Community Spouse Plan Calculator

Complete the fields below to determine the total spend-down amount and MCA premium for a Medicaid Compliant Annuity for a Community Spouse Plan

Carrier

Annuity Term

months

State

Total Countable Assets Today

Other Spend-Down Deductions

Outstanding Liabilities

Planning Fees

Other Exempt Asset Purchases

Other Deductions

RESULTS

Carrier:

—

Annuity Term:

— months

Actual CSRA:

$—

Recommended CSRA:

$—

Spend-Down Amount:

$—

Annuity Premium:

$—

Monthly Payout:

$—/month

Total Payout:

$—

By submitting information on this fillable form and utilizing our calculator tool, you indicate your understanding and agree that this is for illustration and education purposes only. Users of this calculator tool also agree to our Privacy Policy and Terms and Conditions. This tool is not intended to replace the final calculations for a Medicaid Compliant Annuity plan and its use for that purpose is not recommended.