2-009.02C3 Assessment of Resources
Either spouse may request an assessment of their resources no earlier than the beginning of a period of continuous residence in a specified living arrangement. An assessment of resources may not be finalized and signed until a client has been in a specified living arrangement for 30 consecutive days or would have been except for death. A couple is allowed only one assessment. The worker must complete an Assessment of Resources listing all countable resources owned jointly or individually by the couple the month the spouse entered the specified living arrangement. If a transfer or sale of resources occurred during the month the spouse entered the specified living arrangement, then the assessment of resources must list all countable resources owned jointly or individually by the couple on the day the spouse entered the specified living arrangement. The couple is allowed resource exclusions listed in 469 NAC 2-009.02B.
Resources owned the month of entry may be used if no transfer or sale of resources occurred during the month.
Ownership of the home, one automobile, and all essential property (business property and $6,000 equity in non-business property used to produce goods for home consumption) may be transferred to the community spouse. Other resources transferred to the community spouse are limited to that spouse's protected resource amount. The alternate care spouse is not eligible for Medicaid if resources in excess of the protected amount have been transferred.
If the community spouse transfers away any resource for less than fair market value, it is a deprivation of resources.
See 469 NAC 2-009.10 ff.
The worker must verify and document all resources declared by the couple. The couple or their representative has the primary responsibility for providing verification and documentation. The assessment must be completed within 90 days from the request.
The case file must contain documentation within 90 days.
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2-009.02C3a Appeal of Assessment
2-009.02C3b Jointly Owned Resources
2-009.02C3c Unavailable Resources
2-009.02C3d Treatment of Resources Not Included on Assessment