Page 17

DEPARTMENT FOR AGING AND REHABILITATIVE SERVICES AUXILIARY GRANT PROGRAM NON-SSI INCOME EXCLUSIONS 2/17 CHAPTER H, PAGE 15 Situation 3: An individual receives a royalty payment of $85 for artwork published, an unexpected birthday gift of $30 in cash from his daughter, and wins $15 playing Bingo. He receives a monthly SSA II check of $750. Analysis: The $30 gift is irregular unearned income. The $15 Bingo winnings are irregular unearned income. The $45 of unearned income from these sources may be excluded. The SSA is paid monthly. Therefore, it is not excludable as infrequent or irregular. The royalty payment is infrequent earned income and the first $30, of the $85 received, is excludable. The remaining $55 of earned income will be counted using normal income counting rules unless the earned income can be excluded using other income exclusions. 10. Spouse At Home Exclusion Applicable To the Combined Total of Earned and Unearned Income If the applicant/recipient has a spouse at home who has applied and is ineligible for SSI because he or she is not aged, disabled, or blind, a portion of the applicant's/ recipient's non-exempted income will be excluded to provide for the spouse at home. 10.1. Exclusion To determine the amount of the exclusion, total the income of the spouse and subtract it from the appropriate Medicaid Medically Needy level. The resulting amount will be deducted from the AG individual’s net countable income, the amount remaining after all other exclusions, other than guardian fees, have been applied. Note: If there is a spouse and children at home, the Child At Home Exclusion must be used instead of this one. Medicaid Medically Needy level link – http://localagency.dss.virginia.gov/divisions/bp/files/me/manual/Manual/s08.pdf 10.2. Verification Verify the spouse’s income and SSI ineligibility by documents in his/her possession.