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(2) Compare this amount to the amount available from the income of the a/b. See V.C., above, and
(3) Evaluate the results.
(a)If the basic allowance equals or exceeds the amount…#
(a) If the basic allowance equals or exceeds the amount available from the a/b: 1) The amount available from the a/b is the community spouse income allowance. Enter this amount on the income worksheet.
2) Do not consider excess shelter costs.
(b)If the basic allowance is less than the amount…#
(b) If the basic allowance is less than the amount available from the a/b, consider excess shelter costs.
C. Excess Shelter Costs
When determining the community spouse allowance, we can sometimes consider shelter costs. Follow procedures below to determine if there are excess shelter costs.
1. Verifications of Shelter Costs
a. Applications - Accept the verbal statement of the representative, the a/b, or the spouse of amount of shelter costs and document in the record.
b. Reviews and changes - Obtain at least a signed statement from representative or a/b. If possible obtain a statement from the list of alternative verifications below. • Rent or mortgage for principal residence only. Alternative verification: Verify actual cost by verbal or written statement from a/b or landlord, rent receipt, mortgage payment book, mortgage payment receipts, or statement of mortgage holder. • Taxes on the homesite, if taxes are paid separately from the mortgage. Alternative verification: Verify taxes by tax receipt or statement from the county tax office. Do not include personal taxes on motor vehicles or other personal property. • Homeowner's or renter's insurance, if paid separately from the mortgage/rent. Alternative verification: Statement from the insurance company or by a payment receipt. Docusign Envelope ID: 950E9248-29CC-8930-81BC-BCEC667EB493