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(MRG) UPDATED: JUNE 2010 37 CATEGORICAL FACTORS SSI-RELATED DISABILITY Documentation: Sufficient to establish an audit trail: (a) A copy of the RSDI award letter, RSDI check or sufficient identifying information (i.e., date of award, name of official signing the document); (b) A current LDSS-639 indicating Group I or Group II certificate of disability by the State or local Review Team; (c) The code indicating disability on the SDX; (d) An SSA 1610 completed by the SSA district office; or (e) A copy of the information from the Third Party Query System. Disposition: When an A/R is certified disabled, s/he is SSI-related. After following the appropriate budgeting procedures (See INCOME SSI-RELATED BUDGETING METHODOLOGY), his/her income is compared to the Medically Needy Income level or the Medicaid Standard (and MBL Living Arrangement Chart as appropriate) whichever is most beneficial (See REFERENCE MEDICALLY NEEDY INCOME AND FEDERAL POVERTY LEVELS, LIVING ARRANGEMENT CHART). His/her resources are compared to the appropriate Medicaid resource level (See REFERENCE MEDICAID RESOURCE LEVELS). SSI-related A/Rs are offered a choice between SSI-related budgeting and ADC- related budgeting methodology, when they also meet ADC categorical requirements. If the individual’s income eligibility is the same under both budget types and the individual is not eligible for, or does not wish to participate in Medicaid Buy-In for Working People with Disabilities (MBI-WPD), the individual must be given the ADC-related category of assistance, since benefits under this category are not limited based on resources. The A/R is advised of benefits which may be available to him/her under the Social Security Disability (SSD) and/or Supplemental Security Income (SSI) programs. If s/he is interested, s/he is referred to the local Social Security District Office for a determination of SSI and/or SSD eligibility. The A/R is also informed of the possibility of receiving an increased Food Stamp benefit if an individual is certified disabled. When a PA or Medicaid recipient is certified disabled, the cost of his/her medical care and services may be claimed as SSI-related retroactively from the effective date of disability, subject to the two year federal claiming limitations.