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Who Are Age 65 or Older or Who have Blindness or a Disability eligibility group (described in 42 C.F.R. §435.121).

For states that cover individuals who are age 65 or older, or who have blindness or a disability as medically needy:  For each group of individuals described at J.3., J.4., J.5. and J.6., select one of the options (a. through c.) to describe how OASDI benefits will be treated in calculating countable income: o If Part of the OASDI benefits is deducted from income is selected, choose one of the two options presented to describe the portion that is deducted.  If The amount of the deduction is: is selected, enter the dollar amount in the text box provided.  If The deduction is a percent of the OASDI benefits… is selected, enter the percentage in the text box provided.

 If you wish to view the Handling of Excess Income (Spenddown) RU: o If the Handling of Excess Income (Spenddown) RU is included in this submission package, select the View current version of Handling of Excess Income (Spenddown) link to view the version included in this package. o If the Handling of Excess Income (Spenddown) RU is not included in the package, select the View approved version of Handling of Excess Income (Spenddown) link to view the approved version. o The appropriate Handling of Excess Income (Spenddown) RU will appear for viewing. o If the Handling of Excess Income (Spenddown) RU is not included in the package and there is no approved version, a screen message will appear to include the RU in the package if the View approved version of Handling of Excess Income (Spenddown) link is selected. o Select the More Restrictive Requirements under 1902(f) – (209(b) States) link to return to the More Restrictive Requirements under 1902(f) – (209(b) States) RU.

K. Additional Information (Optional) Except in limited circumstances, this field remains blank. Please consult with CMS before adding any additional information concerning this RU.

REVIEW CRITERIA

The more restrictive methodologies entered must be sufficiently clear, detailed and complete to permit the reviewer to determine that the state’s description meets applicable federal statutory, regulatory and policy requirements.

The more restrictive methodologies may not be more restrictive than the eligibility requirements in the state’s Medicaid state plan as of January 1, 1972.