Page 310

Medical Services Policy Manual, Section H

H 400 Post Eligibility

H-415 Option to Estimate Net Income MS Manual 07/01/20 The eligibility worker may elect to estimate for a period not to exceed six months any or all of the following: the income of the Institutionalized Spouse (IS) and Community Spouse (CS), the spousal and family member maintenance allowances, and the medical expenses. The six-month projection will show reasonable income and expenses, based on the six-month period immediately preceding the projection and may be preferable when income or living/medical expenses fluctuate. H-416 Verification or Refusal of Contributions MS Manual 08/29/22 Prior to certification of the Institutionalized Spouse (IS), the IS or representative must indicate that the IS plans to contribute the Community Spouse Monthly Income Allowance (CSMIA) and the Family Member Allowance (FMA) specified on the Notice of Action during the period of institutionalization. Otherwise, no allowances for the CS or other family members will be used in determining Nursing Home Net Income. The CSMIA and FMA will only be deducted to the extent actually contributed by the IS. If the CS does not want to accept the contribution from the IS, the CS should decline the income. H-420 Treatment of Extended SSI Benefits for Institutionalized Recipients MS Manual 07/01/20 SSI recipients entering a medical or nursing facility will be allowed to retain their full SSI benefits if: a. they have a home to maintain and b. they have obtained a medical statement for SSA to document that the medical confinement will not exceed three calendarmonths after themonth of entry to the facility No extension beyond the three months will be allowed.

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Page 310

Official source

Medical Services Policy Manual, Section H

H 400 Post Eligibility

H-415 Option to Estimate Net Income MS Manual 07/01/20 The eligibility worker may elect to estimate for a period not to exceed six months any or all of the following: the income of the Institutionalized Spouse (IS) and Community Spouse (CS), the spousal and family member maintenance allowances, and the medical expenses. The six-month projection will show reasonable income and expenses, based on the six-month period immediately preceding the projection and may be preferable when income or living/medical expenses fluctuate. H-416 Verification or Refusal of Contributions MS Manual 08/29/22 Prior to certification of the Institutionalized Spouse (IS), the IS or representative must indicate that the IS plans to contribute the Community Spouse Monthly Income Allowance (CSMIA) and the Family Member Allowance (FMA) specified on the Notice of Action during the period of institutionalization. Otherwise, no allowances for the CS or other family members will be used in determining Nursing Home Net Income. The CSMIA and FMA will only be deducted to the extent actually contributed by the IS. If the CS does not want to accept the contribution from the IS, the CS should decline the income. H-420 Treatment of Extended SSI Benefits for Institutionalized Recipients MS Manual 07/01/20 SSI recipients entering a medical or nursing facility will be allowed to retain their full SSI benefits if: a. they have a home to maintain and b. they have obtained a medical statement for SSA to document that the medical confinement will not exceed three calendarmonths after themonth of entry to the facility No extension beyond the three months will be allowed.