SR 26-01 Dated 01/26

SR 26-01 Dated 01/26

STATE OF NEW HAMPSHIRE

DEPARTMENT OF HEALTH & HUMAN SERVICES - Bureau of family assistance (bfa)

INTER-DEPARTMENT COMMUNICATION

FROM THE OFFICE OF: Director of Division of Economic Stability (DHS) Karen E. Hebert BFA SIGNATURE DATE: December 16, 2025 FROM THE OFFICE OF: Director of Division of Medicaid Services (DMS) Henry D. Lipman DMS SIGNATURE DATE: December 22, 2025 AT (OFFICE): B ureau of Family Assistance Division of Medicaid Services TO: All BFA Staff All DMS Staff SUBJECT: January 2026 Mass Change 2.8% COLA for 2026 Impacting SSA/SSI/VA Benefit Levels, Old Age Assistance (OAA), Aid to the Permanently and Totally Disabled (APTD), and Aid to the Needy Blind (ANB) Standards of Need (SON) for Adults in Independent Living Arrangements, Residential Care Facilities, and Community Residences; the Nursing Facility (NF) CAP, and the Income Disregards for Choices For Independence (HCBS-CFI) and Home and Community-Based Services (HCBS) Medically-Needy Recipients, and the Child Allocation Deduction and Parental Living Allowance Related to Parental Deeming for ANB Financial Assistance Applicants or Recipients Under the Age of 18; New Medicare Part B and Part D Premium Amounts; Updated 2025 Qualified Medicare Beneficiary (QMB), Specified Low Income Beneficiary (SLMB), and Specified Low Income Beneficiary 135 (SLMB135) Resource Limits; Minimum and Maximum Resource Limits and Maximum Monthly Maintenance Allowance for Spousal Impoverishment Cases; New Substantial Gainful Activity (SGA) Income Ceiling; Presumed Maximum Value (PMV) Used for Disbursements from Special Needs Trusts that can be Counted as Unearned Income; Home Equity Limit Used in the Financial Eligibility Determination Process for NF, HCBS, and CFI Services; Revised Electronic BFA Form 798A, Resource Assessment for Institutionalized Individuals with Community Spouses , BFA Form 799, Spousal Income Protection , and BFA Form 799A, Income Computation Worksheet for Allocation of Income for Institutionalized Individuals. EFFECTIVE DATE: January 1, 2026

SUMMARY

This Supervisory Release (SR) releases a 2.8% cost-of-living adjustment (COLA) for January 2026 to Social Security Administration (SSA), Supplemental Security Income (SSI) and Veterans Affairs (VA) Annual Review benefits, and its associated increase to the SSI maximum benefit levels. This COLA increase is:

· “Passed along” in NH via formula-based updates to the adult Standards of Need (SON) which are used in Old Age Assistance (OAA), Aid to the Permanently and Totally Disabled (APTD), and Aid to the Needy Blind (ANB) eligibility and benefit determination process f or applicants and recipients residing in independent living arrangements, residential care facilities, and community residences. [See 42 USC 1382g, 20 CFR 416.2095-2099, RSA 167:3-c,II-b, RSA 167:7,I & I-a, RSA 167:27-c, He-W 648.04, and He-W 658.03] ;

· Used to determine the Nursing Facility (NF) CAP which is then used to determine eligibility for NF and Home and Community-Based Services (HCBS), including HCBS Choices For Independence (HCBS-CFI) categorically-needy services, as well as the income disregard for HCBS or HCBS-CFI medically-needy recipients who were receiving services as of 10/1/08. [See 20 CFR 416.405, 20 CFR 416.414, He-W 858.05 and He-W 858.06]; and

· Used to determine the ineligible child disregard and parental living allowance used in ANB parental deeming for ANB applicants and recipients under the age of 18. [See 20 CFR 416.1165(d)(3)(i) and He-W 652.03(f)].

