Get Form 08ma023e (m-11) Instructions - Okdhs

Filling out the Form 08MA023E (M-11) can be a crucial step for individuals looking to establish a Medicaid Income Pension Trust. This guide will provide you with clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to complete your form with ease.

1. Click the ‘Get Form’ button to access and open the form in your preferred digital platform.
2. Begin by entering the name of the trust in the specified field, identifying it as the Medicaid Income Pension Trust of the client’s name.
3. Fill in the declaration date, ensuring to include the day, month, and year when the trust is established along with the client's name.
4. In Article I, specify the Trust's name, reiterating it as the Medicaid Income Pension Trust of the client's name.
5. For Article II, list the beneficiaries of the trust, including both the client's name and the Oklahoma Health Care Authority.
6. Complete Article III by detailing the purpose of the trust, ensuring to include the client's name and outlining how the trust will restrict countable income.
7. In Article IV, appoint the trustee by inserting the trustee's name.
8. Proceed to Article V and assign to the trustee all monthly income of the client as described in Schedule A.
9. In Article VI, clarify the distribution of income and principal while the client receives SoonerCare, reflecting on the nature of countable income.
10. Continue to Article VII and define the conditions under which the trust will terminate.
11. Fill in Article VIII regarding trust administration, ensuring understanding that property is not subject to probate.
12. Complete Article X by outlining the succession plan for the trustee, including provisions for resignation or death of the original trustee.
13. Finalize your document by signing in Article XII and including notarization details as required.
14. Once completed, save your changes, download, print, or share the form as necessary.

Complete your Form 08MA023E (M-11) online today to ensure your Medicaid Income Pension Trust is properly established.