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385 (07/2026) Chapter 2:Eligibility • Section 5: Financial eligibility • For OSIPM, exclude them as income in the month received. All funds remaining after the month of receipt are counted as a resource. • For MSP, exclude them as income and as a resource. • For HSD medical programs, state tax refunds are treated as follows:
If deductions are itemized on a Schedule A for the federal income tax return, the amount on the line 5 of the Schedule A is counted for monthly and annual income.
If deductions are not itemized on a Schedule A for the federal income tax return, the state tax refund is excluded for monthly and annual income. For treatment of Earned Income Tax Credit (EITC), see Earned Income Tax Credit (EITC). Oregon Administrative Rule(s) 461-145-0530 — Tax Refund 410-200-0015 (54) and (55) — General Definitions 414-175-0035 — Specific Financial Requirements Ticket to Work Ticket to Work is a Social Security program mandated under the Ticket to Work and Work Incentives Improvement Act of 1999. The intent is to enable Social Security beneficiaries to obtain, regain or maintain employment and to reduce their dependency on cash assistance. Ticket to Work is for most Social Security Disability (SSDI) and Supplemental Security Income (SSI) individuals who are between age 18 and 65. The program is voluntary. Recipients may use the “ticket” to obtain vocational rehabilitation, employment or other support services from an approved provider of their choice to help them to go to work and achieve their employment goals. The recipient may be placed in on-the-job training or in school. Most recipients participating in the Ticket to Work program are not receiving money from SSA for Ticket to Work. Instead, SSA is sending payments to the provider to reimburse the provider for their costs to provide the services. The recipient may continue to get SSDI or SSI while in the training, etc. They may be paid a wage when work begins. They lose SSDI or SSI when their income exceeds the allowable limits for SSDI or SSI. Some recipients of Ticket to Work will receive a stipend or training allowance. For SNAP, the stipend from a vocational rehabilitation program is counted as earned income. For all other programs, the stipend is counted as unearned income. For all programs, count the income from employment as earned income. Count the SSDI or SSI received by the participant as unearned income. Note: For REF, REFM and TANF, if the Ticket to Work participant receives SSI, the stipend does not count as income because the SSI recipient is not in the financial group.