Additionally, this SR releases updates to:

· Medicare Part B and Part D premium amounts. [See 42 USC 1395r(a)(1) and 42 USC 1395w-102(b)(6) respectively];

· Presumed Maximum Value (PMV) used for disbursements from Special Needs Trusts that can be treated as unearned income;

· Spousal impoverishment figures, pursuant to 42 USC 1396r-5(g);

· Substantial Gainful Activity (SGA) income ceiling used in the initial eligibility determination for APTD financial and medical assistance only. [See 20 CFR 404.1574(b), 20 CFR 404.1575(c), 20 CFR 404.1584(d), 20 CFR 416.974(b), and 20 CFR 416.975(c)];

· The home equity limit used in the NF, HCBS, and HCBS-CFI eligibility determination process. [See 42 USC 1396p(f)(1)(C)];

· The resource limits for QMB, SLMB and SLMB135;

· Child Allocation deduction and the Parental Living Allowance related to parental deeming for ANB applicants and recipients under the age of 18, pursuant to 20 CFR 416.1165(d)(3)(i) and He-W 652.03(f).

The following forms and their associated instructions were revised to reflect the increased spousal impoverishment figures:

· BFA Form 798A, Resource Assessment for Institutionalized Individuals with Community Spouses and its associated New HEIGHTS-generated form AE0020 ;

· BFA Form 799, Spousal Income Protection , and its associated New HEIGHTS-generated form AE0017 ; and

· BFA Form 799A, Income Computation Worksheet for Allocation of Income for Institutionalized Individuals , and its associated New HEIGHTS-generated form AE0017.

POLICY

Based on the 2.8% co st-of-living adjustment ( COLA ) increase to SSA/SSI and VA Annual Review benefits, the SSI maximum monthly benefit levels for independent living arrangements increased as follows:

· $994 for an individual (from $967);

· $1,491 for an individual and either a spouse or needy essential person (from $1,450); and

· $1,988 for a couple and needy essential person (from $1,934).

The 2026 Adult Standards of Need (SON) for OAA, ANB, and APTD individuals increased as follows:

Group Size Independent Living Arrangement Group Size Residential Care Facility Community Residence 1 $1,008 1 $1,188 $1,070 (subsidized) 2 $1,492 1 $1,130 (non-subsidized) 3 $1,976 1 $1,188 (enhanced family care)

The NF CAP used to determine NF, HCBS, and HCBS-CFI categorically needy services has increased to $2,982 (from $2,901) .

Parental Deeming for ANB applicants and recipients under the age of 18:

· The Child Allocation deduction is the difference between the SSI maximum benefit for a couple and the SSI maximum benefit for an individual. The 2026 Child Allocation deduction amount is $497 per child (from $483) , (i.e. $1,491-$994 = $497), as follows:

# of Children 2026 Child Allocation Amount for the Siblings of the ANB Individual 1 $497 2 $994 3 $1,491 4 $1,988 5 $2,485 6 $2,982 7 $3,479 8* $3,976 For each additional sibling add: $497

· The Parental Living Allowance is the SSI maximum benefit for a couple (if there are 2 parents) or an individual (if there is one parent). The 2026 Parental Living Allowances are:

- Couple (2-parent): $1,491.00 (from $1,450.00); and

- Individual (1-parent): $994.00 (from $ 967.00 ).

The Spousal Impoverishment limits for 2026 are:

· Maximum monthly maintenance needs allowance increased from $3,948.00 to $4,066.50

· Minimum community spouse resource allowance increased from $31,584.00 to $32,532.00 and

· Maximum community spouse resource allowance increased from $157,920.00 to $162,660 . 00

The Medicare Part B standard monthly premium cost:

· Increases to $202.90 from $ 185.00 for:

§ New enrollees in Part B in 2026;

§ People who don’t have their Part B premiums deducted from Social Security benefits, which includes recipients currently eligible for State “buy-in” of their Part B premium;

§ Those individuals who are not collecting Social Security benefits;

§ Individuals with annual income above $109,000; and

§ Dual-eligible individuals, which are people eligible for both Medicaid and Medicare.

· The Medicare Part B Immunosuppressive Drug Coverage Only standard monthly premium cost increases from $ 110.40 to $121.60

NOTE : Human Services Specialists (HSS) should not make any changes to the Part B premium amounts or SSI/SSA benefits displayed in New HEIGHTS unless one of the following occurs:

· The individual provides verification that their Part B premium or benefit amount is a different amount than displayed; or

· The individual’s case is placed on the discrepancy report after the mass change, at which point the individual will need to present verification of income or premium amount.

