MEDICAL ASSISTANCE RECIPIENT ELIGIBILITY POLICY MANUAL (MEDICAID REGULATIONS) ALL REGULATIONS ARE “130 C.M.R.”
These regulations cover people who are applying for MassHealth. These regulations are officially cited as follows: “130 C.M.R.________________” This index is written in order to assist you with the MassHealth Regulations. NOTE: THIS DOCUMENT IS AVAILABLE FREE - ONE COPY PER PERSON. THIS INDEX MAY NOT BE PHOTOCOPIED OR REPRODUCED IN ANY FORM WHATSOEVER WITHOUT THE EXPRESS WRITTEN PERMISSION OF THE AUTHOR.
Your suggestions are greatly appreciated. This edition Copyright January, 2015
Many thanks to Alexander A. Bove, Jr. David J. Correira, and Ian S. Oppenheim for all their years of support; and special thanks to Bill Brisk for encouraging me to put this together once again. Lastly many thanks to Dee Sullivan, who tirelessly typed and retyped this for nearly two years.
Attorney Thomas R. Mullen, 26 Chestnut Street, Quincy, MA 02169 Telephone: (617) 770-1050 visit me at thomasrmullen.com
TABLE OF CONTENTS
Abutting Land Not Countable
520.008(A)
Accessibility Date of Assets
520.006(C)
Accessibility of Bank Accounts
520.007(B)(2)
Accident Duty to Report
503.006
Accident, Medicaid Liens
520.024(D)
Activities of Daily Living
515.001
Adoption Assistance and Foster Care Maintenance
522.003
Adult Children, Disabled
519.004
Adult Children, Disabled, Non-Countable Income
520.015(B)(1)
Adverse Action, Any, Subject to Appeal
515.007(H)
AIDS Insurance Buy-In
522.001
Allowance, Assets, How to Compute
520.016(B)(2)
ANNUITY Annuity
520.007(J)
Annuity, Immediate, Unequal Payments Not Allowed
520.007(J)(1)(d)
Annuity Payment, Time Standards
520.007(J)(1)(c)
APPEAL Appeal, Any Adverse Action
515.007(H)
Appeal, Any Inaction
515.007(H)
Appeal, Asset Allowance
520.017
Appeal Asset Assessment
520.016(B)(1)(c) and 520.017
Appeal Continuance
610.072
Appeal Decision Time Limit 45 Days
610.015(D)
Appeal - Defined
515.001
Appeal Expedited for Discharge
610.015(F)
Appeal, Further Review of Appeal Decision
610.091
Appeal, How to File Appeal for Waiver of Ineligibility Due to Hardship
520.019(L)(5)
Appeal, May Be Filed by Appeal Representative (See Also Definitions)
515.007(F)(3)
Appeal, Minimum-Monthly-Maintenance Needs-Allowance
520.017(B)
Appeal of Asset Allowance
520.017(A)
Appeal of Asset Allowance, How to Increase
520.017(C)
Appeal Record
610.074
Appeal Representative, Defined
515.001 and 610.004
Appeal Right of - If No Notice of Lien Presented to Applicant
515.012(A)(2)(d)
Appeal Rights, Assessment
520.016(B)(1)(c)
Appeal Rights Right To - for Any Inaction of Any Adverse Action
515.007(H)
Appeal Rights, Snapshot
520.016(B)(1)(c)
Appeal, Telephonically Permitted
610.013(B)
Appeal Time Periods
610.015
Appeal -Time Standards, Presumption that Mail Arrives 3 Days After Notice, Therefore you have 33 days to Appeal
610.015(B)(1)
Appeal - Withdrawals
610.051(B)
Appeals, Deceased Persons Appeals - Further Appeals
515.007(F)(2) & 3 610.091
Appellant Rights
610.061
APPLICANT Applicant Defined
515.001
Applicant Must Cooperate
515.008(A)
Applicants
515.007
Applicants, Responsibilities of
515.008
Application Date, Date of Receipt Of Completed Application
502.001(A)(D) and 516.002(A)
Application, Date of
502.001(A)(1)
Application, How to
502.001(A)
Application, Request by Division for Additional Information
516.001(C)
Application, Telephone
502.001(A)(2)
Application Time Standards Disabled Parties
516.004(B)
Application Time Standards Non-Disabled Parties
516.004(A)
Application, Where to File
516.001(A)
Application Withdrawal of Same
516.008
Approval Date Time
502.005(A)
Assessment, Appeal Rights
520.016(B)(1)(c)
Assessment of Asset
520.016(B)(1)
Assessment When Institutionalization Occurs
520.016(B)(1)
Assessor Establishes Fair Market Value
520.007(G)(3)(a)
ASSETS Asset Accessibility, How to Determine Date
520.006(C)
Asset Adjustment Based on Bank Rate Monitor Index
520.017(C)(1)
Asset Allowance
520.016(B)(2)
Asset Allowance Adjustment
520.017(C)(2)
Asset Allowance Appeal
520.016(B)(1)(c) and 520.017
Asset Allowance Formula
520.017(C) and 520.026(B)
Asset Allowance, Exceptional Circumstances
520.017(D)
Asset Assessment
520.016(B)(1)
Asset Assessment & Appeal
520.016(B)(1)(c)
Asset, Automobiles
520.007(F)
Asset, Both Spouses
520.005(A)
Asset, Business, Non-Countable
520.008
Asset, Clarification of Ownership
520.005(D)
Asset, Countable, Annuities
520.007(J)
Asset, Countable, Defined and Examples
520.007
Asset, Countable, Automobile May Be Exempt/Countable
520.007(F)
Asset, Countable, Bank Accounts
520.007(B)
Asset Countable Exception for Blind or Disabled Child
520.007(G)(8)(b)(2)
Asset Countable Exception for Caretaker Son or Daughter
520.007(G)(8)(b)(4)
Asset Countable Exception for Relative/Dependent
520.007(G)(8)(b)(5)
Asset Countable Exception for Sibling
520.007(G)(8)(b)(3)
Asset Countable Exception for Spouse
520.007(G)(8)(b)(1)
Asset, Countable, Home
520.007(G)(1,7& 8)
Asset, Countable, Individual Retirement Accounts
520.007(C)(1)
Asset Countable Residence May Be Countable
520.007(G)(8)
Asset Defined
515.001
Asset, Excess, May Be Reduced By Paying Medical Bills
520.004(A)(1)(b)
Asset, How to Assess
520.016(B)(1)
Asset, How to Reduce
520.004(A)(1)(a)
Asset, How to Verify Ownership
520.005(D)
Asset, Inaccessible
520.006
Asset, Inaccessible, Life Insurance
520.006(B)(2) and 520.007(E)(1)
Asset, Inaccessible, Not Counted In Determining Eligibility
520.006(A)
Asset Individual Retirement Accounts Countable
520.007(C)
Asset Insurance May Be Inaccessible
520.006(D)(2)
Asset Joint
520.005(B)&(C)
Asset, Joint Bank Accounts
520.005(C)
Asset, Joint Bank Accounts, How to Verify Ownership
520.005(D)(3)
Asset, Joint Other Than Bank Accounts
520.005(B)
Asset Limit
520.003
Asset Limit, Individual
520.003(A)(1)
Asset, Lump Sum Payments, Income In The First Month, Assets Thereafter
520.009(E)
Asset, Minimum Amount of Person In Nursing Home
520.016(A)
Asset Non-Countable
520.008
Asset, Non-Countable, Burial Insurance
520.007(E)(2)
Asset Non-Countable - Burial Trust
520.023(D)(3)
Asset, Non-Countable, Exempt Time Period
520.007(G)(2)
Asset Non-Countable, Funeral
520.008(F)
Asset Non-Countable Special Needs Trust
520.008(H)
Asset, Non-Countable Term Insurance
520.007(E)(2)
Asset, Non-Countable, The Home
520.008(A)
Asset Non-Countable Veterans
520.008(G)
Asset of Both Spouses in Community Countable
520.002(A)(1)
Asset of Community Spouse When Other In Nursing Home
520.005(A) and 520.016(B)(1)
Asset of Spouses Who are Separated Formally or Informally
520.002(A)(2)
Asset Ownership
520.005(A)
Asset Ownership for Married Couple
520.016
Asset, Pensions Funds May Be Countable
520.007(C)(3)
Asset Pensions May or May Not Be Countable
520.007(C)(3)
Asset Post Eligibility Transfer
520.016(B)(3)
Asset Real Estate May Be Countable
520.007(G)(1)
Asset Real Estate May be Non-Countable
520.007(G)(8)
Asset Real Estate Other Than a Place of Residence
520.007(G)
Asset Reductions
520.004(A)
Asset, Those Inaccessible Are Non-Countable When Determining Eligibility
520.006(A)
Asset Transfer Cure
520.019(K)(1)(b)
Asset, Transfer of Assets, Curing, Pooled Trust
520.019(K)(1)(a)
Asset, Transfer of Assets, Curing, Special-Needs Trust
520.019(K)(1)(a)
Asset, Transfer of Life Estate, How to Compute
520.019(I)
Asset Transfer, Revising Trust
520.019(K)
Asset When Countable - Forbearance
520.007 (First Para.)
