Transfer Evaluation Method 2
Transfer evaluation Method 2 has one additional condition that must be met.
When the annuitization of the annuity occurred within the lookback period or while the client was an MA-LTC enrollee, you will use Method 2 to evaluate the annuity for a possible transfer. This condition can be found on the Determining the Transfer Evaluation Method (PDF) handouts.
If the annuity was annuitized prior to the lookback period, no transfer evaluation is required and MA-LTC eligibility can be approved.
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Transfer Evaluation - Evaluation Method 2