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Allowance for Medical Expenses 2.6.5

Deduct required and optional medical or remedial expenses from the individual's income (for types of allowed medical expense, see Section 7.4: Allowable Medical Expenses in Part VI). Determine the amount of the medical or remedial expenses to be deducted from the total income by considering the expenses as actually incurred each month.

Community Spouse Monthly Income Allowance 2.6.6

Impoverished Spouse: Unless a spousal support order requires support (court-ordered support) in a greater amount or a hearing officer has determined that a greater amount is needed because of exceptional circumstances resulting in extreme financial duress, deduct the minimum monthly maintenance needs allowance from the community spouse's gross monthly income.

The minimum monthly maintenance needs allowance is $2,898.00 for 2013.

When a deficit remains after a community spouse's gross income is compared to the minimum monthly maintenance needs allowance, the remaining deficit is the amount of the Community Spouse Monthly Income Allowance. If no deficit remains, there is no Community Spouse Monthly Income Allowance

Example 1 The community spouse's monthly income equals $800. $2,898.00 (minimum monthly maintenance needs allowance) - $800.00 (community spouse income) $2,098.00 (community spouse monthly income allowance) The community spouse contributes $800 to monthly costs which is $2,098.00 less than the minimum allowance of $2,898.00. Therefore, there is a deficit of $2,098.00 remaining which is the allowable Community Spouse Monthly Income Allowance. Example 2 The community spouse's monthly income equals $3,000. $3,000.00 (community spouse monthly income) - $2,898.00 (minimum maintenance allowance) $ 102.00(excess monthly community spouse income) Since the spousal income is over the minimum allowance amount, there is no deficit remaining in this example. Therefore, no Community Spouse Monthly Income Allowance is deducted.

Do not recalculate the Community Spouse Monthly Income Allowance when the institutionalized spouse does not actually transfer the amount to the community spouse.

Family Members' Monthly Income Allowance 2.6.7

Impoverished Spouse: Deduct for maintenance of each family member one-third of any deficit remaining after the family member's gross income is compared to a family monthly income allowance equal to the minimum monthly maintenance needs allowance of $2,898.00 (see Section 2.6.6: Community Spouse