Asset Verification, Countable
520.005(D)
Assets of Married Couple
520.005(A)
Assignment of Claim for Accidents
503.006, 517.009 and 517.012
Assignments
503.004 and 503.006
Assisted Living Rent May Cause Increase in Minimum- Monthly-Maintenance-Needs Allowance
520.017(D)(1)(b)
Authorized Representative
515.001
Auto Payments Not Includible as Extra Expenses Minimum-Monthly-Needs-Allowance
520.017(D)(1)
Authorized Representative, Defined
501.001
Automobile
520.007(F)
Automobile as Exempt, Countable
520.007(F)
Automobile Asset Verification
520.007(F)(2)(f)
Automobile Equity, How to Compute
520.007(F)(2)(d)
Automobiles, Fair Market Value
520.007(F)(2)(e)
BANK ACCOUNT Bank Account
520.007(B)
Bank Account, Access to Same, In Determining Ownership 520.007(B)(2) Bank Account Accessibility
520.007(B)(2)
Bank Account, Defined
520.007(B)(1)
Bank Account, No Access to, Non-Countable
520.007(B)(3)(d)
Bank Account Ownership Determination
520.007(B)(2)
Bank Account Verification
520.007(B)(3)
Bank Account Verification During Look-Back and Entire Process
520.007(B)(3)(b)
Bank Account Verification, Time Standards
520.007(B)(3)(a)
Bank Accounts, Availability of
520.007(B)(2)
Bank Accounts, Joint
520.005(C)
Bank Accounts to be Re-Titled After Eligibility
520.005(C)(4)
Bank Accounts to be Re-Titled After Eligibility By Spouse
520.016(B)(3)(6)
Bank Deposits, Defined
520.007(B)(1)
Bank Rate Monitor Index-How To Adjust Asset Adjustments
520.017(C)
BLIND CHILD Blind Child, (Any Age), In The Home
Non-Countable Asset
520.007(G)(8)(b)(2)
Blind Child Exception To Estate Recovery
515.011(C)
Blind Child Exception to Real Estate Lien
515.012(A)(2)(b)(2)
Blind Child (of Any Age), Transfers Permissible
520.019(D)(3)
Blind Defined
515.001
Blind or Disabled Child - Exception to House Being Countable Asset
520.007(G)(8)(b)(2)
Blind or Disabled Child (of Any Age), Transfer Of Home Permissible
520.019(D)(6)(b)
Board of Hearing Decisions Open To The Public
610.014
Burial Account, Non-Countable
520.008(F)(b)(I)
Burial Insurance, Non-Countable Asset
520.007(E)(2) and 520.008(F)
Burial Trust, Defined
515.001
Burial Trust, Non-Countable
520.023(D)(3)
Business Expenses, Rental Income
520.010(C)
Business Property
520.008(D)
Buy-In
505.007
Caretaker Child Exception to Transfer Rule Regarding Home
520.007(G)(8)(6)(4) and 520.019 (D)(6)(d)
CarePlus
505.008
Caretaker, MassHealth Requirements, Child Under 19
519.005(C)
Cash
520.007(A)
Cash Surrender Life Insurance
520.007(E)
Cash Value, Life Insurance, May Be Inaccessible Asset
520.006(B)(2)
` Changes, Eligibility Changes To Be Reported
515.008(B)
Changes In Circumstances
515.008(B)
CHILD Child/Blind Or Disabled, Exception To House Being Countable Asset
520.007(G)(8)(b)(2)
Child, Caretaker Child Exception To Transfer Rule Regarding Home
520.019(D)(6)(d)
Child, Defined
501.001
Child, Disabled Permanently And Totally Exception To Real Estate Lien
515.012(A)(2)(b)(2)
Child Exception To Estate Recovery
515.012(D)(1)(b)
Child (Under 18), Institutionalized
510.002(B)(3)
Child (Under 18), MassHealth Standard
505.002(C)
Child (Under 21), Deferral of Estate Recovery
515.011(C)
Child (Under Age 21), Exception to Lien Rule
515.012(A)(2)(b)(2)
Child (Under Age 21), In The Home, Non-Countable Asset
520.007(G)(8)(b)(2)
Child (Under Age 21), Transfer Of Home Permissible
520.019(D)(6)(b)
Children, Adult, Disabled Losing SSI
519.004
Circumstances, Change Of
515.008(B)
Circumstances To Adjust Minimum Monthly Maintenance Needs Allowance
520.017(C)
Citizen, Defined
504.002 and 518.002
Citizenship, by Affidavit
504.005(A)(2)(r)
Citizenship Documentation
504.005 and 518.005
Citizenship, If No Other Citizenship, Self-Declared
518.001
Citizenship MassHealth Will Assist
505.005(A)(5)
Citizenship Verification
504.004 and 505.005
Color of Law Persons
504.003(C)
Commission For The Blind
515.006
CommonHealth 519.012
505.004 and
Community-Based Home In Trust, Home Exempt
520.024(B)
Community Earned - Income Deduction
520.012
Community, Mass Health Requirements
519.005
Community Resident Defined
515.001
COMMUNITY SPOUSE Community Spousal Resource Allowance, Exceptional Circumstances, How to Compute
520.017(D)
Community Spousal Resource Allowance, How to Compute
520.017(A) & (C)
Community Spousal Resource Allowance, How to Increase
520.017(C)
Community Spousal Resource Allowance, Medical Condition May be Used to Increase
520.017(D)(1)
Community Spouse Asset &(b)
520.016(B)(1)(a)
Community Spouse - Resource Allowance
520.016(B)(1)
Community Unearned-Income Deduction
520.013
COMPUTATION
Computation, Community Spousal Resource Allowance, Exceptional Circumstances, How to Compute
520.017(D)(2)
Computation, Community Spousal Resource Allowance, How To Compute
520.017(D)(2)
Computation, How To Compute Transfer Of Assets To Trust
520.019(G)
Computation, How To Compute Transfer Of Life Estate
520.019(I)
Computation, Income, Room And Board How To Compute
520.010(B)
Computation, Minimum-Monthly-Maintenance-Needs Allowance
520.026(B)
Computation of Ineligibility Period Due to Disqualifying Transfer, How To
520.019(G)
Computation Over/Under Cases/Deductible, How to Compute
520.028
Computation, Patient Paid Amount
520.026
Computation Regarding Asset Allowance
520.016(B)(2)
Computation Regarding Division Of Assets
520.016(B)(2)
Computation, Transfer of Income, How To
520.019(G)(2)(e,f,g)
Compute Eligibility Date, How To
520.004(C)
Compute, Look-Back, How To
520.019(B)
Confidentiality
515.007(B)
Confidentiality-Operations Eligibility Memo 94-20
520.007 (First Para.)
Constructive Receipt When Determining Countable Assets
520.019(C)
Continuance Of Appeal
610.072
COOPERATION
Cooperation, Applicant Must Cooperate
515.008(A)
Cooperation As To Lien Exceptions
515.012(F)
Cooperation - Duty To Cooperate
515.008(A)
Cooperation Waived
503.005
COUNTABLE ASSETS Countable Asset, Spouses Separate
520.005(A)
Countable Asset, Defined and Examples
520.007
Countable Asset, Annuities
520.007(J)
Countable Asset, Automobiles
520.007(F)
Countable Asset, Bank Accounts
520.007(B)
Countable Asset, Cash
520.007(A)
Countable Asset, Cash Surrender Value of Life Insurance
520.007(E)
Countable Asset Community Spouse Total
520.016(B)
Countable Asset, Constructive Receipt When Determining
520.007 (First Para.)
