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This page last updated in Release Number: 20-04 Release Date: 11/23/2020 Effective Date: 11/23/2020 18.10 Dual Spousal Impoverishment Cases When both spouses are applying for community waivers, Family Care, or PACE/Partnership, and neither spouse resides in a medical institution, both eligibility determinations are done using spousal impoverishment policies. The eligibility determination for both spouses is done on one case if the couple resides together. Since income allocated to a community spouse is counted as income for that spouse, the couple should decide which spouse should allocate to the other spouse and how much to allocate. One spouse may have more income or less expenses, so he or she could allocate to the other spouse with less income or more expenses. Each case will have to be assessed individually and the income allocation adjusted to meet the needs of the couple. For instructions on entering income allocated paid out and allocated income received, see Process Help Section 12.18.4.3.1 Entry of Allocated Income When Both Spouses are Requesting Health Care. Asset Eligibility for Dual Spousal Cases When both spouses are applying for Waivers and neither spouse resides in a medical institution, an asset assessment should be done for both spouses using the couple’s combined assets. Both are tested using the Community Spouse Asset Share calculated with the asset assessment plus $2,000. Asset Transfer Period Both spouses have 12 months from the time of application to decrease their countable assets to less than $2,000. The assets can be transferred from one spouse to the other and used to purchase other exempt assets such as burial assets. The assets can also be used on other necessary living expenses for either spouse. Both spouses must have their countable assets below $2,000 at the next regularly scheduled renewal to remain eligible. This page last updated in Release Number: 21-01 Release Date: 03/29/2021 Effective Date: 03/29/2021