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Title 8: Medicaid Page 73 Iowa Department of Health and Human Services Employees’ Manual Chapter D: Resources Resource Eligibility of Non-MAGI-Related… Revised September 13, 2024

1. The C family applies for the HCBS ID waiver for Child C. Child C is the grantor and beneficiary of a trust with a countable value of $197,345. Income produced by the trust is countable, not excluded. If all other eligibility factors are met, Child C is eligible under the 300% group, since household resources are disregarded in determining children’s eligibility under this group. 2. Child B, age 15, lives in an ICF/ID and is eligible for Medicaid and facility care under the coverage group for people who are ineligible for SSI due to residence in a medical institution. Child B has countable monthly income of $100 and countable resources of $1,800. At the annual review, the worker determines that Child B’s countable resources now total $2,100. Since Child B is no longer eligible under this coverage group, the worker completes an automatic redetermination. Child B can be determined eligible under the 300% group, since resources are not an eligibility factor for children in the 300% group and because Child B’s income exceeds the SSI maximum for a person in a medical institution ($30). General Non-MAGI-Related Resource Policies The following sections describe SSI-related policies on:  Resource limits.  What resources to count.  Joint ownership of real property.  Disputed ownership.  Determining the value of a resource.  Deeming resources from a spouse or parent.  Eligibility while trying to sell a nonliquid resource.  Long-term care asset protection.  Resources exempt for Medicaid for Employed People with Disabilities. Non-MAGI-Related Resource Limits Legal reference: 20 CFR 416.1205, 441 IAC 50.2(1), 75 (Rules in Process) For SSI-related Medicaid eligibility, the resource limit is:  $2,000 for an individual, and  $3,000 for a married couple living together.