627.11 Verification: Allocated Income (AAM) |
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Verify the need and amount of allocated income when a request for allocation is made, at redeterminations, and whenever there is a change in any of the factors involved in the computation of allocated income.
Do not allocate income if the individual refuses or fails to verify a claimed allocation.
Acceptable verification must document the following, if appropriate to the type of allocation:
. Relationship to individual.
- Community spouse or legal dependent.
. Living arrangement of the community spouse or dependents.
. Type, amount, and frequency of income of the community spouse or dependents.
. Actual expenses that are:
- incurred or to be incurred during the first and last month of institutionalization,
- necessary to maintain the home for the individual's temporary institutionalization, or
- shelter costs of the community spouse.
. If institutionalized, verify:
- the need for institutionalized care,
- the length of time the individual is likely to be institutionalized,
- that the institution is appropriate. See Section 627.03, Allocation to a Community Spouse.
. Court support order against institutionalized individual.