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Title 8: Medicaid Page 11 Iowa Department of Health and Human Services Employees’ Manual Chapter D: Resources Attribution of Resources Revised July 10, 2026 Calculating the Amount to Attribute to the…

$ 1,410

+ 1,500

$ 2,910

- 55

$ 2,855

+ 2,100

$ 4,955

$ 4,066.50

- 4,955

$ 0 Social Security Pension

Personal needs allowance Total of Mr. C’s income available to Mrs. C Mrs. C’s income Total income available to Mrs. C when determining her shortfall for the annuity quote MMMNA Total income available to Mrs. C Shortfall of income used to determine the cost of an annuity for the attribution Since there is not a shortfall of income for Mrs. C, additional resources cannot be attributed to Mrs. C. Mr. C remains ineligible until he spends down his resources to $2,000. If Mr. C is determined eligible, calculate the CP as follows:

$ 1,410

+ 1,500

$ 2,910

- 55

- 1,966.50

$ 888.50 Social Security Pension

Personal needs allowance Mrs. C’s deficit Client participation

$ 4,066.50

- 2,100

$ 1,966.50 MMMNA Mrs. C’s Social Security Mrs. C’s deficit of income Since Mr. C has income left after the spousal diversion, this is when you will allow other deductions in the CP calculation, such as unmet medical needs (Medicare and health insurance premiums). Since there is $888.50 left, Mr. C will have $888.50 that he can use to pay towards his Medicare premium and health insurance premium.