Countable Asset Exception To Real Estate Rule For Blind Or Disabled Child
520.007(G)(8)(b)(2)
Countable Asset Exception to Real Estate Rule for Relative/Dependent
520.007(G)(8)(b)(5)
Countable Asset Exception to Real Estate Rule for Sibling
520.007(G)(8)(b)(3)
Countable Asset Forbearance
520.007 (First Para.) and 520.019(C)
Countable Asset, Home in Revocable Trust
520.023(B)(4)
Countable Asset, How to Determine if Home is Countable
520.007(G)(7 & 8)
Countable Asset, Individual Retirement Accounts
520.007(C)(1)
Countable Asset Pension Plans May or May Not be
Countable
520.007(C)(3)
Countable Asset Real Estate
520.007(G)
Countable Asset Real Estate Exception for Spouse
520.007(G)(8)(b)(1)
Countable Asset Real Estate Other Than A Place of Residence
520.007(G)
Countable Asset Residence as Countable
520.007(G)(8)
Countable Asset Revocable Trust
520.023(B)
Countable Asset Spouses Who Are Separated Formally or Informally
520.002(A)(2)
Countable Asset Verification
520.005(D)
Countable Assets Both Spouses
520.005(D)
Countable Income
520.009
Countable Income, Forbearance
520.009(A)(4)
Countable Only in First Month, Income and Assets, Parents of Minor
520.002(B)(3)
Coverage Termination
502.006(B)
Coverage, Retroactive
516.005
Coverage Types
505.001
Curing Home in Trust
520.024(C)
Curing Transfer of Assets
520.019(K)(1)(b)
Curing Transfer of Assets, Special-Needs Trust
520.019(D)(3)(4)
Curing Transfer of Assets, Time Standards
520.019(D)(1)
DATE Date of Application
516.002(A)
Date of Application
502.001(A)(1)(b)
Date of Application, Re-application Applies and Re-application Is New Date of Application
516.001(C)(2)
Date of Asset Accessibility
520.006(C)
Date of Receipt of Completed Application
516.002
Date, Retroactive Start Date
516.005
Daughter or Son, Exception to House Being Countable Asset
520.007(G)(8)(b)(4)
Day Defined as Calendar Day
515.001
Day Of The Month In Which Transfer Was Made
520.019(H)
Decision Board Reached May be Reopened
610.081
Decisions, Board of Hearing, Open to the Public
610.014
DEDUCTIBLE Deductible
520.027-520.035
Deductible Eligibility, Notification of
520.029/520.030
Deductible, Eligibility, Notification of
520.031
Deductible, Expenses Allowable
520.032(B)
Deductible, Expenses Not Allowable
520.032(C)
DEDUCTION FROM EARNED INCOME Deduction from Earned Income
520.014
Deduction from Earned Income, Union Dues
520.014(A)(2)(e)
Deduction for Community Earned Income
520.012
Deduction for Community Unearned Income
520.013
Deduction for Family Minimum Monthly Maintenance
Needs Allowance
520.026(B)
Deduction for Family - Maintenance Needs, Other Family Members
520.026(C)
Deduction for Health Insurance
520.026(E)(1)
Deduction for Maintenance of Home
520.026(D)
Deduction for Guardians
520.026(E)(3)
Deduction for Spouse
520.026(B)
Deductions
520.026
Deductions for PNA
520.026(A)
DEFERRAL FOR LIEN Deferral for Lien, Sibling
515.012(D)(1)(a)
Deferral, Lien
515.012(D)
Deferral of Estate Recovery
515.011(C)
Deferral of Lien for Child Exception
515.012(D)(1)(b)
DEFINITIONS Definition Activities of Daily Living
515.001
Definition Asset Countable
520.007
Definition Asset Inaccessible
520.006
Definition Bank Account
520.007(B)
Definition Citizen
518.002
Definition Countable Asset
520.007
Definition Inaccessible Asset
520.006
Definition Minimum Monthly Maintenance Needs Allowance
520.017(B)
Definition Securities
520.007(D)
Definitions
515.001
Delivery, Who Must Receive Delivery of Notice
516.007(C)
Denial on Reapplication Requires New Written Application
516.001(C)
Denial, Time to Deny
516.004(A)
Department of Transitional Assistance
515.004(B)
Dependent Child, Family - Maintenance Needs Deductions
520.026(C)(1)(b)
Dependent Parent, Family - Maintenance Needs Deductions
520.026(C)(1)(c)
Dependent Relative, Exception, Non-Countable Asset
520.007(G)(8)(b)(5)
Dependent Relative - Exception to House Being Countable Asset 520.007(G)(8)(b)(5) Dependent Sibling, Family - Maintenance Needs
520.026(C)(1)(d)
Determination of Ownership of Bank Accounts, How to
520.007(B)(2)
DISABILITY Disability, Verified
505.002(E)(1)
Disabled Adult Children
519.004
Disabled Adult Children, Non-Countable
520.015(B)(1)
Disabled Child, Any Age, in the Home, Non-Countable Asset
520.007(G)(8)(b)(2)
Disabled Child, Permanently, Any Age, Permissible Transfer
520.019(D)(3)
Disabled Defined (Permanent and Total)
515.001
Disabled or Blind Child - Exception to House Being
Countable Asset
520.007(G)(8)(b)(2)
, Disabled or Blind Child of Any Age, Transfer of Home Permissible 520.019(D)(6)(b) Disabled Parties, Time Standards With Respect to Application - 90 days, not 45
502.005(B)
Disabled Permanency and Totally Child Exception to Real Estate Lien
515.012(A)(2)(b)(iii)
Disabled Permanently and Totally Child Exception to Estate Recovery
515.011(C)
Disabled Person Any Age, Non-Relative Transfers Under Age 65
520.019(D)(4)
Disabled, Time Standards
516.004(B)
Disallowance For Security System
520.017(D)(1)
Discharge From Facility, Conditions Which Must Be Met
610.028
Discharge of Lien if Applicant Returns Home
515.012(E)
Discharge Stay Pending Appeal
610.030
Discharge, Time Line
610.029
Discharges of Residents - Certain Reasons Only
610.028
Discovery in Appeal Case, File Review of Same for Appeal
610.050
Dismissal of Hearing
610.035
Disqualifying Transfers
520.019(C)
Division of Assets, How to Compute
520.016(B)(2)
Divorce, Not Necessary
520.002(A)(2)
Documentation, Additional May Be Requested by Division for Application
516.001(C)
Double Penalty - None and Striemer Letter
520.020(M) and 520.024(G)
Dues, Union, Deductible from Income
520.014(A)(2)(e)
Duty of Applicant to Report Sale of Real Estate to Division
520.007(G)(6)
Earned Income, How to Verify
520.009(C)(3)
Earned Income, Type of
520.009(C)
ELIGIBILITY Eligibility All Bank Accounts To Be Re-Titled After Eligibility 520.005(C)(4) Eligibility As of Asset Reduction Date
520.004
Eligibility Changes Must Be Reported
503.006
Eligibility Date Based Upon Date When Medical Expenses Exceed Asset
520.004(C)
Eligibility Date, Children and Pregnant Woman
502.003(E)(1)
Eligibility Date Defined
520.004(C)
Eligibility Date, How to Compute
520.004(C)
Eligibility Date to be Adjusted Under Certain Circumstances
520.004(C)(1)
Eligibility, How to Determine Financial Eligibility When One Spouses Institutionalized
520.002(B)(2)
Eligibility, Inaccessible Assets Not Counted When Determining Eligibility
520.006(A)
Eligibility May Terminate For Failure to Sell Home
520.007(G)(4)
Eligibility, Mental Illness
517.005
Eligibility, 90 Days to Transfer Joint Bank Accounts Between Spouses
520.005(C)(4)
Eligibility, Notification and Deductible or Over/Under Cases
520.031
Eligibility of Inaccessible Assets Non-Countable
520.006(A)
Eligibility, Post-Eligibility Transfer of Assets
520.016(B)(3)
Eligibility, Redetermination
516.006
Eligibility Income Requirements for Mass Health Generally
520.002(A)
Eligibility, Retroactive
520.004(C)
Eligibility Reviews
