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d. Caseworkers must document the case to show that the evidence containing the a/b’s attestation of RSDI income was updated to the gross RSDI amount that has been verified electronically by SOLQIS.

2. Reasonable Compatibility does not apply when calculating the medically needy deductible or Patient Monthly Liability (PML). The caseworker must use actual gross income.

Reasonable compatibility does apply to resources when determining eligibility for applicable programs.

II. HOW TO DETERMINE REASONABLE COMPATIBILITY

An applicant’s self-attestation of income/resources is acceptable if it is reasonably compatible with the information received from electronic data source.

A. For income to be considered reasonably compatible:

1. Both the self-attestation and electronic data source must be at or below the applicable income/resource standard; or

2. Both the self-attestation and electronic data source must be above the applicable income/resource standard; or

3. Either the self-attestation or the electronic data source is above, and the other is below the applicable income/resource standard, and the difference between the two is within twenty percent (20%) of each other.

B. Reasonable compatibility at recertification:

Reasonable compatibility requires a current self-attestation and electronic source. At recertification, the caseworker must send a DHB-5097/DHB-5097sp, Request for Information, and request current income/resource attestation. Do not request attestation for RSDI income, see I.D above.

1. Enter the self-attested income/resource amount in NC FAST.

2. Manually determine if the self-attested income/resource is reasonably compatible with the electronic source income/resource.

3. Reasonable compatibility cannot be determined at recertification if there is no current self-attestation provided by the beneficiary and a current electronic source.

4. Follow the steps in sub-section D, below.