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• The designation on the payment, check, award letter, or other document • The title to the property. 2805.15.05 ESTABLISHING INCOME OWNERSHIP The ownership of all sources of income must be determined according to the criteria listed below. This process establishes the income attributable to everyone. For non-MAGI (MED 1, 2, 4) AGs, income received from a non-AG member and used for the care and maintenance of said individual is not counted as income. When a single payment is received for AG and non-AG members, the portion intended and used for the care and maintenance of the non-AG member will not be counted as income to the AG.
Example: Susie is a Medicaid member. Her mother lives next door and she runs errands for her mother. Her mother gives her cash of $150 a month to pick up her prescriptions and groceries. This is not income to Susie as it is used for the care and maintenance of her mother that lives in a separate household.
For MAGI (MED 3) AGs, payment for the care and maintenance of an AG member or non-AG member is only counted as income if it is taxable income. However, available cash support is not counted as income if provided by the person claiming a tax dependent if the tax dependent is someone other than a spouse or biological, adopted, or stepchild. When a legal representative receives the income, ownership may be verified by the following if electronic verification is not possible: • By specific designation on the payment, check, award letter, or other document; or • By contacting the payment source to ascertain for whom payment is intended and for what purpose is payment being made.
After ownership has been established, each income source must be attributed to the appropriate owner(s). 2805.15.05.05 INCOME FROM NON-TRUST PROPERTY Consider income paid in the name of one individual to be the income of that individual. For income paid in the name of one individual and another person or persons, consider available to each person the amount representing the individual's proportionate interest. For non-MAGI (MED 1, 2, 4) AGs, consider child support income to be the income of the child.