SI BOS01730.048 Medicaid Trusts

A. Policy

When an individual residing in a section 1634 State has a Medicaid trust, SSA determines if the trust is countable for SSI purposes. The existence of a Medicaid trust results in a referral to the Medicaid State agency for a Medicaid eligibility decision. See SI 01730.048 for the definition of Medicaid trusts and procedures to determine if a trust is countable for SSI purposes.

In the Boston Region, the section 1634 States are Maine, Massachusetts, Rhode Island, and Vermont.

B. Procedure

Copy any trust information provided. Use the “Medicaid Referral to State Agency - Fax Cover Sheet” linked below to fax the information to the State agencies using the contact information in the chart below. Fax is the preferred method of transmittal. You may mail the trust document if the fax option is unavailable.

Medicaid Referral to State Agency - Fax Cover Sheet:


Contact Information


Department of Health and Human Services

ATTN: MaineCare – Program Manager

221 State St.

Augusta, ME 04333-0040

Fax: 207-287-3455


Commonwealth of Massachusetts

Health Insurance Processing Center

PO Box 4405

Taunton, MA 02780

Fax: 857-323-8300

Rhode Island

Department of Human Services

Office of Legal Counsel

57 Howard Ave.

Cranston, RI 02920

Fax: 401-462-1678


Department for Children and Families

Economic Services Division

ATTN: Reach Up Unit

103 South Main St.

Waterbury, VT 05676-1500

Fax: 802-769-2186


C. Reference

Medicaid Trusts, SI 01730.048

To Link to this section - Use this URL:
SI BOS01730.048 - Medicaid Trusts - 08/29/2023
Batch run: 08/29/2023