SI BOS01730.048 Medicaid Trusts (TN 5-250 -- 09/2014)

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 Trust Routing Cover Sheet” located on the Bosnet SSI Trusts SharePoint site (under the “Resources” section) to fax the information to the State agencies in the chart below. Fax is the preferred method of transmittal. You may mail the trust document if the fax option is unavailable.


Department of Health and Human Services
ATTN: MaineCare – Program Manager
221 State St.
Augusta, ME 04333-0040
Fax: (207) 287-3455


Please forward the trust document to the designated MassHealth Enrollment Center (MEC) below:

Boston, Cambridge, Dorchester, Lynn, Roxbury, Roslindale FOs:

Chelsea MEC
ATTN: Intake Manager
45-47 Spruce St.
Chelsea, MA 02150
FAX: (617) 889-3285


Attleboro, Brockton, Fall River, Falmouth, Hanover, Hyannis, New Bedford, Norwood, Quincy, Taunton FOs:

Taunton MEC
ATTN: Intake Manager
21 Spring St., Suite 4
Taunton, MA 02780
FAX: (508) 828-4634


Framingham, Haverhill, Lawrence, Lowell, Malden**, Salem, Waltham FOs:

Tewksbury MEC
ATTN: Intake Manager
367 East St.
Tewksbury, MA 01876
FAX: (978) 863-9231
**Refer trusts for claimants/recipients in the former Chelsea FO service area to the Chelsea MEC above.


Fitchburg, Gardner, Holyoke, North Adams, Pittsfield, Springfield, Worcester FOs:
Springfield MEC
ATTN: Intake Manger
333 Bridge St. Springfield, MA 01103
FAX: (413) 785-4107

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 (TN 5-250 -- 09/2014) - 10/01/2004
Batch run: 10/09/2014