Supplemental Needs Trusts - Materials For Advocates

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Supplemental Needs Trusts Training Outline For Advocates

Fact Sheet on Enrolling into a Supplemental Needs Trust to Eliminate the Medicaid Spend Down (2009 Update)

Pooled Trusts in NYS

     The Western New York Coalition Pooled  Trust 

Excerpt of Social Security Program Operations Manual System (POMS) at SI 01120.203

Fair Hearing Decision No. 3945750N, In the Matter of Mary O, dated Feb. 25, 2004 -- available on wnylc.net --
http://www.wnylc.net/

Letter dated Sept. 23, 1997 from Ann Kohler at State Dept. of Health amending Dept. Transmittal of 96 ADM-8

NYC Medicaid Facts Alert May/04 Re Exemption of Income Deposited into Pooled Trust

Sample court Petition requesting approval of individual self-settled SNT, where beneficiary has no parent, grandparent or Guardian so needs a court order

Matter of Correri v Commissioner of NYSDOH
(No transfer penalty when parent puts income into SNT for disabled child of any age)

Materials on Proving "Disability" for People Over Age 65

GIS 06 MA/005: Purposes of Medicaid Disability Reviews

LDSS-486T - Medical Statement of Disability

LDSS-1151 - Client's Disability Information

2/2/05 Letter from DOH regarding clarification of the Proper treatment of income placed in a pooled trust for purposes of determining Medicaid eligibility

NYS Medicaid Disability Manual

Social Security Ruling 2003-3p - proving disability for people over age 65

Sample Cover Letter to Medicaid with Trust

05 OMM/INF-1: Pooled Trusts and Disability Determinations for Individuals 65 Years of Age and Over

HRA Alert - SNT - 7-7-05

HRA Alert - SNT - 4-26-06

NYSARC Documents

The following Information Packet contains all of the materials previously posted separately (Submission Checklist, Information & Procedures, Questions & Answers, Fee Schedule, and Master Trust). NYSARC Information Packet (Updated 6/1/08)

NYSARC has issued a new Joinder Agreement. They will continue to accept the old Joinder Agreement (9/14/05) for a few months, but the best practice is to use the new form from now on. NYSARC Joinder Agreement (Updated 6/2/08)

 

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