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Title 8: Medicaid Page 16 Iowa Department of Health and Human Services Employees’ Manual Chapter D: Resources Attribution of Resources Revised September 13, 2024 Calculating the Amount to Attribute to the…

The Department of Human Services completed an attribution of resources for your household in (month, year). At that time, the community spouse was attributed the maximum (or minimum) resource allowance of (amount). You have (filed an application or requested a revision of the attribution). We have revised the attribution, based on an increase in the maximum (or minimum) community spouse resource allowance to (amount). As of (date), the community spouse is attributed (current maximum (or minimum)). We subtract this amount from your household’s total resources at the time of the Medicaid application to determine the institutionalized spouse’s countable resources. If you have questions, please contact me. Processing a Medicaid Application After Attribution Legal reference: 441 IAC 75 (Rules in Process), P. L. 100-360, P. L. 100-485 When determining eligibility for the institutionalized spouse, the amount of resources to count is the difference between the couple’s total resources at the time of application and the amount attributed to the community spouse. Follow the requirements of 8-B to process a Medicaid application. However, do not approve Medicaid before completing an attribution of resources. If the couple does not have an attribution, total the countable resources of both spouses at the first moment of the month of entry. Exempt only those resources listed under Resources Excluded from Attribution. Complete the attribution as directed under Calculating the Amount to Attribute to the Community Spouse. Determine and verify countable resources of both spouses as of the first moment of the first day of the month for which application is being made (if this is a different month). Subtract the amount of resources attributed to the community spouse as of the date of entry to the facility from the couple’s total resources in the month of application. Count the remaining balance towards the Medicaid resource limit for the institutionalized spouse.