Vehicles 1233 Verification Requested – In the past five years have you or your spouse given away any motor → vehicles including cars, boats, RVs, etc.? The transfer of one vehicle that is No otherwise excluded is not subject Yes to the transfer of assets penalty Details: and no further verification is needed. Other Transfers 1233 Verification Requested – In the past five years have you given away money or anything else to → anyone in the past five years that we may not have asked about? No Yes Details: Inheritance 1233 Verification Requested – Have you received an inheritance from anyone within the past five → years? No Yes Person, when and where probated, and description – Details: 105.02.04 Income Script (Eff. 08/01/15) Income Script 105.02.04 Step Script Actions Why an Income Based on the income information you have Trust is needed given us, it appears the gross income before deductions may be at or above the Income Limit or Medicaid Cap of $____. SCRIPT The applicant may still qualify for Medicaid by setting up a special Income Trust for their income to flow through. If an Income Trust is set up, the income deposited into the trust does not count toward the Medicaid Cap but is considered INCOME when determining how much he/she as to pay toward their cost of care each month.
Vehicles → In the past five years have you or your spouse given away any motor vehicles including cars, boats, RVs, etc.? 1233 – Verification Requested The transfer of one vehicle that is otherwise excluded is not subject to the transfer of assets penalty and no further verification is needed. No Yes Details: Other Transfers → In the past five years have you given away money or anything else to anyone in the past five years that we may not have asked about? 1233 – Verification Requested No Yes Details: Inheritance → Have you received an inheritance from anyone within the past five years? 1233 – Verification Requested No Yes – Person, when and where probated, and description Details: 105.02.04 Income Script (Eff. 08/01/15) Income Script 105.02.04 Step Script Actions INCOME SCRIPT Why an Income Trust is needed Based on the income information you have given us, it appears the gross income before deductions may be at or above the Income Limit or Medicaid Cap of $____. The applicant may still qualify for Medicaid by setting up a special Income Trust for their income to flow through. If an Income Trust is set up, the income deposited into the trust does not count toward the Medicaid Cap but is considered when determining how much he/she as to pay toward their cost of care each month.
Chapter_105.docx