1700.5.5.3 Unscheduled Changes

Official source

If a household that was not receiving the medical deduction reports medical expenses that would result in a deduction, follow the verification requirements in application .

If a change of more than $25 is reported and the household wishes to: Continue with the medical standard, no verification is necessary. Continue with actual expenses, verify the new expense(s). If verification is not provided, do not allow the new expenses. Continue with the previously verified expenses.

If a change of more than $25 is reported and it results in the household choosing to switch between the medical standard and actual expenses the household must verify all reported expenses prior to receiving a deduction for actual expenses. If verification is not received, continue with the medical standard.

If a change of more than $25 is reported and benefits will decrease: If the household is receiving the medical standard and the change results in less than $35.01 in medical expenses, remove the medical standard. Verification is not required. If the household is using actual medical expenses, and the change results in Expenses less than $191 but more than $35.01 switch the household to the medical standard. Verification is not required. Continued expenses of over $191 make the change and verify at recertification.

Exception : If the change is not reported by the household, act on the change only if it is verified upon receipt, such as the Medicare Part B premium reported through BENDEX. Otherwise, do not request verification and do not act on the change.

loading…

1700.5.5.3 Unscheduled Changes

Official source

If a household that was not receiving the medical deduction reports medical expenses that would result in a deduction, follow the verification requirements in application .

If a change of more than $25 is reported and the household wishes to: Continue with the medical standard, no verification is necessary. Continue with actual expenses, verify the new expense(s). If verification is not provided, do not allow the new expenses. Continue with the previously verified expenses.

If a change of more than $25 is reported and it results in the household choosing to switch between the medical standard and actual expenses the household must verify all reported expenses prior to receiving a deduction for actual expenses. If verification is not received, continue with the medical standard.

If a change of more than $25 is reported and benefits will decrease: If the household is receiving the medical standard and the change results in less than $35.01 in medical expenses, remove the medical standard. Verification is not required. If the household is using actual medical expenses, and the change results in Expenses less than $191 but more than $35.01 switch the household to the medical standard. Verification is not required. Continued expenses of over $191 make the change and verify at recertification.

Exception : If the change is not reported by the household, act on the change only if it is verified upon receipt, such as the Medicare Part B premium reported through BENDEX. Otherwise, do not request verification and do not act on the change.