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377 (07/2026) Chapter 2:Eligibility • Section 5: Financial eligibility 2. For all programs except OSIPM and MSP, count a payment for which there is a legal obligation to pay to a member of the financial group that is made to a third party for shelter expenses of a member of the financial group as unearned income. For HSD medical programs, in-kind income/third-party payments are treated as follows: • If the in-kind income/third-party payment is legally obligated to be paid to the applicant, it is counted for monthly and annual income. • If the in-kind income/third-party payment is not legally obligated to be paid to the applicant and they have the option to receive the payment as money, it is counted for monthly and annual income. • If the in-kind income/third-party payment is not legally obligated or the individual cannot receive the money as income, it is excluded for monthly and annual income. See Housing and Urban Development (HUD) for payments made by HUD. Oregon Administrative Rule(s) 410-200-0015 (51) and (52) — General Definitions 461-145-0470 — Shelter-in-Kind Income 410-200-0015 (54) and (55) — General Definitions 414-175-0035 — Specific Financial Requirements Social Security benefits (SSB and SSDI) Social Security benefits include Title II — Federal Old-Age (SSB), Survivors (SSB), and Disability Insurance (SSDI) benefits through the Social Security Administration trust funds. This section does not apply to Title XVI — Supplemental Security Income for the Aged, Blind, and Disabled (SSI) or Social Security death benefits. For this section, a payment is retroactive if it is issued in any month after the calendar month for which it would normally be received. In ONE, payments from the Social Security Administration are coded on the Unearned Income screen: • Unearned Income Category – Social Security Payments • Unearned Income Type – there are several different types to choose from, select the one which is applicable to the type being reported:
Social Security Benefits (Survivor and Retirement)
Social Security Death Benefit
Social Security Disability Insurance Treat all SSB as follows: • Count monthly payments as unearned income. • Count all other payments as periodic or lump-sum income except as provided below. • For OSIPM and MSP: