Uniform Policy Manual (UPM)

Page 48 of 129

• 3028_35P

  Transfer of Assets - Processing Withdrawn Applications

• 3028_40

  Transfer of Assets - Withdrawals

• 3028_40P

  Transfer of Assets - Documenting Transfers

• 3029

  Technical Eligibility Requirements - Transfer of Assets

• 3029_01P

  Transfer of Assets - Defining the "Look Back" Period

• 3029_03

  Transfer of Assets - Basic Provisions

• 3029_03P

  Transfer of Assets - Looking for Transfers

• 3029_04P

  Transfer of Assets - Choosing the Correct Policy to Use

• 3029_05

  Transfer of Assets - Basic Provisions

• 3029_06P

  Transfer of Assets - Identifying Institutionalized Individuals

• 3029_07P

  Transfer of Assets - Considering the Type of Assets Transferred

• 3029_10

  Transfer of Assets - Transfers Not Resulting in a Penalty

• 3029_11

  Transfer of Assets - Transfer Involving Trusts

• 3029_11P

  Transfer of Assets - Considering Transfers Made to or by Spouses

• 3029_12

  Transfer of Assets - Treatment of Annuities