Description
This page allows you to view a Transfer To Trust evidence record.
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Fields
LabelTypeDescriptionMandatory
Updated OnCURAM_DATETIMEThe date on which the last update was made to the evidence.No
Effective Date of ChangeCURAM_DATEDate which the evidence becomes effectiveNo
Approval RequestedCURAM_INDICATORApproval RequestedNo
Transfer DateCURAM_DATEDate that the ownership transfer occurred.No
Transfer ValueCURAM_AMOUNTMonetary value of the ownership transferred.No
Transfer on Behalf of this participantCURAM_INDICATORThis indicates whether or not the ownership of the resource has been transferred by another individual on behalf of the household member who owns the trust.No
Attempted to Regain PossessionCURAM_INDICATORThis indicates whether or not to show that the household member has reasonably tried to regain possession of a resource which has previously been transferred.No
Legally Binding Document in PlaceCURAM_INDICATORThis indicates if there is a legally binding document in place and to be shown for this transfer.No
Updated By
LabelTypeDescriptionMandatory
Updated ByUSER_NAMENo
Approval Status
LabelTypeDescriptionMandatory
Approval StatusAPPROVAL_REQUEST_STATUS_CODENo
Household Member's Ownership Before Transfer Details
LabelTypeDescriptionMandatory
Value of OwnershipCURAM_AMOUNTMonetary fair market value of the household member's ownership at the transfer date. The value of this field is provided by the system and cannot be changed. It is calculated from the total fair market value of the resource and the percentage owned by the household member at the time of transfer.No
Resource Ownership Transfer Details
LabelTypeDescriptionMandatory
Transfer ReasonEVD_OWNERSHIP_TRANSFER_REASONTransfer reason from the drop-down list of transfer reasons, for example, court ordered.No
Transfer to Trust Details
LabelTypeDescriptionMandatory
Trust GrantorFULL_NAMEThis is the grantor of the trust to which the ownership is being transferred. The grantor is selected on the Trust Evidence Selection page and cannot be changed. You can view the grantor's member or case participant home page by clicking on the trust grantor name. No
Transfer to BeneficiaryFULL_NAMEThis is a drop-down list of active beneficiaries that are related to the selected trust.No
Comments
LabelTypeDescriptionMandatory
CommentsCOMMENTSNo
Links and Actions
Page Level Actions
LabelDescription
[View History]Click the View History link to view the update history for the evidence.
[View History]Click the View History link to view the update history for the evidence.
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
When page is submitted
None
Related Entities
Technical Information
Page IDEVD_viewTransferToTrustEvidenceHistRec
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\Evidence\Evidence\TransferToTrust\EVD_viewTransferToTrustEvidenceHistRec.uim
Page Load InterfaceEVDEvidenceMaintenance.readTransferToTrustEvidence
Page Submit Interface
Linked From Pages