502.007
Eligibility Terminate For Failure to Sell Home
520.007(G)(4)
Eligibility, Titling of Assets
520.016(B)(a)
Elimination of Benefits For Failure to Sell Home
520.007(G)(4)
Estate Appeal Right
501.009(F)(3)
Estate Cannot Disclaim
503.008(A)(8)
ESTATE RECOVERY Estate Recovery
501.013
Estate Recovery, Blind Child Exception to
501.013(B)
Estate Recovery, Both Real and Personal Property
501.013(A)(2)
Estate Recovery, Child Exception to
501.013(B)
Estate Recovery, Child Under 21 Deferral, Exception to
501.013(B)
Estate Recovery Deferral
515.011(C)
Estate Recovery Deferred, Certain People
501.013(B) and 515.011(C)
Estate Recovery, Disabled Permanently and Totally Child Exception To
501.013(B)
Estate Recovery, Exception
501.013(B)
Estate Recovery, Generally
501.013
Estate Recovery, Hardship Qualifications and Waiver
501.013(C) and 515.011(D)
Estate Recovery, Long Term Care Insurance, Exception to
515.011(B)(3)
Estate Recovery, Probate Only
501.013(A)(1)
Estate Recovery, Hardship Qualifications
515.011(D)
Estate Recovery, Hardship Waiver
501.013(C)
Estate Recovery, Insufficient Proceeds
501.013(E)
Estate Recovery, Spousal Exception to
501.013(B)
Evidence at Fair Hearings
610.071
EXCEPTIONS Exception to House Being Countable Asset for Blind or Disabled Child or Under Age 21
520.007(G)(8)(b)(2)
Exception to Liens
515.012(A)(2)
Exception to Liens - Blind child (of any age)
515.012(A)(B)(2)
Exception to Liens - Children
515.012(A)(B)(2)
Exception to Liens - Permanently & Disabled Child (any age)
515.012(A)(2)(b)(2)
Exception to Liens - Sibling
515.012(A)(2)(b)(3)
Exception to Liens - Spouse
515.012(A)(b)(1)
Exception to Real Estate Lien for Long Term Care
515.012(C)(3)
Exception to Transfer Rule, Both Spouses Institutionalized in the Same Month
520.019(G)(2)(h)
Exceptional Circumstances, Community Spousal Resource Allowance, How to Compute
520.017(D)(1)
Exceptional Circumstances, Minimum - Monthly Maintenance-Needs Allowance, How to Compute
520.017(D)(2)
Excess Assets May be Reduced by Paying Medical Bills
520.004(A)(1)
Exempt Property, Business Property May Be
520.008(D)
Exempt Property, Non Businesses May Be
520.008(D)
EXPENSES Expenses, Guardianship
520.026(E)(3)
Expenses, Medical, As Spend Down
520.026(E)(2)
Expenses, Medical, How to Verify in Deductible or Over/Under Cases
520.033
Expenses, Non-Allowable, Over/Under Cases
520.032(C)
Expenses, Rental Income
520.010(C)
FAIR MARKET VALUE Fair Market Value Defined
515.001
Fair Market Value, How to Determine
520.007(G)(3)(A)
Fair Market Value of Real Estate - How To Rebut
520.007(G)(3)(B)
Fair Market Value, Rebuttal of Same
520.007(G)(3)(b)
Fair Market Value Verification
520.007(G)(3)
False Statements
515.009
FAMILY Family Assistance CommonHealth
505.005
Family - Maintenance Needs Deductions
520.026(C)
Family - Maintenance Needs Deductions,
Amount of Same
520.026(C)(2)
Family - Maintenance Needs Deductions, Dependent Child
520.026(C)(1)(b)
Family - Maintenance Needs Deductions, Dependent Parent
520.026(C)(1)(c)
Family - Maintenance Needs Deductions, Dependent Sibling
520.026(C)(1)(d)
Federal Law Applies
515.007 520.021 (First Para.) and 520.023
FEES Fees, Guardianship Redetermination
510.026(E)(3)(c)
Fees, Appointment of Guardianship
5200.026(E)(3)(a)
Fees, Guardianship, Exceptional Circumstances
520.026(E)(3)(f)
Fees, Guardianship, Hardship
520.026(E)(3)(f)
Fees, Monthly Guardianship
520.026(E)(3)(d,e)
Fees, Nondeductible, Guardianship
520.026(E)(3)(g)
Fees, Waiver of Lien Recording Fees
515.012(G)
File Inspection
515.007(G)
File, Where to File Application
516.001(A)(1)
Financial Eligibility When One Spouse Institutionalized
520.002(B)(2)
Forbearance to Accept Resources as a Transfer
520.019(C)
Forbearance of Income Renders Income Countable
520.009(A)(4)
Forbearance to Act May Make Asset Countable
520.007 (First Para.)
Formula for Asset Allowance
520.017(C) and 520.026(A) & (B)
Fox, Rosalind
My Wife :)
Frail Elder Waiver
519.007(B)
Frail Elderly MassHealth Standard
502.002(J)
Frailty Used to Increase Medical Minimum-MonthlyMaintenance-Needs Allowance
520.017(D)(1)
Fraud
515.009
Fraudulent Transfer
520.019(M)
Funeral as Retroactive Spend Down
520.008(F)(3)
Funeral Insurance
520.007(E)(2)
Funeral, Non Countable
520.008(F)
Funeral, Non-Countable Asset
520.008(F)
Gifts, see Penalty or Transfers Good Faith Effort to Sell Real Estate
520.007(G)(4)
Grace Period - Nine Months to Sell Real Estate
520.007(G)(2)
Grantor Defined
515.001
Gross Income Defined
515.001
GUARDIANSHIP Guardianship Application Process
520.026(E)(3)(b)
Guardianship Expenses
520.026(E)(3)
Guardianship Fees, Appointment of
520.026(E)(3)(a)
Guardianship Fees, Hardship
520.026(E)(3)(f)
Guardianship Fees, Nondeductible
520.026(E)(3)(g)
Guardianship Fees, Redetermination
520.026(E)(3)(c)
Guardianship Monthly Fees
520.026(E)(3)(d,e)
HARDSHIP Hardship, Guardianship, Fees
520. 026(E)(3)(f)
Hardship Waiver for Period of Ineligibility Conditions and Procedure
520.020(L)
Hardship, Undue as to Real Estate
520.007(G)(11)
Hardship, Undue Hardship Involving Joint Property
520.007(G)(11)
Hardship Waiver of Estate Recovery
515.011(D)
Hardship Waiver of Ineligibility
520.019(L)
Hardship Waiver of Trust
520.024(E)
Hardship Waivers
520.019(L)
Health Insurance Deductions
520.026(E)(1)
Health Insurance Required
517.008(A)
Healthcare Reform, 90 Days
502.001(B)
Hearing Dismissal
610.035
Hearing Office Evidence
610.071
Hearing Office Powers
610.065
HOME Home - and Community - Based Services Waiver
519.007(B)
Home as Countable Asset
520.007(G)
Home as Non-Countable Asset
520.008(A)
Home, Sale of, Proceeds Exempt to Roll Over for
Subsequent Sale
520.008(C)
Home, Disabled Child, Any Age, In the Home, Non-Countable Asset
520.007(G)(8)(b)(2)
Home Exception to Transfer Rule if Reason Other Than Qualify for Medicaid
520.019(F)(1)
Home, Expectation to Return Home; No Real Estate Lien
515.012(A)(2(c)
Home, Failure to Sell Same May Terminate Eligibility Home, How to Determine if Countable
520.007(G)(4) 520.007(G)(8)
Home in Revocable Trust, Countable in Nursing Home
520.023(B)(4)
Home in Trust, Community-Based Home Exempt
520.024(B)
Home in Trust Cure
520.024(C)
Home, Jointly Owner Home, Non-Countable
520.007(G)(11)
Home, Lien Dissolution, if Member Returns Home
515.012(E)
Home, Liens Placed When Division Determines Member, Cannot Reasonably Return Home
515.012(A)(2)(c)
Home, Life Estate Transfer, Home to Compute
520.019(I)
Home Maintenance Deduction
520.026(D)(2)
Home, May be Non-Countable Asset, Child Caretaker Exception In the Home
520.007(G)(8)(b)(4)
Home, May be Non-Countable Asset, Dependent Relative Exception in the Home
520.007(G)(8)(b)(5)
Home, Non-Countable Asset, Blind Child, Any Age In the Home
520.007(G)(8)(b)(2)
Home, Non-Countable Asset, Child Under Age 21 in the Home
520.007(G)(8)(b)(2)
Home, Non-Countable Asset, Sibling Exception in The Home
520.007(G)(8)(b)(3)
Home, Non-Countable Asset, Spouse in the Home
520.007(G)(8)(b)(1)
Home Non-Countable When Joint/Hardship
