400.11.01 INCOME EXCLUSIONS, DEDUCTIONS, DEEMING AND ALLOCATING

CHART Income Exclusions, Deductions, Deeming and Allocating Apply To Liberal Apply To SSI Refer to Chapter 200, Income Income That Does Not Count Prior to budgeting, exclude any income that does not count. Common forms include: • VA Aid & Attendance or VA dependent’s allocation • Infrequent and irregular income • 1/3 Child Support for an Eligible Child X X Refer to the specific type of income in Chapter 200. Income Based on Need (IBON) Funded wholly or partially by the federal government or nongovernmental agency for purpose of meeting basic needs. VA Pension is a common form of IBON. IBON counts dollar for dollar for applicants but is disregarded along with any income used to determine the IBON payment of an ineligible spouse, parent or child. X X 200.06.08 Income Exclusions, Deductions, Deeming and Allocating Apply To Liberal Apply To SSI Refer to Chapter 200, Income Unearned Income Deductions FPL Disregard – allowed for recipients only (not applicants) when the annual cost of living increase in federal benefits is greater than the FPL increase. X 200.01.02 Income Exclusions, Deductions, Deeming and Allocating Apply To Liberal Apply To SSI Refer to Chapter 200, Income FPL disregard and amount of disregard must be cleared by Central Office prior to allowing the deduction. Former SSI recipient disregard (COL, DAC, Widow/er) – allowed for applicants and recipients who qualify for consideration under these COE’s. The disregard and the amount must be cleared by Central Office prior to allowing the deduction. X Not in Chapter 200; refer to 400.04 for the various disregards. $50 General Exclusion X 200.04.01A 200.04.01C/D $20 General Exclusion X 200.04.01B 200.04.01C/D Plan for Achieving Self-Support (PASS) – income that is set aside for a planned expenditure for an occupational objective. The plan and any unearned income deduction(s) must be cleared by Central Office prior to allowing the deduction. X X 200.04.03 MEDS Note: If rental income or educational assistance is part of UI, include total income from both/either type of income in MEDS and enter the deductions in the field provided, as appropriate, so that the deductions will be auto-allowed. If preparing a manual budget, use net rental income and net educational income (after deductions). Income Exclusions, Deductions, Deeming and Allocating Apply To Liberal Apply To SSI Refer to Chapter 200, Income Earned Income Deductions Student Earned Income Exclusion (SEIE) X X 200.05.02 $50/$20 General Exclusion or remainder thereof (applied first to Unearned Income then any remainder, or the full exclusion if no unearned income, is applied to earned income). X 200.04.01A/B 200.04.01C/D Earned Income Exclusion of $65 plus ½ remainder X X 200.05 Impairment Related Work Expense (IRWE) – expense(s) must be cleared by Central Office prior to allowing X X 200.05.04 Blind Work Expenses (BWE) – Expense(s) must be cleared by Central Office prior to allowing. X X 200.05.05 Plan for Achieving Self-Support (PASS) – the plan and any earned income deduction(s) must be cleared by Central Office prior to allowing the deduction. X X 200.04.03 Deemed Income Occurs only in ABD at-home budgeting as follows: • Deem from an ineligible spouse to an eligible spouse when the spouses live together. • Deem from ineligible parent(s) to an eligible child or children when the parent(s) live with the eligible child or children. • NOTE: Income of the ineligible spouse or parent(s) must be verified and documented in the case record. X X 200.11.04 Income Exclusions, Deductions, Deeming and Allocating Apply To Liberal Apply To SSI Refer to Chapter 200, Income Income Excluded from Deeming Any ABD income that is not income to the eligible is also not income to the ineligible spouse/parent(s). X X 200.11.04E Income used by an ineligible spouse or parent used to make court-ordered support payments. X X Public Income Maintenance (PIM) payments received by an ineligible spouse or parent and any income counted in determining the PIM payment (assume all income of the ineligible spouse/parent is used). X X Income Based on Need (IBON) payments received by an ineligible spouse or parent(s) and any income counted in determining the IBON. X X Stepparent income. Only the legal parent’s income is deemable to an eligible child or children. X X Allocating to Ineligible Children Allocations to ineligible children are made from the ineligible spouse’s or parent’s deemed income – if deeming is not applicable, allocating is not possible. X X 200.11.04A An ineligible child must meet all of the following conditions to qualify for an allocation: • Under age 18 or under age 22 and a student. • Not married. • Lives in the same household with the eligible adult or child being budgeted. • Does not receive SSI, TANF or is not eligible on the Katie Beckett Program. 200.11.04B Income Exclusions, Deductions, Deeming and Allocating Apply To Liberal Apply To SSI Refer to Chapter 200, Income • Is the biological/adopted child of the eligible individual or his/her spouse (can be stepchild of the eligible individual), or • Is the biological/adopted child of one/both of the ineligible parent(s) of the child being budgeted (can be stepchild to 1 parent). NOTE: Income of an ineligible child must be verified and documented in the case record if an ineligible child has income, and allocating is applicable to the budget.