Availability and Treatment of Lump-Sum Income

(a) Lump-sum income is a resource.

(b) In the EA, REF, REFM, and TANF programs:

(A) Lump-sum income is considered available to the financial group when a member of the group receives the income and until the income becomes unavailable for a reason beyond the group's control.

(B) Lump-sum income is considered unavailable for a reason beyond the group's control if the member who received the lump-sum income :

(i) Leaves the financial group before spending any of the lump-sum income ; or

(ii) Spends the lump-sum income on an immediate basic need or emergency.

(3) In the Oregon Supplemental Income Program Medical (OSIPM) and Qualified Disabled and Working Individual (QDWI) programs, lump-sum income is treated as follows:

(a) Lump-sum income not excluded is income in the month of receipt, and any amount remaining in future months is a resource, except that for OSIPM retroactive Social Security Benefits (SSB) and Supplemental Security Income (SSI) payments are treated in accordance with OAR 461-145-0490 and 461-145-0510.

(b) The following lump-sum income is excluded when calculating countable

(see OAR 461-001-0000) income for the purposes of determining eligibility and calculating patient liability under OAR 461-160-0620 :

(A) The income the individual turns over to the Department as reimbursement for previous assistance; and

(B) The income the individual uses to pay for special need items approved by the Department. Special needs are explained in OAR 461-155-0500 and following.

(c) When calculating countable income for the purposes of eligibility, the following exclusions apply to the total amount of combined lump-sum income and periodic income ( see OAR 461-001-0000) received by an individual each month, including non-applying spouses and children:

(A) The first $10 of earned income received in a month.

(B) The first $20 of unearned income received in a month.

(4) In the Qualified Medicare Beneficiary (QMB), Qualifying Individual (QI), and Specified Low-Income Medicare Beneficiary (SLMB) programs:

(a) Lump-sum income not excluded is income in the month of receipt, except that retroactive SSB and SSI payments are treated in accordance with OAR 461-145-0490 and 461-145-0510.

(b) The following lump-sum income is excluded:

(A) The income the individual turns over to the Department as reimbursement for previous assistance; and

(B) The income the individual uses to pay for special need items approved by the Department. Special needs are explained in OAR 461-155-0500 and following.

(c) The following exclusions apply to combined lump-sum income and periodic income received by an individual, including non-applying spouses and children:

(A) The first $10 of earned income received in a month.

(B) The first $20 of unearned income received in a month.