MASSHEALTH INCREASES LOOK-BACK FOR TRANSFERS INTO/FROM TRUSTS

MassHealth is revising the regulations about look-back periods for transfers into or from trusts. Due to provisions in the Deficit Reduction Act of 2005, the 36-month look-back period for certain trusts described at 130 CMR 520.023 will be phased-in to become a 60-month look-back period.

Beginning on March 8, 2009, applicants will be asked to provide verifications of their assets for the 37 months prior to the application. As each month passes, the look-back period will increase by one month until the full 60 months is reached on February 8, 2011.

-Adapted from: "Revisions to Look-Back Periods for Transfers into or from Trusts", MassHealth Eligibility Letter 174, February 15, 2008.

2/08