New recipients for any assistance other than the MAGI categories of medical assistance will need to verify, per current policy, their premium and benefit amount so that the HSS can enter the correct amount. However, e lectronic verification will occur at the time of application and based upon the information provided by the individual for applicants of the MAGI categories of medical assistance. Paper verification for applicants of MAGI categories of medical assistance will only be required if there is a discrepancy between what the applicant provided about their premium and benefit amount and what is retrieved during the electronic crossmatch with Medicare .

The Medicare Part D Low-Income Premium Subsidy and the Maximum Co-Pays for Full Benefit Dual Eligible (FBDE) Individuals for 2026 are:

· Medicare Part D NH Low-Income Premium Subsidy Amount is now $21.72 (from $33.77); and

· Maximum Co-Pays for FBDE individuals:

- Institutionalized Individuals; and $0.00

- Non-Institutionalized Beneficiaries

§ Up to or at 100% FPL

o Generic/Preferred $1.60

o Other $4.90

o Above Out-of-Pocket Threshold $0.00

§ Over 100% FPL

o Generic/Preferred $5.10

o Other $12.65

o Above Out-of-Pocket Threshold $0.00

The Substantial Gainful Activity (SGA) income ceiling increased from $1,620 to $1,690 . The SGA is used only during initial APTD eligibility determinations for financial and medical assistance; working APTD applicants must have an adjusted earned income of less than the SGA.

The Home Equity Limit used in the financial eligibility determination process for NF, HCBS, and HCBS-CFI services is $752,000 (from $730,000) . NF/HCBS services need to be denied or terminated if the applicant or recipient for NF/HCBS services has equity in the home that exceeds this figure.

The PMV for disbursements from Special Needs Trusts to third parties for food or shelter that can be counted as unearned income is $351.33 (from $342.33) for an individual, $517.33 (from $503.33) for an individual with a needy essential person, and $517.00 (from $503.33) for an individual with a spouse.

The QMB/SLMB/SLMB135 resource limits for 2026 are:

· $9,950 (from $9,660) for an individual; and

· $14,910 (from $14,470) for a couple.

NEW HEIGHTS & NH EASY SYSTEMS PROCEDURES

SSA/SSI COLA Increase

Using the individual’s Social Security Number (SSN), SSA/SSI benefits are updated during the January Mass Change by crossmatching open:

· SSA cases against BENDEX and SVES; and

· SSI cases against SDX.

For those cases that match, the SSA/SSI amount will be replaced with the actual check amount listed in the BENDEX/SVES/SDX files, and benefits will be recomputed. For those SSA individuals that do not match, New HEIGHTS will apply the 2.8% increase and round up to the nearest dollar. For SSI, New HEIGHTS will automatically update anyone whose current SSI amount is $967 to $994. For all others, HEIGHTS will apply the 2.8% increase and round up to the nearest dollar.

VA Increase

New HEIGHTS will apply a 2.8% COLA, dropping all cents, to all VA benefits with an annual review indicator and certain VA beneficiaries, widows and children of veterans, who do not have an annual review indicator. If a case with an annual review indicator also has Aid and Attendance (A&A) benefits, the 2.8% COLA will also be applied to the A&A benefits, dropping all cents.

Individuals who are coded as “VA Nursing Facility Pension” or “VA Frozen Pension” are not entitled to the January COLA and will not see the COLA applied to their benefits.

Parental Deeming

Recipients who are still currently eligible for an ANB financial grant despite having parental income and resources deemed to their case will be automatically run through the mass change with all the other adult categories and will have their ANB grants redetermined.

ANB financial recipients who do not get a grant due to parental deeming, but are still eligible for medical assistance, will not have their eligibility for a grant automatically redetermined. These individuals will have to formally apply for financial assistance and ask to have their eligibility redetermined. Parental income and resource information must be reverified at that time.

