Procedures

Complete an annual review of eligibility for individuals currently eligible under the Widower 1984 COA. Refer to Section 2705, Reviews.

Use the following guidelines for completing the review:

Step 1 Obtain verification from the SSA to verify the following: The A/R’s receipt of RSDI and SSI in 12/83. The A/R’s receipt of an increased RSDI disabled widow(er)'s benefit effective 1/84. The A/R’s ineligibility for SSI the month increased benefit was actually received. The A/R’s continuous receipt of an RSDI disabled widow(er)'s benefit. The current amount of the RSDI widow(er)'s benefit and all subsequent COLAs. Step 2 Determine financial eligibility using the current SSI income and resource limits. Refer to Chapter 2500, ABD Financial Responsibility and Budgeting, to determine the following Whose income and resources to consider. Which SSI income and resource limit (individual or couple) to use. Which eligibility budget to complete. Step 3 Determine the A/R’s countable income by disregarding the following amounts of RSDI income: The 1/84 increase in the RSDI disabled widow(er)'s benefit. All subsequent COLAs. The RSDI claim number will end with a beneficiary identification code (BIC) that includes “W” if the A/R receives RSDI as a disabled widow(er)/disabled surviving divorced spouse.

Do NOT approve Medicaid using the Widow(er) 1984 COA for any month for which the A/R was eligible for and received a SSI payment.