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INCOME SSI-RELATED BUDGETING METHODOLOGY

DETERMINATION OF ELIGIBILITY

Policy: Eligibility for persons who are SSI-related is determined by comparing the net available income of the A/R to the Medically Needy Income level or Medicaid Standard (and MBL Living Arrangement Chart as appropriate) whichever is most beneficial. The resources of the A/R are also considered. A discussion of resources is found RESOURCES.

References: SSL Sect.

366

ADMs

94 ADM-13 91 ADM-27 83 ADM-17

Interpretation: SSI-related persons who meet the requirements of any other category (LIF, ADC-related, under age 21 or pregnant) have a choice between LIF, ADC-related budgeting or SSI-related budgeting. A/Rs are informed of this choice by the eligibility worker and shown which budgeting method is more advantageous. Once the A/R chooses a particular method of budgeting, the same method is used for resources as well as income.

The SSI-related budgeting methodology (as described in this Guide) is divided into three parts. Part A describes the determination of countable income for SSI-related A/Rs. Part B describes the determination of eligibility for an SSI-related adult when income is allocated to meet the needs of non-SSI-related children in the household. It also includes the budgeting disregards applicable to an SSI-related adult, whether or not allocation or deeming is appropriate. It is important to carefully review RESOURCES ALLOCATION and DEEMING to determine if allocation and deeming are necessary in each case. Part C describes the eligibility determination process for an SSI-related child living with at least one parent. It includes the process by which a portion of the parent’s income is allocated to any non-SSI-related children in the household as well as the allocation to the parent. It also describes how the parent’s income is deemed to the SSI-related child before eligibility is determined for that child.

A. General steps applicable to all SSI-related A/Rs.

Determine the monthly income of the individual or couple. All income from all sources is reviewed to determine if it is

(MRG)