Once eligibility has been determined for an institutionalized individual (without spousal impoverishment) they are treated as a single resource unit thereafter and must always have resources under a specified Long Term Care resource limit. Any new resource evidence recorded for the individual, including resource transfer evidence will trigger reassessment to run the Resource Eligibility rules for Long Term Care for a single institutionalized individual.
If the rules determine that the individual is over the resource limit then they are ineligible for Long Term Care from the beginning of the following month. Any new or updated resource transfer, liquid resource, ownership, property, trust or annuity evidence for the individual or community spouse for an active integrated case also triggers reassessment to run the case and rules processing for sanctions.
When eligibility has been determined for an institutionalized individual with spousal impoverishment, any resource changes must be monitored against allowable amounts in the spousal impoverishment once they are within the protected period. In this case they are not subject to the normal resource test until the spousal impoverishment transfer amount reaches 0 or the protected end date is met. Each resource transfer to the spouse has the potential to complete the protected period, or to reduce the amount that must still be transferred to the spouse.