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Wisconsin Department of Health and Family Services Obsolete Medicaid Eligibility Handbook For the current MEH, see http://www.emhandbooks.wi.gov/meh-ebd/ For the current BC Plus Handbook, see http://www.emhandbooks.wi.gov/bcplus/ |
Multiple divestments are two or more separate divestments made within a 36-month period before the MA application date or the date of entering an institution or at any time thereafter.
For multiple divestments:
Add together all the divested amounts of transfers in the lookback period or any time thereafter that are connected in any of the following ways:
Transfers that occur in the same month.
Transfers that occur in both months of a period of any two consecutive months.
Transfers with a penalty period (4.7.5) that extends into a month in which there is another transfer.
Transfers with a penalty period (4.7.5) that extends into the month immediately preceding a month in which there is another transfer.
Calculate the penalty period (4.7.5).
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Example: Ernie enters a nursing home and applies for MA in July 1994. In the 36-month look-back period he made the following transfers:
11-1-93 $20,000 cash to a friend 4-1-94 $5,000 bond to grandson 5-1-94 $5,000 bond to grandson 6-1-94 $5,000 bond to grandson 7-1-94 $5,000 bond to grandson
The 11-1-93 transfer has a penalty period of five months. Since it goes to 3-31-94, it extends into the month that immediately precedes the month of another transfer, the 4-1-94 transfer. Each of the later transfers, the 4-1-94, 5-1-94, and 6-1-94, occur in consecutive months. Therefore, add together all of the divested amounts from 11-1-93 through 7-1-94 to calculate the penalty period. |
If there are transfers in the lookback period which are not connected in any of the ways described above, treat them as separate and calculate a separate penalty period (4.7.5) for each.
This page last updated in Release Number : 03-02
Release Date : 04-08-03
Effective Date : 04-08-03