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Medical Services Policy Manual, Section H

H 201 Treatment of Income and Resources for Certain Institutionalized Spouses H-200 Spousal Impoverishment

H-200 Spousal Impoverishment MS Manual 01/01/16 The following eligibility groups will use the spousal impoverishment guidelines listed in this policy section: 1. Long Term Services and Supports (LTSS) a. Nursing Facility care b. Assisted Living Facility (ALF) c. ARChoices in Homecare d. PACE program H-201 Treatment of Income and Resources for Certain Institutionalized Spouses Manual 07/13/15 As of September 30, 1989, the Medicare Catastrophic Coverage Act (MCCA) of 1988 (P. L. 100- 360) requires special treatment of the income and resources of institutionalized individuals who are legally married to spouses living in the community. No comparable treatment of income and resources is required for non-institutionalized individuals or for institutionalized individuals who do not have a spouse living in the community. If there are changes in the marital status or other changes (e.g., the spouses divorce or the institutionalized spouse returns home), the rules do not apply in the month following the month in which the change occurred. Except as specified in MS H-201-212, H-402, H-403, H-410, H-415-416, and H-470, this section does not affect the determination of what constitutes income or resources, or the methodology and standards used to determine or evaluate income or resources. H-202 Initial Assessment MS Manual 07/13/15 Upon application for LTSS or upon request by the Institutionalized Spouse (IS), Community Spouse (CS), or representative, the caseworker will assess and document the total value of