Three-Month Retroactive Medical Assistance Cases

New HEIGHTS will automatically use pre-mass change SON amounts for Three-Month Retroactive Categorically-Needy Medical Assistance eligibility determinations for months prior to January 1, 2026.

Pickle Amendment Cases

The Pickle Amendment prevents SSA cases receiving adult categories of financial assistance (ANB, APTD, OAA) from closing due to the COLA increase. New HEIGHTS Pickle Amendment cases are processed automatically. The calculations and COLA deduction for cases that would lose financial assistance are invisible to District Office (DO) staff. Questions about the calculations or COLA deduction on New HEIGHTS Pickle cases should be directed to the New HEIGHTS Help Desk.

Medicare Part B Premiums

HSSs should not make any changes to the amounts displayed in New HEIGHTS. Unless, the casehead provides verification that their Part B premium or benefit amount is different than displayed, or unless the individual’s case is placed on the discrepancy report after the mass change, at which point the individual will need to present verification of income or a premium amount. New applicants, other than applicants for the MAGI categories of medical assistance, will need to verify their premium, per the current policy, so the FSS can enter the correct amount.

Spousal Impoverishment Cases

Effective January 1, 2026, the maximum monthly maintenance allowance increases to $4.066.50 (from $3,948) per month. When determining income allocated to the community spouse for months prior to January 2026, use the $3,948 amount. For example, if an individual applied for institutionalized care in January and requested retroactive medical assistance for December, the District Office would calculate the spousal allocation separately for December and January.

The minimum and maximum resource allowance for the community spouse is also increasing to $32,532 (from $31,584) and to $162,660 (from $157,920).

· The new figures apply to requests for resource assessments that are currently in process or will be processed after 12/31/25

· Use amounts in effect when the individual applies, regardless of when the assessment was completed.

· These amounts do not affect individuals whose resource amounts are between the minimum and maximum.

· An individual could be resource ineligible in December but resource eligible in January due to the higher figures.

QMB, QDWI, SLMB, and SLMB135 Cases

Federal law mandates that COLA increases for the year 2026 cannot be used to determine QMB, QDWI, SLMB, and SLMB135 eligibility until after the annual update to the federal poverty levels are in effective in the spring of 2026. Until the new figures are available, cases that would close due to the COLA will be kept open automatically by New HEIGHTS.

Reminder : New HEIGHTS adds a deduction called “QMB/QDWI/SLMB COLA Deduct” to the “Other Allowable Deduction” screen for these cases. Do not change the amount or end date the deduction; New HEIGHTS will automatically end date the deduction when the federal poverty levels become effective.

Adult Category Recoupment

For recoupment cases, New HEIGHTS will re-compute the amounts when the case goes through the mass change. Notices to individuals of the revised amount are generated automatically by New HEIGHTS as well.

Rollbacks

New HEIGHTS will process rollbacks automatically and the correct values will be used for the pre-January amounts.

Patient Liability

NF are automatically notified of the patient’s liability, the monthly amount the resident is expected to pay towards their care, through MMIS. Any time a new patient liability is created or a change is made to a current resident’s patient liability, New HEIGHTS will automatically generate the AE0009, Patient Liability Letter , to the NF resident and/or authorized representative.

Categorically Eligible SNAP Households

SNAP policy in FSM PART 231, CATEGORICALLY ELIGIBLE HOUSEHOLDS , states that certain public assistance (PA) and SSI households are categorically eligible for SNAP benefits without regard to income or resources. To be considered categorically eligible, all members of the SNAP household must be included in an open PA and/or SSI case. New HEIGHTS will automatically calculate SNAP categorical eligibility.

