UPM3 - Technical Eligibility Requirements, Procedural Eligibility Requirements

Page 5 of 16

• 3028_06P

  Transfer of Assets - Identifying Institutionalized Individuals

• 3028_07P

  Transfer of Assets - Considering the Type of Assets Transferred

• 3028_10

  Transfer of Assets -Transfers Not Resulting in a Penalty

• 3028_11

  Transfer of Assets - Transfers Involving Trusts

• 3028_11P

  Transfer of Assets - Considering Transfers Made to or by Spouses

• 3028_12P

  Transfer of Assets - Considering Transfers Made to Children

• 3028_13P

  Transfer of Assets - Considering Transfers Made to Siblings

• 3028_15

  Transfer of Assets - Transfer Made Exclusively for Reasons Other Than Qualifying

• 3028_15P

  Transfer of Assets - Considering Transfers Involving Trusts

• 3028_16P

  Transfer of Assets - Evaluating Transfers Made for Another Purpose

• 3028_17P

  Transfer of Assets - Evaluating Intent to Receive Fair Value or Other Valuable Consideration

• 3028_18P

  Transfer of Assets - Determining Undue Hardship

• 3028_20

  Transfer of Assets - Transfers Made in Return for Other Valuable Consideration

• 3028_20P

  Transfer of Assets - Determining Fair Market Value

• 3028_25

  Transfer of Assets - Undue Hardship