520.007(G)(11)
Home, Not Principal Place of Residence
520.007(G)
Home, Sibling Exception to Transfer Rule
520.019(D)(6)(c)
Home, Transfer to Blind or Disabled Child of Any Age Permissible or Child Under Age 21
520.019(D)(6)(b)
Home Transfers Permissible, When
520.019(D)(6)
House as Non-Countable Asset - Generally
520.008(A)
House - Lien Generally
520.007(G)(12)
House - Undue Hardship
520.007(G)(11)
Housing, Special Housing Needs Used to Increase MMMNA
520.017(D)(1)
Identity, Extension for
504.004(D)
Immigrants
504.003 and 518.003
INACCESSIBLE ASSET Inaccessible Asset, Insurance, No Access to Same
520.007(E)(1)
Inaccessible Asset Defined
520.006
Inaccessible Asset Insurance
520.007(E)(1)
Inaccessible Asset, Life Insurance
520.006(B)(2)
Inaccessible Assets
520.006(A)
Inaccessible Assets Not Countable When Determining Eligibility
520.006(A)
Inaction, Subject to Appeal
515.007(H)
INCOME
Income and Assets, Parents of Minor, Countable Only In First Month
520.002(B)(3)
Income, At Home Spouse s Income Not Countable
520.002(B)(2)
Income Available From Irrevocable Trust is Countable
520.024(A)(2,3 &4)
Income, Community Earned-Income Deduction
520.012
Income, Community Spouse s Income Not Countable
520.002(B)(2)
Income, Community Unearned-Income Deduction
520.013
Income, Countable
520.009
Income, Countable Household Defined
506.003
Income Deduction, Union Dues
520.014(A)(2)(e)
Income Deductions and Patient Paid Amount, How to Compute
520.026
Income Deductions Defined
515.001
Income, Earned Deductions
520.014
Income Earned Defined
506.003(A)
Income, Earned, How to Verify
520.009(C)(3)
Income, Earned, Type of
520.009(C)
Income in First Month, Asset Thereafter
520.009(E)
Income-In-Kind, Non-Countable Income
520.015(C)
Income, Lump Sum, Defined (See Modified Adjusted Gross Income)
501.001
Income, Non-Countable
520.015
Income, Non-Countable of Disabled Adult Children
520.015(B)(1)
Income, Non-Countable, Pickle Amendment
520.015(B)(2)
Income, Non-Countable, Retroactive SSI Payments
520.015(G)
Income, Non-Countable, SSI
520.015(A)
Income, Non-Countable, SSI Payments Retroactive
520.015(G)
Income, Non-Countable, Veterans Aid and Attendance Benefits
520.015(E)
Income of Spouse Not Counted, When Separated
520.002(B)(2)
Income, Rental
520.010(C)
Income, Rental, as Unearned Income
506.003(C)
Income, Room and Board, How to Compute
520.010(B)
Income, Self-Employed MAGI
506.003(A)(3)
Income, Self-Employment, How to Determine
520.009(C)(1) and 520.010(A)
Income, Self-Employment, How to Verify
520.010(A)
Income Spousal
520.002(B)(2)
Income, SSI Not Countable
520.015(A)
Income Transfer, How to Compute
520.019(G)(2)(e,f,g)
Income Unearned
506.003(B)
Income, Unearned, Defined
520.009(D)
Income, Unearned, Real Estate Salesman
520.009(C)(1)
Increase Asset Allowance
520.017(C) & (D)
Individual Asset Limit
520.003(A)(1)
Individual Retirement Account as Countable Asset
520.007(C)
INELIGIBILITY Ineligibility, Parties Receiving Assistance From Other
States Ineligible in MA
515.001
Ineligibility Period Due to Disqualifying Transfer, How To Compute
520.018
Ineligibility Waiver Due to Hardship
520.019(L)
Inheritance, Must Claim
503.008(A)(8)
In-Kind-Income, Non-Countable Income
520.015(C)
Inspection of File
515.007(G)
Institution Defined
515.001
Institutionalization Child Under 18
520.002(B)(3)
Institutionalization Individuals, Residency Definition of
517.003
Institutionalization of One Spouse, Financial Eligibility
520.002(B)(2)
Institutionalization, When Commences for Assessment Purposes
520.016(B)(1)
INSURANCE Insurance, as Countable or Non-Countable
520.007(E)
Insurance as Inaccessible Asset
520.006(B)(2)
Insurance Buy-In, AIDS
522.001
Insurance, Cash Surrender Value
520.007(E)
Insurance, Claim of, Requires Third-Party Assignment
517.012
Insurance, Computation of Same as Accessible
520.007
Insurance, Health, Deductions
520.026(E)(1)
Insurance, Health, Required
517.008(A)
Insurance, Inaccessible Asset
520.006(B)(2)
Insurance, Inaccessible Asset
520.007(E)
Insurance, Limitation
520.007(E)(2)
Insurance, Long Term Care-Generally
211 CFR 65
Insurance, Term, Non-Countable Asset
520.007(E)(2)
Insurance to be Used for Funeral
520.007(E)(2)
Intent, Intent to Return Home Exception to Lien Couple
515.012(C)(2,3)
IRA as Countable Asset
520.007(C)
IRREVOCABLE TRUST Irrevocable Trust Defined
515.001
Irrevocable Trust, How to Determine What is Countable
520.024(A)(2)
Irrevocable Trust, How to Treat That Not Available
520.023(C)(2)
Irrevocable Trust, Income or Principal, if Available, is Countable
520.023(C)
Irrevocable Trust, Payment to Third Parties Creates Transfer - But No Double Penalties
520.023(C)(1)(c)
Irrevocable Trust, What is Available
520.024(A)(1)
Irrevocable Trust, What is Required to be Distributed is Countable
520.023(C)(1)
JOINT ASSETS Joint Asset
520.005(B)(C)
Joint Bank Account Asset, Verification of Ownership
520.005(D)(3)
Joint Bank Accounts
520.005(B)&(C)
Joint Bank Accounts, Removing Ownership, Transfer of Bank Accounts
520.005(C)(4)
Joint Ownership Other Than Bank Accounts
520.005(B)
Jointly Owned Assets, Hardship
520.007(G)(11)
Jointly Owned Home, Non-Countable Judicial Review of Fair Hearing
520.007(G)(11) 610.092
Just Say No
517.011
Kaileigh - Mulligan
519.007(A)
Keough Plans, May or May Not be Countable Asset
520.007(C)(2)
Land Abutting Home Not Countable
520.008(A)
Land Adjoining Home
520.008(A)
Lawn Care Not Allowable as Adjustment to MinimumMonthly-Maintenance-Needs Allowance
520.017(D)(1)
Lawsuit, Resulting in Third-Party Assignment
517.012
LIENS Lien and Real Estate Liens Generally
515.012
Lien Applicant Entitled to Appeal if No Notice of Intent to Place Lien Provided
515.012(A)(2)(d)
Lien Cooperation
503.006
Lien Deferral
515.012(D)
Lien Deferral for Child Exception
515.012(D)(1)(b)
Lien Deferral for Sibling
515.012(D)(1)(a)
Lien Deferred Category of Parties
515.012(D)
Lien Discharged If Applicant Returns Home
515.012(E)
Lien Exception for Long Term Care Amount Required
515.014
Lien Exception Long Term Care Insurance
515.012(C)
Lien Exception To Rule
515.012(A)(2)
Lien Exception To Rule for Blind Child (of any age)
515.012(A)(B)(2)
Lien Exception To Rule for Children
515.012(A)(B)(2)
Lien Exception To Rule for Spouses
515.012(A)(b)(1)
Lien Exception To Rule for Sibling
515.012(A)(2)(b)(3)
Lien Exception To Rule Permanently & Disabled Child (any age)
515.012(A)(2)(b)(2)
Lien for Accidents
503.006(B)(4), 520.019(E) and 520.024(D)
Lien, Medicaid, on Third-Party Claims
520.024(D)
Lien Notice Requirement
515.012(A)(2)(d)
Lien Placed When Division Determines Member Cannot Reasonably Return Home
515.012(A)(2)(c)
Lien Real Estate
520.007(G)(12)
Lien Real Estate and Real Estate Liens Generally
515.012
Lien, Real Estate, Child Under 21, Exception to
515.012(A)(2)(b)(2)
Lien Real Estate Exceptions
515.012(A)(2)
Lien, Real Estate Exception for Disabled Permanently and Totally Child
515.012(A)(2)(b)(2)
Lien Recording Fees, Waiver of
515.012(G)
