Income-Only Trust (IOT) Need Questionnaire
This questionnaire will help you determine if you potentially need an income-only trust (aka: Miller Trust) to qualify for the AHCCCS/Medicaid Arizona Long Term Care System (ALTCS) program.

You can complete this form anonymously.

When you get to the last screen and it provides an option to SUBMIT, please click the submit button so we can see if the form is working and can continue to improve its functionality.

THANK YOU!

(c) 2016-2019 - This form/process was developed by and is copyrighted by Carol Aragon-Montgomery and Montgomery & Associates, Inc. www.altcsplanning.net 480-464-4968.

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