Lump Sum Income

(a) For medical assistance, lump sum income shall include, but not be limited to, non-recurring countable earned or unearned lump sum payments such as the following:

(1) Retroactive earned income;

(2) Retroactive lump sum social security benefits;

(3) Retroactive lump sum railroad retirement benefits;

(4) Unemployment compensation lump sum payments;

(5) Insurance settlements;

(6) Lump sum retirement benefits; and

(7) Windfalls such as inheritances, lotteries, and other financial prizes.

(b) Any amount received as a lump sum shall count as income for the month it is received if it is not excluded, in accordance with He-W 854.03(a) above.

(c) Notwithstanding He-W 854.03(a), any amount received as a lump sum in the form of a gift or inheritance, shall be excluded as income in the modified adjusted gross income categories of assistance.

Source. #13715, eff 8-8-23