SYSTEM CHANGES

Mass Change Schedule

The January Mass Change, impacting approximately 60,156 will be included in the daily run over the course of 18 days, as follows:

Date Case Types Approx # of Cases Friday, December 26, 2025 All NFs & HCBS or CFI medically needy recipients (SIG) 6,432 Monday, December 29, 2025 Spenddown Cases for MA, In and Out (Deductible) cases 5,532 Tuesday, December 30, 2025 Financial cases 5,205 Friday, January 2, 2026 The remaining set of cases selected for COLA updates – VA/SSI/SSA, Part A/B, SNAP only, CC only, or MA only. 316 Monday, January 5, 2026 The remaining set of cases selected for COLA updates – VA/SSI/SSA, Part A/B, SNAP only, CC only, or MA only. 7,196 Tuesday, January 6, 2026 The remaining set of cases selected for COLA updates – VA/SSI/SSA, Part A/B, SNAP only, CC only, or MA only. 7,000 Wednesday, January 7, 2026 The remaining set of cases selected for COLA updates – VA/SSI/SSA, Part A/B, SNAP only, CC only, or MA only. 7,000 Thursday, January 8, 2026 The remaining set of cases selected for COLA updates – VA/SSI/SSA, Part A/B, SNAP only, CC only, or MA only. 7,000 Friday, January 9, 2026 The remaining set of cases selected for COLA updates – VA/SSI/SSA, Part A/B, SNAP only, CC only, or MA only. 7,000 Monday, January 12, 2026 The remaining set of cases selected for COLA updates – VA/SSI/SSA, Part A/B, SNAP only, CC only, or MA only. 4,225 Tuesday, January 13, 2026 Clean Up Run, including cases that exceptioned out during the MC. 3,000 (Approx.)

New HEIGHTS will be down at 6pm on the above listed dates with the exception of Tuesday, December 23, 2025 and Friday, January 2, 2026 when it will be down at 5:00pm.

Medicare Part B

New HEIGHTS will automatically update the Medicare Part B premium amount with the figure specified on the BENDEX report. If the BENDEX or SVES file has Medicare information and New HEIGHTS does not have information in the system for this individual, the Medicare information will be automatically entered into the pertinent fields in New HEIGHTS.

POST-MASS CHANGE REPORTS

The reports described below will be produced as a result of the Mass Change. These reports will be available in New HEIGHTS as indicated below:

NMC820RA: Mass Change Skipped Cases - SSA/SSI/VA/Part B Unverified Income Report

The Unearned Income Type Unverified report lists cases that were not selected for computation during the Mass Change because there was an unverified SSA, SSI, or VA income type or claim number or an unverified Part B premium amount. These cases require further DO action. The report contains the following information: DO, Worker ID, Client Name, and Case Number. This report will be available on the first business day after each run of the mass change.

NMC540RA: AG’s Affected by Mass Change Report

This report lists all cases in which the Mass Change ran successfully through confirmation. It contains the following information: DO, Worker Name, Client Name, and Case Number. This report will be available on the first business day after each run of the mass change.

NMC550RA: Mass Change Exception Listing Report

This report lists cases that were selected for computation during the Mass Change, but were not confirmed due to some discrepancy in data. These cases require further DO action. It contains the following information: DO, Worker Name, Client Name, Case Number, Reason for Exception, and Mass Change Type. This report will be available on the first business day after each run of the mass change.

NMC810RA: Mass Change Patient Liability Override Report

The NF with Patient Liability Override report lists cases that contain a Patient Liability override and therefore the amount did not change. These cases require further DO action. The report contains the following information: DO, Worker ID, Client Name, and Case Number. NF cases will be run on Friday, December 26, 2025 . The report will be available the first business day following its running, on Monday, December 29, 2025. This report will be rerun after the clean-up run on Tuesday, January 13, 2026 , so another report will be available the next day, on Wednesday, January 14, 2026.

NMC850RA: HCBS Liability Override Report

The HCBS Liability Override report lists cases that contain a CFI or HCBS liability override and therefore the amount did not change. These cases require further DO action. The report contains the following information: RID #, Client Name, Case Number, Casehead Name, Case Status, Client Phone #, and CFI or HCBS type. CFI/HCBS cases will be run on Friday, December 26, 2025. The report will be available to the field the first business day following its running, on Monday, December 29, 2025. This report will be rerun after the clean-up run on Tuesday, January 13, 2026, so another report will be available the next day, on Wednesday, January 14, 2026.