Lien Recovery When House Sold
515.012(B)
Liens, Against Applicant Property, Not Spouse
520.007(G)(2)
Liens for Torts - See Torts Liens Paid First
520.019(E)
LIFE ESTATE Life Estate Defined
515.001
Life Estate - Sale of Same
520.019(J)(2)
Life Estate Transfer, How to Compute
520.019(I)
LIFE INSURANCE Life Insurance as an Inaccessible Asset
520.006(B)(2)
Life Insurance as Inaccessible Asset
520.007(E)(1)
Life Insurance, Cash Surrender
520.007(E)
Life Insurance, Cash Surrender Countable
520.007(E)(1)
Life Insurance Limitation
520.007(E)(2)
Limit on Individual Assets
520.003(A)(1)
Limited, MassHealth Limited
505.006
LONG TERM CARE INSURANCE Long Term Care Insurance, Generally
211 CFR 65
Long Term Care Insurance Disclosures
211 CFR 65.09
Long Term Care Insurance Amount Required for Lien Exception
515.014
Long Term Care Insurance Exception to Real Estate Lien
515.012(C)(3)
Long Term Care Insurance, Exception to Estate Recovery
515.011(B)(3)
LOOK-BACK Look-Back for Irrevocable Trusts When Paid to
Someone Other Than Nursing Home Resident
520.023(A)(1)(6)
Look-Back for Transfers (Non-Trusts)
520.019(B)
Look-Back for Trusts
520.023
Look-Back for Trusts Into Irrevocable Trust
520.023(C)
Look-Back for Trusts Into Revocable Trust
520.023(B)
Look-Back, How to Compute
520.019(B)
Look-Back of Bank Accounts Verified
520.007(B)(3)(b)
Look-Back Period - 60 Months
520.019(B)
Look-Back Period - 60 Months - Trusts
520.023
Look-Back Period Defined
515.001
Look-Back Period - Generally
520.019(B)
LUMP SUM Lump Sum Payments as Non-Countable Assets, Certain Exceptions
520.009(E)(1)
Lump Sum Payments, Income in the First Month, Assets Thereafter
520.009(E)
Lump Sum Payments May or May Not be Income
520.009(E)
Lump Sum Payments, Obligation to Pay Medicaid First
520.019(E)
Lump Sum Payments Treated as Income in Month Received (See Modified Adjusted Gross Income)
501.001
MAGI
506.002
MAINTENANCE OF FAMILY DEDUCTIONS Maintenance of Family Deductions, Amount of Same
520.026(C)(2)
Maintenance of Family Deductions, Dependent Child
520.026(C)(1)(b)
Maintenance of Family Deductions, Dependent Parent
520.026(C)(1)(c)
Maintenance of Family Deductions, Dependent Sibling
520.026(C)(1)(d)
Maintenance of Family Deductions, Minor Child
520.026(C)(1)(a)
Maintenance of Home Deduction
520.026(D)
Married Couple, Assets, Regarding Ownership
520.005(A) and 520.016(B)(1)(a)
MASSHEALTH PROGRAMS MassHealth Buy-In
505.007
MassHealth Buy-In, Qualified Beneficiaries
519.011(B)
MassHealth CarePlus
505.008
MassHealth CommonHealth
519.012
MassHealth Community Requirement
519.005
MassHealth Eligibility Requirements Generally
520.002
MassHealth Family Assistance
505.005
MassHealth Limited Requirements
505.006 and 519.009
MassHealth Senior Buy-In
505.007
MassHealth Standard
505.002 and 519.002
MassHealth Standard Automatic for Long-Term Care
519.006
MassHealth Standard Start Date
505.002(P)
MassHealth Standards for Refugees
522.002
Medicaid Lien, Accident
520.024(D)
Medicaid Qualifying Trusts
520.022(C)
MEDICAL BILLS
Medical Bills, May Be Used to Reduce Assets
520.004(A)(1)(b)
Medical Bills, Retroactive
520.004(B)
Medical Bills, Verification of Same
520.004(D)
Medical Condition Used to Increase Community Spousal Resource Allowance
520.017(D)(1)
Medical Expenses as Spend Down
520.004(C)
Medical Expenses, Verification of Same, in Deductible Or Under/Over Cases
520.033
Medical Extraordinarily Bills May be Used to Minor Child, Family-Maintenance Needs Deductions
520.017(D)(1)
Medical, Extraordinary Uncovered Medical Expenses Used to Increase the Minimum-Monthly-Maintenance Needs Allowance
520.017(D)(1)
Mental Illness Eligibility
517.005
Minimum Asset Requirement
519.006(A)(4)
MINIMUM MONTHLY MAINTENANCE NEEDS ALLOWANCE Minimum - Monthly - Maintenance - Allowance Generally
520.026(B)
Minimum - Monthly - Maintenance - Needs Allowance
520.017(B)(1)
Minimum - Monthly - Maintenance - Needs Allowance Appeal
520.017(A)
Minimum - Monthly - Maintenance - Needs Allowance, Disallowance For Automobile Payments
520.017(D)(1)
Minimum - Monthly - Maintenance - Needs Allowance, Disallowance For Lawn Care
520.017(D)(1)
Minimum - Monthly - Maintenance - Needs Allowance, Exceptional Circumstances
520.017(D)
Minimum - Monthly - Maintenance - Needs Allowance, Exceptional Circumstances, How to Compute
520.017(D)(2)
Minimum - Monthly - Maintenance - Needs Allowance, Frailty May be Used to Increase Medical
520.017(D)(1)
Minimum - Monthly - Maintenance - Needs Allowance, How to Increase
520.017(C)
Minimum - Monthly - Maintenance - Needs Allowance, How to Increase
520.026(B)
Minimum - Monthly - Maintenance - Needs Allowance Illness, Mental, Eligibility
517.005
Minimum - Monthly - Maintenance - Needs Allowance May Be Increased Due to Assisted Living Rent
520.017(D)(1)(b)
Minimum - Monthly - Maintenance - Needs Allowance, Medical Extraordinary Bills May Be Used to Increase
520.017(D)(1)
Minor Child, Family - Maintenance Needs Deductions
520,026(C)(1)(a)
Minor, Institutionalized, Parents of, Income and Assets, Countable Only In First Month
520.002(B)(3)
Money is Asset in First Month; Income Thereafter
520.009(C)
Money Market Mutual Funds, Defined as Security Not a Bank Account
520.007(D)
Monthly Guardianship Fees
520.026(E)(3)(d,e)
Monthly - Maintenance - Needs Allowance
520.017(C)
Motor Vehicles
520.007(F)
Non-Allowable Expenses, Deductible
520.032(C)
Non-Business Property May Be Exempt
520.008(D
NON-COUNTABLE ASSETS Non-Countable Asset
520.008
Non-Countable Asset, Bank Account, No Access To Same
520.007(B)(3)(d)
Non-Countable Asset, Burial Account
520.008(F)(b)(I)
Non-Countable Asset, Burial Insurance
520.007(E)(2) and 520.007(F)(2)
Non-Countable Asset - Burial Trust
520.023(D)(3)
Non-Countable Asset, Certain Exceptions for Lump Sum Payments
520.009(E)(1)
Non-Countable Asset, Child Caretaker Exception in the Home
520.007(G)(8)(b)(4)
Non-Countable Asset, Child Under age 21 in the Home or Blind or Disabled Any Age
520.007(G)(8)(b)(2)
Non-Countable Asset, Dependent Relative Exception
520.007(G)(8)(b)(5)
Non-Countable Asset, Funeral
520.008(E)
Non-Countable Asset - Generally
520.008
Non-Countable Asset Home
520.007(G)(8)
Non-Countable Asset Land Abutting Home
520.008A
Non-Countable Asset of Veterans Payments
520.008(G)
Non-Countable Asset, Sibling Exception, in the Home
520.007(G)(8)(b)(3)
Non-Countable Asset, SSI/SSDI Retroactive Payments
520.007(H)(1)
Non-Countable Asset Special Needs Trust
520.008(H)
Non-Countable Asset, Term Insurance
520.007(E)(2)
Non-Countable Asset, the Home
520.008(A)
Non-Countable Asset, Under 21 or Blind or Disabled of Child, Any Age, in the Home
520.007(G)(8)(b)(2)
Non-Countable, Inaccessible Assets, When Determining Eligibility
520.006(A) & (C)
Non-Countable Income
520.015
Non-Countable Income, In-Kind-Income
520.015(C)
Non-Countable Income of Disabled Adult Children
520.015(B)(1)
Non-Countable Income of Well Spouse If At Home
520.002(B)(2)
Non-Countable Income, Pickle Amendment
520.015(B)(2)
