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 (2008 Update)

Pooled Trusts in NYS

     The Western New York Coalition Pooled  Trust 

Supplemental Needs Trusts And Government Entitlements: Rules on Trusts and Transfers into Trusts in Medicaid, SSI, and other Benefit Programs

Excerpt of Social Security Program Operations Manual System (POMS) at SI 01120.203 from http://policy.ssa.gov/poms.nsf/lnx/0501120203!opendocument

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-486-NYC - 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)