Partnership Policy - Step 1
If the HealthQuest response indicates the LTC insurance is a qualified Partnership policy, the client can protect assets up to the PAL indicated on the response. The response will also indicate whether or not the insurance policy benefits have been exhausted.
The HealthQuest Response – Partnership Policy (PDF) handout provides you with a flowchart to illustrate these steps in more detail. The steps can also be found on the LTCP Process – HealthQuest Response (PDF) handouts. Again, flowcharts provide an overview of a process and should be used in conjunction with the affiliated processing steps handout.
Step 1 requires you to complete and send to the client the LTCP Protected Assets (DHS-5426C) (PDF) and the LTCP and MA Asset Protection brochure (DHS-5426) (PDF).
Before sending the DHS 5426C be sure to enter:
- The county and client information, the PAL amount and the return date (30 days) on page 1.
- The PAL amount again on page 2.
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LTCP Processes - HealthQuest Response