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The lookback date is a fixed point in time, on or after which all transfers of resources are reviewed. The lookback date for SA is 36 months prior to the date of application. For example, if the application is taken on December 15, 2005, counting back 36 months establishes a lookback date of December 15, 2002. The lookback date never changes once it is established. Evaluate all transfers that occurred on or after this date. Do not consider any transfers prior to this date. Document the lookback date in the case record.
The earliest lookback date is November 1, 2002. DO NOT apply transfer sanctions to any transfer that occurred prior to November 1, 2002.
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For questions or clarification on any of the policy contained in these manuals, please contact your local county office.
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