UPM3 - Technical Eligibility Requirements, Procedural Eligibility Requirements
Page 7 of 16
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Transfer of Assets - Transfers Not Resulting in a Penalty
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Transfer of Assets - Transfer Involving Trusts
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Transfer of Assets - Considering Transfers Made to or by Spouses
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Transfer of Assets - Treatment of Annuities
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Transfer of Assets - Considering Transfers Made to Children
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Transfer of Assets - Purchase of Life Use
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Transfer of Assets - Considering Transfers Made to Siblings
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Transfer of Assets - Purchase of a Mortgage Note, Loan or Installment Contract
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Transfer of Assets - Transfer Made Exclusively for Reasons Other Than Qualifying
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Transfer of Assets - Considering Transfers Involving Trusts
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Transfer of Assets - Evaluating Transfers Made for Another Purpose
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Transfer of Assets - Evaluating Intent to Receive Fair Value or Other Valuable Consideration
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Transfer of Assets - Determining Undue Hardship
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Transfer of Assets - Transfers Made in Return for Other Valuable Consideration
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Transfer of Assets - Determining Fair Market Value