UPDATED: NOVEMBER 2007
99
TABLE OF CONTENTS
INCOME
INCOME………………………………………………………………………….………….103
EARNED…………………………………………………………………………………….104
WAGES, SALARIES AND CONTRACTUAL INCOME...…………….………...106
TIPS……………………………………………………………………………….…108
COMMISSIONS, BONUSES AND SIMILAR PAYMENTS………….…….……110
SELF-EMPLOYMENT OR SMALL BUSINESS INCOME…………….…….….113
INCOME FROM ROOMERS (LODGERS) AND BOARDERS………….……..118
UNEARNED……………………………………………………………………………….…121
UNEMPLOYMENT INSURANCE BENEFITS (UIB)…………………………….122
NEW YORK STATE DISABILITY INSURANCE BENEFITS,
WORKERS’ COMPENSATION AND SICK PAY………………………..124
SOCIAL SECURITY (RETIREMENT, SURVIVORS’ AND
DISABILITY INSURANCE), RAILROAD RETIREMENT
AND VETERANS’ BENEFITS……………………………………………..126
DIVIDENDS AND INTEREST……………………………………………………...130
RETIREMENT FUNDS……………………………………………………………..135
UNION BENEFITS (OTHER THAN PENSIONS)………………………………..138
SUPPORT PAYMENTS (VOLUNTARY AND COURT ORDERED)…….…….139
CONTRIBUTIONS FROM NON-LEGALLY RESPONSIBLE
RELATIVES AND FRIENDS………………………………………….… 142
RENTAL INCOME………………………………………………………………..…144
MILITARY DEPENDENCY ALLOTMENT…………………………………..……147
REVERSE MORTGAGES……………………………………………………..…..149
IN-KIND INCOME…………………………………………………………..………150
LUMP SUM PAYMENTS………………………………………………………..…154
(MRG)
UPDATED: JUNE 2010
100
WINDFALLS................................................................................................. 156
INDIVIDUAL SUPPORT SERVICES……………………………………………..157
INCOME LEVELS.................................................................................................... 158
MEDICALLY NEEDY INCOME LEVEL........................................................ 160
MEDICAID STANDARD .................................................................................162
FEDERAL POVERTY LEVELS
MEDICAID EXPANDED INCOME LEVELS .......................................163
MEDICARE SAVINGS PROGRAM .................................................. 166
FAMILY HEALTH PLUS ..................................................................... 169
FAMILY PLANNING BENEFIT PROGRAM...................................... . 170
BUDGETING ........................................................................................................... 171
LOW INCOME FAMILIES (LIF) DISREGARDS ...................................................... 173
LOW INCOME FAMILIES (LIF) BUDGETING METHODOLOGY..................185
185% MAXIMUM INCOME TEST..................................................... 187
100% MAXIMUM INCOME TEST..................................................... 188
MEDICAID INCOME STANDARD .................................................... 189
$90 WORK EXPENSE DISREGARD ............................................... 190
EARNED INCOME DISREGARD ..................................................... 191
CHILD/INCAPACITATED ADULT CARE COST .............................. 193
DETERMINING ELIGIBILITY............................................................ 194
ADC-RELATED DISREGARDS ................................................................................ 196
ADC-RELATED BUDGETING...................................................................... 207
$90 WORK EXPENSE DISREGARD........................................................... . 208
(MRG)
UPDATED: JULY 2008
101
$30 AND 1/3 EARNED INCOME DISREGARD........................................... 209
CHILD/INCAPACITATED ADULT CARE COST.......................................... 211
HEALTH INSURANCE PREMIUMS ............................................................ 212
DETERMINATION OF ELIGIBILITY ............................................................ 215
ADOPTED CHILDREN ............................................................................................ 218
SSI-RELATED DISREGARDS ................................................................................
220
SSI-RELATED BUDGETING METHODOLOGY ..................................................... 231
ALLOCATION............................................................................................... 233
DEEMING..................................................................................................... 237
HEALTH INSURANCE PREMIUMS ............................................................ 240
IMPAIRMENT-RELATED WORK EXPENSES ............................................ 242
BLIND WORK EXPENSES .......................................................................... 247
PLAN TO ACHIEVE SELF-SUPPORT ........................................................ 248
DETERMINATION OF ELIGIBILITY ............................................................ 250
MEDICAID BUY-IN PROGRAM FOR WORKING PEOPLE WITH DISABILITIES . ..256
SINGLE/CHILDLESS COUPLES (S/CC) DISREGARDS ....................................... 257
SINGLE/CHILDLESS COUPLES (S/CC) BUDGETING METHODOLOGY ............ 265
185% MAXIMUM INCOME LIMIT ................................................................ 267
100% MAXIMUM INCOME TEST ................................................................ 268
$90 WORK EXPENSE DISREGARD........................................................... 269
DETERMINATION OF ELIGIBILITY ............................................................ 270
FAMILY HEALTH PLUS .......................................................................................... ...272
(MRG)
UPDATED: NOVEMBER 2009
102
PERSONS IN MEDICAL FACILITIES
ASSESSMENT/DETERMINATION OF INCOME
AVAILABLE FOR THE COST OF CARE………………………...…………275
CHRONIC CARE BUDGETING METHODOLOGY
FOR INSTITUTIONALIZED SPOUSES…………………………………….278
BUDGETING FOR INSTITUTIONALIZED SPOUSES IN SPECIFIED
HOME AND COMMUNITY BASED WAIVERS (HCBS)………………….283
CHRONIC CARE BUDGETING METHODOLOGY FOR INDIVIDUALS………..285
PERSONAL NEEDS ALLOWANCES (PNA) FOR PERSONS
TRANSFERRED OR DISCHARGED………………………………………..290
COMMUNITY SPOUSE AND FAMILY MEMBER ALLOWANCES………………291
FAMILY PLANNING BENEFIT PROGRAM (FPBP) BUDGETING
METHODOLOGY ............................................................................................... 292
EXCESS INCOME ....................................................................................................... 293
SIX-MONTH ....................................................................................................... 299
PAY-IN………………………………………………………………………………….303
(MRG)