The following rates are to be used for calculating penalty periods for uncompensated transfers by institutionalized individuals applying for Medicaid coverage on or after January 1, 2022 and for home care applications once NYS institutes a look back period for community-based applicants:

The NY State Department of Health issued these rates, used to determine penalty periods for institutionalized individuals who apply for Medicaid on or after January 1, 2022 and for home care and community-based individuals who apply once NYS institutes a look back for same, likely within the first half of 2022.

Note: These rates have increased in all regions. This will result in shorter waiting periods for Medicaid eligibility.

The following is an example of how to use these rates: if a NYC nursing home applicant gifted $134,150 in January 2022, he or she will be ineligible for Medicaid benefits for 10 months ($134,150/$13,415); if a Long Island home care applicant gifted $84,072 in July, 2022, he or she will be ineligible for 6 months ($84,072/$14,012). The foregoing assumes that the recipient is not an exempt individual, such as a spouse or disabled child.

Note: For nursing home applications, the penalty period will not commence until the applicant is in a nursing home, has assets of no more than the allowable resource limit (plus other exempt assets) and has applied for Medicaid nursing home benefits.

Note: Medicaid districts will use the rate for the region in which the facility is located.