DESCRIPTION OF REVISIONS MADE TO FORMS

The following BFA Forms have been revised to include the increases of spousal impoverishment, these forms' instructions were also revised with the new SR number and date :

· BFA Form 798A and 798A(i), Resource Assessment for Institutionalized Individuals with Community Spouses;

· BFA Form 799 and 799(i) Spousal Income Protection;

· BFA Form 799A and 799A(i), Income Computation Worksheet for Allocation of Income for Institutionalized Individuals;

· New HEIGHTS-generated Forms AE0017 and AE0020;

- All forms listed above were revised to include the increases in the spousal impoverishment limits.

New versions of BFA Forms 798A, Resource Assessment for Institutionalized Individuals with Community Spouses , 799 Spousal Income Protection , and 799A Income Computation Worksheet for Allocation of Income for Institutionalized Individuals will also be available electronically on the DHHS website at http://www.dhhs.nh.gov/forms-documents-0 .

BFA Forms 798A Resource Assessment for Institutionalized Individuals with Community Spouses , 799 Spousal Income Protection , and 799A Income Computation Worksheet for Allocation of Income for Institutionalized Individuals , and the associated instructions, will also be available internally, for Department staff only, on the N:\ drive upon release of this SR.

POLICY MANUAL REVISIONS

Adult Assistance Manual Topics

Section 167.03 COLA Adjustments Since 1977

PART 209 AID TO THE PERMANENTLY AND TOTALLY DISABLED

Section 209.03 SGA Adjustments Since 2000

PART 411 COMMON TYPES OF RESOURCES: REAL PROPERTY

Section 415.27 Undue Hardship

Section 415.28 Required Documentation for an Undue Hardship Waiver Application

PART 601 Table A: Income Limits

Section 615.01 ANB Parental Deeming Principles

Medical Assistance Manual Topics

Section 161.03 COLA Adjustments Since 1977

PART 209 AID TO THE PERMANENTLY AND TOTALLY DISABLED (APTD)

Section 209.03 SGA Adjustments Since 2000

Section 407.07 QMB, SLMB, and SLMB 135 Resource Limits

PART 411 COMMON TYPES OF RESOURCES: REAL PROPERTY

Section 415.29 Undue Hardship

Section 415.31 Required Documentation for an Undue Hardship Waiver Application

Section 419.03 Determining the Protected Resource Amount

Section 419.05 Procedures for Protection of Resources

PART 511 INCOME TYPES: TRUST DISBURSEMENTS

PART 601 Table A: Income Limits

PART 601 Table B: Special Income Limits for CFI and HCBS Individuals

Section 627.03 Allocation to a Community Spouse

Section 715.05 Who is Eligible for Medicare Part A Buy-In?

IMPLEMENTATION

This policy is effective January 1, 2026, for current cases, and applies to any new cases processed on or after that date. Use the updated Forms 798A, 799, and 799A for any new spousal applications dated January 1, 2026 or later.

The January/July 2025 electronic versions of BFA Forms 798A, 799, and 799A, will be available in the corresponding forms folder archive on the N:\ drive upon release of this SR, in the event a rollback is required.

CLIENT NOTIFICATION

In early January, BFA State Office will generate a mailing to all institutionalized individuals with community spouses, and their community spouses, to inform these individuals of the spousal-related increases. A copy of the January 2026 Spousal Letter is attached to this SR for reference.

Notices of Decision (NOD) generated during the January Mass Change will contain special messages that correlate to the change(s) that occurred in the case, as follows:

Group 1: In and Out Cases

The federal government increased Social Security, SSI, and some VA benefits to reflect increases in the cost of living. Your eligibility for medical assistance was refigured using the new benefit amount and income limit.

Group 2: Nursing Facility Cases

The federal government increased Social Security, SSI, and some VA benefits to reflect increases in the cost of living. The 2026 standard Medicare Part B premium is $202.90 Your cost of care liability was refigured using your new benefit amount and this year’s Medicare Part B premium.

Group 3: All Financial Cases

The federal government increased Social Security, SSI, and some VA benefits to reflect an increase in the cost of living. The income limits for OAA, ANB, and APTD cash assistance were also increased. For individuals living in an independent living arrangement, the income limit increased to $1,008 for a group size of one, and $1,492 for a couple. For individuals living in a residential care facility or an enhanced family care residence, the income limit increased to $1,188. For individuals living in a subsidized community residence, the income limit increased to $1,070. For individuals living in a non-subsidized community residence, the income limit increased to $1,130.

