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COMBINED MEDICAID 501-1 Unearned Income

Supersedes: CMA 501-1 (3/1/2024)

Reference: ARM 37.82.101, .703 and .903; 42 CFR 435.601; 20 CFR 416 Subpart K; P.L. 111-5 ARRA); P.L.111-148, Section 4108 (PPACA)

Overview: All unearned income the filing unit receives is considered when determining Medicaid eligibility. All unearned income, whether countable or excluded per policy, is entered into the eligibility system.

ADOPTION SUBSIDIES (TITLE IV): ACA: Excluded ABD and Family Medically Needy: Countable unearned income to the child. All Medicaid Programs: Childcare reimbursements received as adoption subsidies are excluded.

ANNUITY PAYMENTS: Annuities are contracts or agreements that provide periodic payments at regular intervals (i.e., monthly, quarterly, annually, etc.) ACA: Count all annuity payments. ABD and Family Medically Needy: Count periodic payments received from an excluded annuity; exclude the payments when the annuity is countable. An annuity cannot be counted as both a resource and income at the same time. NOTE: As a condition of eligibility, the annuity must be annuitized, and the client must avail themselves of periodic annuity payments.

ASSISTANCE PROGRAMS:

Most federal, state, or local assistance paid directly to the household is countable unearned income. NOTE: Vendor payments from federal, state, or local assistance programs may also be countable. See ‘Vendor Payments’ and ‘In-kind Income’ in this section.

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Official source

COMBINED MEDICAID 501-1 Unearned Income

Supersedes: CMA 501-1 (3/1/2024)

Reference: ARM 37.82.101, .703 and .903; 42 CFR 435.601; 20 CFR 416 Subpart K; P.L. 111-5 ARRA); P.L.111-148, Section 4108 (PPACA)

Overview: All unearned income the filing unit receives is considered when determining Medicaid eligibility. All unearned income, whether countable or excluded per policy, is entered into the eligibility system.

ADOPTION SUBSIDIES (TITLE IV): ACA: Excluded ABD and Family Medically Needy: Countable unearned income to the child. All Medicaid Programs: Childcare reimbursements received as adoption subsidies are excluded.

ANNUITY PAYMENTS: Annuities are contracts or agreements that provide periodic payments at regular intervals (i.e., monthly, quarterly, annually, etc.) ACA: Count all annuity payments. ABD and Family Medically Needy: Count periodic payments received from an excluded annuity; exclude the payments when the annuity is countable. An annuity cannot be counted as both a resource and income at the same time. NOTE: As a condition of eligibility, the annuity must be annuitized, and the client must avail themselves of periodic annuity payments.

ASSISTANCE PROGRAMS:

Most federal, state, or local assistance paid directly to the household is countable unearned income. NOTE: Vendor payments from federal, state, or local assistance programs may also be countable. See ‘Vendor Payments’ and ‘In-kind Income’ in this section.