Changes to Treatment of Annuities for Medicaid
Description
This memo announces Medicaid policy changes related to the treatment of individual retirement annuities owned by an ineligible spouse. It also announces changes related to the treatment of irrevocable annuities purchased on or after March 1, 2004, that are currently paying out.
Memo Issued By
DMS
Official Memo Number
25-11
Memo Issue Date
July 1, 2025
Memo File