Non-Countable Income, Retroactive SSI/SSDI Payments
520.015(G)
Non-Countable Income, Spouse
520.002(B)(2)
Non-Countable Income, SSI/SSDI
520.015(A)
Non-Countable Income, Veterans Aid and Attendance Benefits
520.015(E)
Non-Countable, Jointly Owned Home
520.007(G)(11)
Non-Disabled Parties, Time Standards with Respect to Application
516.004(A)
NOTICE Notice, Applicant Entitled To Appeal If No Notice Of Intent To Place Lien Given
515.012(A)(3)
Notice Eligibility, Non-Eligibility
520.008
Notice, Parties To Whom All Notice Must Be Delivered
516.007(C)
Notice Requirement for Liens
515.012(A)(2)(d)
Offer to Sell Home, Two -Thirds Value
520.007(G)(4)
Overpayments, Recovery of
515.010
OVER/UNDER Over/Under Cases, How to Submit Paperwork
520.032
Over/Under Cases, Non-Allowable Expenses
520.032(C)
Over/Under Cases, Who May be Eligible, Deductible
520.028(A)
Over/Under Eligibility, Notification of
520.031
OWNERSHIP Ownership - Bank Accounts Must Be Retitled After Eligibility
520.005(C)(4)
Ownership Verification
520.005(D)
Ownership Defined
515.001
Ownership - Joint
520.005(B)(C)
Ownership of Assets, Verification of
520.005(D)
Ownership of Bank Accounts, How to Determine
520.007(B)(2)
Ownership, Removing Joint Bank Accounts, Penalty for Transfer Formula
520.019(H)
Ownership Verifications
520.005(D)
PACE
519.007(C)
Parent, Dependent, Family - Maintenance Needs Deductions
520.026(C)(1)(c)
Parents of Minor, Institutionalized, Income and Assets, Countable Only in First Month
520.002(B)(3)
Patient Paid Amount Defined
515.001
Parties To Whom Notice Must be Delivered
516.007(C)
Payment, 3rd Party
517.010
PENALTY Penalty for Transfer
520.018(B)
Penalty for Transfer Formula
520.019
Penalty, No Double Penalties See “Double Penalty” Penalty, No Penalty for Transfers Between Spouses
520.019(D)(1) and 520.019(D)(6)(a)
Penalty Period, How to Compute
520.019(G)
Pension Funds, Defined
520.007(C)(3)
Permanently Disabled Child of Any Age, Permissible Transfer
520.019(D)(3)
Personal Needs Allowance
520.026(A)
Personal Needs Allowance Defined
515.001
Pickle Amendment
519.003
Pickle Amendment Non-Countable Income
520.015(B)(2)
PNA Defined
515.001
Pooled Trust Defined
515.001
Pooled Trust Transfer Permissible Blind/Disabled
520.019(D)(3)
Pooled Trust Transfer Permissible Applicant
520.019(D)(5)
Pooled Trust Transfer Permissible Applicant and Disabled Person Under 65
520.019(D)(4)
Post-Eligibility Transfer of Asset
520.016(B)(3)
PPA Defined
515.001
Principal Available From Irrevocable Trust is Countable
520.024(A)
Probate Only, Estate Recovery
501.013(A)(2) and 515.011(A)
Program of All-Inclusive Care for the Elderly
519.007(C)
Promissory Note Defined
515.001
Promissory Notes
520.007(J)(3)
Property Adjoining
520.008(A)
Property, Not Principal Place of Residence
520.007(G)
Questions All To Be Answered
502.001(A)(4)(a)
Q.U.I.M.B.
519.011(B)
REAL ESTATE Real Estate As Countable Asset Exception for Rule for Relative/Dependent
520.007(G)(8)(b)(5)
Real Estate as Countable Asset Exception for Spouse
520.007(G)(8)(b)(1)
Real Estate As Countable Asset Exception to Rule for Sibling
520.007(G)(8)(b)(3)
Real Estate Attempt to Sell Same
520.007(G)(4)
Real Estate Being Countable Asset Exception to Rule for Caretaker Son or Daughter
520.007(G)(8)(b)(4)
Real Estate Exception to Rule for Countable Asset When Blind or Disabled or Under 21Child Occupies Same
520.007(G)(8)(b)(2)
Real Estate Exemptions - 9 Month Grace Period to Sell
520.007(G)(2)
Real Estate Fair Market Value - Rebuttal of Same
520.007(G)(3)(b)
Real Estate Fair Market Value Verification
520.007(G)(3)
Real Estate, Good Faith Effort to Sell
520.007(G)(4)
Real Estate Lien
520.007(G)(12)
Real Estate Lien, Blind Child Exception to
515.012(A)(2)(b)(2)
Real Estate Lien, Child under 21, Exception to
515.012(A)(2)(b)(2)
Real Estate Lien Exception for Disabled Permanently and Totally Child
515.012(A)(2)(b)(2)
Real Estate Lien, Exception for Long Term Care
515.012(C)(3)
Real Estate Lien Rule
515.012(A)(2)(b)(2)
Real Estate Lien, Sibling Exception to
515.012(A)(2)(b)(3)
Real Estate Liens
515.012
Real Estate Not a Countable Asset
520.007(G)(8)
Real Estate Other Than Place of Residence as Countable Asset
520.007(G)
Real Estate Residence as Countable Asset
520.007(G)(8)
Real Estate Sale of Same - Need to Report to Division Within 10 days
520.007(G)(6)
Real Estate, Spousal Exception to
515.012(A)(2)(b)(I)
Real Estate Undue Hardship Jointly Owned
520.007(G)(10)
Re-Application Denied Requires New Written Application
516.001(C)(3)
Re-Applications, When Document Submitted Within 30 Days After Denial Considered To Be Re-application
516.001(C)
Reasonable Offer to Sell Home, Two-Thirds Value
520.007(G)(4)
Receipt, Constructive When Determining Countable Assets (First Para.)
520.007
Record on Appeal
610.074
Recording Fees and Lien Recording Fees Waiver of
515.012(G)
Re-Determination of Eligibility
516.006
Re-Determination Process, Guardianship Fees
520.026(E)(3)(c)
Refugee Mass Health Standard Requirements
522.002
Refusal, Spousal
517.011
Rehearing of Fair Hearing
610.091
Relative/Dependent, Exception to House Being a Countable Asset
520.007(G)(8)(b)(5)
Rental Income
520.010(C)
Rental Income Expenses
520.010(C)
Rental Income, As Is Unearned Income
520.009(D)
Request, see whatever the request is...ie: for request for Rehearing, look under Rehearing.; request for Verifications, see Verifications Rescheduling
610.048
RESIDENCE Residence as Countable Asset
520.007(G)(8)
Residence of Institutionalized Individuals, Placement by a Public Agency
517.003(A)
Residence, Not Principal Place of
520.007(G)
Residence, Permanent Residency Not Required
517.002(A)(1)
Residency
503.002 and 517.002
Residency, Definition of Institutionalized Individuals
517.003
Residency, Miscellaneous
517.003(B)
Residency, Proof of
517.002(F)
Residency Verification, Generally Not Required
517.002(E)(1)
Resident, Non-Resident
517.002(G)
Residents, Only Massachusetts Home Exempt
520.008(A)
RESOURCES Resources Defined (See Asset)
515.001
Resources Transferred, Disqualified
520.019(C)
Responsibilities of Applicants
515.008
Retroactive Coverage
520.004(C)(2)
Retroactive for Medicals
520.004(B)
Retroactive SSI Payments - Not Countable
520.007(H)(1)
Reverse Mortgage Defined
515.001
Reverse Mortgage Income
520.015(D)
REVOCABLE TRUST Revocable Trust - Countable
520.023(B)
Revocable Trusts - Countable
520.023(B)
Revocable Trust Defined
515.001
Sale of Home - Attempt to Sell Same
520.007(G)(4)
Sale of Home - Buy Another
520.008(C)
Secondary Payor to Applicant’s Insurance
503.007(B)
Security System Disallowed Expense
520.017(D)(1)
Securities, Defined
520.007(D)
Separated Spouses, Treated as Divorced
520.002(A)(2)
SIBLING Sibling, Exception to House Being a Countable Asset
520.007(G)(8)(b)(3)
Sibling, Exception To Real Estate Lien Rule
515.012(A)(2)(b)(3)
Signature, Applicant s Signature Not Required to File Application for 15 Days
502.001(A)(4)
Skilled Nursing Services Defined
515.001
S.L.I.M.B.
