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Medicaid Spend-Down & Excess Funds

Medicaid Spend-Down & Excess Funds - Questions & Answers

Burial Reserves - "Funds or other resources, whether revocable or irrevocable, held in trust or
under contract with a financial institution or a funeral director and designated for burial expenses. The term may also be known as funeral reserves, funeral arrangements, prepaid funeral agreements, burial funds, burial agreements or similar names." 55 Pa. Code, Sec. 178.2

Excess funds "remaining from the irrevocable burial reserve after the burial expenses become part of the deceased recipient's estate." 55 Pa. Code Sec. 178.5 (4).

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