6) The customer has income both inside and outside the Income-Only Trust and lives in a long-term care medical institution

The customer has Arizona Long Term Care System (ALTCS) benefits and has an Income-Only Trust (IOT). She submitted a new Income-Only Trust Anticipated Disbursements (DE-313) form requesting an ongoing disbursement of $200 for health insurance. The health insurance bill shows that $50 of the payment would cover her spouse’s health insurance.

Only the customer’s portion of the health insurance premium may be disbursed from the IOT. $200-$50= $150 would be approved as an ongoing trust disbursement.