncertain about an objective, return to the appropriate module to review the material.
To update your transcript in TrainLink:
- Click the “X” on the upper right hand side of the browser window.
- Click OK in the webpage dialog box
Page 5
Transfer Evaluation - Transfer Evaluation Activity
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