Health First Colorado Trusts

Health First Colorado Trust Unit

What Is a Trust?

Any arrangement whereby property is transferred by the settlor with the intention that it be administered by a trustee for the benefit of another (the beneficiary).

Which Trusts Do We Review?

  • Any trust which was established by or which benefits a Health First Colorado (Colorado's Medicaid Program) member or applicant.
  • The applicant or client shall submit trust documents and records to the eligibility site and to the Department.  10 CCR 2505-10, Section 8.100.7.E.7

Basic Question for Any Trust

Can the Health First Colorado member or applicant access the assets in the trust?

  • If he or she can, then the trust is usually a countable resource.If he or she cannot, then the trust is usually not a countable resource for purposes of financial eligibility.

Types of Trusts

The following trusts may be exempt from income or resource requirements for purposes of financial eligibility:

  • Income Trust (10 CCR 2505-10, Section 8.100.7.E.6.a)
  • Disability Trust (10 CCR 2505-10, Section 8.100.7.E.6.b)
  • Pooled Trust (10 CCR 2505-10, Section 8.100.7.E.6.c)

Contact Information

For more information or to submit trusts, records, or documents to the Trust Unit, please contact the Department at:

Email:    Medicaid.trusts@hcpf.state.co.us  

Fax:        303-866-3552

Mailing address:

Attn: Trust Unit

Colorado Department of Health Care Policy & Financing

1570 Grant St.

Denver, CO 80203