Policy Library

EPM 2.3.3

Financial Eligibility

Effective:
June 1, 2016
Version:
1
Last edited:
October 3, 2026
Plain text versionOfficial origin

This subchapter provides policy about financial eligibility. This includes eligibility factors that involve a person’s income or assets.

This subchapter includes policies that apply to Medical Assistance for People Who Are Age 65 or Older and People Who Are Blind or Have a Disability (MA-ABD).

  1. MA-ABD Household Composition and Family Size
  2. MA-ABD Assets
  3. MA-ABD Asset Limits 1. MA-ABD Asset Deeming
    1. MA-ABD Sponsor Asset Deeming
  4. MA-ABD Excluded Assets
  5. MA-ABD Countable Assets 1. MA-ABD Availability of Countable Assets
    1. MA-ABD Shared Ownership
  6. MA-ABD Unknown Assets
  7. MA-ABD Excess Assets
  8. MA-ABD Asset Evaluation 1. MA-ABD Liquid Assets 2. MA-ABD Retirement Funds and Plans 3. MA-ABD Health Expense Accounts
    1. MA-ABD Flexible Spending Arrangements
    2. MA-ABD Health Savings Accounts 4. MA-ABD Real Property
    3. MA-ABD Homestead Real Property
    4. MA-ABD Non-Homestead Real Property
    5. MA-ABD Life Estates and Remainder Interests
    6. MA-ABD Other Property Interests 5. MA-ABD Contract for Deed and Other Property Agreements 6. MA-ABD Promissory Notes 7. MA-ABD Automobiles and Other Vehicles used for Transportation 8. MA-ABD Annuities 9. MA-ABD Trusts
    7. MA-ABD Identifying the Type of Trust
    8. MA-ABD Client-Funded Trusts
    9. MA-ABD Medical Assistance Qualifying Trusts
    10. MA-ABD Special Needs Trusts
    11. MA-ABD Pooled Trusts
    12. MA-ABD Third Party Established and Funded Trusts
    13. MA-ABD Supplemental Needs Trusts 10. MA-ABD Life Insurance Policies 11. MA-ABD Burial Contracts
    14. MA-ABD Burial Space Exclusion
    15. MA-ABD Burial Fund Exclusion 12. MA-ABD Continuing Care Retirement Community Entrance Fee 13. MA-ABD Tribal Payments and Interests 14. MA-ABD Household Goods and Personal Effects
  9. MA-ABD Income
  10. MA-ABD Income Limits
  11. MA-ABD Income Methodology 1. MA-ABD Countable Income
    1. MA-ABD Income Deeming
    2. MA-ABD Sponsor Income Deeming 2. MA-ABD Disregards and Deductions 3. MA-ABD Excluded Income
  12. MA-ABD Medical Spenddowns
  13. MA-ABD Spenddown types
  14. MA-ABD Health Care Expenses

Subsections