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1. Rent or mortgage (including principal and interest) payments, 2. Property taxes and homeowner's insurance. NOTE: If property tax and homeowner’s insurance are prorated to a monthly amount, the notice must include this information, 3. Condo or Co-op maintenance charge or homeowners’ association fees, AND 4. Utilities (if paid separately). UTILITY EXPENSES: Allow the SNAP SUA (Standard Utility Allowance) as defined in SNAP 602-4 Shelter Deductions when the community spouse is responsible for major heating/cooling costs. Allow the SNAP standard telephone allowance as defined in SNAP 602-4 Shelter Deductions when the community spouse is not responsible for major heating/cooling but does have a telephone. Actual utility expenses are never used, whether or not the community spouse is responsible for major heating/cooling. For example, if the community spouse is responsible for electricity (not related to heating or cooling) and water, but not for heating, cooling or telephone, no utility expense is allowed. FAMILY ALLOWANCE (MARRIED INDIVIDUALS): Only children, parents, or siblings of either the institutionalized or community spouse are eligible to receive a family maintenance allowance; they must live with the community spouse and be eligible to be claimed as dependents for tax purposes. Family members who receive HCBS waiver services or are institutionalized are not eligible for a family maintenance allowance. Each additional dependent can receive a maximum maintenance needs allowance equal to 1/3 the difference between the $2,705 (effective 07/01/2026) basic needs standard and the family member’s gross income. FAMILY CONTRIBUTION TO FACILITY: An additional amount paid directly to the facility to upgrade the client to a private room (regardless of who pays) is not considered vendor/in-kind income for shelter. Expenses paid directly to the residential facility are medical expenses. NOTICE: When the institutionalized individual is married, both spouses must each receive a notice detailing the institutionalized spouse’s applicable deductions and each spouse can appeal the allowance determination. An unmarried individual and/or their authorized representative must receive the same notice. A notice must also be sent to the medical facility stating the client’s cost of care liability, even when it is zero. Effective Date: 07/01/2026