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Health First Colorado Trust and Recovery Submission - test

Any trust established by or benefiting an applicant/member must be submitted to the Trust Policy & Recoveries Section of the Colorado Department of Health Care Policy & Financing (the “Department”) as part of the financial eligibility determination process for that applicant/member. 

Instructions

Please submit a complete copy of the trust agreement, along with all supporting documents (Note: documents entitled “Certification of Trust” or “Affidavit of Trust” are not a complete copy of the trust agreement). In addition, please reference the information provided below before finalizing your submission or inquiry. 

Instructions for All Trusts

Please ensure the following: 

  • Trustee contact information is available and up to date. 
  • A complete copy of the trust agreement is being submitted, including, but not limited to, any schedules, amendments, or restatements. Any other documents impacting the administration of the trust or its terms should also be submitted, including documents related to a change of trustee or any other document impacting the administration of the trust or the member/applicant’s interest in the trust. 
  • Complete funding/asset information is being submitted, including the source and amount of all funds or other assets transferred into the trust. For newly created trusts, this usually includes a complete and accurate Schedule A. For older trusts, provide an accounting showing all assets contributed to and distributions made from the Trust during the five-year look-back period. 
  • Additional Instructions for an Income Trust
  • Additional Instructions for a Disability Trust

How to Submit Trust/Recovery forms