Effective Date: November 1, 2021

No Previous Policy

A. Payments for Clinical Trial Participation

1. Do not count as income, the first $2,000 paid during a calendar year for participation in clinical trials, but only if each clinical trial a person participates in meets the following requirements:

a. must be reviewed and approved by an Institutional Review Board (IRB);

b. must involve research and testing of medical treatments; and

c. must target a rare disease or condition

2. The $2000 annual exclusion applies to each individual in the household who receives payments as a participant in any clinical trials. This exclusion ends effective October 5, 2015.

3. The income exclusion does not apply to payments received as reimbursement for expenses incurred while participating, such as travel expenses and meals.

· Reimbursements are excluded separately.

· Payments to reimburse for expenses do not reduce the $2,000 calendar year maximum.