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339 (07/2026) Chapter 2:Eligibility • Section 5: Financial eligibility • Exclude up to $2,000 of retained distributions received in the current calendar year and for each year beginning in 1988. • Exclude stock (including stock issued or distributed by a native corporation as a dividend or distribution on stock), a partnership interest, land or an interest in land (including land or an interest in land receive from a native corporation as a dividend or distribution on stock), and an interest in a settlement trust. For HSD medical programs, resource are not considered. Oregon Administrative Rule(s) 461-145-0260 — American Indian and Alaska Native Benefits; Not OSIP, OSIPM, and QMB 414-175-0035 — Specific Financial Requirements Individual development account (IDA) An individual development account (IDA) is a trust-like savings account established under P.L. 105-285 designed to help low-income individuals save for specified purposes. The individual makes deposits from their earnings, and these are matched by a combination of government and private-sector funds. In ONE, earnings deposited into an Individual Development Account are coded on the Earned Income screen: • Earned Income Category – Wages • Earned Income Type - Earnings Deposited into an Individual Development Account For all programs except SNAP, deposits from the account holder’s earnings are excluded from gross income. For SNAP, the deposits remain countable earned income. For all programs: • Matching deposits and interest earned by the IDA accounts are excluded from income. • IDA accounts are excluded from resources. • Interest earned by the IDA savings account is excluded from income. For OSIPM, count all income deposited into an IDA savings account as earned income for patient liability calculations. For all programs except OSIPM and MSP, if an individual makes an emergency withdrawal from the IDA savings account, that income is counted as lump-sum income. For OSIPM and MSP, emergency withdrawals from an IDA savings account are excluded. For HSD medical programs, earnings deposited into an individual development account are counted for monthly and annual income.