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Division of Welfare and Supportive Services F-220.1.2 Medical Assistance Manual HOME AND COMMUNITY BASED SERVICES 23 Oct 01 MTL 04/23 Shared Ownership d. Exceptions:
Monies received by the customer in his/her capacity as an agent are not income to him/her. An "agent" is a person acting on behalf of someone, such as a representative payee, guardian, conservator, etc.
F-220.2 Treatment of Income
When determining financial eligibility, budget income for the month it is received.
Regular unearned income deposited directly into a financial institution is considered received in the month for which it is intended to be received.
Section 1917 of the Social Security Act established that a Qualified Income Trust (QIT), also known as Miller Trust*, may be used by individuals applying for or receiving Home and Community Based Waiver (HCBW) services to reduce the amount of countable income when determining eligibility for the HCBW program.
*Note: A QIT, or Miller Trust, helps an individual living in a long-term care setting to potentially qualify for Medicaid if his or her income exceeds the allowable income limit.
When a one-time lump sum payment is received, evaluate as a resource in future months.
a. Intake Cases
Individually determine financial eligibility for each month of requested coverage.
b. Ongoing Cases
Financial eligibility is always determined prospectively (future month). When information becomes known which causes ineligibility prospectively terminate benefits allowing adverse action.
F-220.3 Income Limits
See income chart in Appendix C.
F-220.4 Budgeting Procedures for Financial Eligibility - Form 2203-EM
a. Gross Countable Income Test
1. Enter the countable amount of all unearned income.
2. Enter the gross earned income.
3. Determine total gross countable income by adding items I- A and I-B.
4. Compare the total gross countable income to the income limit. If gross countable income is less than or equal to the income limit, the