Financial Group

(b) When an individual lives in a standard living arrangement

(see OAR 461-001-0000):

(A) Except as provided in paragraph (B) of this subsection, each member of the filing group is in the financial group .

(B) When an individual is legally married

(see OAR 461-001-0000), not assumed eligible

(see OAR 461-135-0010) for OSIPM, and the individual's spouse

(see OAR 461-001-0000) is considered ineligible

(see subsection (a) of this section):

(i) If the individual's adjusted income

(see OAR 461-001-0000) using the deductions allowed under OAR 461-160-0550(4) , or after being evaluated under certain protected groups (see OAR 461-135-0771 to OAR 461-135-0830), is greater than the OSIPM program adjusted income standard for a need group of one under OAR 461-155-0250, the individual is in their own financial group and not eligible for OSIPM.

(ii) When there are children in the home, if the ineligible spouse's remaining countable

(see OAR 461-001-0000) income after allocation (see OAR 461-160-0551) to each ineligible child is equal to or less than the difference between the couple and the individual SSI standards: the spouse is not included in the financial group when determining income eligibility ; however, the spouse is included in the financial group when determining resource eligibility .

(iii) When there are no children in the home, if the ineligible spouse’s countable income is less than the difference between the couple and the individual SSI standards: the spouse is not included in the financial group when determining income eligibility ; however, the spouse is included in the financial group when determining resource eligibility .

(c) When an individual is in a nonstandard living arrangement

(see OAR 461-001-0000), or the individual is being evaluated under OAR 461-135-0745, and the community spouse is not in the household group ; the community spouse is included in the financial group to determine eligibility as follows:

(A) The resources of the community spouse are considered in order to calculate the community spouse resource allowance and the provisions of OAR 461-160-0580 apply.

(B) The income of the community spouse is not considered in determining eligibility except when calculating the community spouse resource allowance as specified in OAR 461-160-0580, and the community spouse is not included in any other eligibility group.

(C) This subsection applies at initial eligibility or when an individual becomes legally married , whichever occurs later.

(5) In the TANF program, the financial group consists of each individual in the filing group except the following:

(a) A caretaker relative , other than a parent , who chooses not to be included in the need group and has income less than the non-needy countable income limit standard

(see OAR 461-155-0030) for the filing group of the caretaker relative .

(b) The spouse of a caretaker relative , when the caretaker relative meets the requirements under subsection (a) of this section.

(c) A dependent child of a caretaker relative when the caretaker relative meets the requirements under subsection (a) of this section.

(d) An individual who is eligible for and receives an SSI cash payment.