Emily Anderson

<%@LANGUAGE="JAVASCRIPT" CODEPAGE="65001"%> Emily Anderson

MA-LTC Basics

Processing MA-LTC Requests

Level of Care Requirement

LTC Screenings - Waivers

LTC Screenings - LTCF

Training Caseload

General MA Requirements

Community Spouse

Asset Requirements

General Asset Requirements

Homestead Exclusions

Third Party Liability

Home Equity Limit

Emily Anderson

It’s time to apply what you have learned in this module.

To Do: Use Emily’s case information to answer the following questions.

1. For what month and day do assets need to be verified?

Emily must verify assets for the first of last month – the first day of the first month for which coverage was requested.

2. Has Emily verified all assets that need to be verified for MA eligibility?

Yes, Emily has verified her savings and checking accounts, her life insurance and burial assets. A property search has also verified the estimated market value of her home, although that is not a required verification for basic MA eligibility.

The statement from her pension income indicates that Emily does not have a retirement account.

3. What is Emily’s counted asset total?

4. Is Emily asset-eligible?

Yes, she is under the $3,000 asset limit for MA-LTC based on her basis of eligibility and her household size and under the $10,000 asset limit for MSP.

To Do: Update Emily’s MA-LTC Case Checklist (DHS-5590) in the appropriate fields found on page two with this information.

Page 10

Asset Requirements - Homestead Exclusions

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Updated September 21, 2021.
Copyright © 2011 Health Care Eligibility and Access (HCEA).