Skip to main content
U.S. flag

An official website of the United States government

Return to Search

2006.letter to stakeholder.transfer of assets

Guidance for: Medicaid policies pertaining to transfers of assets to trusts for the sole benefit of an individual's child pursuant to Section 1917(c)(2)(B)(iii) of the Social Security Act (42U.S.C. 139p(c)(2)(B)(iv) , or for the sole benefit o an individual under 65 years of age who is disabled pursuant to Section 1917(c)(2)(B)(iii) of the Social Security Act (42U.S.C. 139p(c)(2)(B)(iv) whether there is a legal requirement that the trusts must provide for reimbursement to the State Medicaid program for the benefits provided over the beneficiary's lifetime, before any remaining trust funds are distributed to contingent beneficiaries

Download the Guidance Document

Issued by: Centers for Medicare & Medicaid Services (CMS)

Issue Date: June 27, 2006

DISCLAIMER: The contents of this database lack the force and effect of law, except as authorized by law (including Medicare Advantage Rate Announcements and Advance Notices) or as specifically incorporated into a contract. The Department may not cite, use, or rely on any guidance that is not posted on the guidance repository, except to establish historical facts.