All Medicaid Programs

Obsolete Policy

 

Obsolete 0715 - 380-1 Waiver Asset Requirements

Policy Effective January 1, 2014 - June 30, 2015

Contact DWS Program Specialist for Previous Policy

 

Apply the one person asset limit of $2000.

When the waiver client is married and has a spouse who is not institutionalized or eligible for waiver services, apply Treatment of Assets for Institutionalized Clients rules in section 373. The “spouse in the institution” is the spouse on the waiver. .

If both members of a married couple are requesting waiver services, each person must pass the $2000 asset limit. Divide jointly-held assets equally between them. The asset provisions of section 373 do not apply when both members want waiver services.

Except for applicants and recipients of the New Choices Waiver, apply Transfer of Asset rules found in section 371 to all waiver clients.

For applicants and recipients of the New Choices waiver, transfer of asset rules in sec. 371 only apply to individuals who qualify under the Special Income Group. (See sec. 386-3)