Someone in your cash assistance case, which may include a foster child or an adoption subsidy child in your care, had a change in their Social Security, SSI, or VA benefit amount. Eligibility for cash assistance was refigured using the new benefit amount. If you receive OAA, ANB, or APTD cash assistance, the new income limits were also used. The change in your cash assistance benefit amount may have also changed your food stamp and/or medical assistance benefits.

Group 4: Remaining Selected Cases (Cases experiencing a change in VA/SSI/SSA, Part A/B, SNAP only, Child Care only, or MA only)

The federal government increased Social Security, SSI, and some VA benefits to reflect increases in the cost of living. Because someone in your assistance group had a change in their Social Security, SSI, or VA benefit amount, eligibility for assistance was refigured using the new benefit amount.

QMB, SLMB, or QDWI cases, whose eligibility would end due solely to the cost of living increase, will remain open until the new federal poverty guidelines are available. In March we will refigure your case and notify you of any change.

Group 5: Clean Up Cases (Includes cases that exceptioned out during the mass change)

The federal government increased Social Security, SSI, and some VA benefits to reflect increases in the cost of living. The income limits for cash assistance for OAA, ANB, and APTD were also increased.

Because someone in your assistance group had a change in their Social Security, SSI, or VA benefit amount, eligibility for assistance was refigured using the new benefit amount. If someone in your assistance group receives OAA, ANB, or APTD cash assistance, the new income limits were used in the refiguring, too.

QMB, SLMB, or QDWI cases, whose eligibility would end due solely to the cost of living increase, will remain open until the new federal poverty guidelines are available. In March we will refigure your case and notify you of any change.

TRAINING

No special training is planned or needed.

FORMS INSTRUCTIONS

Remove and Destroy Insert/Replace BFA Form 798A, Resource Assessment for Institutionalized Individuals with Community Spouses , BFA SR 25-01/January 2025 1 double sided sheet BFA Form 798A, Resource Assessment for Institutionalized Individuals with Community Spouses , BFA SR 26-01/January 2026 1 double sided sheet BFA Form 798A(i), Instructions for Resource Assessment for Institutionalized Individuals with Community Spouses , BFA SR 25-01/January 2025 1 double sided sheet BFA Form 798A(i), Instructions for Resource Assessment for Institutionalized Individuals with Community Spouses , BFA SR 26-01/January 2026 1 double sided sheet BFA Form 799, Spousal Income Protection , BFA SR 25-20/July 2025 1 double sided sheet BFA Form 799, Spousal Income Protection , BFA SR 26-01/January 2026 1 double sided sheet BFA Form 799(i), Instructions for Spousal Income Protection , BFA SR 25-20/July 2025 1 double sided sheet BFA Form 799(i), Instructions for Spousal Income Protection , BFA SR 26-01/January 2026 1 double sided sheet BFA Form 799A, Income Computation Worksheet for Allocation of Income for Institutionalized Individuals, BFA SR 25-20/July 2025 1 single-sided sheet BFA Form 799A, Income Computation Worksheet for Allocation of Income for Institutionalized Individuals, BFA SR 26-01/January 2026 1 single-sided sheet BFA Form 799A(i), Instructions for Income Computation Worksheet for Allocation of Income for Institutionalized Individuals, BFA SR 25-20/January 2025 1 double sided sheet BFA Form 799A(i), Instructions for Income Computation Worksheet for Allocation of Income for Institutionalized Individuals, BFA SR 26-01/January 2026 1 double sided sheet

DISPOSITION

This SR may be destroyed or deleted after its contents have been noted and the revised manual topics released by this SR have been posted to the Online Manuals.

DISTRIBUTION

This SR will be distributed according to the electronic distribution list for BFA policy releases. This SR, and revised Online Manuals, will be available for agency staff in the Online Manual Library, and for public access on the Internet at https://www.dhhs.nh.gov/sr_htm/sr.htm , effective January 2, 2026.

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