615 BUDGETING: Independent Living, RCF, CR, QMB, QDWI, SLMB, SLMB135, and SLMB175 SR 00-01, 01/00 (AAM-A)

Use the following steps to compute income for assistance groups requesting or residing in:

• independent living,

• residential care facility,

• community residence, and

• QMB, QDWI, SLMB, SLMB135, and SLMB175.

1. Subtract the following from each individuals gross earned income:

- earned income disregard,

- employment expense disregard.

 Exception: Do not allow the EED for APTD cases.

 The result is the individuals net earned income.

2. Add all the net earned income amounts for each individual in the assistance group.

3. Add the countable gross unearned income for each individual in the assistance group to the total net earned income calculated in Step 2.

 Exception: Do not count the current years January cost of living (COLA) increase as unearned income until April 1 for QMB, QDWI, SLMB, SLMB135, and SLMB175 cases who request assistance for January, February or March.

4. Subtract the adult standard disregard.

5. Subtract any allowable deductions. The result is the case net income.

6. Compare net income to the appropriate income limit.

- See Part 617, Grant Determination, when net income is equal to or below the financial assistance income limits for individuals requesting financial assistance.

 

If the net income exceeds the appropriate income limit for...

Then...

• Independent Living

• Residential Care Facility

• Community Residence

• Determine potential In and Out eligibility. See Part 625, In and Out Medical Assistance.