WAG 07-02-15-b: Trusts Established Prior to 08/11/93

PM 07-02-15-b

For AABD community

(FCRC)

Request a copy of the trust agreement;

email trust to HFS OIG LTC-ADI at HFS.OIG.LTC-ADI-Legal@illinois.gov or fax to 217-524-3030.

(HFS OIG LTC-ADI Legal)

Notifies the FCRC of:

  • whether the trust is revocable, irrevocable or exempt;
  • if resources held in the trust are countable; and
  • if the terms of the trust permit income disbursements.

(FCRC)

Upload HFS OIG analysis to the case.

For NH, SLP or DoA HCBS (AABD, ACA)

(LTC Hub)

  • Complete and upload form HFS 3654A;
  • make sure all verifications are uploaded to the case;
  • complete referral to OIG fields in IES.

(HFS OIG LTC-ADI)

Uploads LTC-ADI Directive and resource verifications to the case.