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F-225.2.2 Division of Welfare and Supportive Services HOME AND COMMUNITY BASED SERVICES Medical Assistance Manual Resource Determination 23 Oct 01 MTL 04/23 When an applicant applies for assistance and provides a spousal resource assessment completed from another state, the assessment must be reviewed. If the assessment is done correctly, use the assessment as provided.

However, if an error(s) is found on the assessment, redetermine the resource assessment based on the error(s) only. Once the information in error is corrected, the assessment can be accepted. If more than one resource assessment is provided, review all assessments to determine acceptability.

b. Spousal Share of Resources at the Time of Application for HCBW Services (Section I of Form 2797-EM)

This determination is only completed once at the beginning of the first application for HCBW services (beginning on or after September 30, 1989), unless additional resources are received after the determination.

1. Enter the community spouse's separate resources.

2. Enter the HCBW customer’s separate resources.

3. Enter joint resources between spouses.

4. Divide total resources equally.

This one-half portion of total resources is the "Spousal Share."

c. Community Spouse Resource Allowance (Section II of Form 2797-EM)

1. Enter the state Medicaid maximum.

2. Enter the spousal share (one-half of resources at the time of the first continuous period of institutionalization or the first application for HCBW services) up to the federal maximum.

3. Enter the administrative hearing decision amount (if applicable).

4. Enter the court ordered amount (if applicable).

5. Enter the greatest of 1, 2, 3, or 4 above.

The state Medicaid and spousal share maximums change annually. Use the annual amounts applicable to the year associated with the months of requested coverage.