G-6300, Institutional Eligibility Budget Steps

Revision 09-4; Effective December 1, 2009

StepProcedure
1Determine the appropriate income limit for either an individual or couple using the special income limit. See Appendix XXXI, Budget Reference Chart.
2Determine monthly earned income.

See the following:
G-2000, Income Treatment
E-3000, Earned and Unearned Income
E-2000, Exempt Income
E-2200, Earned Income Exemption
E-1700, Things That Are Not Income
E-1770, Mandatory Payroll Deductions
 
3Determine monthly unearned income, including income from support and maintenance, if appropriate.

See the following:
G-2000, Income Treatment
E-3000, Earned and Unearned Income
E-1700, Things That Are Not Income
E-2000, Exempt Income
E-4000, Fixed Income
E-5000, Variable
E-9000, Infrequent or Irregular
 If the person has VA, see E-4311.2, $90 VA Pension and Institutional Setting.
 
4

Do not subtract either the:

  • $20-general exclusion, or
  • earned income exclusion in Section G-4000, Noninstitutional Exclusions.

Compare the remainder to the appropriate SSI FBR to test for the income element of eligibility
Note: If the remainder is less than the reduced SSI federal benefit rate, refer the person to the Social Security Administration.
 

5The remainder is countable income. Compare the remainder to the appropriate income limit to test for the income element of eligibility.
 The remainder must be equal to or less than the special income limit.

See G-5130, Medicare Savings Programs (MSP), for determination of a MSP program.