Andreas Malone

Use Andreas’ case information to answer the following questions.

1. Has Andreas verified all assets that need to be verified for MA eligibility?

Yes, based on the checklist Andreas verified his assets in order for his current MA eligibility to be determined. Those verifications are on file but the value of each asset is listed on the checklist.

Remember, if Andreas reported a new asset at the time of his request for MA payment of LTC services those assets are not verified until the next annual renewal, but the asset must still be evaluated to determine if it should be included in his asset total.

2. What is Andreas’ counted asset total for last month?

Based on the information reported on the checklist Andreas’ asset total is $1,125.

Remember, even though Andreas receives SSI he still needs to verify his assets.

3. What is Andreas’ counted asset total for the current month?

Based on the information reported on the checklist, Andreas’ asset total is $1,125.

4. Is Andreas asset-eligible?

Yes, his asset total for both months is below his $3,000 MA asset limit and his $10,000 QMB asset limit.

Page 13

Asset Requirements - Homestead Exclusion

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