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MILITARY ALLOWANCES: ACA: Exclude Military Basic Allowance for Housing (BAH), Basic Allowance for Subsistence (BAS), and Overseas Housing Allowance (OHA). ABD and Family Medically Needy: Count Family Subsistence Supplement Allowance (FSSA) and Military BAH payments received by service members or their families.
PAYMENTS TO PROTECTIVE PAYEE: ACA: Only counted when taxable. ABD and Family Medically Needy: Exclude money a protective payee receives for the care and maintenance of a third-party beneficiary (whether or not included in the protective payee’s home). Count any portion the protective payee keeps for their own use as income to the payee. Count the full payment/benefit issued on behalf of a beneficiary to the beneficiary, even if the payee retains a service fee or does not pass the income to the beneficiary. As a condition of eligibility, the client must avail themselves of all income they may be entitled to.
PENSION PAYMENTS: Count recurring pension payments, including government and Railroad Retirement payments as unearned income.
PLAN FOR ACHIEVING SELF-SUPPORT (PASS): Exclude income paid to an SSI recipient under a PASS during the period the PASS is effective.
RECOUPMENT FOR PRIOR OVERPAYMENTS: ACA: Count the gross amount ABD and Family Medically Needy: Count the net amount, after the repayment is taken, when money is withheld to repay a previous overpayment from the same source.
See Garnishments in this section for recoupments unrelated to an overpayment from the same source.
REIMBURSEMENTS: Exclude reimbursements that do not exceed actual expenses. Count any amount received that exceeds actual expenses. Review reimbursements for normal living expenses (i.e., mortgage, rent, clothing, food eaten at home) under ‘Contribution’ or ‘In-Kind Income’ policy. These payments cannot be excluded as reimbursements as they provide a benefit to the client.