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DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM SSI RECIPIENTS’ ELIGIBILITY 11/18 CHAPTER D, PAGE 6

The State Income Exclusions Must be Applied In The Following Order Step 1 Deduct the Community Expenses Exclusion Step 2 Does the individual have a spouse and a minor child or a minor child at home? Yes - Deduct the Spouse and Child/Child At Home Exclusion. Go to Step 3. No – If the individual has a spouse but no child at home go to Step 3. If the individual does not have either a spouse or child at home, go to Step 4. Step 3 Deduct the Spouse At Home Exclusion Step 4 Deduct the Guardianship Fee Exclusion Step 5 The result is the total countable income to be used in determining the SSI recipient’s AG payment. 6.1. Community Expenses Exclusion When an individual enters an ALF or AFCH and applies for AG in the same month, any income used to pay for expenses incurred prior to entering the ALF/AFCH is excluded from income for the month of entry. To be excluded, the expenses must be for things not related to the ALF or AFCH. This exclusion cannot be applied in subsequent months. If an expense has been incurred but not paid, assume that the individual will pay the expense unless you have reason to question the situation. Note: The month of entrance into the ALF or AFCH will be the month the home is licensed or approved if the individual was a resident prior to licensure/approval. 6.1.1. Verification Use bills, receipts, contact with the provider, etc., to verify all community expenses. If none of these are available, the individual’s written statement will be accepted.