519.011(A)
Snapshot
520.016(B)
Social Security Number Required
503.003
Son or Daughter, Exception to House Being a Countable Asset
520.007(G)(8)(b)(4)
SPECIAL NEEDS TRUST Special Needs Trust Defined
515.001
Special Needs Trust May be Revised to be Non-Countable
520.023(D)(2)
Special Needs Trust Non-Countable
520.008(H) and 520.023(D)
SPOUSE Spousal Refusal
517.009 and 517.011
Spousal Support
520.026(B)
Spousal Support, Refusal Shall Not Make Party Ineligible
517.009
Spouse, Asset of Community Spouse Long-Term Care Reviewed
520.005(A) and 520.016(B)(1)(a)
Spouse, Assets of Community Living Together
520.002(A)(1)
Spouse, Exception To Lien Rule
515.012(A)(b)(1)
Spouse, Exception to Real Estate Being Countable Asset
520.007(G)(8)(b)(1)
Spouse in the House Exception No Lien
515.012(A)(2)(b)(I)
Spouse Income Not Countable
520.002(B)(2)
SPOUSE - SPECIAL RULES Spouse Rules Asset Limit Assets As One Estate Recovery Probate Only Estate Recovery Spouses Deferred Home Non-Countable
Income Separate Lien, None MMMNA/Community Spouse Resource Allowance Transfers Between Spouses, No Penalty Spouses Residing Apart Treated As Divorced
520.016 (B)(2)(a)(1) 520.005(A) and 520.016(B)(1)(a) 501.013(A)(2) and 515.011(A) 501.013(B) and 515.011(C) 520.007(G)(8)(1) and 520.008(A) 520.002(B)(2)(a) 515.012(A)(2)(b)(I) 520.017 520.019(D)(2)(1) 520.002(A)(2)
SSI SSI Defined
515.001
SSI MassHealth Standard Eligibility
515.002(A)(2)
SSI Non-Countable Income
520.015
SSI Recipients Automatically Eligible
519.002(B)
SSI/Retroactive Non Countable
520.009(E)
SSI/Retro Not Countable Income
520.015(G)
SSI/SSDI Retroactive Non Countable
520.007(H)(1)
Standard, MH Standard for Long-Term Care
519.006
Supplemental Security Income Defined
515.001
Term Insurance
520.007(E)(2)
Testamentary Trusts
520.021 (First Para.), 520.023 (First Para.), and 520.008(H)
THIRD PARTIES Third-Party Assignment
503.004
Third-Party Lien
520.023(D)(5)
Third-Party Payments
517.009
TIME STANDARDS Time Standard - Request for Verifications
502.003(D)
Time Standards - Appeals, Presumption That Mail Arrives 3 days After Notice, Therefore You Have 33 days to Appeal
610.015(B)(1)
Time Standards - Application Date Is Date of Receipt Of Completed Application
5002.001(A)(4)(d) and 516.002
Time Standards - Application For Disabled Parties 90 Days Not 45
502.005(B)
Time Standards - Application For Non-Disabled Parties
502.005(A)
Time Standards - Change in Circumstances
502.007(C)(3)(a)(6)
Time Standards - Eligibility Determination 45 Days
516.004(A)
Time Standards - Extended
516.004(C)
Time Standards - Extended Certain Diseases
502.003(D)(2)
Time Standards - For Identity
502.003(F)(6)
Time Standards - Nine Months Exemption or Grace Period To Sell Real Estate
520.007(G)(2)
Time Standards - Request for Verifications 90 Days
502.001(A)(B)(C)(D)
Time Standards - Saturday, Sunday, & Holidays Are Not Counted When They Are The Last Day
610.015(C)
Time Standards - See Field Operations Memo 93-41 Transfer of Asset - Exception To Rule for Children
520.019(D)(6)(b)
Time Standards to Complete Application
502.001(A)(4)(c)
Title of Accounts To Be Changed After Eligibility 520.005(C)(4) Torts - Assignments
503.004, 517.009(A) and 517.012
TRANSFERS Transfer, For Trusts
520.019(G)
Transfer of Asset - Exception to Rule for Brother or Sister
520.019(D)(6)(c)
Transfer of Asset - Exception to Rule for Caregiver Child
520.019(D)(6)(d)
Transfer of Asset - Exception to Rule Other Than A Home
520.019(D)(1-5)
Transfer of Asset - For Any Non-Relative Disabled Under 65
520.019(D)(4)
Transfer of Asset - Penalty Formula
520.019(G)
Transfer of Asset - Post Eligibility
520.016(b)(3)
Transfer of Asset to Spouse, No Penalty
520.019(D)(1) & (D)(6)(A)
Transfer of Assets
503.008(A)(8), 520.007 (First Para.), 520.007(J), 520.018, 520.019, and 520.019(K)
Transfer of Assets - Exception For Blind Or Disabled Child
520.019(D)(3)
Transfer of Assets - Exception To Penalty Rule Certain Parties, Spouse Child (Under 21) And Others
520.019(D)(6)
Transfer of Assets - Exception To Rule For Brother Or Sister
520.019(D)(6)(c)
Transfer of Assets - Exception To Rule For Caregiver Child
520.019(D)(6)(d)
Transfer of Assets - Exception To Rule For Children
520.019(D)(6)(b)
Transfer of Assets - Exception To Rule For Other Than A Home
520.019(D)
Transfer of Assets - Special Needs Trust For Blind Or Disabled Child
520.019(D)(3)
Transfer Of Bank Accounts
520.005(C)(4)
Transfer of Life Estates
520.019(I)(2)
Transfer of Resident - Certain Reasons Only
610.028
Transfers on Joint Accounts - Any Action
520.019(H)
Transfer Penalty Formula
520.019(G)
Transfer, Curing
520.019(K)(1)(b)
Transfers
520.019(C)
Transfers - Any Action
520.019(C)
Transfers, Any Action Taken To Avoid Receiving A Resource May Be A Transfer
520.019(C)
Transfers, Between Spouses No Penalty
520.019(E)(2)
Transfers - Double Penalties, Disallowed See Double Penalty Transfers, For Trusts
520.019(G)
Transfers, Formula For Both Spouses In A Facility
520.019(G)(2)(I)
Transfers, How To Compute
520.019(G)
Transfers, No Penalty For Transfers Between Spouses
520.019(D)(1)
Transfers, Partial Cured Permitted
520.019(K)
Transfers, Penalty, Start Date
520.019(G)(3)
Transfers, Permissible - Outline Of Permissible Transfers
520.019(D)
Transfers Post-Eligibility
520.016(B)(3)
Transfers, To Disabled Or Blind Child - Trust For Same
520.019(E)(3)
Transfers, To Trust Or Disabled Under 65 Non-Relative
520.019(D)
Transfers, To Trusts - Revised
520.019(K)
Transitional Assistance, Department Of
515.004(B)
TRUSTS Trust for Applicant
520.019(D)(5)
Trust Cure for Home
520.024(C)
Trust, Hardship Waiver
520.024(E)
Trust, Transfer to by Person Under Age 65
520.019(D)(4)
Trusts Defined
515.001
Trusts, Discretionary Payments
520.022(B)
Trusts, Federal Law Supercedes
520.021 (First Para.)
Trusts, Home In Trust Non-Countable
520.022(A)
Trusts, Irrevocable
520.023(C)
Trusts, Look-Back
520.023 (A)
Trusts, Other than by Will
520.023 (First Para.)
Trusts Revision
520.008(H) and 520.019(K)(1)(a)
Trusts Revocable, Countable
510.022 and 510.023
Trusts, Special Needs
520.008(H)
Trusts, Testamentary
520.008 (H), 520.021 (First Para.), and 520.023 (First Para.)
Undue Hardship As To Real Estate
520.007(G)(11) and 520.007(G)(13)
VERIFICATIONS Verification, Citizenship
504.004 and 504.005
Verifications, 30 Days From Date Of Request To Respond
516.001(C)(2)
Verifications Of Ownership
520.005(D)
Verifications May be Filed At Time Of Appeal
610.051(B)
Verifications May be Filed At Time Of Appeal
610.071(A)(2)
Veterans, Aid and Attendance 520.015(E)
520.008(G) and
Withdrawal Of Application
516.008
Appeal - No Liens on Real Estate Pending Appeal-Eligibility Operations Memo 96-11 Verification Request
Verifications - Workers Should Exercise Prudent Judgment And Common Sense - Eligibility Operations Memo 96-9
502.003(C) and 502.003(D)
Verifications Not Meant To Provide Barriers To Medicaid Eligibility Operations Memo 96-9 Verifications - Workers Should Assist Applicants In Meeting Verification Requirements - Eligibility Operations Memo 96-9 WAIVER Waiver of Cooperation
503.005
Waiver, Frail Elder
519.007(B)
Waiver of Period of Ineligibility Due to Hardship
520.019(C)
Waiver, PACE
519.007(C)
Waiver Programs Workers Compensation, Must File For
519.007 503.008(A)(7)
