If personal funds are managed by the LTC facility, the facility must:
The facility or guardian cannot use the client's personal funds for anyone but the client. The facility must explain to the client or guardian that the client's funds should not be used to purchase something that the facility must provide as part of
the client's care.
A room and board account is a record of:
When a facility has a room and board account, it must keep a record of all receipts and expenditures in the room and board account. All transactions must be identified and a written record must be kept of each client's account. Review the room and
board account at REDE.
If the funds in the account have been saved and with other nonexempt assets exceed the asset limits, treat the excess as available for the long term care credit/spenddown calculation.
Illinois Department of Human ServicesJB Pritzker, Governor · Grace B. Hou, Secretary
IDHS Office Locator
IDHS Help Line
© 2023 Illinois Department of Human Services